New Street Research - Vodafone Group (VOD LN) New Street Vodafone (Buy): Post Q3 call - Solid quarter supports outlook

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New Street Research

Ben Rickett ...

James Ratzer

EUR 1163.40 For Business Accounts Only

New Street Vodafone (Buy): Post Q3 call - Solid quarter supports outlook

Vodafone has just wrapped up its earnings call and the Q3 results were reassuringly solid; all guidance was re-iterated and the near-term outlook for Q4 seems encouraging on the back of improving commercial momentum.

05/02/2020 5 EN

Underlying

Vodafone Group

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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Pan European Telecom Services and Cable

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Analysts

Ben Rickett

James Ratzer

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New Street Vodafone (Buy): Post Q3 call - Solid quarter supports outlook

German FTTH/ altnet deep-dive update Dynamics still supportive for the larger players

FWA: Should wireline operators be worried?

Vodafone (Buy, 140p, +100%) Our take on the new look Vodafone

AT&T Model Update

AT&T: quick thoughts following the call

KPN (Neutral, TP: €3.8, +12%) Q1 24: Solid results; low volumes not currently an issue

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