Q1 2026 1&1 AG Earnings Call Transcript
Key Points
- 1&1 AG (WBO:DRI) reported a slight increase in total revenue, up 1.1% to EUR1.146 billion compared to the first quarter of 2025.
- The Enterprise and Network segment showed significant improvement, with EBITDA losses reduced by 68.8% compared to the previous year.
- The company has successfully stabilized its broadband business, maintaining a steady contract base due to its fiber strategy.
- 1&1 AG (WBO:DRI) has signed wholesale agreements with nearly all major fiber optic infrastructure providers, expanding its fiber optic footprint in Germany.
- Net profit increased to EUR17.8 million in the first quarter of 2026, up from EUR11.1 million in the same period of 2025.
- Service revenues declined by 1.2% year on year, primarily due to a smaller contract base in the Consumer and Small Business segment.
- EBITDA in the Consumer and Small Business segment decreased by 9.4% due to changes in national roaming agreements.
- Higher costs were incurred due to the slower-than-expected capacity ramp-up of the Vodafone network.
- Gross profit from revenue declined by 6.8%, mainly driven by higher national roaming costs.
- The company experienced an increase in cost of sales by 3.6%, attributed to higher hardware revenues and increased national roaming costs.
Good day, thank you for standing by. Welcome to the 1&1 AG quarterly statement Q1 2026 webcast and conference call. (Operator Instructions) Please be advised that today's conference is being recorded.
I would now like to hand the conference over to your first speaker today, Oliver Keil, Head of IR. Please go ahead.
Thank you very much, Sharon, and welcome to everybody. Good morning, ladies and gentlemen. On behalf of the Executive Board of 1&1, I would like to warmly welcome you to our first-quarter conference call.
During this call, our CFO, Sascha D'Avis, will present the results of the three months of fiscal '26, followed by the outlook. Afterwards, following the presentation, we will be happy to answer your questions as usual.
Thank you very much. I now like to turn the floor over to Sascha.
' -
Thank you, Oliver. Good morning,
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