Report
Stephane Beyazian

1&1 AG : Growth continues but the 5G strategy is taking some time

>Is the 5G plan ready at last? - After the publication of results yesterday, 1&1 management will be available to answer questions today. That said, yesterday's communication provided little information and we cannot rule out the possibility that 1&1 is still not ready to provide any indications on its 5G strategy (slow or rapid network roll-out calendar? trend on operating costs and investment? return on investment). Our scenario is unchanged: we anticipate a roll-out...
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

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