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Share Name Share Symbol Market Type Share ISIN Share Description
Vodafone Group Plc LSE:VOD London Ordinary Share GB00BH4HKS39 ORD USD0.20 20/21
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.20 -1.02% 116.00 116.08 116.14 116.72 114.42 116.04 43,985,177 16:35:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 39,964.5 706.4 -2.8 - 31,116

Vodafone Share Discussion Threads

Showing 44551 to 44572 of 50650 messages
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DateSubjectAuthorDiscuss
21/1/2019
10:12
Hi car1pet, Well yes it's the additional that is the attraction for both parties. But Vodafone have other priorities and opportunities than trying to compete in the competitive cloud hosting space. Disposing of the division is a sensible rationalization. BTW I've worked for IBM Global Services too - working with partners to put propositions together in the Fin Services market. My experience is that it was often far easier to work with the partners than internal IBM business units! Regards Maddox
maddox
21/1/2019
09:59
Maddox I like your optimism. I worked for IBM for 25 years and I know what their deals are like. Don't expect too much.I think it will give VOD access to corporate customers they don't already have which will be useful but other than that can't see much other additioanl revenue.I hope I'm wrong.
car1pet
19/1/2019
23:00
Hi Car1pet, As a re-seller of IBM hosting they will get a cut of the revenue. Simples. Vodafone has global coverage either through its own infrastructure or through its partners'. Also, in its own markets Vodafone typically has a stronger market position in the business segment than the consumer. That is an attractive cross-sell opportunity. IBM's hosting division's Tier 1 competition is AWS and Microsoft Azure - tough to beat. Targeting Vodafone's customers with a better combined hosting proposition will probably work better for both partners. You might have also seen that IBM are enhancing their offering by partnering with WANdisco to offer real-time data replication across data centers. Regards Maddox
maddox
19/1/2019
14:14
I thought the new Vodafone image was to gain back customer loyalty with a much better service both on the product and support! It seems their failing if their home broadband offer is anything to go by according to recent customer comment. I think the dividend will have to be cut substantially but will be reflective considering the major fall that’s imminent.
123trev
19/1/2019
08:49
I don't fully understand this one.IBM offers a cloud service today which utilises communications between servers and users. I can see an opportunity for VOD to provide the comms component of the offering but the main revenue stream comes from IBM providing added value services via the cloud service. Not sure where VOD will benefit other than replacing existing suppliers ie BT in the UK. Maybe it's bigger than I think lets hope so.
car1pet
19/1/2019
00:06
This move by Vodafone to sell their cloud business to IBM is part of a strategic move to develop partnerships. So basically, Vodafone will be selling IBM Cloud Solutions to their corporate customers. IBM have enhanced capability in the cloud hosting space and Vodafone an excellent global network for delivery. One can see this as being an attractive proposition for your top-end multi-national companies. On the face of it, it makes sense, but it'll very much depend on getting the chemistry right between these two organisations. Regards Maddox
maddox
18/1/2019
20:27
'Vodafone signs $550m deal with IBM to offload cloud biz' HTTPS://www.theregister.co.uk/2019/01/18/vodafone_signs_550m_deal_with_ibm_to_offload_cloud_biz/
philanderer
18/1/2019
20:10
Vodafone launching new gps trackers, cars, children, pets etc.Could be a big winner, every little helps.
montyhedge
18/1/2019
19:10
Now that could be the jinx... Where is abdullla?...
diku
18/1/2019
18:34
At least we're up today and I've got the portfolio back to where it was a year ago :-)
philanderer
18/1/2019
17:59
Shame Vodafone should e 162p, missed the Footsie party.
montyhedge
18/1/2019
10:39
Falling because of European sector weakness caused by Telecom Italia which is down over 8% today.
hades1
18/1/2019
09:57
@mastey re your points. Price wars are localised. The mobile companies don't want to eat each other. 5G gives them a platform to partner with all sorts of third parties and create differentiated offers. Connected cars, but one example. Debt is indeed a worry. Happily the new boss is a bean counter and has made positive noises. I reckon VF are sitting on several billion worth of cell sites which they could sell and lease back. Yes a hit to OpEx but relief from debt payments should cover it. New participants, don't see many on the horizon, consolidation is probably something to be feared more where several smaller operators clump together to get scale or a larger one with scale takes them out. The mobile business is all about scale. The more punters you have, the more you can sweat the infrastructure.
markth
18/1/2019
09:53
https://www.cnbc.com/2019/01/17/ibm-vodafone-launch-5g-ai-venture-in-europe.html IBM and Vodafone will launch a new venture aimed at boosting Europe's 5G, A.I. and cloud capabilities. The announcement comes as Europe lags behind the U.S. and China in many so-called next-generation technologies like 5G. Working out of London, the new business will begin operations in the first half of 2019. Some good news and potential for both companies. Enterprise margins are usually higher than consumer. VOD will also benefit from the recebt Red Hat cloud infrastructure expertise to solidify its business proposition.
gabsterx
18/1/2019
09:52
@Tim 3 if you put the chart on a three month view it looks a bit like H&S the most bearish pattern known to man. Don't think there'll be a divvy cut (see posts passim) but yet it's still falling in a rising market today, WTH??
markth
18/1/2019
09:19
IMHO a turnaround in VOD is very very unlikely in the near / medium term. It’s facing a perfect storm of a price war, spiraling debt costs and constant new participants in a number of its markets. The last director sale says it all.
mastey
18/1/2019
08:42
Bought some VOD a while ago at 192 for the dividend so heavily underwater. It appears they are now being priced for a divi cut and am wondering about top up as a cut could see the share price decline start to reverse and if no cut what's not to like about 9%? Any thoughts? Cheers Richard
richardbroughton
17/1/2019
22:46
Would prefer to see 143p get re tested again with a strong support held...
diku
17/1/2019
16:14
Personally I don't think the chart looks that bad, yet, it could still make a higher low or a double bottom providing 1.42 holds, if it does not then it does look bad and could easily drift further down.imo
tim 3
17/1/2019
13:29
Hence my post of 34483...and market/shares not even had a capitulation...just orderly walked down...
diku
16/1/2019
17:47
Good article on iii hxxps://www.ii.co.uk/analysis-commentary/vodafone-80-share-price-upside-and-9-dividend-yield-ii507525
guru94
16/1/2019
13:49
Normal standard practise...insiders own the company...wider shareholders are just a side kick...give them a bit of divi and they stay in their place... The previous CEO was lauded during his tenure, for what?. He sold the golden goose and arguably misspent the proceeds.
diku
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