Vodafone Group Public Limited Company American Depositary Receipt (VOD)
Vodafone still a 'sell' for UBS, sees progress as driven by timing and one-offs
UBS maintained its 'sell' recommendation on Vodafone Group PLC (LSE:VOD) despite second-quarter results that impressed elsewhere, arguing the stock has little room for upside. Group service revenue grew 5.8% in Q2, with earnings beating the City consensus by 2.2%, helped by a better-than-expected contribution from Europe.
Vodafone: Strong Quarter, Questionable Dividend Timing
Vodafone surged 8% after Q2 2026 results, fueled by a 2.5% dividend hike and a new progressive dividend policy. Despite operational improvements and positive EBITDAaL growth, VOD's fundamentals remain weak, with negative net income, negative ROIC, and negative free cash flow. Management's dividend increase appears premature given ongoing asset write-downs and cash flow challenges, raising concerns about long-term sustainability.
Vodafone Group Public Limited Company (VOD) Q2 2026 Earnings Call Transcript
Vodafone Group Public Limited Company ( VOD ) Q2 2026 Earnings Call November 11, 2025 5:00 AM EST Company Participants Margherita Della Valle - Group Chief Executive & Executive Director Luka Mucic - Group CFO & Executive Director Conference Call Participants Maurice Patrick - Barclays Bank PLC, Research Division Akhil Dattani - JPMorgan Chase & Co, Research Division Carl Murdock-Smith - Citigroup Inc., Research Division Polo Tang - UBS Investment Bank, Research Division Emmet Kelly - Morgan Stanley, Research Division Joshua Mills - BNP Paribas, Research Division David Wright - BofA Securities, Research Division James Ratzer - New Street Research LLP Paul Sidney - Joh. Berenberg, Gossler & Co. KG, Research Division Robert Grindle - Deutsche Bank AG, Research Division Presentation Margherita Della Valle Group Chief Executive & Executive Director Good morning, everyone, and thank you for joining us today.
Vodafone results spark new demands for clarity over franchisee legal challenge
Vodafone Group PLC's (LSE:VOD) half‑year results prompted a renewed challenge from a group of 62 former franchisees pursuing a multi‑million‑pound High Court claim against the company. The group questioned why the claim, estimated at close to £90 million in potential damages and legal costs, is not disclosed as a contingent liability within the company's latest financial statements.
Vodafone introduces progressive dividend policy as 'growth trajectory now underway'
Vodafone Group PLC (LSE:VOD) said it expects to hit the upper end of its full-year guidance for earnings and cash flow after posting interim results that were marginally better than expected. The FTSE 100-listed telecoms group reported underlying earnings excluding lease expenses (EBITDAaL) of €5.73 billion for the half-year to 30 September, up 5.9% versus a year ago and slightly ahead of the average analyst forecast of €5.65 billion.
Vodafone Is One Of The Few Attractively Priced Telcos Left (But With A Caveat)
Vodafone remains one of the few attractively valued telcos, with a strong European base and growth in Africa, despite sector headwinds. VOD's recent divestitures, focus on debt reduction, and a leaner dividend support long-term earnings growth, but short-term risks remain from macro and regulatory pressures. At under £1/share and below 13x P/E, VOD offers double-digit total return potential, though 2026 forecasts are negative and market volatility could impact short-term performance.
Vodafone and AST SpaceMobile sets up satellite constellation base in Germany
Vodafone Group PLC (LSE:VOD) and AST SpaceMobile Inc (NASDAQ:ASTS) have announced the next stage in their plans to form a new space-based mobile broadband network connecting directly to standard smartphones. The network is aiming to provide coverage from 2026, connecting rural and underserved areas, as well as supporting emergency and disaster relief operations.
Vodafone leads FTSE fallers after being slapped with 'sell' rating
Vodafone Group PLC (LSE:VOD) shares fell 2.3% to 90p on Monday after being slapped with a 'sell' rating from 'neutral' by UBS after the telecom group's portfolio simplification and improved German performance helped the shares improve 34% in the year to date. Analyst Polo Tang set a price target of 80p, implying 12% downside from the 91p close, with the share price rise leaving the stock trading at a premium to peers.
Vodafone to buy German cloud specialist Skaylink for $204 million
Britain's Vodafone on Thursday said it will acquire German cloud and digital transformation firm Skaylink for 175 million euros ($204.09 million) from private equity firm Waterland, in a push to expand its service offerings.
Are You Looking for a Top Momentum Pick? Why Vodafone Group PLC (VOD) is a Great Choice
Does Vodafone Group PLC (VOD) have what it takes to be a top stock pick for momentum investors? Let's find out.
Vodafone's network of hope meets a wall of worry
Vodafone Group PLC's (LSE:VOD) turnaround story has split the market. Deutsche Bank is doubling down on optimism, while Citi is keeping its hand firmly on the handbrake.
Vodafone reveals cause of massive internet blackout amid calls for compensation
Vodafone has said a massive blackout in its internet coverage yesterday was not caused by a cyber attack.
