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United Internet:Quarterly Results/2025 Q2: Difference between revisions
United Internet:Quarterly Results/2025 Q2 (view source)
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=== Q1 2026 Vodafone results === | === Q1 2026 Vodafone results === | ||
==== '''Operating results''' ==== | |||
* Q1 2026 German service revenue [https://investors.vodafone.com/~/media/Files/V/Vodafone-IR/documents/performance/financial-results/2026/vodafone-q1-fy26-trading-update.pdf declined] 3.2% y/y to €2.69 billion, below 4.6% [https://www.ainvest.com/news/vodafone-q1-revenue-rises-3-9-german-business-stabilizes-2507/ expected]- mainly due to the impact of the TV law change. Excluding, the impact of the TV law change, service revenue could have fell 0.3% y/y. Mobile competitive intensity was offset by Wholesale growth. | * Q1 2026 German service revenue [https://investors.vodafone.com/~/media/Files/V/Vodafone-IR/documents/performance/financial-results/2026/vodafone-q1-fy26-trading-update.pdf declined] 3.2% y/y to €2.69 billion, below 4.6% [https://www.ainvest.com/news/vodafone-q1-revenue-rises-3-9-german-business-stabilizes-2507/ expected]- mainly due to the impact of the TV law change. Excluding, the impact of the TV law change, service revenue could have fell 0.3% y/y. Mobile competitive intensity was offset by Wholesale growth. | ||
* Whole sale revenue [https://fiscal.ai/company/LSE-VOD/investor-relations/Q1-2026/ added] 1% to organic service revenue growth. IoT phasing and B2B recovery contributed another 1%. | * Whole sale revenue [https://fiscal.ai/company/LSE-VOD/investor-relations/Q1-2026/ added] 1% to organic service revenue growth. IoT phasing and B2B recovery contributed another 1%. | ||
* Mobile service revenue grew by 2.7% in Q1. | * Mobile service revenue grew by 2.7% in Q1. | ||
* Mobile customer contracts declined by 36,000. "Our mobile contract customer base declined by 36,000 (Q4: 12,000) in the quarter, due to the continued reduction of customers through resellers’ channels and low ARPU Business disconnections. The overall competitive intensity in the mobile market impacted the number of new customer additions.," Vodafone said in its press release. | * Mobile customer contracts declined by 36,000. "Our mobile contract customer base declined by 36,000 (Q4: 12,000) in the quarter, due to the continued reduction of customers through resellers’ channels and low ARPU Business disconnections. The overall competitive intensity in the mobile market impacted the number of new customer additions.," Vodafone said in its press release. | ||
* Germany EBITDA fell 8.2% to €291 million. '''1&1''' | * Germany EBITDA fell 8.2% to €291 million. | ||
==== '''1&1''' ==== | |||
* Vodafone [https://reports.investors.vodafone.com/view/137770051/2/ said] 7.7 million 1&1 customers had been migrated at the end of June 2025. | * Vodafone [https://reports.investors.vodafone.com/view/137770051/2/ said] 7.7 million 1&1 customers had been migrated at the end of June 2025. | ||
'''Competition''' | ==== '''Competition''' ==== | ||
* Vodafone [https://fiscal.ai/company/LSE-VOD/investor-relations/Q1-2026/ said] in the earnings call that competition remains intense. | |||
* Vodafone [https://fiscal.ai/company/LSE-VOD/investor-relations/Q1-2026/ said] competition remains intense. | |||
“The market has remained very competitive in mobile, but we are seeing tangible results from the actions we have taken.” | “The market has remained very competitive in mobile, but we are seeing tangible results from the actions we have taken.” | ||
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“No particular changes to the pricing environment since May… so the market remains very competitive.” | “No particular changes to the pricing environment since May… so the market remains very competitive.” | ||
=== Q2 2025 Telefonica results === | |||
* O2 CEO Markus Haas [https://fiscal.ai/company/BME-TEF/investor-relations/ said] they have been able to increase promotions and tariffs by 10% with the launch of unlimited on demand in the last quarter. He said this is a very attractive offer. | |||