New Street Research - Odido (T-Mobile NL) (Equal Weight) Q4 24: Good cost control and operational gearing; IPO still possible in 2025

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New Street Research

Russell Waller

EUR 8790.00 For Business Accounts Only

Odido (T-Mobile NL) (Equal Weight) Q4 24: Good cost control and operational gearing; IPO still possible in 2025

Odido has finally reported Q4 results. SR trends continue to slow a little, but cost control is good and EBITDAaL growth is ahead of SR – the same is true for FY25 guidance (supported by growing scale benefits in fixed, and network related costs rolling off).

30/04/2025 1 EN

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
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Analysts

Russell Waller

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Odido (T-Mobile NL) (Equal Weight) Q4 24: Good cost control and operational gearing; IPO still possible in 2025

Tariffs & TSMC: the baseline & what’s next

TeleColumbus Q4 results and 2025 outlook – Bullish thesis intact

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