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1&1:Quarterly Results/2023 Q4: Difference between revisions
→Earnings Call Summary
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* '''They expect contract growth at the same level as last year but due to migration to their own network they expect to lose some customers that are hard to quantify. They thus expect 200-300k contracts net addition.''' | * '''They expect contract growth at the same level as last year but due to migration to their own network they expect to lose some customers that are hard to quantify. They thus expect 200-300k contracts net addition.''' | ||
* '''Customer losses due to migration to own network will have a relatively low impact on the result and revenue since they are old and less valuable contracts.''' | * '''Customer losses due to migration to own network will have a relatively low impact on the result and revenue since they are old and less valuable contracts.''' | ||
* They want to increase migration to 50,000 per day once they have data centre 3 and 4. | * They want to increase migration to 50,000 per day once they have data centre 3 and 4. That's migration of a million customers per month | ||
* Migration is not that easy since some customers have an e-sim-card, different smatphones, smartphones that have different softwares. | * Migration is not that easy since some customers have an e-sim-card, different smatphones, smartphones that have different softwares. | ||
* Expenses for last year were higher mostly due to device-related tests associated with the migration. | * Expenses for last year were higher mostly due to device-related tests associated with the migration. | ||