Q1 2026 freenet AG Earnings Call Transcript

May 15, 2026 / 08:00AM GMT

Release Date Price: CHF24.86

Transcript

Key Points

Positve

Strong revenue growth and free cash flow increase in Q1 2026.
Solid customer growth in mobile and IPTV segments.
Successful relaunch of freenet.de domain and AI initiatives.
Constructive discussions with network providers for better contract terms.
Significant increase in postpaid net adds and service revenues.

Negative

Negative impact from an unfavorable network operator contract, affecting EBITDA.
Challenges in increasing brand awareness compared to competitors.
Overall ARPU still decreasing despite front book price increases.
Potential risks from mobile market consolidation in Germany.
Dependency on successful renegotiation of Telefonica contract for financial outlook.

Operator

This conference is now being recorded.

Morning, ladies and gentlemen, and welcome to Freenet.

Good morning, and welcome to the Freenet AG conference call on the Q1 2026 results.

At this time, all participants have been placed in a listen-only mode. There will be an opportunity to ask questions following the presentation.

I will now hand over the call to Robin Harries, CEO of Freenet AG.

Robin John Andes Harries

freenet AG - Chairman of the Executive Board, Chief Executive Officer

Good morning, everyone, and welcome to our Q1 earnings call 2026.

I'm Robin Harris, the CEO of FreeNet.

We are very happy about the start into the year.

We could see strong revenue growth and strong growth in terms of free cash flow.

And yeah, we had a solid and sustained customer growth across mobile and IPTV. And we had some nice operational highlights, for example, the relaunch of our domain freenet.de, and we started further AI initiatives. So we brought AI bots live. And we keep integrating Mobile Zone

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