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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Vodafone
Vodafone (VOD) investor relations material
Vodafone VodafoneThree Investor Briefing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.VodafoneThree Investor Briefing summary8 Oct, 2026
Strategic rationale and execution
Merger created a 27% UK mobile market-share challenger, combining scale for investment, better connectivity, competition and long-term returns.
Integration is 16 months underway; year one delivered customer and network improvements, ahead of plans and on track against CMA commitments; the fourth organisational layer is complete, with over 200 overlapping sites planned to close.
Full ownership simplifies governance and adds procurement, platform and shared-service scale; Vodafone shareholders capture future cash-flow growth and synergies.
Network investment and rollout
£11bn, 10-year investment plan targets a next-generation, AI-ready 5G standalone network with 99.96% population coverage by 2034.
5G SA coverage reached 65% by Aug-26; targets are 90% by 2029 and 99% by 2030.
Network capacity is targeted to reach 2.5x today’s level by 2034, with average speeds up to 5x separate networks’ speeds; 2029 capacity target is 65% above separate networks.
MOCN is live on 10,000+ sites, removing 16,500+ km² of not-spots and lifting 4G speeds up to 40% for 7m Three customers; roaming is enabled across both networks at 10,000+ sites.
National average 5G download speeds rose from 172Mbps in Apr-25 to 313Mbps in Aug-26; Vodafone average speeds rose 82%, according to Ookla.
Consumer growth and propositions
FY26 delivered 219,000+ consumer net adds and record fixed gross and net adds; Q4 mobile contract ARPU rose 2% and broadband ARPU 5% YoY.
Vodafone ranked #1 for NPS in Aug-26; Three complaints fell 40% YoY to a record low and mobile churn reached a four-year low.
SuperMobile offers up to 4x faster speeds, network prioritisation and guaranteed minimum speeds; Secure Net Mobile is included on eligible plans.
Fixed broadband share is 5%; fibre and FWA services reach 28m homes and premises, with broadband and convergence key growth opportunities.
Vodafone TV aggregates live and on-demand content, 200+ channels and bundles including Netflix and HBO Max to support broadband acquisition, bundles and retention.
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Latest events from Vodafone
- AGM showcased transformation, growth, and a progressive dividend, with key strategic initiatives.VOD
AGM 2026 - Service revenue up 5.2% YoY, EBITDAAL up 6.2%, and FY27 guidance raised after Safaricom and Three UK deals.VODQ1 2027
- Strong FY26 growth in revenue, EBITDA, and cash flow, with robust FY27 outlook led by Africa and UK.VODQ4 2026
- Q3 service revenue up 5.4%, EBITDAaL up 2.3%, FY26 guidance at upper end, dividend up 2.5%.VODQ3 2026
- Strong organic growth and portfolio reshaping drive improved results and outlook.VODQ2 2025 Pre Recorded
- Q1 FY26 delivered strong revenue and EBITDAaL growth, with UK merger and emerging markets driving gains.VODQ1 2026
- Organic service revenue up 4.8%, net debt down to €31.8bn, FY25 guidance reiterated.VODQ2 2025
- Q1 FY25 service revenue up 5.4%, EBITDAaL up 5.1%; Africa and Turkey lead, Germany lags.VODQ1 2025
- FY2026 guidance targets EBITDA/EBITDAAL of €11–11.3bn and accelerated free cash flow growth.VODQ4 2025
Next Vodafone earnings date
Q2 202710 Nov, 2026
Vodafone
Next Vodafone earnings date
Q2 202710 Nov, 2026
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Frequently asked questions
London Calling
Vodafone Group Plc., recognized by its speech-mark logo, is a prominent player in the telecommunications business. Founded in 1982 and headquartered in London, Vodafone has grown to be a prominent global presence across multiple continents. The company provides a wide range of services including mobile voice, messaging, data, fixed communications, unified communications, cloud and hosting, and Internet of Things (IoT) services.
Growth Through M&A
Vodafone's journey started in the UK and has since grown to offer services in over 65 countries worldwide. Apart from growing organically, the evolution of Vodafone has been driven by a series of strategic acquisitions and mergers. The largest, and most famous, of these was the complex merger with Mannesmann AG in 2000, which at the time was the biggest takeover in business history. Vodafone then continued to expand through acquisitions like that of Hutchison Essar in India in 2007, and strategic partnerships like the joint venture with Verizon Communications in the United States. Today, Vodafone has a broad and diverse customer base that extends across Europe, Africa, and Asia-Pacific.
Not Just Telephones
Its services go beyond traditional mobile telephony to provide broadband connectivity, IoT devices, digital payments, and other advanced digital solutions. A key part of Vodafone's strategy is its focus on IoT, and it has become one of the leading global providers of IoT connectivity. The company has connected various devices ranging from Volkswagen cars to heating systems, and it is also a major provider of managed IoT services to corporate clients.
5G and Beyond
In an era where fast, reliable connectivity is more important than ever, Vodafone has placed a large emphasis on 5G technology deployment. The company has launched 5G services in numerous markets across Europe, promising greater speed, lower latency, and improved capacity compared to the existing 4G networks common today. The company has also been investing in other areas such as artificial intelligence, cloud computing, and advanced data analytics, indicating its intent to continue to adapt and evolve as the world moves into a new digital era.