Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) Stock Analysis — Latest Investor Quotes & Trade Calls

Vodafone's Turnaround Boosts Earnings in Germany

"So return to growth in Germany which is its biggest market and that is after bringing on a one in one as a new wholesale customer. It also targets now the upper end of its guidance for the full year and so both of those things have boosted the shares and really confirms that the ongoing turnaround for Vodafone is paying off. The migration of one-on-one customers onto its network is really starting to feed through into earnings and helps kind of mitigate all of those challenges."

Vodafone is showing a turnaround in its largest market, Germany, with renewed growth driven by new wholesale customer contracts and improved guidance. The positive momentum reflects the company's efforts in simplifying operations and offsetting regulatory headwinds.

Vodafone's Recovery in Germany

"So, not only did it manage to return to growth in that biggest market, but it also is now targeting the upper end of its guidance for the four years. So, that has really lifted the shares this morning and confirmed that the ongoing turnaround is working quite well for Vodafone. Uh over the last couple of years, it's been simplifying operations, streamlining the company, and selling off some of the assets to do that. Now after all of those measures, the focus has been on reviving growth in Germany which, despite a very competitive and regulated environment, is now showing signs of recovery as revenue is growing again."

The commentary highlights Vodafone's improving performance in its key German market, emphasizing its successful turnaround strategy including operational simplification and asset sales. The recovery in revenue growth in a difficult market reinforces a bullish view for near-term performance.