VodafoneThree Investor Briefing

Vodafone H1 FY25 Results Presentation


Slide Number 1
1

Slide Number 2
2

VODAFONE ⫶ SIMPLER, STRONGER, GROWING
3

RESHAPING VODAFONE ⫶ A NEED FOR CHANGE IN OUR HOME MARKET
4

OUR JOURNEY ⫶ CREATING A SCALED & MARKET LEADING OPERATOR IN THE UK
5

VODAFONETHREE ⫶ A KEY DRIVER OF GROWTH & VALUE CREATION
6

FULL OWNERSHIP ⫶ EARLIER THAN EXPECTED OPPORTUNITY
7

VODAFONETHREE ⫶ A KEY DRIVER OF GROUP MID-TERM GROWTH AMBITIONS
8

Slide Number 9
9

AGENDA
10

OUR MISSION ⫶ TO BUILD THE UK’S BEST NETWORK
11

MARKET LANDSCAPE ⫶ STRONG FOUNDATIONS, SIGNIFICANT OPPORTUNITIES
12

OUR FIRST YEAR ⫶ WE HAVE MADE A FAST START
13

YEAR TWO ⫶ A CRITICAL YEAR OF DELIVERY
14

DELIVERING A NEW ERA OF CONNECTIVITY FOR THE UK
15

Slide Number 16
16

VODAFONETHREE ⫶ BUILDING THE UK’S BEST NETWORK
17

STARTING FROM A STRONG POSITION ⫶ MORE ASSETS THAN ANY OPERATOR
18

AMBITIOUS ROLLOUT PLAN ⫶ WITH CLEAR MILESTONES & COMMITMENTS
19

MOVING AT PACE ⫶ BRINGING BENEFITS TO CUSTOMERS FROM DAY 1
20

ALREADY DELIVERING TANGIBLE IMPROVEMENTS IN NETWORK QUALITY
21

THE NEXT STAGE ⫶ BUILDING A 5G STANDALONE, AI-READY NETWORK
22

THE NEXT STAGE ⫶ BUILDING A 5G STANDALONE, AI-READY NETWORK
23

THE NEXT STAGE ⫶ BUILDING A 5G STANDALONE, AI-READY NETWORK
24

THE NEXT STAGE ⫶ BUILDING A 5G STANDALONE, AI-READY NETWORK
25

DELIVERING AN UNPARALLELED NETWORK EXPERIENCE
26

CONCLUSION ⫶ BUILDING THE UK’S BEST NETWORK
27

Slide Number 28
28

VODAFONETHREE ⫶ ACCELERATING OUR LEADERSHIP IN CONSUMER
29

UK CONSUMER MARKET ⫶ #1 IN MOBILE, LEADING CHALLENGER IN FIXED
30

OUR POSITION ⫶ A CLEAR & DIFFERENTIATED MULTI-BRAND STRATEGY
31

OUR POSITION ⫶ ONGOING COMMITMENT TO THE HIGH STREET
32

OUR POSITION ⫶ A STRONG DIGITAL PRESENCE ACROSS ALL BRANDS
33

OUR POSITION ⫶ MARKET-LEADING CUSTOMER EXPERIENCE
34

GOOD COMMERCIAL MOMENTUM POST-MERGER
35

LAUNCHING NEW MARKET-LEADING PROPOSITIONS
36

VODAFONE SUPERMOBILE ⫶ MONETISING OUR NETWORK INVESTMENT
37

VODAFONE SUPERMOBILE ⫶ MONETISING OUR NETWORK INVESTMENT
38

SIGNIFICANT GROWTH OPPORTUNITIES ⫶ BROADBAND AND CONVERGENCE
39

VODAFONE TV ⫶ UNLOCKING ADDITIONAL GROWTH IN CONVERGENCE
40

CONCLUSION ⫶ ACCELERATING OUR LEADERSHIP IN CONSUMER
41

Slide Number 42
42

VODAFONE BUSINESS ⫶ CONNECTING BUSINESSES TO THEIR POTENTIAL
43

STRONG FOUNDATIONS ⫶ ONE BRAND SERVING EVERY BUSINESS​
44

STRONG FOUNDATIONS ⫶ PORTFOLIO OF PRODUCTS & SERVICES​
45

STRONG FOUNDATIONS ⫶ UK EXPERTISE & VODAFONE’S GLOBAL SCALE​
46

STRONG FOUNDATIONS ⫶ WITH EXCITING GROWTH OPPORTUNITIES​
47

GROWTH ⫶ UK MARKET TRENDS DRIVING OPPORTUNITIES
48

OUR STRATEGY
49

SIMPLIFY ⫶ CREATING A MORE EFFICIENT BUSINESS WITH DIFFERENTIATED CX
50

DIFFERENTIATE ⫶ MONETISING OUR NETWORK & CUSTOMER SCALE
51

DIFFERENTIATE ⫶ VODAFONE SUPERMOBILE FOR BUSINESS
52

DIFFERENTIATE ⫶ VODAFONE SUPERMOBILE FOR BUSINESS
53

GROW ⫶ BROADENING CAPABILITIES BEYOND CORE CONNECTIVITY
54

GROW ⫶ WHERE SECURE, RESILIENT CONNECTIVITY IS INCREASINGLY IMPORTANT
55

CONCLUSION ⫶ CONNECTING BUSINESSES TO THEIR POTENTIAL
56

Slide Number 57
57

VODAFONETHREE ⫶ DELIVERING SIGNIFICANT VALUE CREATION
58

UK MOBILE MARKET ⫶ QUALITY LAGGING PEERS
59

VODAFONETHREE MERGER ⫶ A CLEAR RATIONALE
60

FINANCIAL PROFILE ⫶ PRE AND POST MERGER
61

VODAFONETHREE MERGER ⫶ CLEAR RATIONALE FOR MERGER CASE
62

WHOLESALE ⫶ MERGER COMMITMENTS PLUS MONETISATION OPPORTUNITIES
63

DELIVERING OUR £0.7 BILLION ANNUAL COST & CAPEX TARGET
64

ADDITIONAL SYNERGY OPPORTUNITIES
65

UPGRADING OUR COST TARGET DELIVERING £1.0 BILLION PER ANNUM BY FY32
66

A CLEAR PATH TO IMPROVED RETURNS & LONG‑TERM VALUE CREATION
67

A CLEAR PATH TO IMPROVED RETURNS & LONG‑TERM VALUE CREATION
68

CONCLUSION ⫶ A CLEAR PATH TO VALUE CREATION
69

SUMMARY
70

DISCLAIMER
71

Slide Number 72
72

Powered by