0838 GMT - The German mobile market will likely experience disruption in 2025, and investors need to be prepared, Berenberg analysts Usman Ghazi and Shekhan Ali write in a note. While Deutsche Telekom and Telefonica Deutschland have engineered a larger market share along with tariff innovations, competitors such as 1&1 have an urgent need to re-accelerate growth going into 2025, they say. "Vodafone can afford to be more patient than 1&1; however, 1&1's offensive in 2025 could affect Vodafone the most and could force Vodafone, and consequently the market, down the path of unlimited mobile data tariffs," they say. Deutsche Telekom shares are down 0.3% at 30.03 euros; Telefonica Deutschland is up 0.5% at 2.11 euros; 1&1 rises 0.3% to 12 euros; and Vodafone climbs 0.03% to 71.72 pence. (najat.kantouar@wsj.com)
(END) Dow Jones Newswires
November 29, 2024 03:39 ET (08:39 GMT)
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