New Street Research - Vodafone Group (VOD LN) Vodafone (Buy, 135p, +87%) Vodafone CFO departing: Quick thoughts

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New Street Research

James Ratzer

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Vodafone (Buy, 135p, +87%) Vodafone CFO departing: Quick thoughts

Vodafone has announced that Luka Mucic will be stepping down as Vodafone CFO by year-end, after only taking on the role in September 2023. We run through some quick thoughts on this move here and set out our estimates ahead of results in 2 weeks time

07/05/2025 1 EN

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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.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

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Pan European Telecom Services and Cable

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Analysts

James Ratzer

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Vodafone (Buy, 135p, +87%) Vodafone CFO departing: Quick thoughts

Vodafone (Buy, 135p, +93%) Vodacom upside undervalued

EU TELCOS: What a recessionary scenario might look like

Alphabet (GOOGL, Buy, $210 target) AI Max marks next steps in AI search monetization, offers lessons from META’s Advantage+

Alphabet (GOOGL, Buy, $210 target) AAPL AI Search competitor comments not a surprise, but Safari April query declines spook

Telecom Italia (Neutral, €0.36, +0%) Downgrade to Neutral – and Q1 review

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