Vodafone Group Public Limited Company (VOD): Business Model Canvas

Tauchen Sie ein in die komplexe Welt der Telekommunikation mit dem dynamischen Business Model Canvas der Vodafone Group, einem strategischen Entwurf, der zeigt, wie dieser globale Telekommunikationsriese komplexe technologische Infrastruktur in innovative Kommunikationslösungen umwandelt. Von hochmodernen Netzwerkpartnerschaften bis hin zu vielfältigen Einnahmequellen zeigt das Modell von Vodafone einen ausgefeilten Ansatz zur Verbindung von Millionen von Kunden auf internationalen Märkten und verbindet fortschrittliche digitale Fähigkeiten mit strategischer operativer Exzellenz, die den Standard in der sich schnell entwickelnden Telekommunikationslandschaft setzt.

Vodafone Group Public Limited Company (VOD) – Geschäftsmodell: Wichtige Partnerschaften

Netzwerkinfrastrukturanbieter

Vodafone arbeitet mit wichtigen Netzwerkinfrastrukturanbietern zusammen, um die technologischen Fähigkeiten zu verbessern:

Partner	Vertragswert	Dauer
Nokia	1,7 Milliarden Euro	2022-2026
Ericsson	2,3 Milliarden Euro	2023-2027

Gerätehersteller

Strategische Partnerschaften mit globalen Geräteherstellern:

Hersteller	Jährlicher Geräteverkauf	Fokus auf Zusammenarbeit
Apfel	1,2 Millionen Einheiten	5G iPhone-Integration
Samsung	2,5 Millionen Einheiten	Galaxy-Smartphone-Ökosystem

Cloud-Service-Partner

• Microsoft Azure: Cloud-Infrastrukturvereinbarung über 450 Millionen Euro
• Amazon Web Services: Mehrjahresvertrag über 320 Millionen Euro
• Google Cloud Platform: strategische Partnerschaft im Wert von 280 Millionen Euro

Regulierungsbehörden für Telekommunikation

Regulierungspartnerschaften in mehreren Gerichtsbarkeiten:

Land	Regulierungsbehörde	Compliance-Investition
Vereinigtes Königreich	Ofcom	75 Millionen Euro
Deutschland	BNetzA	62 Millionen Euro
Italien	AGCOM	48 Millionen Euro

Lokale Mobilfunkanbieter

Internationale Expansionspartnerschaften:

• Idea Cellular (Indien): Joint Venture im Wert von 2,4 Milliarden Euro
• Safaricom (Kenia): strategische Allianz im Wert von 1,1 Milliarden Euro
• Vodacom (Afrika): 3,6 Milliarden Euro integrierte Netzwerkkooperation

Vodafone Group Public Limited Company (VOD) – Geschäftsmodell: Hauptaktivitäten

Mobilfunk- und Festnetz-Telekommunikationsdienste

Vodafone ist in 21 Ländern tätig und verfügt ab 2023 über Partnernetzwerke in 47 Ländern. Mobilfunkkunden insgesamt: 300 Millionen. Festnetz-Breitbandkunden: 28,5 Millionen.

Servicekategorie	Gesamtzahl der Kunden	Jahresumsatz
Mobile Dienste	300 Millionen	35,2 Milliarden Euro
Festnetzdienste	28,5 Millionen	7,8 Milliarden Euro

Digitale Transformation und Technologieinnovation

Investitionen in technologische Innovationen: 4,2 Milliarden Euro im Jahr 2023. 5G-Netzabdeckung in 10 Ländern.

• 5G-Netzwerkbereitstellung in mehreren Märkten
• IoT- und intelligente Konnektivitätslösungen
• KI-gesteuerte Netzwerkoptimierung

Entwicklung und Wartung der Netzwerkinfrastruktur

Gesamtinvestition in die Netzinfrastruktur: 6,5 Milliarden Euro im Jahr 2023. Netzabdeckung in 21 Ländern.

Infrastrukturkomponente	Investition	Abdeckung
Mobilfunknetz	4,3 Milliarden Euro	99,7 % Bevölkerungsabdeckung
Glasfaserinfrastruktur	1,9 Milliarden Euro	22 Millionen Räumlichkeiten

Cybersicherheit und Datenschutz

Jährliche Investition in Cybersicherheit: 350 Millionen Euro. Engagiertes Cybersicherheitsteam mit 450 Fachleuten.

• Fortschrittliche Bedrohungserkennungssysteme
• Kontinuierliche Upgrades der Sicherheitsinfrastruktur
• Einhaltung der DSGVO-Vorschriften

Kundendienst- und Supportmanagement

Gesamtzahl der Kundendienstmitarbeiter: 12.500. Jährliche Investition in den Kundenservice: 780 Millionen Euro.

Support-Kanal	Jährliche Interaktionen	Durchschnittliche Lösungszeit
Digitale Unterstützung	45 Millionen	2,3 Stunden
Telefonsupport	38 Millionen	18 Minuten

Vodafone Group Public Limited Company (VOD) – Geschäftsmodell: Schlüsselressourcen

Umfangreiche globale Telekommunikationsnetzwerkinfrastruktur

Vodafone betreibt eine 21 Länder umfassende Netzwerkinfrastruktur mit Partnernetzwerken in 43 weiteren Ländern. Die gesamte Netzabdeckung umfasst:

Netzwerkmetrik	Quantitative Daten
Gesamtzahl der Netzwerkstandorte	91.500 mobile Websites
5G-Netzabdeckung	246 Millionen Einwohner abgedeckt
Länge des Glasfasernetzwerks	68.000 Kilometer

Erweiterte 5G- und digitale Technologiefunktionen

Zu den technologischen Ressourcen von Vodafone gehören:

• 7,7 Milliarden Euro in digitale Transformation investiert
• Über 1.200 aktive Technologiepatente
• Integration von KI und maschinellem Lernen im gesamten Netzwerkbetrieb

Großer Kundenstamm

Kundensegment	Gesamtzahl der Benutzer
Mobile Kunden	300 Millionen
Festnetz-Breitbandkunden	28,5 Millionen
Unternehmenskunden	1,5 Millionen Firmenkunden

Qualifizierte Arbeitskräfte im Technologie- und Managementbereich

Zusammensetzung der Belegschaft:

• Gesamtzahl der Mitarbeiter: 105.900
• F&E-Personal: 4.200 spezialisierte Technologieexperten
• Durchschnittliche Betriebszugehörigkeit: 8,3 Jahre

Erhebliche Finanzkapital- und Investitionsreserven

Finanzkennzahl	Betrag
Gesamtvermögen	122,4 Milliarden Euro
Jährliche Kapitalausgaben	7,2 Milliarden Euro
Zahlungsmittel und Zahlungsmitteläquivalente	4,6 Milliarden Euro

Vodafone Group Public Limited Company (VOD) – Geschäftsmodell: Wertversprechen

Hochwertige Mobilfunk- und Breitbandkonnektivität

Ab 2024 betreibt Vodafone Mobilfunknetze in 21 Ländern und verfügt über Partnernetze in 47 weiteren Ländern. Das Unternehmen bietet Mobilfunkabdeckung für rund 625 Millionen Kunden weltweit.

Netzwerkmetrik	Wert
4G-Abdeckung	96 % Bevölkerungsabdeckung in Primärmärkten
5G-Bereitstellung	15 Länder mit aktiven 5G-Netzen
Breitbandgeschwindigkeit	Durchschnittliche Download-Geschwindigkeit von 150 Mbit/s

Umfassende digitale Kommunikationslösungen

Vodafone bietet integrierte digitale Dienste auf mehreren Plattformen an.

• IoT-Verbindungen: 159 Millionen verwaltete IoT-Geräte
• Cloud-Kommunikationsdienste: 1,2 Milliarden Euro Jahresumsatz
• Enterprise Digital Solutions: Unterstützung von 1,5 Millionen Geschäftskunden

Erschwingliche und flexible Telekommunikationspakete

Vodafone bietet verschiedene Preisstrategien für verschiedene Märkte.

Pakettyp	Durchschnittliche monatliche Kosten
Basis-Mobilfunktarif	€15.99
Familienpaket	€29.99
Business Unlimited-Plan	€49.99

Fortschrittliche technologische Dienstleistungen und Innovationen

Vodafone investiert erheblich in den technologischen Fortschritt.

• Jährliche F&E-Investitionen: 1,4 Milliarden Euro
• KI- und maschinelle Lernprojekte: 37 aktive Initiativen
• Cybersicherheitslösungen: Schutz von über 500.000 Unternehmenskunden

Starke internationale Roaming-Fähigkeiten

Vodafone bietet umfangreiche internationale Roaming-Dienste.

Roaming-Metrik	Wert
Roaming-Länder	210 Länder und Territorien
Roaming-Partnerschaften	536 Mobilfunkbetreiber weltweit
Roaming-Einnahmen	782 Millionen Euro im Jahr 2023

Vodafone Group Public Limited Company (VOD) – Geschäftsmodell: Kundenbeziehungen

Digitale Self-Service-Plattformen

Vodafone betreibt die digitale Plattform MyVodafone mit 45,7 Millionen aktiven digitalen Nutzern (Stand 2023). Die Plattform ermöglicht 82 % der Kundendienstinteraktionen über digitale Kanäle.

Kennzahlen für digitale Plattformen	Wert
Aktive digitale Nutzer	45,7 Millionen
Digitale Service-Interaktionen	82%
Mobile App-Downloads	26,3 Millionen

Kundensupportkanäle rund um die Uhr

Vodafone unterhält mehrere Kundensupportkanäle mit:

• Live-Chat-Support rund um die Uhr verfügbar
• Telefonsupport in 22 Ländern
• Reaktionszeit des E-Mail-Supports unter 24 Stunden
• Social-Media-Kundenservicekanäle

Personalisierte Kommunikations- und Serviceangebote

Personalisierungsmetrik	Leistung
Personalisierte Marketingkampagnen	67 % Kundenbindungsrate
Gezielte Serviceempfehlungen	53 % Conversion-Rate

Treueprogramme und Kundenbindungsstrategien

Das Vodafone RED-Treueprogramm umfasst:

• Kundenbindungsrate von 74,6 %
• Durchschnittlicher Customer Lifetime Value: 1.200 €
• Mitgliedschaft im Treueprogramm: 38,5 Millionen Abonnenten

Regelmäßiges Engagement durch mobile Anwendungen

Kennzahlen zur Interaktion mit mobilen Apps	Statistiken
Monatlich aktive App-Benutzer	26,3 Millionen
Durchschnittliche App-Sitzungsdauer	12,4 Minuten
Self-Service-Transaktionen per App	62 % der gesamten Kundeninteraktionen

Vodafone Group Public Limited Company (VOD) – Geschäftsmodell: Kanäle

Online-Website und mobile Anwendungen

Vodafone betreibt digitale Plattformen und bedient ab 2023 weltweit 300 Millionen Kunden. Im letzten Geschäftsjahr wurden 45,2 Millionen mobile Apps heruntergeladen.

Digitale Plattform	Benutzermetriken
Mobile App-Downloads	45,2 Millionen
Benutzer der Webplattform	300 Millionen
Bewertung mobiler Apps	4.3/5

Physische Einzelhandelsgeschäfte

Vodafone unterhält im Jahr 2024 1.872 firmeneigene Einzelhandelsgeschäfte in 21 Ländern.

Store-Kategorie	Nummer
Firmeneigene Geschäfte	1,872
Länder mit physischer Präsenz	21

Autorisierte Drittanbieter für Telekommunikation

Vodafone arbeitet weltweit mit 12.500 autorisierten Drittanbietern zusammen.

• Gesamtzahl der Drittanbieter: 12.500
• Durchschnittlicher Provisionssatz: 8,5 %
• Abdeckung des Einzelhändlernetzwerks: 95 % der operativen Märkte

Direktvertriebsteams

Vodafone beschäftigt 3.600 Direktvertriebsmitarbeiter auf den globalen Märkten.

Vertriebsteam-Metrik	Wert
Gesamtzahl der Direktvertriebsmitarbeiter	3,600
Durchschnittlicher Umsatz pro Vertreter	487.000 £ jährlich

Digitale Marketingplattformen

Die Ausgaben für digitales Marketing erreichten im Jahr 2023 214 Millionen Pfund.

• Gesamtbudget für digitales Marketing: 214 Millionen Pfund
• Social-Media-Follower: 5,7 Millionen
• Conversion-Rate digitaler Anzeigen: 3,2 %

Vodafone Group Public Limited Company (VOD) – Geschäftsmodell: Kundensegmente

Verbrauchermobilnutzer

Im dritten Quartal 2023 betreute die Vodafone Group weltweit 300 Millionen Mobilfunkkunden. Zu den mobilen Verbrauchersegmenten gehören:

Segment	Prozentsatz	Typische Merkmale
Junge Erwachsene (18–35)	42%	Hoher Datenverbrauch, Smartphone-Nutzer
Erwachsene mittleren Alters (36–55)	35%	Geschäfts- und Familienkommunikation
Senioren (55+)	23%	Grundlegende mobile Dienste, geringer Datenverbrauch

Geschäfts- und Unternehmenskunden

Zum Unternehmenskundenstamm von Vodafone gehören:

• Große Firmenkunden: 35.000 Unternehmenskunden
• Jährlicher Unternehmensumsatz: 7,4 Milliarden Euro im Jahr 2023
• Wichtige Branchen:
  • Finanzdienstleistungen
  • Herstellung
  • Gesundheitswesen
  • Einzelhandel

Kleine und mittlere Unternehmen

Details zum KMU-Segment:

Region	Anzahl der KMU-Kunden	Durchschnittlicher monatlicher Umsatz pro Kunde
Europa	127,000	€320
Afrika	85,000	€180
Naher Osten	45,000	€250

Regierung und Organisationen des öffentlichen Sektors

Kennzahlen zum Regierungskundensegment:

• Gesamtzahl der Regierungskunden: 2.500 in 25 Ländern
• Auftragswert des öffentlichen Sektors: 1,2 Milliarden Euro im Jahr 2023
• Hauptdienstleistungsbereiche:
  • Kommunikationsinfrastruktur
  • Sichere Netzwerklösungen
  • Dienstleistungen zur digitalen Transformation

Internationale Roaming-Kunden

Statistiken zum internationalen Roaming-Segment:

Metrisch	Wert
Gesamtzahl der Roaming-Kunden	58 Millionen
Roaming-Einnahmen	1,6 Milliarden Euro im Jahr 2023
Durchschnittliche Roaming-Datennutzung pro Kunde	2,3 GB pro Monat

Vodafone Group Public Limited Company (VOD) – Geschäftsmodell: Kostenstruktur

Wartung und Upgrades der Netzwerkinfrastruktur

Netzinfrastrukturkosten von Vodafone für das Geschäftsjahr 2023/2024:

Kostenkategorie	Betrag (Mio. €)
Investitionen in die Netzwerkinfrastruktur	5,824
Wartung der Netzwerkausrüstung	2,136
5G-Netzwerkbereitstellung	1,456

Forschungs- und Entwicklungsinvestitionen

Aufschlüsselung der F&E-Ausgaben:

• Gesamtinvestitionen in Forschung und Entwicklung: 1,2 Milliarden Euro
• Digitale Technologieforschung
• Telekommunikationsinnovation
• Entwicklung der Cybersicherheit

Mitarbeitergehälter und Betriebskosten

Ausgabenkategorie	Betrag (Mio. €)
Gesamtvergütung der Mitarbeiter	4,672
Betriebsaufwand	2,345
Leistungen an Arbeitnehmer	876

Kosten für Marketing und Kundenakquise

Details zu den Marketingausgaben:

• Gesamtes Marketingbudget: 782 Millionen Euro
• Ausgaben für digitales Marketing: 342 Millionen Euro
• Kundenakquisekosten pro Benutzer: 45 €

Einhaltung gesetzlicher Vorschriften und Lizenzgebühren

Compliance-Kategorie	Betrag (Mio. €)
Spektrum-Lizenzgebühren	1,234
Kosten für die Einhaltung gesetzlicher Vorschriften	456
Rechts- und Regulierungskosten	223

Vodafone Group Public Limited Company (VOD) – Geschäftsmodell: Einnahmequellen

Mobile Sprach- und Datendienste

Für das Geschäftsjahr 2023 meldete die Vodafone Group einen Mobilfunkumsatz von 25,3 Milliarden Euro. Die Einnahmen aus mobilen Daten machten 15,7 Milliarden Euro aus, was 62 % der Einnahmen aus Mobilfunkdiensten entspricht.

Servicekategorie	Umsatz (Milliarden €)	Prozentsatz
Mobile Sprachdienste	9.6	38%
Mobile Datendienste	15.7	62%
Gesamtumsatz aus Mobilfunkdiensten	25.3	100%

Festnetz-Telekommunikation

Die Festnetz-Telekommunikation erwirtschaftete im Jahr 2023 einen Umsatz von 7,2 Milliarden Euro für die Vodafone Group, mit folgender Aufteilung:

• Feste Breitbanddienste: 4,1 Milliarden Euro
• Festnetz-Sprachdienste: 2,3 Milliarden Euro
• Festnetz-Unternehmenskonnektivität: 0,8 Milliarden Euro

Unternehmens- und Geschäftslösungen

Der Umsatz des Unternehmenssegments belief sich im Jahr 2023 auf insgesamt 8,5 Milliarden Euro. Zu den wichtigsten Einnahmequellen zählen:

Kategorie „Unternehmensservice“.	Umsatz (Milliarden €)
Cloud- und Netzwerkdienste	3.6
IoT- und digitale Transformationslösungen	2.1
Cybersicherheitsdienste	1.5
Verwaltete IT-Dienste	1.3

Geräteverkäufe und Ausrüstungsumsätze

Der Geräte- und Ausrüstungsumsatz erwirtschaftete im Jahr 2023 3,8 Milliarden Euro, mit folgender Verteilung:

• Smartphone-Umsatz: 2,6 Milliarden Euro
• Accessoires und Wearables: 0,7 Milliarden Euro
• Umsatz mit Netzwerkausrüstung: 0,5 Milliarden Euro

Digitale Serviceangebote und Content-Plattformen

Der Umsatz mit digitalen Diensten erreichte im Jahr 2023 2,1 Milliarden Euro und setzt sich zusammen aus:

Kategorie „Digitaler Dienst“.	Umsatz (Mio. €)
Video-Streaming-Dienste	650
Mobile Finanzdienstleistungen	580
Digitale Unterhaltungsplattformen	470
Cloud-Speicher und digitale Sicherheit	400

Vodafone Group Public Limited Company (VOD) - Canvas Business Model: Value Propositions

You're looking at the core offerings that Vodafone Group Public Limited Company (VOD) is delivering to its customers as of late 2025. These value propositions center on bundling services, pushing digital transformation for businesses, ensuring network quality, and driving financial access in key regions.

The foundation of the consumer and business offering is converged connectivity, blending mobile, fixed broadband, and TV services. For fiscal year 2025 (FY25), Vodafone reported total revenue of €37.4 billion, with service revenue reaching €30.8 billion, reflecting a reported growth of 2.8% or an organic increase of 5.1%. This scale supports a massive customer base, serving approximately 536 million mobile customers and 20 million fixed broadband customers globally.

For the business segment, the value proposition leans heavily into B2B digital services, which now account for approximately 10% of the Group's total service revenue. This area is seeing strong internal growth; B2B digital services revenue grew by 26.1% over the last two years. Specifically, Cloud services within this segment saw robust demand, growing by 15.1% in FY25. Vodafone Business organic service revenue growth was 4.0% for FY25.

Network quality is a key differentiator, focusing on reliable 5G and gigabit-capable fixed network performance. For instance, in Ireland, Vodafone's 5G network achieved 78% population coverage, and the company was recognized for best Mobile Internet and 5G Provider in 2024. In Germany, the company emphasizes offering the largest gigabit footprint in the country. Looking at specific performance metrics from late 2024 in Spain, Vodafone was the outright winner for the 5G Voice App Experience with a score of 82.1 points and for Reliability Experience with a score of 906 points on a 1000-point scale.

A significant social and market-specific value proposition is financial inclusion and mobile money services in African markets, primarily through its associate, Vodacom. Mobile money is a critical entry point to the formal financial system in Sub-Saharan Africa, where 40% of adults had a mobile money account in 2024. Vodacom's M-Pesa platform, for example, serves over 62 million customers, encompassing both consumer and enterprise users.

Finally, Vodafone is actively improving the customer experience, which is tracked via Net Promoter Score (NPS). The company reports having leading or co-leading Consumer NPS in 9 out of 15 controlled markets. The UK market, in particular, showed strong results, achieving its best-ever performance and leading in the market, alongside a 30% drop in Ofcom mobile complaints.

Here's a quick look at some of the key numbers underpinning these value propositions:

Value Proposition Metric	Financial/Statistical Figure	Context/Period
Group Service Revenue	€30.8 billion	FY25 Reported Value
Organic Service Revenue Growth	5.1%	FY25
Digital Services Contribution to Service Revenue	c. 10%	FY25
B2B Digital Services Growth (2-Year)	26.1%	Over last two years
Cloud Services Revenue Growth	15.1%	FY25
Total Mobile Customers	Approx. 536 million	As of late 2025
Total Fixed Broadband Customers	Approx. 20 million	As of late 2025
Markets with Leading/Co-leading Consumer NPS	9 of 15	As of late 2025
UK Mobile Complaints Reduction (Ofcom)	30% drop	FY25
African Mobile Money Account Ownership (Adults)	40%	Sub-Saharan Africa, 2024
M-Pesa Customers (Consumer & Enterprise)	Over 62 million	As of late 2025

The focus on converged offerings means you get the full suite, from high-speed data to home internet. For businesses, the growth in digital services like Cloud is a clear indicator of where Vodafone sees its future revenue lift. Still, network quality remains a local battle, with specific awards like the 5G Voice App Experience in Spain showing where they are winning on performance metrics.

You'll want to track the continued expansion of the mobile money ecosystem, as that represents a unique, high-growth, high-impact value stream outside of the core European telco markets. Finance: draft 13-week cash view by Friday.

Vodafone Group Public Limited Company (VOD) - Canvas Business Model: Customer Relationships

You're looking at how Vodafone Group Public Limited Company (VOD) manages its relationships with hundreds of millions of customers, spanning from individual consumers to large multinationals across its footprint. The focus is clearly shifting toward digital efficiency and demonstrable customer satisfaction improvements.

Digital self-service and AI-powered customer support

Vodafone Group Public Limited Company (VOD) is embedding generative Artificial Intelligence (Gen AI) to make digital self-service interactions more personalized and comprehensive. This technology is also used to enhance frontline digital experiences. For instance, in Italy, Gen AI chatbots are available to support over ten million customers with queries covering roaming and billing. The focus for these chatbots is evolving; key metrics now measure the satisfaction of customers with the interaction itself, moving beyond just the number of contacts handled. Furthermore, the internal use of AI shows tangible results, with developer teams accepting 30% of code suggestions from solutions like GitHub Copilot. This digital push is underpinned by a strategic decision to process customer insights using real-time AI models, which feed into weekly action plans across all markets, a process that began with investment in FY24.

Dedicated account management for large Vodafone Business enterprise clients

For your largest Vodafone Business enterprise clients, the relationship model involves dedicated, high-touch support. This includes deploying account managers, solution specialists, and, for the biggest accounts, executive-level engagement. Vodafone Business saw its organic service revenue grow by 4.0% in the Fiscal Year 2025 (FY25). This growth was supported by strong demand for digital offerings. Over the last two years leading up to FY25, the segment's digital services, which include IoT, Cloud & Security, grew by 26.1%. These digital services now represent approximately 10% of Group service revenue. In specific markets like the US, Vodafone exclusively serves global enterprises with international footprints, leveraging its compliance expertise for local contracting needs.

Here's a snapshot of the scale and focus areas for Vodafone Business:

Metric	Value/Context	Reporting Period
Vodafone Business Organic Service Revenue Growth	4.0%	FY25
B2B Digital Services Growth (Cumulative)	26.1% increase	Last 2 years (to FY25)
Digital Services Share of Group Service Revenue	Circa 10%	FY25
Global Customer Base (Total)	Hundreds of millions	FY25
Enterprise Client Engagement Level	Account Managers, Solution Specialists, Executive Level	Ongoing

Customer Experience (CX) transformation to reduce detractors

Customer Experience (CX) transformation has been held as the top priority. The rollout of the 'Ask Once' program aims to deliver a seamless service guarantee and easier access to help for customers. To drive this, CX boards were established to review customer pain points regularly and implement action plans supported by dedicated investment and senior management oversight. The results of this focus in FY25 were significant: Vodafone Group Public Limited Company (VOD) achieved a market-leading Net Promoter Score (NPS) position and its lowest ever share of detractors across its base. This improvement is reflected in regulatory data, where Ofcom mobile complaints were down by 30% year-on-year in FY25. In the UK specifically, CX improvements supported an increase in the mobile Consumer contract customer base of 117,000 in FY25. The investment supporting this transformation included a reallocated €140 million in FY24.

Retention focus through converged product bundles and loyalty programs

Retention efforts are directly tied to loyalty programs and the appeal of converged offerings. The record-level customer loyalty achieved in FY25 helped drive the 117,000 increase in the mobile Consumer contract customer base. For fixed services in the UK, the customer base grew by 227,000 during FY25, a result supported by the launch of the new 'One Touch Switching' service in September 2024, which simplifies the process of joining Vodafone. While Vodafone's specific retention rate isn't provided, industry context suggests the focus is critical: a 5% increase in retention can boost profits by 25% to 95%, and retaining customers is generally five times less expensive than acquiring new ones. The strategy involves bundling core connectivity with growth areas like digital services to enhance customer stickiness.

Key customer retention and loyalty indicators from FY25 include:

• Mobile Consumer Contract Customer Base Increase: 117,000 customers.
• UK Broadband Customer Base Increase: 227,000 customers.
• Ofcom Mobile Complaints Reduction: 30% year-on-year.
• CX Investment (FY24): €140 million reallocated.

Vodafone Group Public Limited Company (VOD) - Canvas Business Model: Channels

You're looking at how Vodafone Group Public Limited Company (VOD) gets its products and services into the hands of customers as of late 2025. The channel strategy is clearly multi-faceted, balancing physical presence with digital reach, especially as the company continues its portfolio reshaping.

Vodafone-branded retail stores and physical distribution points

The physical footprint remains a core part of the customer interaction strategy, though there's a clear move toward partner-led growth in some areas. Vodafone operates as an owner in 27 countries and maintains partner networks in roughly 60 more countries globally. In the UK, the franchise model shows continued investment, with the launch of the 200th UK franchise partnered store noted as a milestone reflecting investment in in-person support blended with digital services. This physical presence is essential for consumer segments, even as digital adoption rises.

Online sales channels and e-commerce platforms

The shift to digital channels is evident in the performance of digital services, which now account for approximately 10% of Group service revenue. Within Vodafone Business, digital services revenue growth has been a bright spot, with Cloud services specifically growing by 15.1% in FY25. This segment has seen B2B digital services increase by 26.1% over the last two years, showing where digital sales efforts are concentrated and succeeding.

Direct sales force for Vodafone Business enterprise contracts

The direct sales force targets the enterprise segment, which is a significant focus area for Vodafone Business. For the fiscal year ended March 31, 2025 (FY25), Vodafone Business service revenue saw a reported decline of 2.3%, impacted by price competition and lower roaming revenue. However, the organic service revenue growth for Vodafone Business was reported at 4.0% for FY25, indicating underlying operational strength despite headline pressures. The total contract customer base for this segment still managed to increase by 7,000 in FY25, showing customer acquisition efforts are still yielding results.

Third-party distributors and resellers

Third-party channels are crucial for global reach, particularly for the enterprise segment outside of Vodafone's core owned markets. Vodafone US, for instance, focuses exclusively on serving global multinational enterprises and has heavily invested in its channel ecosystem, signing agreements with the largest Technology Service Distributors (TSDs) and resellers in the region. This strategy allows Vodafone to leverage partner expertise to deliver solutions globally, especially for US-headquartered companies expanding internationally. The Partner Markets program also invites regional and rural service providers to collaborate on co-branded services and roaming agreements.

Here's a quick look at some key financial metrics from FY25 that underpin the channel performance:

Metric	Value (FY25)	Comparison/Context
Total Group Revenue	€37.4 billion	Up 2.0% from FY24 (€36.7 billion)
Group Organic Service Revenue Growth	5.1%	Reflects strong underlying demand across markets
Adjusted Free Cash Flow	€2.5 billion	Slightly down from FY24 (€2.6 billion)
Total Dividends Per Share	4.5 eurocents	Down from FY24 (9.0 eurocents)
Capital Returned to Shareholders	€3.7 billion	Includes share buybacks completion and new program launch
Digital Services as % of Group Service Revenue	c. 10%	Key growth area complementing core connectivity

The company's overall channel strategy involves a mix of direct control and partner leverage across its global footprint.

• Vodafone operates in 27 own-operator countries.
• Partner networks exist in roughly 60 more countries.
• UK franchise program reached 200 partnered stores.
• Vodafone US relies on TSDs and Resellers for enterprise reach.
• Cloud services revenue grew 15.1% in FY25.

Vodafone Group Public Limited Company (VOD) - Canvas Business Model: Customer Segments

You're looking at the core of Vodafone Group Public Limited Company's strategy, which is how they divide and serve their vast customer base across Europe and Africa as of late 2025. This segmentation drives everything from network investment to product development.

Mass-market Consumers (Mobile, Fixed, TV) in core European markets (e.g., Germany, UK)

The European Consumer segment remains the largest, though it's undergoing significant transformation, particularly in Germany following regulatory changes. In fiscal year 2025, Vodafone Group reported total mobile customers across its footprint at 256,642 thousand and fixed broadband customers at 18,251 thousand.

In Germany, the largest single market, service revenue declined by 5.0% in FY25, largely due to the change in multi-dwelling unit (MDU) TV law. Vodafone Germany retained 4.2 million households under new commercial terms following the MDU TV migration, which was about 50% of the original 8.5 million MDU TV households. Still, in Q2 FY25, Germany service revenue showed stabilization, growing by 0.5%.

The UK market showed positive momentum, with organic service revenue increasing by 1.9% in FY25. The mobile Consumer contract customer base saw an increase of 117,000 in FY25. However, the UK mobile base fell to 18.175 million by the end of Q4 FY25. Fixed broadband in the UK grew by 227,000 customers across the year, reaching 1.61 million by Q4 FY25.

Key metrics for the core European Consumer segment in FY25 include:

• Total Group Mobile Customers: 256.642 million
• UK Mobile Consumer Contract Additions (FY25): 117,000
• Germany MDU TV Households Retained: 4.2 million
• UK Fixed Broadband Customer Additions (FY25): 227,000

Vodafone Business (B2B) customers, from SMBs to large multinational corporations

Vodafone Business is positioned as a key growth engine, leveraging global scale in connectivity, IoT, cloud, and security. The addressable market for this segment is estimated at €140+ billion. For the full fiscal year 2025, the organic service revenue growth for Vodafone Business was 4.0%. This growth was supported by digital services, which grew 26.1% over the last two years.

The segment's performance showed sequential improvement, with Q2 FY25 organic service revenue growth accelerating to 4.0%. However, the reported service revenue growth for Vodafone Business in FY25 was 1.6%. The total contract customer base saw a net loss, partially due to large low-value contract disconnections, but the focus remains on high-value digital services.

African Consumers focused on mobile data and financial services (M-Pesa)

The Africa Consumer segment, primarily through Vodacom, delivered consistent organic growth, with a 9.7% increase in Q2 FY25. Across Vodacom's international markets, the mobile customer base reached 60.0 million after adding 5.9 million new customers in FY25.

M-Pesa is a critical component here. The M-Pesa customer base grew to 25.2 million active users in FY25. M-Pesa revenue grew by 10.0% to €427.9 million, making up 27.6% of Vodacom's service revenue. In Egypt specifically, Vodafone Cash reached 11.4 million active users.

Here is a snapshot of the African footprint growth in FY25:

Metric	Vodacom International Markets	Egypt Total Mobile Customers
New Mobile Customers Added (FY25)	5.9 million	3.156 million (656k contract + 2.5m prepaid)
Total Mobile Customers (End FY25)	60.0 million	51.5 million
M-Pesa/Vodafone Cash Active Users	25.2 million (M-Pesa)	11.4 million (Vodafone Cash)

Wholesale customers (e.g., national roaming partners like 1&1 in Germany)

Wholesale services contribute to Vodafone's European operations, notably through the fibre joint venture OXG Glasfaser and national roaming agreements. Vodafone Germany's wholesale revenue saw an acceleration, which helped stabilize service revenue in Q2 FY25.

The national roaming partnership with 1&1 in Germany is a key wholesale relationship, with the migration of 1&1's existing customers expected to be completed by autumn 2025. 1&1's total broadband user base, which includes those using the Vodafone network via roaming or OXG fibre, stood at 3.9 million at the end of June 2025. OXG Glasfaser, the fibre JV between Altice and Vodafone, is set to begin onboarding 1&1 services over its network starting in the first quarter of 2026.

The wholesale segment's importance is underscored by the scale of the infrastructure partnerships:

• 1&1 Broadband Base (June 2025): 3.9 million users
• OXG Fibre JV Investment: Set aside €7 billion with Altice
• Expected OXG Premises Covered by March 2026: Over 500,000

Finance: draft 13-week cash view by Friday.

Vodafone Group Public Limited Company (VOD) - Canvas Business Model: Cost Structure

The Cost Structure for Vodafone Group Public Limited Company is heavily weighted towards maintaining and upgrading its extensive network infrastructure, alongside significant costs associated with its ongoing simplification and restructuring programs across its portfolio markets.

Significant capital expenditure (Capex) on network upgrades remains a top cost driver. For the fiscal year ended March 31, 2025 (FY25), total Group capital additions reached approximately €6.9 billion, reflecting a return to investment growth after recent portfolio changes. This spend is directed to support 5G rollout, capacity expansion, and network quality improvements in key markets. The allocation across major segments for these capital additions was detailed as follows:

Segment	FY25 Capital Additions (€ million)	Proportion of Total Group Capex (%)
Germany	2,482	36.2
Africa	2,593	37.8
UK	897	13.1
Other Europe 2	856	12.5
Common Functions 3	45	0.7
Group Total (Excluding Eliminations)	6,873	100.3
Reported Group Total Capital Additions	6,862	N/A

Note that the sum of the segment capital additions in the table above is slightly different from the reported Group total due to rounding or specific treatment of Common Functions/Eliminations in the source data. The reported total Group Capital Additions for FY25 was €6,862 million.

Network operating costs, which comprise network and IT related expenditure, are substantial. While specific total network operating costs are not explicitly isolated, the Group has been focused on efficiency. Vodafone targeted Europe opex savings of €0.4 billion across the period FY23-FY25. However, operating expenditure at the Group level saw an increase in the first half of the subsequent fiscal year (H1 FY25-26), climbing more than 10% to €6.0 billion, driven by post-merger UK costs and other investments.

Personnel and restructuring costs are a direct result of the simplification program. Vodafone has completed or actioned 7,700 role efficiencies as part of its simplification efforts by the end of FY25. The reported restructuring expenses for the year were around €250 million.

Interconnect and roaming costs with other operators are embedded within the operating costs and revenue calculations. Interconnect charges for incoming calls are explicitly included in the definition of Service revenue. Lower roaming revenue was noted as a factor impacting service revenue performance in Germany.

The cost structure was significantly impacted by non-cash impairment charges. Vodafone reported a loss before tax of €1.48 billion for FY25, compared to a profit of €1.62 billion in the prior year, primarily due to non-cash impairment charges totalling €4.5 billion related to its German and Romanian operations. This charge led to a Basic loss per share from continuing operations of 15.86 eurocents in FY25, down from earnings per share of 4.45 eurocents in FY24.

Key components of the FY25 Cost Structure:

• Non-cash impairment charges: €4.5 billion.
• Total Group Capital Additions (Capex): €6.862 billion.
• Role efficiencies completed/actioned: 7,700.
• Reported Restructuring Expenses: approximately €250 million.
• Depreciation on leased assets: €3,205 million.

Vodafone Group Public Limited Company (VOD) - Canvas Business Model: Revenue Streams

You're looking at the core ways Vodafone Group Public Limited Company brings in cash as of late 2025. It's a story of core connectivity services, bolstered by digital growth and a significant financial services arm in Africa. Honestly, the numbers show a business actively reshaping itself through disposals while pushing organic growth in its remaining footprint.

The Total Revenue for the fiscal year ending March 2025 was reported at €37.4 billion. This represented a 2.0% increase over the prior year, even with adverse foreign exchange movements weighing on the final reported figure.

The largest component remains Service Revenue, which grew organically by 5.1% to reach €30.8 billion in FY25. This growth was broad-based across Europe, Africa, and Türkiye, successfully offsetting the anticipated slowdown in Germany.

Here's a quick look at the main revenue categories based on the reported figures:

Revenue Stream Category	FY25 Reported Amount
Total Revenue	€37.4 billion
Service Revenue	€30.8 billion
Other Revenue (Includes Equipment Revenue)	€6.6 billion

Drilling down into the Service Revenue, which covers your Mobile Service Revenue and Fixed Service Revenue, you see where the core business strength lies:

• Organic service revenue growth across the Group for FY25 was 5.1%.
• Vodafone Business, which includes B2B connectivity and digital services, saw organic service revenue growth of 4.0%.
• The UK market delivered organic service revenue growth of 1.9%.
• Türkiye showed exceptionally strong organic service revenue growth at 83.4%.
• Germany service revenue declined by 5.0%, largely due to the MDU TV law change impact.

Digital and IT Services Revenue, which complements the core connectivity, is scaling up. You can see this in the growth of Vodafone Business and the overall digital contribution:

• Digital services now represent approximately 10% of the Group's total service revenue.
• Vodafone Business, a key driver for digital and IT services like Cloud, IoT, and Security, grew its service revenue by 4.0%.

Equipment Revenue is captured within the 'Other Revenue' figure, which is the difference between Total Revenue and Service Revenue. For FY25, this residual category amounted to approximately €6.6 billion (€37.4 billion Total Revenue minus €30.8 billion Service Revenue). This stream is typically driven by handset and device sales supporting the mobile and fixed customer bases.

The Financial Services Revenue stream is heavily concentrated in Africa through M-Pesa. This is a distinct and high-growth area for Vodafone Group, primarily via its stake in Vodacom:

• Financial services customers across the footprint reached 88 million.
• Financial services revenue within Vodacom for FY25 was €0.7 billion.
• Specifically in Vodacom's international markets, M-Pesa revenue grew by 10.0% to reach €427.9 million.

Finance: draft 13-week cash view by Friday.