1&1:Quarterly Results/2023 Q2: Difference between revisions

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(Created page with "== Things to be checked == * State of 5G rollout. * Comments on the expected low-band frequency auction. * Comments on the fine expected to be imposed by BNetza for failuere...")
 
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* Comments on its contract with Vantage Towers(i.e BNetZa investigations on whether Vantage Towers is to be blamed for failure to meet its contract obligations).
* Comments on its contract with Vantage Towers(i.e BNetZa investigations on whether Vantage Towers is to be blamed for failure to meet its contract obligations).
* Revenue, EPS and number of contracts.
* Revenue, EPS and number of contracts.
=== Management Guidance ===
{| class="wikitable"
!Key Items<ref>https://imagepool.1und1.ag/v2/download/berichte/1und1-AG_Q1-2023_EN.pdf<nowiki/>(page 6)</ref>
!2023
!Y/Y Growth
|-
|New Customer Contracts
|500,000
|42.9%
|-
|Service Revenue
|€3.23 billion
|~2%
|-
|EBITDA
|€655 million
| -5.5%
|-
|Access Segment Revenue
|€775 million
|4%
|-
|1&1 Mobile Network start-up costs
|€ - 120 million
|129%
|-
|Cash Capex
|€320 million
|28%
|}
=== Analysts Estimates ===
{| class="wikitable"
!Key Items<ref>https://imagepool.1und1.ag/v2/download/berichte/2023-07-31-Consensus_Output_1u1.pdf</ref>
!Q2 2023
!Y/Y Growth
!2023
!Y/Y Growth
|-
|Revenue
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|Service revenue
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|EPS
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|Access contracts
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|Mobile internet customers
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|Broadband customers
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|Capex (Cash-Capex)
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|}