Q3: Vodafone’s German problems take root as OpCo flounders
Q3 FY24–25: insipid performance of largest OpCo overshadows promise elsewhere, spooking investors, with forced cable TV unbundling only part of mushrooming problems. There is light at the end, if management is believed, but tunnel keeps getting longer…
This article includes:
- Organisations: Deutsche Telekom (DTAG); O2 Germany (Telefónica Deutschland); Telekom Deutschland (TDE); Vodafone Germany; Vodafone Group; 1&1.
- Geographic: Germany.
- People: Christian Illek; Margherita Della Valle; Markus Haas; Luka Mucic; Tim Höttges.
- Themes: Broadband base erosion; Competitive pricing strategies; Converged fixed packages; Customer attrition; EBITDAaL decline; Financial restructuring; Mobile average revenue per user (ARPU); Multi-dwelling unit (MDU) unbundling; Network migration; Promotional discounting; Revenue decline; Service revenue stabilisation; TV customer losses; Wholesale agreements.
- Events: Vodafone Q3 FY24–25 earnings.
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