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1&1:Quarterly Results/2024 Q3: Difference between revisions
1&1:Quarterly Results/2024 Q3 (view source)
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* Analyst Akhil Dattani of JP Morgan pointed out that recently there was an increase in advertising intensity among German telecom companies<ref>https://www.finanzen.ch/analyse/deutsche-telekom-overweight-974675</ref>. | * Analyst Akhil Dattani of JP Morgan pointed out that recently there was an increase in advertising intensity among German telecom companies<ref>https://www.finanzen.ch/analyse/deutsche-telekom-overweight-974675</ref>. | ||
== Competitor Expectations and Results == | |||
=== Telefonica Deutschland === | |||
* [https://www.teltarif.de/quartalszahlen-neukunden-umsatz-wachstum-o2/news/97034.html Q3 2024] Revenue fell 2.6% y/y to 2.1 billion euros. | |||
* Service revenue fell 1.8% to 1.5 billion euros. | |||
* Telefonica Deutschland blamed the decline in these two metrics to regulatory effects i.e "halving of mobile termination fees" and "change of business model" with 1&1. Excluding regulatory effects, revenue would have declined 0.5% while service revenue would have fell 0.4%. | |||
* O2 noted that there is currently tough competition at the rock-bottom offers. | |||
== References == | == References == | ||