New Street Research - Sunrise (Neutral, TP: CHF38, -16%) Q2 25: Good EBITDAaL beat and better SR trends

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New Street Research

Russell Waller

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Sunrise (Neutral, TP: CHF38, -16%) Q2 25: Good EBITDAaL beat and better SR trends

Sunrise has reported a good set of numbers at the revenue and EBITDAaL levels both ahead of consensus expectations. B2C volumes are lower again this quarter as Sunrise learnt lessons from the irrational Black Friday deals in Q4 and reshaped its commercial activity ahead of price increases in March/April that appear to have landed well.

21/08/2025 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.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
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Pan European Telecom Services and Cable

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Analysts

Russell Waller

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Sunrise (Neutral, TP: CHF38, -16%) Q2 25: Good EBITDAaL beat and better SR trends

With BEAD, Two Paths Diverging: The Where and Why

Indian Telcos Q1 FY26 review: Strong but moderation expected as it laps price hike; recent entry plans removal a positive

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