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
  -6.70 -4.75% 134.36 133.68 133.76 137.66 132.06 137.58 156,685,696 16:35:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 37,636.6 -2,252.2 -25.0 - 35,969

Vodafone Share Discussion Threads

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DateSubjectAuthorDiscuss
22/1/2019
09:06
This article is being republished as part of our daily reproduction of WSJ.com articles that also appeared in the U.S. print edition of The Wall Street Journal (January 22, 2019). Vodafone Group PLC's business services division will offer clients access to more cloud services this year, through a deal with International Business Machines Corp. The goal is to enable clients to get faster speeds when they deploy technologies that combine artificial intelligence, 5G and the Internet of Things. "Businesses are finding there's quite a bit of complexity in knitting (technologies) all together," said Greg Hyttenrauch, security and cloud-services director of Vodafone Business and co-leader of the venture. "This is an opportunity to combine what we're both good at, in cloud and connectivity." Vodafone Business, the services unit of the telecom company, expects that its deal with IBM will benefit its existing enterprise customers in industries such as agriculture and energy. Some farms already are using the telecom company's cloud services and connected sensors to aggregate and analyze data, Mr. Hyttenrauch said. The deal shows how telecommunications companies with existing cloud-service units are taking advantage of companies with greater resources to benefit their existing customers. "For a while, the telecom carriers were looking at diversifying into the cloud business...but when you start to compete against the Amazons, Microsofts and Googles of the world, the amount of financial resources required is just enormous," said Mark Hung, research vice president at Gartner Inc., who focuses on AI and IOT. As companies struggled to keep up with multiple technologies, such as 5G, cloud and AI, many of them opted to seek out partnerships. "There's a lot of crossbreeding that's going to happen between different technologies," Mr. Hung said. "No one company can do it all." Under the new venture, Vodafone Business customers will have access to IBM's cloud offerings, including automation, optimization and artificial intelligence. Farmers are expected to gain access to IBM Watson's AI services, which will allow them to get insights on when to harvest crops, apply pesticides and reduce waste, Mr. Hyttenrauch said. When fifth-generation wireless technology, known as 5G rolls out, Vodafone Business's customers will be able to transmit data faster with lower latency connection speeds. The Wall Street Journal has previously reported on one aspect of 5G's impact on agriculture: The increased use of sensors on livestock to gauge their health. Energy companies also stand to benefit from IBM's various cloud services, along with 5G connectivity, said Michael Valocchi, general manager for IBM Services and co-leader of the venture. New insights could help those in the energy industry better predict power outages, he said. The U.K. telecommunications business, which has enterprise clients in areas across the U.K., Germany and Ireland, has said it aims to make the 5G experience seamless for customers by 2020. But the transformation that will come from widespread commercial 5G deployments in areas ranging from manufacturing to energy is still a decade away, the WSJ has previously reported. As part of the new venture, Vodafone Business will pay IBM $550 million over eight years to manage IT services related to its cloud and hosting unit. Vodafone's existing IT team won't shrink, Mr. Hyttenrauch said. The two companies also will open a London-based facility this year that will employ sales and technology staff from both. Vodafone's clients aren't limited to IBM's cloud services. They also will gain access to IBM's cloud-service partners -- Microsoft Corp., Amazon.com Inc. and Alphabet Inc.'s Google. Write to Sara Castellanos at sara.castellanos@wsj.com (END) Dow Jones Newswires January 22, 2019 02:47 ET (07:47 GMT)
ariane
22/1/2019
09:04
This article is being republished as part of our daily reproduction of WSJ.com articles that also appeared in the U.S. print edition of The Wall Street Journal (January 22, 2019). Vodafone Group PLC's business services division will offer clients access to more cloud services this year, through a deal with International Business Machines Corp. The goal is to enable clients to get faster speeds when they deploy technologies that combine artificial intelligence, 5G and the Internet of Things. "Businesses are finding there's quite a bit of complexity in knitting (technologies) all together," said Greg Hyttenrauch, security and cloud-services director of Vodafone Business and co-leader of the venture. "This is an opportunity to combine what we're both good at, in cloud and connectivity." Vodafone Business, the services unit of the telecom company, expects that its deal with IBM will benefit its existing enterprise customers in industries such as agriculture and energy. Some farms already are using the telecom company's cloud services and connected sensors to aggregate and analyze data, Mr. Hyttenrauch said. The deal shows how telecommunications companies with existing cloud-service units are taking advantage of companies with greater resources to benefit their existing customers. "For a while, the telecom carriers were looking at diversifying into the cloud business...but when you start to compete against the Amazons, Microsofts and Googles of the world, the amount of financial resources required is just enormous," said Mark Hung, research vice president at Gartner Inc., who focuses on AI and IOT. As companies struggled to keep up with multiple technologies, such as 5G, cloud and AI, many of them opted to seek out partnerships. "There's a lot of crossbreeding that's going to happen between different technologies," Mr. Hung said. "No one company can do it all." Under the new venture, Vodafone Business customers will have access to IBM's cloud offerings, including automation, optimization and artificial intelligence. Farmers are expected to gain access to IBM Watson's AI services, which will allow them to get insights on when to harvest crops, apply pesticides and reduce waste, Mr. Hyttenrauch said. When fifth-generation wireless technology, known as 5G rolls out, Vodafone Business's customers will be able to transmit data faster with lower latency connection speeds. The Wall Street Journal has previously reported on one aspect of 5G's impact on agriculture: The increased use of sensors on livestock to gauge their health. Energy companies also stand to benefit from IBM's various cloud services, along with 5G connectivity, said Michael Valocchi, general manager for IBM Services and co-leader of the venture. New insights could help those in the energy industry better predict power outages, he said. The U.K. telecommunications business, which has enterprise clients in areas across the U.K., Germany and Ireland, has said it aims to make the 5G experience seamless for customers by 2020. But the transformation that will come from widespread commercial 5G deployments in areas ranging from manufacturing to energy is still a decade away, the WSJ has previously reported. As part of the new venture, Vodafone Business will pay IBM $550 million over eight years to manage IT services related to its cloud and hosting unit. Vodafone's existing IT team won't shrink, Mr. Hyttenrauch said. The two companies also will open a London-based facility this year that will employ sales and technology staff from both. Vodafone's clients aren't limited to IBM's cloud services. They also will gain access to IBM's cloud-service partners -- Microsoft Corp., Amazon.com Inc. and Alphabet Inc.'s Google. Write to Sara Castellanos at sara.castellanos@wsj.com (END) Dow Jones Newswires January 22, 2019 02:47 ET (07:47 GMT)
ariane
22/1/2019
08:43
Surely the big funds, have already factored in a dividend cut, shares fallen 26%, ok cut in half, still 4.5%. But they won't in my opinion. Won't increase, but I don't think any cut.
montyhedge
22/1/2019
08:33
Free cash flow is the answer, they have enough easily in my opinion for the dividend, prudent not to increase it though.
montyhedge
22/1/2019
06:55
Questor 22.1.19 Telecommunications giant Vodafone is due to publish a trading statement on Friday. Its shares have been weak in the weeks preceding the statement, so they could always bounce after it, but fundamentally the company continues to give out the wrong signals. The new boss, Nick Read, has already indicated that Vodafone’s two-decade-long streak of increases in its annual dividend will end in 2018 with an unchanged distribution of €0.1507. That is enough for a 9pc yield, but investors must be careful. Granted, operating free cash flow (operating profit adjusted for depreciation and amortisation, tax, net working capital and capital investment) came to €4.8bn (£4.2bn) in 2017, enough to cover the €3.9bn cost of the dividend – but only by 1.2 times, which offers little margin of safety if anything goes wrong. And Vodafone faces challenges on many fronts. Auctions to buy spectrum for fifth-generation (5G) mobile services are draining its coffers and spending on network equipment will start to rise. In addition, the core mobile telecoms operations face fierce competition in Britain, Spain and Italy, three of Vodafone’s four biggest markets. The other one is Germany, and trading could be about to get tougher there too. The 5G spectrum auction begins there this month and the rules appear to favour the prospect of a new entrant to the market, which could raise the prices paid for spectrum and then put pressure on the tariffs that operators can charge their customers. Read has already complained about European governments using the 5G auctions as a source of cash, surely an acknowledgement of the squeeze that Vodafone faces – pressure on profits and cash on one side, and rising outlays on the other. It seems unlikely that the firm will cave in now and cut its dividend for 2019 but the pressure could only build from here – especially as 2018’s €18bn acquisition of the bulk of Liberty Global’s European cable TV operations has yet to prove itself. This may yet be one meaty-looking FTSE 100 dividend yield that proves to be too good to be true over time. The shares have fallen by 26.7pc since this column first cautioned on them in February last year and investors should continue to steer clear. Avoid.
unastubbs
22/1/2019
06:43
https://www.telegraph.co.uk/investing/shares/questor-vodafones-9pc-yield-looks-good-true-give-shares-wide/ Questor says avoid. They haven’t had a great year with their tips, but I’d rather they were more positive.
dr biotech
21/1/2019
20:25
They have said that they intend freezing the dividend until financial leverage improves. Yield will remain attractive
encarter
21/1/2019
16:50
Yes we know the next one is, barring something left field. It's the dividend outlook/guidance that is more relevant. Remember the market is questioning the dividend because of ultra competitive markets in multiple countries. It's up to VOD is underscore actions to mitigate this. Would expect to hear more on cost saving initiatives.
essentialinvestor
21/1/2019
16:46
The divi is safe. They have already said that they will propose a divi of 15.07 eurocents for full year. Anything below 200p is a bargain imho.
encarter
21/1/2019
15:13
Maddox, appreciate your view, many thanks.
essentialinvestor
21/1/2019
15:10
Hi markth, Yes precisely - building specialist IOT verticals, such as for vehicle/transport telematics, together with partners, is far more value-adding differentiator in the market than offering vanilla cloud hosting. Regards, Maddox
maddox
21/1/2019
15:02
Hi EssentialInvestor, Basically, Vodafone is a binary bet atm on whether they cut the dividend of not. The downside risk is a 19% fall to 125p as per Mcquarie/RBC's view. Or when Mr Market starts to realise that in fact the dividend is safe - he'll find that 8.9% yield too attractive to resist. The share price will rise. If it equilibrates on the same yield as say BT 6.26% that suggests a rise to 212p a potential gain of 42% and opportunity to lock-in that 8.9% yield on the purchase price. On Macquarie's projected yield it would rise to 235p (up 57%). Many other analysts suggest higher price targets so I'm being somewhat conservative. So that's how I see the current risk/reward. I've thus taken a long position and can be patient and wait for Mr Market to come around. We have Q3 trading update on Friday - when in view of the dividend speculation I hope Nick Read and Margherita Della Valle, Group CFO go out of their way to emphasize that they have no intention of cutting the dividend. Regards Maddox
maddox
21/1/2019
12:18
Happy to see the hook up with IBM. I made the point a few posts back that partnership within the 5G space was going to be an important differentiator and revenue driver for Vodafone. The example I gave was connected cars, here's an interesting article with some insight into what it's about. You can see quite readily that there's a huge demand for mobile comms and cloud based big data involved. https://5g.co.uk/guides/5g-and-the-connected-car/
markth
21/1/2019
11:43
Maddox, what's your view on VOD atm?, If I may ask. Thanks.
essentialinvestor
21/1/2019
11:36
Maddox I was also in GBS I agree with your comment about internal buisness units. And for me it was the internal jobsworth units who used to attend risk assessment reviews and find so many risks the proposal became too expensive. I'm so glad I'm out of all that. Apologies to other poster for going offt topic. I won't do it again
car1pet
21/1/2019
10:31
Ex-IBMer here as well, 5 years with GTS. I see a chance for VOD to lock in some strategic SO deals with their customers leveraging IBM's infrastructure. Curious to see how they can combine the benefits of 5G with the hybrid cloud offering of Red Hat.
gabsterx
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
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