NASDAQ$VOD

Vodafone Group plc-ADR · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

Vodafone reported improved service revenue growth in Q3 FY25, driven by strong performance in Africa, Türkiye, and the UK, although Germany continued to face challenges.

Vodafone delivered solid Q3 FY25 results with group revenue rising to €9.81 billion and service revenue reaching €7.93 billion. Strong momentum in Türkiye and Africa, along with a recovery in the UK, offset continued softness in Germany due to regulatory impacts. Operating profit declined year-over-year despite Adjusted EBITDAaL growth.

  • Group total revenue increased to €9.81 billion, up from €9.35 billion.
  • Service revenue grew 5.6% to €7.93 billion, with organic growth of 5.2%.
  • Operating profit fell 18.4% to €1.02 billion.
  • Türkiye and Africa delivered standout service revenue growth at 83.4% and 11.6% organically.

Headline financials

Total Revenue

$10.2B

No prior period
EPS (adj)

$0.03

No prior period
Net Income

$1.06B

No prior period
Operating Income

$1.06B

No prior period

Revenue & EPS history

Vodafone · Revenue · Quarterly

$10.2B

Q3 2025
Beat estimate in 1 of 9 quarters(11%)
ActualEstimate

Forward guidance

Vodafone reaffirmed its FY25 guidance, expecting Adjusted EBITDAaL of around €11 billion and free cash flow of at least €2.4 billion. The company remains focused on executing its strategic reshaping, including completing the UK merger with Three.

Tailwinds

  • UK merger with Three approved, expected to complete in the coming months.
  • €8 billion proceeds from the Vodafone Italy sale completed in December 2024.
  • Service revenue momentum continues across Africa, Türkiye, and the UK.
  • Adjusted EBITDAaL rose to €2.83 billion in Q3 FY25.
  • Consumer and B2B customer satisfaction improved in Germany.

Headwinds

  • Operating profit declined by 18.4% year-over-year.
  • Germany continued to underperform due to regulatory TV law changes.
  • Lower broadband service revenue impacted German results.
  • ARPU pressure persists in key European markets.
  • Hyperinflation in Türkiye and currency volatility impacted financials.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.2%

Avg return

Earnings day

+0.2%

Avg return

5 days after

-0.5%

Avg return

30 days after

44%

12 / 27 earnings

Positive

+6.4%

Q2 2017

Best reaction

-6.1%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025-2.6%+0.9%+6.1%
Q2 2025-6.1%-5.9%-6.9%
Q2 2024-0.8%-0.5%-1.1%
Q4 2023+0.7%+1.2%+8.2%
Q2 2023+4.6%+3.1%+3.8%
Q4 2022+0.1%-2.1%-10.1%
Q2 2022-1.1%+0.7%-4.7%
Q4 2021+0.8%+1.6%+2.0%
Q2 2021-0.9%+6.1%+1.0%
Q4 2020-5.5%-4.2%+0.0%
Q2 2020-2.2%-1.8%+2.3%
Q1 2018-0.9%+5.1%-3.6%
Q3 2018-3.6%-8.1%-12.9%
Q2 2017+6.4%+7.3%+8.4%
Q1 2017-0.9%-1.3%-3.4%
Q3 2016-0.7%-1.4%+1.9%
Q2 2016-0.6%-0.7%-4.6%
Q1 2016+4.1%+3.4%+4.0%
Q4 2015+4.2%
Q2 2015-2.4%
Q4 2014+0.8%
Q2 2013+1.0%
Q4 2012+2.3%
Q2 2012-1.7%
Q4 2011-0.4%
Q2 2010+0.5%
Q4 2010+0.7%

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