Report
Stephane Beyazian ...
  • Stephane Houri

1&1 AG : 5G delays and similarities with Iliad

>Announcement of roll-out delays - 1&1 on Friday evening announced it does not expect to comply with its regulatory obligation of 1,000 5G sites installed by end-2022. 1&1 blamed one of its three two partners (Vantage Towers, GfTD or American Tower). We assume that it is Vantage Towers as: (i) it is a contract that dates from December 2020 (in contrast to the others) and (ii) Vantage Towers was still in preparation for this contract over the last few months. There is ...
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.

Analysts
Stephane Beyazian

Stephane Houri

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