Report Overview
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Vodafone: Growing enough?
- PublisherEnders Analysis.
- Publish Date August 4, 2021
- Sector Mobile, Telecom, UK Telecom, vodafone.
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Contents
Annualising the COVID hit
Rest of World not to be relied upon
Why growth is so crucial
Disciplined or constrained?
Annualisation boosts Europe growth to 1.1%
UK: fairly convincing step-up in revenue momentum
Inflation-linked price increases a crucial tailwind—from next year
Annualisation done, recovery to come…
UK going for growth regardless?
Germany: mobile okay, fixed disappointing (again)
Italy: decent momentum but pressure hotting up
Spain: mobile weak in spite of favourable comparables
Figures and Tables
Figure 1: Organic reported service revenue growth
Figure 2: Change in organic service revenue growth Q1 vs Q4 prior financial year
Figure 3: Organic service revenue progression
Figure 4: Rest of World contribution to service revenue growth
Figure 5: Revenue and EBITDA growth in Euro terms
Figure 6: Organic service revenue growth
Figure 7: Mobile service revenue growth in Europe
Figure 8: Vodafone fixed service revenue growth in the ‘top 4’ markets
Figure 9: UK operational and financial metrics
Figure 10: UK fixed performance
Figure 11: UK contract net additions (000)
Figure 12: UK mobile service revenue growth by operator
Figure 13: ‘Sweet spot’ bundle with iPhone 6s/7/8/XR/11/12
Figure 14: Monthly cost of iPhone 12 + unlimited data by contract length (£)
Figure 15: SIM-only pricing by data allowance (GB)—November 2020 (£/month)
Figure 16: SIM-only pricing by data allowance (GB)—July 2021 (£/month)
Figure 17: 12-month, SIM-only unlimited data bundle pricing (£/month)
Figure 18: 18-24-month, SIM-only unlimited data pricing (£/month)
Figure 19: MNO price increases in 2021
Figure 20: Inflation-linked price increases, 2020-2021
Figure 21: Germany operational and financial metrics
Figure 22: Germany contract net additions (000)
Figure 23: German mobile service revenue growth by operator
Figure 24: Germany fixed performance
Figure 25: Italy operational and financial metrics
Figure 26: Italy fixed performance
Figure 27: Italy mobile service revenue growth by operator
Figure 28: Italy total subscriber net additions (000)
Figure 29: Spain operational and financial metrics
Figure 30: Spain service revenue growth by operator
Figure 31: Spain contract net additions (000)
Figure 32: Spain fixed performance