New Street Research - Tele Columbus (TC1) TeleColumbus (Overweight) Updated model and outlook post Q1 results

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New Street Research

James Ratzer

EUR 8810.00 For Business Accounts Only

TeleColumbus (Overweight) Updated model and outlook post Q1 results

TeleColumbus reported Q1 results last night – and for our detailed review of the quarter, please see our note HERE.Now, following the management call, we publish an updated model to reflect the comments around the more competitive environment in the market. In this note, we run through our changes to estimates, liquidity and valuation.

28/05/2025 1 EN

Underlying

Tele Columbus

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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
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

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Analysts

James Ratzer

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TeleColumbus (Overweight) Updated model and outlook post Q1 results

EU TELCOS: What a recessionary scenario might look like

GERMAN ALTNET UPDATE: What will be the key to success?

Nvidia 1FQ26: Monster beat ex-China curbs. Has come, the time of inference - Buy, $200 TP

Nvidia gains share in AI Ethernet, but loses share in AI networking, benefiting Arista

Court Overturns Trump Tariffs

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