Seeking Alpha

Vodafone Group plc (VOD)

  • Aug. 29, 2011, 7:48 AM
    Verizon Wireless (VZ, VOD), AT&T (T), and T-Mobile are forming a $100M mobile payments JV that will enable consumer payments via NFC technology. The venture, named Isis, will compete directly with Google Wallet (GOOG), and has already struck deals with leading credit-card providers. (previously)
    | Comment!
  • Aug. 24, 2011, 3:57 PM
    Long-time Nokia (NOK) follower Tero Kuittinen wonders if the company is in denial of industry realities following its latest Symbian smartphone releases. Kuittinen thinks the devices are priced too steeply given Symbian is "rapidly dying," and is doubtful major Euro carriers such as Vodafone (VOD) and T-Mobile will support them.
    | Comment!
  • Aug. 23, 2011, 8:59 AM
    Vodafone (VOD) plans to migrate all of its German broadband customers from leased DSL lines to Vodafone's 4G wireless network. Vodafone's move could be a sign of things to come: 4G's higher capacity may give the likes of S, CLWR, and PCS a chance to compete with fixed broadband providers in less densely-populated locales.
    | Comment!
  • Aug. 12, 2011, 2:57 PM
    Harry Rady is shorting the investments that have been spiking lately, including gold, the Swiss franc and the VIX - "by far our largest position," the self-described contrarian says, believing that volatility will compress in the coming months, as it has "95% of the time." He's going long high quality, dividend paying multinationals, such as VOD and TEF.
  • Aug. 12, 2011, 11:30 AM
    The market's unprecedented roller-coaster ride has has led to a 65% August gain for the CBOE Volatility Index (VIX -8.1%) going into today. But fund manager Harry Rady is comfortable going short, believing volatility is due to compress. On the flip side, Rady is bullish on Euro carriers VOD and TEF, liking their low P/Es and large dividends.
    | 1 Comment
  • Aug. 3, 2011, 9:10 AM
    Premarket gainers: GNET +21%. SFSF +16%. EM +14%. AMAG +8%. IDCC +6%. CTIC +5%. BBVA +4%. MA +4%. STD +3%. GPL +3%. RAD +3%. TEF +3%. MCP +3%. RIMM +3%. ALU +3%. EXK +3%. VOD +3%. MGM +3%. YGE +3%.
    Losers: OPEN -9%. GRMN -8%. BKS -7%. SONS -3%. CTL -3%. DNKN -3%. IRE -3%.
    | Comment!
  • Aug. 2, 2011, 10:42 AM
    AT&T (T -1.2%) may have reason for concern about lousy earnings from MetroPCS (PCS -32.3%) and Sprint (S -4%), Dave Kansas muses, since its proposed deal with T-Mobile (DTEGY.PK) would look better to regulators if AT&T had more competition. Sprint and others opposed to the deal will have a stronger argument that AT&T/T-Mobile would be too powerful.
    | 1 Comment
  • Aug. 2, 2011, 8:55 AM
    More on MetroPCS (PCS): Q2 earnings missed the mark as margins declined on higher costs and a sharp slowdown in subscriber growth. New customer growth was the lowest in nearly 2 years as the pre-paid wireless provider tries to remain relevant in a market dominated by Verizon Wireless (VZ, VOD)and AT&T (T). Shares -16.5% premarket.
    | Comment!
  • Aug. 1, 2011, 10:05 AM
    The Spanish government announces a spectrum auction raised $2.61B, with divisions of European wireless giants Telefonica (TEF), Vodafone (VOD), and France Telecom (FTE) proving the largest buyers. The relatively modest sale price for the spectrum is a positive sign for European carriers as they prepare to build out 4G networks.
    | Comment!
  • Jul. 29, 2011, 4:20 PM
    While Vodafone (VOD +4.6%) is seen as the big winner in Verizon Wireless' decision to pay a $10B dividend, Verizon (VZ -1%) proper will benefit as well. With Verizon's wireline division generating little cash as its local phone business steadily declines, it needs its share of the payoff to keep paying its quarterly dividend to shareholders.
    | 1 Comment
  • Jul. 29, 2011, 9:00 AM
    Premarket gainers: AHCI +56%. SIFY +15%. EVEP +10%. FCEL +6%. YHOO +4%. VOD +4%. AXL +4%. CHK +3%.
    Losers: VPRT -37%. STEC -36%. MILL -20%. AGP -16%. CTCT -16%. NXPI -11%. MMI -6%. IRE -6%. LVLT -3%. S -3%.
    | Comment!
  • Jul. 28, 2011, 5:48 PM
    Verizon Wireless (VZ, VOD) declares a $10B special distribution. Verizon shareholders - a 55% owner in the joint partnership - will receive $5.5B to be paid on January 31, 2012. Vodafone will receive $4.5B, and has declared a £2B special dividend payable to its shareholders as well. VZ +0.8%, VOD +5% AH.
  • Jul. 28, 2011, 8:40 AM
    Vodafone (VOD) and Facebook team up to release the 555 Blue, a 2.5G smartphone for developing markets. It comes with a qwerty keyboard and an OS that puts Facebook at the heart of the device. The phone is expected to retail for around $100 – a crucial price for mass-market adoption.
    | Comment!
  • Jul. 22, 2011, 7:05 AM
    Vodafone (VOD +1.6%) issues upside Q1 revenue guidance of £11.659B vs. consensus of £11.54B. Q1 trading was "consistent with management's expectations, with a resilient performance in northern Europe and good momentum in our emerging markets. The Group therefore confirms its guidance for the current financial year." (PR)
    | Comment!
  • Jul. 14, 2011, 2:22 PM
    Flurry Analytics believes the Verizon (VZ, VOD) iPhone and the iPad's popularity have halted Android's momentum with app developers: only 28% of "new project starts" for iOS and Android involved the latter in Q2, compared with 36% in Q1. However, this drop could also be due to developers finding it harder to profit from Android.
  • Jul. 13, 2011, 10:00 AM
    Only 8 months after it began offering 4G service, Verizon Wireless (VZ, VOD) will cover its 100th market next week. With a few 4G phones also available (and more coming), Verizon is opening a major lead in 4G relative to AT&T (T), which will begin offering service in just 5 cities this summer, and only via a laptop card and Wi-Fi hotspot.
    | Comment!
Visit Seeking Alpha's
VOD vs. ETF Alternatives
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.