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1&1:Quarterly Results/2024 Q4: Difference between revisions
→Q4 2024 Earnings Call Summary
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* D'Avis said '''negotiations for the low-band frequencies (700 MHz, 800 MHz, 900 MHz) will be tricky''' since the regulator said the incumbents will need to negotiate with 1&1 again. "Now it could be that in two weeks' time we get a good offer from them and that's it. However, my experience tells me that this is not what is going to happen," he said (Q&A). | * D'Avis said '''negotiations for the low-band frequencies (700 MHz, 800 MHz, 900 MHz) will be tricky''' since the regulator said the incumbents will need to negotiate with 1&1 again. "Now it could be that in two weeks' time we get a good offer from them and that's it. However, my experience tells me that this is not what is going to happen," he said (Q&A). | ||
* D'Avis said the '''costs for the frequencies are clear and that's what they will pay. However, the incumbents are likely to come up with many reasons disputing the price'''. "Let's say we need 20% of the surface, then the frequency may cost EUR10 million per year, just to say a number, then we should pay EUR2 million that would be fair. But who knows what the process is going to be like? We have competitors who will come up with 1,000 reasons why this is not possible. Maybe there is a hospital right where these frequencies are, or a senior citizen's home, and the senior citizens will need the frequencies. And if they can provide them to them, then they will have a problem with the network and so on," he said (Q&A). | * D'Avis said the '''costs for the frequencies are clear and that's what they will pay. However, the incumbents are likely to come up with many reasons disputing the price'''. "Let's say we need 20% of the surface, then the frequency may cost EUR10 million per year, just to say a number, then we should pay EUR2 million that would be fair. But who knows what the process is going to be like? We have competitors who will come up with 1,000 reasons why this is not possible. Maybe there is a hospital right where these frequencies are, or a senior citizen's home, and the senior citizens will need the frequencies. And if they can provide them to them, then they will have a problem with the network and so on," he said (Q&A). | ||
* D'Avis | * D'Avis '''signaled that they will continue to build their network even if they don't get the low-band spectrum'''. "In some negotiations in the past, they said, we only have 500,000 capacities left for our own customers. So there is there is nothing to share with you, and so we will continue to build our network," he said (Q&A). | ||
==== Access contracts and customer migration ==== | ==== Access contracts and customer migration ==== | ||