Analyst’s Disclosure: I/we have a beneficial long position in the shares of VOD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice ...

Core Insights - The company reported a 5.4% growth in group service revenue for Q3, driven by strong performance in Europe and Africa, particularly in Germany, Africa, and Turkey [2] - Group EBITDAaL increased by 2.3% in Q3 and 5.3% year-to-date, aligning with expectations and supporting the trajectory towards the upper end of FY '26 guidance [3] Financial Performance - Group service revenue growth of 5.4% in Q3 indicates robust top-line momentum [2] - EBITDAaL growth of 2.3% in Q3 and 5.3% year-to-date reflects consistent profitability [3] Strategic Progress - The company is making significant advancements in strategic priorities, particularly in enhancing customer experience in Germany [3]

欧洲股市遭遇"黑色星期四"，随着多家行业巨头密集发布令人失望的财报，市场情绪遭受重创。从航运、汽车到电信板块，核心企业不仅业绩不 及预期，更发出了悲观的盈利指引，导致相关公司股价遭遇猛烈抛售。 马士基利润指引腰斩 据彭博报道，马士基周四在声明中表示，预计今年的基础息税折旧摊销前利润（EBITDA）将在45亿美元至70亿美元之间。这一数字不仅远低于 2025年录得的95.3亿美元，也不及分析师平均预估的57.6亿美元。 马士基指出，业绩指引下调主要是基于红海航线将逐步重开的预期。据环球网，此前，由于胡塞武装的袭击，集装箱航运业绕行非洲南部需要额 外运输时间，这在争夺货源的激烈竞争中，有效削减了全球约7%至8%的运力。然而，随着红海局势变化，运费红利正在消退。 面对严峻的市场环境，马士基宣布将专注于成本纪律。公司计划裁减1000个工作岗位，相当于其公司职能部门角色的15%，但在总员工数中占比 不到1%。公司预计年度成本削减额将达到1.8亿美元。此外，马士基预测今年全球集装箱贸易增长率为2%至4%。 行业咨询机构Alphaliner的数据显示，目前全球前五大集装箱航运公司未来几年即将交付的订单运力总计近700万个标 ...

Vodafone Group (NasdaqGS:VOD) Q3 2026 Earnings call February 05, 2026 05:00 AM ET Company ParticipantsAkhil Dattani - Head of European Telecoms Equity ResearchAndrew Lee - Managing DirectorDavid Wright - Head of European Telecoms Equity ResearchJames Ratzer - Head of the European Communication Services ResearchJoshua Mills - Executive Director of Sector Head, Telecoms ResearchMargherita Della Valle - CEOMaurice Patrick - Managing DirectorPaul Sidney - Associate DirectorPilar Lopez - CFOPolo Tang - Managing ...

Vodafone Group (NasdaqGS:VOD) Q3 2026 Earnings call February 05, 2026 05:00 AM ET Company ParticipantsAkhil Dattani - Head of European Telecoms Equity ResearchAndrew Lee - Managing DirectorDavid Wright - Head of European Telecoms Equity ResearchJames Ratzer - Head of the European Communication Services ResearchJoshua Mills - Executive Director of Sector Head, Telecoms ResearchMargherita Della Valle - CEOMaurice Patrick - Managing DirectorPilar Lopez - CFOPolo Tang - Managing DirectorRobert Grindle - Managin ...

Vodafone Group (NasdaqGS:VOD) Q3 2026 Earnings call February 05, 2026 05:00 AM ET Speaker3Good morning, everyone, and thank you for joining us today. Alongside me, I'm pleased to be joined by Pilar, our new Group CFO. Welcome, Pilar.Speaker7Thank you, Margherita. It's great to be with everyone today.Speaker3Before going to Q&A, let me provide you, as usual, with a brief summary of our Q3 results. Overall, we continue to perform well and have maintained our good top-line momentum, having grown Group service ...

Core Viewpoint - The company's shares declined following a revenue report that fell short of market expectations, primarily due to underperformance in Turkey [1] Group 1 - The company's revenue missed market expectations [1] - Poor performance in Turkey significantly impacted the overall revenue results [1]

Q3 FY26 Trading Update February 2026 Q3 FY26 Trading Update ⫶ February 2026 1 Highlights | Group Q3 service revenue | +5.4% | | | | | --- | --- | --- | --- | --- | | Service revenue growth in Europe & Africa | | | | | | Europe Q3 service revenue | +0.4% | | | | | Group Q3 Adj. EBITDAaL | +2.3% | | | | | Germany Q3 service revenue | +0.7% | | | | | Continued service revenue growth in Germany | | | | | | Fixed line service revenue improvement | +1.2pp | | | | | 1&1 customers using our network | >12m | | | | | ...

智通财经APP获悉，尽管沃达丰(VOD.US)2026财年第三季度营收实现增长，并且预计全年盈利和现金 流将达到指引区间上限，但由于其最大市场德国的增长速度低于市场预期，周四该公司股价一度创一年 来最大跌幅。 受此影响，沃达丰在伦敦的股价一度下跌6.8%，创一年来最大跌幅。 沃达丰发言人表示，上一季度，随着与规模较小的运营商1&1 AG展开合作，批发业务收入有所提振， 德国市场营收重回增长轨道。然而，本季度该部分增长红利，被向服务供应商付款时点变动带来的一次 性影响所抵消。 据了解，沃达丰首席执行官Margherita Della Valle推行一项雄心勃勃的业务振兴计划已逾两年，该计划 聚焦于精简运营和出售资产。在此期间，公司完成了意大利、西班牙业务的剥离，并在英国本土市场与 Three UK完成合并。 财报显示，该公司Q3总营收达105亿欧元，同比增长6.5%，这一增长主要得益于服务收入提升，以及合 并Three UK和Telekom Romania资产带来的贡献。集团服务收入同比增长7.3%至85亿欧元，有机增长 5.4%，增速略低于上一季度，其中，土耳其、非洲市场的亮眼表现，抵消了汇率波动带来的不利影 ...

Core Viewpoint - Vodafone's share price is experiencing a bull market as Margherita Della Valle's turnaround strategy begins to yield positive results [1] Group 1 - Vodafone's share price increased to a high of 116p this week [1] - The share price has risen by over 110% from its lowest level in 2024 [1]