COMPANY
Vodafone
VOD:LN
Primary coverage by James Ratzer
Research
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How much is a mature fibre asset worth? Lessons from Telenor’s acquisition of GlobalConnect in NorwayJuly 8, 2025 — Russell Waller
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Vodafone (Buy) / TeleColumbus (Overweight): German TV refresh: Ongoing pressures, but each business has upside leversJuly 2, 2025 — James Ratzer
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Vodafone to Virgin spectrum sale: More details revealedJune 18, 2025 — James Ratzer
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Starlink call: Presentation slidesJune 12, 2025 — James Ratzer
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TPG to reset its RoIC base for a new mobile focusJune 11, 2025 — James Ratzer
Events
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Mar
27CommunicationsMarch 27, 2025 — LondonHosted by James RatzerWatch Replay -
Jan
29CommunicationsJanuary 29, 2025 — VirtualHosted by James RatzerWatch Replay -
Dec
3CommunicationsDecember 3, 2024 — VirtualHosted by James RatzerWatch Replay -
Oct
2CommunicationsOctober 2, 2024 — VirtualHosted by James Ratzer, Russell Waller and Ben RickettWatch Replay -
May
5CommunicationsMay 5, 2023Hosted by James Ratzer and Russell WallerWatch Replay
