Vodafone Group(VOD)

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Vodafone Group(VOD) - 2022 Q2 - Earnings Call Presentation
2021-11-16 15:18
H1 FY22 Results 16 November 2021 Agenda & contents p8 Highlights Nick Read Chief Executive p3 Financial Margherita Della Valle performance Chief Financial Officer Strategy, operations & portfolio Nick Read Chief Executive p20 Appendices p35 We connect for a better future The new generation connectivity & digital services provider for Europe & Africa enabling an inclusive & sustainable digital society H1 FY22 Results November 2021 2 Conclusions Highlights Good performance inline with expectations & regaining ...
Vodafone Group (VOD) Q1 FY22 Trading Update - Presentation
2021-07-23 17:38
| --- | --- | --- | --- | |-------------------------------------|-------|-------|-------| | | | | | | | | | | | Vodafone Group Plc | | | | | Q1 FY22 Trading Update 23 July 2021 | | | | | | | | | | | | | | | | | | | Our strategy ⫶ Growth in both Europe & Africa underpins our ambition The new generation connectivity & digital services provider for Europe & Africa, enabling an inclusive & sustainable digital society Vision Deep & trusted customer relationships Best connectivity products & services Leading inno ...
Vodafone Group(VOD) - 2021 Q4 - Earnings Call Presentation
2021-05-18 15:36
Together () vodafone we can FY21 Results 18 May 2021 Agenda & contents Strategy update Chief Executive Highlights Nick Read Chief Executive p3 Financial Margherita Della Valle performance Chief Financial Officer p8 Nick Read p22 Appendices p41 We connect for a better future The new generation connectivity & digital services provider for Europe & Africa enabling an inclusive & sustainable digital society FY21 Results May 2021 2 Highlights ⫶ Resilient performance and back to growth Service revenue growth Adju ...
Vodafone Group (VOD) Q3 FY21 Trading Update - Slideshow
2021-02-04 10:30
families communities hospitals businesses res nurses everyone.connected schools governme Q3 FY21 Trading Update () vodafone Q3 highlights ⫶ Resilient trading performance, FY21 guidance re-iterated | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |---------------------|-------------------------------|-----------------|-------------------------------------------------------|------------------------------|---------------|---------|-------------------------------------------------|----------------- ...
Vodafone Group(VOD) - 2021 Q2 - Earnings Call Transcript
2020-11-16 19:29
Financial Data and Key Metrics Changes - The company reported a service revenue growth of 1.5% across the group excluding roaming, with Europe showing stable performance [10] - EBITDA for H1 was reported at a decline of 2%, with guidance suggesting a positive EBITDA growth of approximately 0.5% to 3% in the second half of the year [15][17] Business Line Data and Key Metrics Changes - In the B2B segment, the company experienced a broad-based acceleration with a significant reduction in churn rates and a 6% growth in fixed services in Europe [7][9] - The company noted that the mobile segment had good growth, particularly in customer satisfaction metrics, leading in four out of five main markets [7] Market Data and Key Metrics Changes - The company highlighted that international travel recovery was impacted by renewed lockdowns, affecting revenue from roaming services [9] - Government support packages in various markets, particularly in Africa, were noted as a factor influencing revenue stability [9][75] Company Strategy and Development Direction - The company is focusing on digital transformation and cost reduction programs, with a target of an additional billion in cost reductions in Europe by FY23 [19] - The strategic emphasis is on ensuring assets have regional and local scale benefits, with a focus on return on capital employed [22] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for the second half of the fiscal year, expecting improved performance driven by strong commercial momentum in B2B [9] - The company is actively engaging with regulators to ensure a healthier market structure that supports adequate returns for investors [38] Other Important Information - The company is committed to a significant rollout of 5G services, focusing on delivering real 5G performance rather than misleading consumers with inferior products [32] - The company is also addressing regulatory challenges in Portugal, which have impacted investment decisions [39] Q&A Session Summary Question: Revenue trajectory and B2B performance - Management noted strong performance in B2B with low churn rates and good growth, expecting continued improvement in service revenue [6][9] Question: EBITDA drivers and cost-cutting plans - Management expects EBITDA to improve in the second half due to strong demand in B2B and effective cost reduction strategies [17][19] Question: Portfolio management and underperforming assets - The company is evaluating underperforming assets like Spain, where significant restructuring has led to improved performance [22][25] Question: 5G deployment and Huawei uncertainty - Management confirmed a proactive approach to 5G deployment, emphasizing the importance of real performance and addressing Huawei-related uncertainties [31][34] Question: Regulation in Portugal - Management highlighted ongoing regulatory challenges in Portugal, impacting investment plans, but noted improvements in conditions [39] Question: German broadband service revenue trajectory - Management indicated a stable outlook for German broadband service revenues, with expectations for growth driven by higher-speed offerings [45][56] Question: Operating leverage and cost pressures - Management acknowledged revenue movements due to COVID-related costs but emphasized ongoing cost-saving measures and expected operating leverage improvements [102]
Vodafone Group(VOD) - 2021 Q2 - Earnings Call Presentation
2020-11-16 10:14
families communities hospitals businesses res nurses everyone.connected schools governme () vodafone FY21 interim results Agenda & contents p6 Strategy update 2 H1 FY21 Interim Results H1 Nick Read highlights Chief Executive p3 Financial Margherita Della Valle performance Chief Financial Officer Nick Read Chief Executive Appendices p38 We connect for a better future p18 The leading connectivity provider in Europe & Africa enabling an inclusive & sustainable digital society () vodafone H1 highlights ⫶ Resili ...
Vodafone Group(VOD) - 2021 Q1 - Earnings Call Transcript
2020-07-24 18:43
Vodafone Group PLC (NASDAQ:VOD) Q1 2021 Earnings Conference Call July 24, 2020 4:30 AM ET Company Participants Nick Read - Chief Executive Officer Margherita Della Valle - Chief Financial Officer Vivek Badrinath - Chief Executive Officer, Vantage Towers Conference Call Participants Georgios Ierodiaconou - Citigroup Andrew Lee - Goldman Sachs Jakob Bluestone - Credit Suisse Nick Delfas - Redburn Akhil Dattani - JPMorgan Maurice Patrick - Barclays Emmet Kelly - Morgan Stanley James Ratzer - New Street Researc ...
Vodafone Group(VOD) - 2021 Q1 - Earnings Call Presentation
2020-07-24 08:45
Vodafone Group Plc Q1 FY21 Trading Update 24 July 2020 #StayConnected A vodatone Agenda & contents | --- | --- | --- | --- | --- | --- | |----------------------|--------------------------------------------------|-------|-------|-------|-------| | Highlights | Nick Read Chief Executive | p3 | | | | | Trading performance | Margherita Della Valle Chief Financial Officer | p7 | | | | | | | | | | | Appendices p13 We connect for a better future A leading technology communications company building an inclusive, su ...
Vodafone Group(VOD) - 2020 Q4 - Earnings Call Transcript
2020-05-12 16:29
Financial Data and Key Metrics Changes - The company reported a 0.8% growth in organic service revenue for the year, with a 2.6% increase in EBITDA to €14.9 billion, and an EBITDA margin improvement to 33.1% [6][15][34] - Free cash flow pre-spectrum reached €5.7 billion, with net free cash flow just under €5 billion [7][16] - Adjusted earnings per share declined by approximately €0.01 due to increased financing costs and a higher share count [16] Business Line Data and Key Metrics Changes - The integration of Liberty assets in Germany and Central Europe is ahead of schedule, with significant synergies being realized [9] - The German business now represents one-third of group EBITDA, with strong growth in cable net additions and mobile customer base [19] - In the UK, service revenue grew by 1.2% in Q4, supported by 800,000 customer additions across fixed and mobile [24][25] Market Data and Key Metrics Changes - Mobile data traffic increased by 15% in Europe, with voice traffic rising by 40% and fixed data traffic by 70% in some markets [3] - The company experienced a 65% to 75% decline in roaming revenues in Europe during March and April due to COVID-19 [39] - Service revenue growth in Other Europe remained healthy at 3%, with robust customer growth across mobile and fixed [28] Company Strategy and Development Direction - The company aims to expand its network infrastructure through 5G deployment and next-generation fixed-line technologies [11] - A focus on digital transformation and cost reduction is evident, with a target of €1.2 billion in net OpEx savings over three years [8][33] - The company is committed to supporting economic recovery and enhancing its role in society through a social contract with governments [12][47] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of quality networks during the COVID-19 crisis, noting an increased appreciation for telecom services [70] - The company anticipates structural changes in society that will create opportunities for growth in products and services [70] - Future guidance for EBITDA is uncertain due to COVID-19, but free cash flow is expected to remain resilient at over €5 billion [43][42] Other Important Information - The company has completed significant portfolio simplification activities, including the sale of operations in New Zealand and Malta [35] - A strong liquidity position is maintained with over €12 billion in cash and liquid securities [38] - The company is on track to complete Europe's largest tower company and plans for an IPO in early 2021 [48][61] Q&A Session Summary Question: Impact of COVID-19 on the telecom industry - Management noted that the crisis has highlighted the critical role of telecom infrastructure, leading to potential changes in regulation and consolidation in the industry [70][71] Question: Reaction to the Liberty and Telefónica deal in the UK - Management expressed satisfaction with their organic strategy and highlighted strong performance in the UK market, indicating no immediate need for M&A [78]
Vodafone Group(VOD) - 2020 Q2 - Earnings Call Presentation
2019-11-12 12:12
| --- | --- | --- | --- | --- | --- | --- | |-------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Disclaimer 2 By watching this webcast, you agree to be bound by the following conditions. You may not disseminate these slides or this recording, in whole or in part, without the prior consent of Vodafone. Information in this presentation relating to the price at which relevant investments have been bought or sold in the past or ...