Report
Stephane Beyazian

Vodafone : Discussion with Carmen Velthuis, CFO at Vodafone Germany

>Financial outlook: mixed factors (1&1 contract, savings, repricing, cable TV) - Vodafone Germany is Vodafone’s largest asset, representing ~30% of group revenues and ~45% of CF. In FY 2023, revenues were down 2% and EBITDAaL 6% due to customer losses and higher costs. Vodafone group views FY 2024 as a base from which to grow group and European EBITDAaL, but no country guidance has been issued. For Vodafone Germany, Carmen Velthuis sees a couple of positive factors fo...
Underlying
Vodafone Group Plc

Vodafone Group provides mobile and fixed telecommunication services including: access charges, voice and video calls, messaging, interconnect fees, fixed and mobile broadband and related services such as providing televisual and music content, connection fees and equipment sales. Co. provides a range of consumer products and services including mobile, fixed voice, broadband and television, financial as well as other services to operators outside its footprint. Co. also provides a range of enterprise products and services including total communications such as mobile, fixed and a suite of converged communications services, internet of things, cloud and hosting and carrier services.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Beyazian

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