Report

1&1 Drillisch : Le T3 ne lève pas encore les doutes dans les mobiles (EBITDA 3%<css), net adds mobile en ligne (+200k)

>Net adds mobile en ligne (+200k), EBITDA 3% sous le consensus - 1&1 Drillisch a publié un CA 9m en hausse pro forma (p.f) de 12.7% à 2 719 M€, soit un T3 à 900 M€, 2% sous les attentes du consensus (css : 918 M€). Après le ralentissement des conquêtes mobiles nettes à +190k au T2, le groupe affiche +200k net adds ce trimestre (Oddo : 220k ; css : +200k). Ce résultat coïncide avec les promotions effectuées dans le bas de gamme cet été (Yourfone, Smartmobil) en réponse...
Underlying
1&1 Drillisch AG

Drillisch is a holding company. Co. through its subsidiaries, is a mobile virtual network operator in Germany. The services acquired from the network operators Telekom Deutschland GmbH, Vodafone D2 GmbH, E-Plus Mobilfunk GmbH and Telefonica O2 Germany GmbH & Co. OHG are sold further to the end consumers for Co.'s own account and at rates established by Co. Co. organizes its operations into three segments: telecommunications, which includes its activities in the sector of wireless services; freenet holding, which comprises the operations of its freenet AG subsidiary; and software services, which involves activities related to the development and marketing of a workflow management software.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch