Report
Stephane Beyazian

1&1 AG : Retards 5G et les ressemblances avec Iliad

>Annonce de retards de déploiement - 1&1 a annoncé vendredi soir qu'il ne respecterait pas son obligation réglementaire de 1 000 sites 5G installés d'ici fin 2022. 1&1 met en cause l'un de ses trois partenaires de tours (Vantage Towers, GfTD ou American Tower). Nous supposons que c’est Vantage Towers puisque (i) c’est un contrat qui date de décembre 2020 (contrairement aux autres) et (ii) Vantage Towers était encore en préparation pour ce contrat ces derniers mois. On...
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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