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Can Google's Partnership With Vodafone Push the GOOGL Stock Higher?
ZACKS· 2024-10-09 16:41
Alphabet's (GOOGL) Google and Vodafone announced a 10-year expanded partnership on Monday that encompasses cloud, cybersecurity, and devices across Europe and Africa. The deal will see Vodafone's increased access to Google's AI-powered Pixel devices that leverage its 5G network in Europe. Vodafone will incorporate Google Cloud's generative AI (Gen AI) into its set-top boxes, increasing user experience through improved content search and recommendations. This will also help Vodafone to roll out advertising u ...
Vodafone Expands Partnership with Google to Enhance Cloud and AI Services
Gurufocus· 2024-10-08 07:50
British telecom giant Vodafone has announced an expanded partnership with Google, aiming to offer enhanced cloud services, generative AI tools, and cybersecurity solutions to its customers across Europe and Africa. This collaboration extends the existing partnership between the two companies for another ten years. Vodafone will promote Google's cloud storage subscription services, including Google One AI Premium, which provides access to Google's Gemini chatbot. Additionally, Vodafone plans to demonstrate t ...
Vodafone: An Undervalued Income Play
Seeking Alpha· 2024-09-17 07:32
VV Shots Vodafone (NASDAQ:VOD) has reported a positive operating performance in the first quarter of FY 2025 and has now a stronger business profile following the disposal of Italy and Spain, making it an undervalued income play for long-term investors. As I've covered in previous articles, I see Vodafone as an interesting income pick in the European telecoms industry, given that its dividend is sustainable, and the company has made in the recent past important efforts to improve its fundamentals. While Vod ...
UK regulator finds Vodafone and Three merger would lead to price rises, seeks remedies for deal
CNBC· 2024-09-13 08:20
In this article VOD-GB watch now Britain's competition watchdog on Friday said it found competition concerns with the proposed merger between Vodafone and the Three UK mobile network owned by CK Hutchison. The U.K. Competition and Markets Authority (CMA) said the deal would lead to price increases for tens of millions of customers or see some users get reduced services. The regulator also warned of a negative impact for so-called Mobile Virtual Network Operators (MVNOs), which piggyback on existing infrastr ...
Three and Vodafone's $19B merger hits the skids as UK rules the deal is
TechCrunch· 2024-09-13 07:18
The U.K.'s antitrust regulator has delivered its provisional ruling in a longstanding battle to combine two of the country's major telecommunication operators. The Competition and Markets Authority (CMA) says that Three and Vodafone's planned $19 billion merger could lead to higher prices for consumers, reduced investment in U.K. mobile networks, and diminished service such as smaller data packages in contracts. Additionally, given that both Three and Vodafone make their infrastructure available to mobile v ...
Vodafone: Potentially Undervalued, But Uncertainties Prevail Following Latest Updates
Seeking Alpha· 2024-07-29 22:12
57 Vodafone Group Plc (NASDAQ:VOD) is a leading British multinational telecommunications company headquartered in Newbury, Berkshire. Established in 1991, Vodafone operates in over 20 countries and partners with networks in over 50 more, providing a wide range of services including mobile and fixed-line telephony, broadband, and digital TV. With a significant presence in Europe and Africa, Vodafone serves over 300 million customers. e voo In this article, after summarizing the strategic goals and progress m ...
Vodafone Group(VOD) - 2025 Q1 - Earnings Call Transcript
2024-07-25 17:56
Vodafone Group Public Limited Company (NASDAQ:VOD) Q1 2025 Earnings Conference Call July 25, 2024 5:00 AM ET Company Participants Margherita Della Valle - Group Chief Executive Luka Mucic - Group Chief Financial Officer Conference Call Participants Robert Grindle - Deutsche Numis Andrew Lee - Goldman Sachs Siyi He - Citigroup Maurice Patrick - Barclays David Wright - Bank of America Merrill Lynch Carl Murdock-Smith - Berenberg Akhil Dattani - JPMorgan Andrea Devita - Intesa Sanpaolo James Ratzer - New Stree ...
Vodafone Group(VOD) - 2025 Q1 - Earnings Call Presentation
2024-07-25 16:33
| --- | --- | --- | --- | |-------|-------------------------------------------|----------------------------------------|-----------------| | | | | | | | | | | | | Lower inflation slows revenue growth & | Group Q1 service revenue | +5.4% | | | improves Adj. EBITDAaL | Europe (excl. MDU) Q1 service revenue | +0.4% | | | | Group Q1 Adj. EBITDAaL | +5.1% | | | | | | | | | Germany Q1 service revenue | -1.5% | | | Germany growth impacted by TV law change, | Germany (excl. MDU) Q1 service revenue | -0.3% | | | B2B ...
Vodafone (VOD), Meta Team Up to Enhance Network Efficiency
ZACKS· 2024-07-10 18:00
Group 1: Partnership and Network Optimization - Vodafone has partnered with Meta to enhance the delivery of short-form videos and optimize the use of existing network infrastructure [1][2] - The collaboration aims to address the rapid increase in video consumption on platforms like Instagram, TikTok, and YouTube, which has led to a 25% rise in global data traffic over the past year, with video accounting for 73% of mobile traffic by the end of 2023 [1][6] Group 2: Network Capacity and Efficiency - Vodafone has successfully increased network capacity at key 4G and 5G sites in high-traffic areas, improving network efficiency in Europe without compromising user experience [2][7] - The growth of 5G subscriptions, currently at 15% and projected to reach 53% by 2028, presents both opportunities and challenges for telecom operators [7] Group 3: Industry Context and Financial Performance - The telecom industry faces significant costs to upgrade networks due to increasing data usage, with calls for major tech companies to contribute to 5G rollout expenses [6] - Vodafone's stock has decreased by 0.3% over the past year, contrasting with a 9.9% decline in the industry [3]
Vodafone shares price could explode higher: July 25 will be key
Invezz· 2024-07-10 02:02
Substantial challenges remain Vodafone, a leading telecom company, is going through a turnaround as the management seeks to reboot its performance. Earlier this year, its stock plunged to a low of 59.75p, its lowest level since November 2010. At that point, it was down by more almost 60% from its all-time high of 149.8p. Vodafone's performance is not unique as most telecom companies have come under pressure in the past few years. In the UK, BT Group's stock has plunged by 60% from its highest level in 2016 ...