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

EUR 8957.00 For Business Accounts Only

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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Russell Waller

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

Odido Q2 24: Fixed going from strength to strength, but mobile lagging behind

Odido (T-Mobile NL) Q1 24: B2C mobile ARPU now only +0.7% y/y - front book pricing fix needed

Meta Platforms (META, Buy, $595 target) The long-term strategic rationale for Metaverse? Disintermediate AAPL and GOOGL

Tesla Deliveries: China drives growth; steady share gains in the rest of the world

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