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Vodafone Group plc (VOD)

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  • Jul. 19, 2013, 3:22 AM
    Vodafone (VOD) FQ1 organic service revenue -3.5% to £10.155B; sales to Northern and Central Europe -3% due to "competitive intensity", with U.K. -4.5% and Germany -5.1%. Southern Europe -14.4%, with Italy -17.6% and Spain -10.6%. Sees good growth in Africa, the Middle East and Asia Pacific. Net debt -£2.1B on quarter to £24.9B. Reiterates full-year outlook. Expects to complete the €7.7B acquisition of Kabel Deutschland (KBDHY.OB) by the end of 2013. (PR)
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  • Jul. 18, 2013, 9:58 AM
    The iPhone (AAPL +0.7%) accounted for 51% of Verizon Wireless' (VZ -2.4%, VOD -0.5%) Q2 smartphone sales. That translates into 3.9M iPhones, above estimates and good for a 44% Y/Y increase (up from Q1's +25%). Verizon also says it isn't interested in Leap Wireless (LEAP -0.2%), and calls its interest in entering Canada an "exploratory exercise." Retail postpaid net adds rose Q/Q, but Y/Y growth fell to 6% from Q1's 35%. Retail churn was 1.23%, -7 bps Q/Q but +12 bps Y/Y. Retail postpaid ARPA rose by $2.23 Q/Q to $152.50. Retail prepaid net adds totaled 97K vs. 43K in Q1 and 290K a year ago. Total wireline revenue -1.6% Y/Y, as business declines offset consumer growth. 2013 capex budget slightly raised to $16.4B-$16.6B from $16.2B. (Verizon Q2: I, II)
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  • May 21, 2013, 4:34 AM
    Vodafone (VOD): FQ4 organic service revenue -4.2% (in line, but worst quarterly drop on record): -12.8% in Italy and -11.5% in Spain. Impairment charge of £1.8B in Italy, bringing total impairments for Spain and Italy to £7.7B for the full year during which sales were down 4.2%, to £44.4B and core earnings were off 3.1% to £13.3B. Adjusted operating profit beats, rising 9.3% to £12B. The company said it will keep its 45% share of Verizon's (VZ) dividend payment to shore up operations.
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  • Apr. 18, 2013, 10:56 AM
    More on Verizon: Verizon Wireless' performance is taking center stage as shares rally. Service revenue rose 8.6% Y/Y, while equipment sales fell 1.4% (evidence of Verizon's efforts to lower subsidies). Retail postpaid net adds rose by 677K, and total retail net adds by 720K. Wireless operating income margin rose 430 bps Y/Y to 32.9%. Retail postpaid churn rose 6 bps Q/Q and 5 bps Y/Y to 1.01%. Vodafone (VOD +2.2%) is rallying in response to VZW's numbers, and CC comments about Verizon being "extremely confident" it can buy Vodafone's stake without taking a tax hit.
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  • Feb. 7, 2013, 3:33 AM
    Vodafone (VOD): FQ3 revenues -2% to £11.39B vs consensus of £11.29B. Profit figures not provided. Results "continue to reflect very difficult market conditions in Europe," with Spain and Italy particularly hit, although growth in emerging markets continues. Data revenue +12.8% as European smartphone penetration rises to 33.4%. Shares +2.1% in London. (PR)
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  • Jan. 9, 2013, 9:29 AM
    Verizon Wireless (VZ, VOD) says it expect to report 9.8M smartphone activations, "with a higher mix of Apple smartphones," for Q4. That figure is up 29% from the 7.7M smartphones activated a year ago, and 44% from the 6.8M activated in Q3 (46% of them were iPhones). Verizon's Y/Y growth rate is easily above that of AT&T (T - previous), which is more iPhone-dependent, but its Q/Q rate is slower. The smartphone sales, together with strong indirect channel growth, will lead to a slight Y/Y drop in EBITDA service margin. VZ -0.5%. AAPL -0.7%. (CEO remarks: I, II) Update: Verizon PR tells Seeking Alpha the iPhone mix was higher relative to both Q3 (46% of smartphone sales) and Q4 2011 (56%).
    | 22 Comments
  • Nov. 13, 2012, 3:39 AM
    More on Vodafone (VOD) H1: Organic service revenue growth -0.4%: N. Europe +1.5%, S. Europe -9.8%, AMAP +5.2%. To buy back £1.5B in shares. Expects to receive £2.4B dividend from Verizon Wireless by the end of the year, as per the latter's $8.5B payout to Verizon and Vodafone. Declares interim dividend of 3.27 pence, +7.2% from a year earlier. Shares -3% in London. (PR)
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  • Nov. 13, 2012, 3:27 AM
    Vodafone Group (VOD): Swings to H1 loss of £1.98B from a net profit of £6.68B last year, hit by impairments of £5.9B for Spanish and Italian ops due to tough conditions and increased discounts. Adjusted operating profit +8.5% to £6.2B. Revenue -7.4% to £21.78B vs consensus £21.82B. Says FY adjusted op profit should reach "upper half" of £11.1B-£11.9B range. (PR)
    | 1 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.