Q3 2025 1&1 AG Earnings Call Transcript
Key Points
- 1&1 AG (WBO:DRI) successfully completed the largest customer migration in German mobile communication history, transitioning all customers to the modern 5G network.
- The company achieved a stable total revenue of EUR3.016 billion for 2025, maintaining the previous year's level.
- 1&1 AG's O-RAN network architecture offers significant advantages, including potential energy savings of 10% to 30% compared to traditional networks.
- The company has a strong and diverse partner ecosystem with over 100 partners, enhancing its ability to respond to new demands and develop innovative solutions.
- 1&1 AG reported a significant increase in free cash flow to EUR204 million in the first nine months of 2025, compared to EUR63 million in the same period of 2024.
- The total number of customer contracts decreased by 50,000 in the first nine months of 2025, with a notable decline in the fixed-line segment.
- EBITDA in the Access segment decreased by 3% due to higher wholesale costs and the switch of the national roaming partner.
- The 1&1 Mobile Network segment reported a negative EBITDA of minus EUR201.2 million, reflecting costs associated with network expansion and customer migration.
- Gross profit from revenue decreased by 13.5% in the third quarter of 2025 compared to the same period in 2024.
- Operating profit (EBIT) declined significantly to EUR175.4 million in the first three quarters of 2025, down from EUR287.5 million in the same period of 2024.
Good day, and thank you for standing by. Welcome to the 1&1 AG quarterly statement Q3 2025 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 good morning and welcome to everybody to our nine-month results call. On behalf of the Executive Board, I would like to welcome you.
During this call, our CFO, Sascha D'Avis, will present to you the results for the first nine months, followed by the guidance and the status of our 1&1 mobile network. Before I hand over to Sascha, please pay attention to our usual disclaimer, which is part of our presentation. Thank you very much.
And now, it's my pleasure to hand over to Sascha.
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