O2D (Reduce, €2.0, -23%) New price rises announced for 2023
One of our big global themes for 2023 is that better pricing in European telcos can drive upside to consensus numbers. Our 2023 look-ahead note from last month looked at this in more detail and we track frontbook prices across Europe in our monthly Tariff Tracker. We are seeing some modest evidence of frontbook pricing in Europe starting to improve and this should gradually trickle through into market ARPUs. We write today as O2D in Germany has recently announced its new tariffs for 2023.Telefonica Deutschland Holding is a telecommunication company. Co. offers its consumer retail and business customers postpaid and prepaid wireless communications products, along with wireless data services using Global Packet Radio Service, Universal Mobile Telecommunications System and Long Term Evolution technology as well as Digital Subscriber Line wireline telephony and high-speed internet services. Co. markets its products and its wireless and wireline communications products as well as services via the core brand O2. Co.'s secondary brands include the brands Fonic and netzclub. Co. also markets high-speed DSL internet access and wireline telephony.
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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