VOD Stock Recent News

The repeated references to an "inflexion point" or "turning point" by Vodafone chief executives underline just how long this company has been disappointing investors. The modern Vodafone is much smaller than it once was — just as the U.K. economy now feels rather less globally significant than in the recent past.

Vodafone is a deep value play, trading at historically low valuations despite recent operational improvements and a stronger financial position. Germany remains a weak spot due to regulatory changes, but management expects stabilization and a return to growth in FY 2026. Strong performance in other regions, robust free cash flow, and a new €2 billion share buyback signal confidence and capital return potential.

Vodafone Group Public Limited Company (NASDAQ:VOD ) Q4 2025 Earnings Conference Call May 20, 2025 5:00 AM ET Company Participants Margherita Della Valle - Group Chief Executive Officer & Executive Director Luka Mucic - Group Chief Financial Officer & Executive Director Conference Call Participants Akhil Dattani - JPMorgan Emmet Kelly - Morgan Stanley Andrew Lee - Goldman Sachs Joshua Mills - BNP Paribas Exane Carl Murdock-Smith - Citigroup Adam Fox-Rumley - HSBC James Ratzer - New Street David Wright - Bank of America Merrill Lynch Ottavio Adorisio - Bernstein Polo Tang - UBS Robert Grindle - Deutsche Numis Margherita Della Valle Good morning everyone and thank you for joining us today. As you will have seen from our results, our performance in FY '25 has been in line with expectations.

Vodafone share price rose in London on Tuesday after the company published encouraging results and launched its buyback program. VOD stock soared to a high of 72.5p, up by 15% from its lowest point this year.

The group swung to pretax loss on impairment charges, but said it would start a share buyback of up to €500 million.

Vodafone Group PLC (LSE:VOD) announced a new €2 billiion share buyback as it posted results for the past year, saying the turnaround of its business in Germany is bearing fruit and a return to growth is expected this year. The FTSE 100-listed telecoms group reported a 2.0% increase in total revenue to €37.4 billion, as service revenue rose by 2.8% to €30.8 billion, or 5.0% on an organic basis.

Mobile and broadband provider Vodafone said it expected to return to top-line growth in Germany, its largest market, this year, driving an increase in cash flow after it said it met expectations for the year to end-March on Tuesday.

Vodafone Idea has gone to India's Supreme Court to challenge the government's rejection of a request by the debt-saddled telecom giant to waive more than $5 billion it owes the government, documents show.

Vodafone Group Public Limited Company's Q4 results are expected to show steady growth, with no major surprises anticipated in sales or EPS. German operations remain the key focus due to regulatory headwinds and revenue declines; signs of stabilization or recovery are crucial. UK and Turkey segments are performing well, and continued momentum in these markets, along with Cloud & Security growth, are positive catalysts.

Vodafone Group PLC (LSE:VOD) European business is cited as a lagging factor in the telco's financial performance, with UBS expecting next week's fourth quarter update to potentially fall short of expectations. Altogether, the Swiss bank sees struggles in Germany and, in the UK, disruption due to the ongoing acquisition of the Three unit as headwinds (as the ‘dilutive' deal is ‘front-heavy' in terms of capex).