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1&1:Quarterly Results/2023 Q1: Difference between revisions
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=== Appeal for 5G National Roaming in Telefonica, Deutsche Telecom and Vodafone === | === Appeal for 5G National Roaming in Telefonica, Deutsche Telecom and Vodafone === | ||
Their decision to appeal for 5G national roaming in their competitors networks is informed by; | |||
* 5G is the standard network today. | * 5G is the standard network today. | ||
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* The agreement ought to be non-discriminatory and have no restrictions. | * The agreement ought to be non-discriminatory and have no restrictions. | ||
* New telecomunication law that came into effect in 2021 gave BnetZa the obligation to decide what is important to the customer and ensure favorable competition. | * New telecomunication law that came into effect in 2021 gave BnetZa the obligation to decide what is important to the customer and ensure favorable competition. | ||
=== Fines for failure to meet the 2022 antanna sites obligations === | |||
* They said they have until the end of August to explain why they did not meet the obligation. | |||
* They expect a decision earliest September-October this year. | |||
=== Antenna Sites Buildout === | |||
* They plan to have 160 sites constructed by June, 400 sites constructed in Q3 and 600 sites constructed in Q4. | |||
* They acknowledged that 600 target in Q4 is a risky. | |||
* However, they are comfortable with those sites. | |||
* They will use second quarter to gauge if vendors are in-line with their targets. | |||
=== Price Reviews on National Roaming Agreement === | |||
* They do plan to seek price reviews for their national roaming agreement with Telefonica. | |||
=== Service Revenues === | |||
Buildings blocks for their 2023 service revenue to grow 2% y/y yet it was flat in Q1 are: | |||
* | |||
== Estimates == | == Estimates == | ||