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    Paul Sidney

    Senior Equity Analyst at Berenberg

    Paul Sidney is a Senior Equity Analyst at Berenberg Bank specializing in the technology sector, with a focus on covering major European and international technology companies. He currently covers 15 stocks, maintaining a success rate of 60.71% and is recognized as a 3.12-star analyst with a global ranking of 3921 on analyst award platforms. Active at Berenberg since at least 2022, Sidney provides equity research and investment recommendations, and he has built a reputation for his in-depth sector expertise and solid track record in stock calls. While specific prior employers and licensing credentials are not publicly detailed, his professional visibility and coverage breadth underscore his standing among European technology analysts.

    Paul Sidney's questions to VODAFONE GROUP PUBLIC LTD (VOD) leadership

    Paul Sidney's questions to VODAFONE GROUP PUBLIC LTD (VOD) leadership • Q1 2026

    Question

    Paul Sidney from Berenberg asked about the "value over volume" strategy in Germany, questioning if it's an intentional signal to the market and whether this approach would be replicated in the UK following the Three UK merger.

    Answer

    Group CEO Margherita Della Valle endorsed the "value over volume" approach, stating that mobile net adds are a poor indicator of revenue. She stressed that the focus must be on the value of the customer base, such as the "branded base" in Germany, to drive revenue. She confirmed this is the right strategic approach for mobile in any market, including the UK.

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