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1&1: Difference between revisions
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=== Spectrum Allocations === | === Spectrum Allocations === | ||
It is critical that 1&1 gets the [[1&1: Spectrum Allocations|low-band frequency]] (800 Mhz) to be auctioned in 2024 in order to be able to offer a seamless network experience to its users. This is because a network built on high-band frequencies is incapable of penetrating through walls. If 1&1 is unsuccessful in the 2024 auction, it will have to lease it from other operators. BNetzA is currently '''considering extending the usage rates of the 800 Mhz by five years''' and providing the obligation for a national roaming agreement. CEO Ralph Dommermuth said in the Q3 2023 earnings call that '''they are [[1&1:Quarterly Results/2023 Q3#Summary of the earnings call|open to any decision]] that will provide them with low-band frequency in the right capacity.''' | It is critical that 1&1 gets the [[1&1:Spectrum Allocations|low-band frequency]] (800 Mhz) to be auctioned in 2024 in order to be able to offer a seamless network experience to its users. This is because a network built on high-band frequencies is incapable of penetrating through walls. If 1&1 is unsuccessful in the 2024 auction, it will have to lease it from other operators. BNetzA is currently '''considering extending the usage rates of the 800 Mhz by five years''' and providing the obligation for a national roaming agreement. CEO Ralph Dommermuth said in the Q3 2023 earnings call that '''they are [[1&1:Quarterly Results/2023 Q3#Summary of the earnings call|open to any decision]] that will provide them with low-band frequency in the right capacity.''' | ||
=== Regulatory Environment === | === Regulatory Environment === | ||
After 1&1 failed to meet its 1,000 [[1&1: Regulatory Environment | After 1&1 failed to meet its 1,000 [[1&1:Regulatory Environment|antenna sites obligations]] at the end of 2022, the Federal Network Agency launched an investigation to find out if the failure to achieve it was due to 1&1's fault. It is expected that a fine will be imposed on 1&1 by the authority. The amount of the fine as well as the when it will be imposed hasn't been established yet. 1&1 said it would transfer the penalty costs to Vantage Towers. | ||
=== OPEN RAN === | === OPEN RAN === | ||
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=== Management === | === Management === | ||
It is impressive what [[1&1: Management|Ralph Dommermuth]] (CEO) was able to build. He is an important part of the investment thesis. | It is impressive what [[1&1: Management Videos|Ralph Dommermuth]] (CEO) was able to build. He is an important part of the investment thesis. | ||