Q4 2025 1&1 AG Earnings Call Transcript
Key Points
- 1&1 AG (WBO:DRI) reported a revenue increase of 1.8% for the fiscal year 2025, reaching EUR4.136 billion.
- The company successfully migrated customers to its own network, reducing reliance on reselling contracts.
- 1&1 AG (WBO:DRI) achieved high customer satisfaction, winning first prize in the Connect customer range for broadband and mobile services.
- The company is operating the first open run, fully virtualized network in Europe, showcasing technological advancement.
- 1&1 AG (WBO:DRI) expects EBITDA to rise to approximately EUR800 million in 2026, indicating positive financial outlook.
- Gross profit fell by 10.4% in 2025, primarily due to increased wholesale costs for national roaming.
- The company experienced a decline in operating profits, from EUR309.4 million in 2024 to EUR208.2 million in 2025.
- Higher costs and national roaming expenses impacted EBITDA negatively.
- 1&1 AG (WBO:DRI) faced unexpected increases in national roaming pre-sale costs due to slower than expected capacity growth on the Vodafone network.
- The company's net indebtedness increased significantly due to the acquisition of 1&1 Versatile, impacting financial stability.
Ladies and gentlemen, dear guests.
On behalf of the board of 101 AG, I would like to welcome you very warmly.
For a presentation on behalf of our investors conference in 2026.
Mr. Dom and Mr. Davies will present the results of the fiscal year 2025 and the outlook for 2026 and beyond. As always, after the presentation, we will be available for questions, but of course only after our parent company has reported as well. So I'd like to give you the floor to Mr. Damm.
Good morning, ladies and gentlemen.
Thank you, Mr. Karl for the.
Welcome To our press conference this year.
For this year Mr. Davies and I will share the presentation that I will present the development of the company and tell you where we are with the network, and Mr. Davies will provide the financials and the outlook for 2026.
Looking at the development of the business, we offer broadband, I will start with broadband 3.84 million, that is VDHL
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