New Street Research - Koninklijke KPN NV (KPN) ... Odido CFO call meeting notes: Interesting read across for KPN/Vod-Ziggo on ODF capacity

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New Street Research

Russell Waller

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Odido CFO call meeting notes: Interesting read across for KPN/Vod-Ziggo on ODF capacity

We recently had a call with Odido CFO, Gero Niemeyer, and we provide feedback in this report. Our key take-away is that Odido is negotiating with ODF to increase the share it buys up to 40% from 20%.

27/09/2024 1 EN

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Koninklijke KPN NV

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Odido (formerly T-Mobile NL)

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New Street Research

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Russell Waller

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Odido CFO call meeting notes: Interesting read across for KPN/Vod-Ziggo on ODF capacity

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

Broadband quick hit: Louisiana BEAD winners announced

NSR Policy: Summarizing Policy Implications of Trump/Republican Victory

Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the heart of the issue

SATS: DBS merger breaks

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

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