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Vodafone Group plc (VOD)

  • Dec. 28, 2011, 2:52 PM
    Verizon Wireless (VZ, VOD) is dealing with yet another widespread data service outage affecting 4G LTE devices; the outage is its third this month. Verizon has been counting on is early lead relative to AT&T (T) in deploying LTE services to give it a leg up.
    | Dec. 28, 2011, 2:52 PM | 5 Comments
  • Dec. 28, 2011, 5:03 AM
    Nokia Siemens Networks (NOK, SI) gets an order to upgrade Vodafone's (VOD) subscriber data management system in Egypt. Financial terms weren't disclosed.
    | Dec. 28, 2011, 5:03 AM | Comment!
  • Dec. 15, 2011, 10:23 AM
    After repeated delays and a Google Wallet controversy, Verizon Wireless (VZ, VOD) is finally taking orders for Samsung's (SSNLF.PK) Galaxy Nexus, originally meant to be the flagship Android phone for the holiday season. Texas Instruments (TXN) has to be pleased the Nexus is finally available, and so must Google (GOOG), given widespread reports of strong U.S. iPhone sales. (previously)
    | Dec. 15, 2011, 10:23 AM | 3 Comments
  • Dec. 14, 2011, 3:42 PM
    Veirzon Wireless (VZ, VOD) claims that following the rollout of 4G LTE services in 11 markets tomorrow, the carrier's U.S. LTE network will cover more than 200M people, putting it ahead of a prior, year-end goal of 185M people. AT&T (T), by contrast only expects to cover 70M people with its LTE network by year's end.
    | Dec. 14, 2011, 3:42 PM | 1 Comment
  • Dec. 12, 2011, 2:15 PM
    Barron's "10 favorite stocks for 2012," which "could deliver gains of 15%-20% next year": BRK.A, FCX, PG, MET, CMCSA, DAI, SNY, STX, VOD, RDS.A.
    | Dec. 12, 2011, 2:15 PM | Comment!
  • Dec. 12, 2011, 11:35 AM
    Vodafone's (VOD -0.3%) Indian subsidiary is preparing for an IPO, according to the division's chief. Vodafone India reported revenue of $3.3B and operating cash flow of $519M for the 6 months ending Sep. 30. However, as for Wal-Mart and Qualcomm, Indian regulators have proven a headache for the company: it's currently challenging a court ruling that leaves it on the hook for an $2.5B tax bill.
    | Dec. 12, 2011, 11:35 AM | Comment!
  • Dec. 6, 2011, 3:50 PM
    Dutch competition regulator NMa raided the offices of top local carriers Vodafone (VOD), KPN (KKPNF.PK), and T-Mobile (DTEGY.PK) to investigate potential price-fixing. NMa has fined the carriers in the past for sharing information on mobile device subsidies.
    | Dec. 6, 2011, 3:50 PM | Comment!
  • Dec. 6, 2011, 3:05 PM
    Verizon Wireless (VZ, VOD) tries to defuse a growing backlash to its decision to block access to Google Wallet (GOOG) - a move that many suspect was done to suppress a rival to its Isis mobile payments JV. A Verizon spokesman claims security issues were responsible for the decision, and that Verizon continues to have "commercial discussions" with Google on the matter.
    | Dec. 6, 2011, 3:05 PM | Comment!
  • Dec. 6, 2011, 11:54 AM
    Verizon Wireless (VZ, VOD) once again received the highest rating among nationwide carriers in Consumer Reports' annual customer satisfaction survey. Sprint (S) finished a close second, while AT&T (T) received the lowest marks for yet another year. However, it's added the happiest subscribers tend to be those signed up for prepaid plans, and/or with smaller service providers. (yesterday)
    | Dec. 6, 2011, 11:54 AM | 1 Comment
  • Dec. 6, 2011, 9:04 AM
    Sprint (S), which has just finished up bailing out (I, II) Clearwire (CLWR), says it plans to offer its first 4G LTE devices in 2H 2012. Sprint has thus far relied on WiMAX technology rather than LTE to offer 4G services, and that's put the carrier at a disadvantage with regards to the quality of its 4G phone lineup. Verizon Wireless (VZ, VOD) currently offers 16 LTE devices, with the Galaxy Nexus arriving shortly.
    | Dec. 6, 2011, 9:04 AM | Comment!
  • Dec. 5, 2011, 4:34 PM
    With the odds for AT&T's bid for T-Mobile (and its related asset sales) looking increasingly slim, Leap Wireless (LEAP) has decided to conduct a spectrum swap with Verizon Wireless (VZ, VOD). Leap will pay Verizon $204M to acquire 12 MHz. of 700 MHz.-band spectrum (better range), and will sell Verizon excess spectrum in higher frequency bands (superior bandwidth) for $188M.
    | Dec. 5, 2011, 4:34 PM | 1 Comment
  • Dec. 5, 2011, 3:40 PM
    JPMorgan's Phillip Cusick predicts the iPhone 4S launch will help Verizon Wireless (VZ, VOD) deliver a net gain of 1.2M postpaid subscribers in Q4 - above a prior forecast of 1M, and far higher than expected gains of 450K for AT&T (T), and 250K for Sprint (never mind T-Mobile's 400K decline). Moreover, he estimates Verizon's per-unit iPhone subsidy only amounts to $350, below AT&T's $375 and Sprint's $400.
    | Dec. 5, 2011, 3:40 PM | Comment!
  • Dec. 2, 2011, 12:07 PM
    In spite of weak sales (I, II) thus far, Verizon Wireless (VZ, VOD) isn't giving up on high-end Android (GOOG) tablets: CNET reports the carrier plans to sell Motorola's (MMI) upcoming 4G Droid Xyboard devices. Pricing could make or break the products: if Verizon subsidizes Motorola's tablets in exchange for service contracts, they just might not be roadkill for the iPad (AAPL) and Kindle Fire (AMZN). (earlier)
    | Dec. 2, 2011, 12:07 PM | Comment!
  • Dec. 2, 2011, 9:08 AM
    More on Verizon/Spectrum: The cable companies (Comcast CMCSA, Time Warner TWX) and Verizon (VZ, VOD) will become agents to sell each other's products. Over time, the cable firms will have the option of selling Verizon Wireless service on wholesale basis. VZ +0.5%, CMCSA +4.1% premarket.
    | Dec. 2, 2011, 9:08 AM | Comment!
  • Dec. 2, 2011, 8:56 AM
    Trying to keep up with the fast-growing demand for bandwidth, Verizon Wireless (VZ, VOD) agrees to buy Spectrum and its 122 wireless licenses from Comcast (CMCSA) and Time Warner (TWX) for $3.6B. Comcast's share of the proceeds will be $2.3B; Time Warner's, $1.1B. (PR) Comcast +2.6% premarket.
    | Dec. 2, 2011, 8:56 AM | 1 Comment
  • Dec. 1, 2011, 4:14 PM
    Thomas Lott's extensive analysis (Part I, Part II) of Vodafone's (VOD) assets leads him to believe upside of 24%-27% is possible over the next 12-18 months, after accounting for the carrier's large dividend. Some fairly conservative multiples are used in valuing Vodafone's properties; its 45% stake in Verizon Wireless is valued at just 6x EBITDA; its European assets at 5x; and its other international assets at 6.25x.
    | Dec. 1, 2011, 4:14 PM | Comment!
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Company Description
Vodafone Group PLC is engaged in providing voice and data communications services for all types of customers. The Company has presence in Europe, the Middle East, Africa, the Asia Pacific region and the United States.