Voda

Voda's KPIs here. It's wild to see how fast Voda is going down - apparently. No doubt analysts will explain the figures better. In the meantime there are some good-looking numbers on new products in there:

7 million + registered for Voda Passport
894k zuhause subs in Germany
1.22 million 3g in Spain
( but 'only' 1.23 mil 3G in UK - doesn't sound so great)

also:

Voice volumes in Germany +19.8% yoy
ditto in Spain +23.5% where 95.2% of net adds are contract customers

set against that Italian service revenue is -3.4% and termination rate cuts are biting

Goldman Sachs reckons Germans are spending a bit more, but the dreaded SARC (subs acquisition and retention costs) are catching up fast.

Credit Suisse has zoomed in on Messaging (Voda includes SMS, MMS and email). These account for 12.5% of group service revenues. Credit Suisse has tracked the quarterly trends and calculates that ARPU from messaging has fallen in three consecutive quarters in Germany, Spain and Italy.

still, as we highlight in the current cover story featured here, voda's not the only mobile operator running to keep up. There's trouble brewing for Vivo in Latin America too... just ask JP Morgan and/or the 'rebranded' Dresdner Kleinwort