Vodafone, Liberty: Does a Full Merger Make Sense?

The transcript discusses Vodafone's interest in acquiring Liberty Global, focusing on the strategic, financial, and regulatory challenges involved. It explores consumer trends towards service bundling and the potential benefits for operators. The UK market's unique challenges are highlighted, along with the financial and regulatory hurdles in Germany. The discussion concludes with insights into future telecom deals and the theme of convergence in mature markets.

Discuss the significance of bundling services for Vodafone's market strategy.

What are the implications of Vodafone's current valuation compared to cable assets?

In what ways could Vodafone's success in Germany and Spain affect its confidence in pursuing acquisitions?