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1&1:Quarterly Results/2024 Q1: Difference between revisions
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=== United Internet Earnings Call === | === United Internet Earnings Call === | ||
==== Spectrum allocation ==== | |||
* CFO Ralf Hartings said their default expectation is not to not get any access to the spectrum in the foreseeable future. | |||
* Ralf things not getting any spectrum is kind of the worst-case scenario that could possibly be. | |||
* Ralf maintained that their current view is to continue with the network buildout if they don't get the spectrum. | |||
''"I think Mark has also made it fairly clear as well as Oliver that our default expectation for spectrum is not to get any access to spectrum in the foreseeable future. And I think you've asked a question whether if we would not get any, which is kind of the worst-case scenario that could possibly be, I think the team confirmed that we still have got our obligations, which we are in the need to fulfill as currently things stand. So I don't know if they are willing to change things or not. But as we stand here, that's kind of our current view."'' | |||
==== Consolidation in the German market ==== | |||
* Referring to the recent total control of O2 Germany, CFO Ralf said they are currently not planning on any consolidation. He pointed out that they have a lot of money to invest in the network buildout which is their priority number one. | |||
* He said he doesn't know if other people do. | |||
''"With regards to consolidation on the German market, well we don't--I don't think we plan on consolidating anyone personally. I don't know if any people do, but I guess you need to ask them this question. And look, never say never, I think was a movie once called, I don't know, okay, in all honesty. But I don't see anything pressing happening anyway. So I mean, yes, I can't tell you."'' | |||
== Management Guidance and Analysts Estimates == | == Management Guidance and Analysts Estimates == | ||