Vodafone Needs to Invest in Exclusive Content to Remain Competitive -- Market Talk

Dow Jones11-12

1019 GMT - Vodafone Group is struggling to keep up with competitors and needs to invest in exclusive content and seamless bundles post-merger to say competitive, Third Bridge analyst Albie Amankona writes in a note. "Unlike competitors VMO2 and EE, which attract customers with bundled mobile, broadband, and exclusive content, Vodafone relies on third-party content deals with providers like Sky, making its offerings less unique," Amankona says. Going forward, the U.K. mobile telecom industry will likely face tough challenges, she adds. Therefore, Vodafone needs to make the appropriate moves to avoid losing customers and revenue needed for reinvestment over the long run, she says. Shares are down 3.3% at 70.60 pence. (najat.kantouar@wsj.com)

 

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November 12, 2024 05:19 ET (10:19 GMT)

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