1&1 News

Investments
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General 1&1 News section. Search for the 1&1 tag in order to see all 1&1 discussion topics.

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SI=0%, I=6

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  • Sharad Sriwastawa joined Rakuten in 2018 as head of Radio Access Network and replaced Tariq Amin as CTO in 2022.

  • Sriwastawa has close to 30 years experience in the telecoms industry.

  • Sriwastawa is part of O-RAN ALLIANCE board and seems like he was hired by Tariq Amin.

  • Kazuhiro Suzuki was Rakuten’s Group Senior Managing Executive Officer, a role he has held since March 2022.

  • Unlike Sriwastawa, there is no much information about Kazuhiro Suzuki.

My assessment of him

  • Sriwastawa’s rise to senior management was swift. That could either be due to his relationship with Tariq or experience level. But I think it’s the later given that he sounds knowledgeable. Mikitani also praised Sriwastawa while announcing his appointment. I am not sure what to make of Kazuhiro Suzuki given that there is no much information about his achievements.
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8 posts were merged into an existing topic: Telecommunications Industry

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28 posts were split to a new topic: 1&1 Analysts Opinions

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I=6

  • 1&1 concluded a comprehensive national roaming agreement with Vodafone in August.
  • 1&1 will be able to provide 5G MVNO wholesale services using Vodafone Network from December 2023 (pushed forward from September) and 4G services on transitional basis using Telefonica network until summer 2024, but this will need extension of parallel sales from the Federal Network Agency.
  • Federal Network Agency is expected to make a decision on the extension of parallel sales in November 2023.
  • 1&1 reiterated that it expects to have 500 antenna sites at the end of this month as well as 300 leased antenna sites.

https://www.eqs-news.com/news/corporate/11-ag-11-mobile-network-launch-of-smartphone-tariffs-from-december-2023/1900377

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I=3, October 25, 2023

  • 1&1 replaces Jung von Matt, its 15-year advertising partner, with BBDO.
  • BBDO current roles includes developing a new advertising compaign and revising the corporate design (and implementing it across the digital channels).
  • Jung von Matt has 1,235 employees and is present in 10 countries while BBDO has 8,000 employees across 70+ countries.
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I=6

  • In an interview with Handelsblatt, CEO Ralph Dommermuth said they now have 60 active antenna sites but that they plan to start 2024 with 200 active antenna sites.
  • Dommermuth said that its 2019 committment of setting up antennas in 400 “white spot” areas by 2022 won’t be completed this year either.
  • As at July 2023, 1&1 had 40 active antenna sites.

https://www.golem.de/news/ralph-dommermuth-1-1-raeumt-ein-nur-60-aktive-antennen-zu-haben-2311-179448.html

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I=4

  • Could the Federal Network Agency delay its decision on whether to allow 1&1 to run a parallel MVNO operation causing further delays in the launch of its network?

  • According to 1&1, the Network Agency is expected to give its decision in November, but the agency’s spokesperson said the date has not been set.

    “A date for the completion of the process has not yet been set,” said a spokesman for the agency.

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I=7, November 22, 2023

  • 1&1 said it will launch smartphone tariffs in its own network from December 8, making the network fully functional.
  • Before its customers start using Vodafone 5G under a National Roaming Agreement in areas that don’t have 1&1 coverage from summer 2024, they will have access to Telefonica Deutscheland’s 2G/4G/5G network under an expanded agreement to include 5G network.
  • Terms of the new contract with Telefonica Deutscheland were not provided.
  • The old National Roaming Agreement only provided 1&1 customers access to Telefonica’s 2G and 4G network.

https://www.eqs-news.com/news/corporate/11-launches-smartphone-tariffs-in-its-own-mobile-network-on-8-december/1943969

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I=5

  • 1&1 launches mobile services in its network as planned, making the network fully operational.
  • The company said 5G national roaming in Telefonica’s network began yesterday.

https://www.eqs-news.com/news/corporate/11-o-ran-launch-of-mobile-services-in-europes-most-modern-5g-network/1956181

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I=9, SI=3.5%

  • 1&1 is guiding 2024 service revenue to grow by 4% y/y to €3.36 billion (Forecast 2023: €3.23 billion), above analysts’ estimate of €3.28 billion(+1.5% y/y).
  • It’s guiding EBITDA to grow by 10% to 720.5 million euros (Forecast 2023: €655 million), above analysts’ estimate of €666 million (+1.7% y/y).
  • 1&1 continues to invest in network expansion- It’s guiding cash capex to rise by 20% y/y to €384 million (Forecasted 2023: €320 million), higher analysts’ estimate of €363 million (+13% y/y).

https://www.eqs-news.com/news/adhoc/11-with-positive-outlook-for-2024/1963399

“Higher prices, new customers and new products related to artificial intelligence are expected to further increase sales and profit margins in 2024 and 2025,” dpa reported citing the company’s announcement in Karlsruhe.

https://www.handelsblatt.com/dpa/roundup-united-internet-und-1und1-rechnen-2024-mit-zuwaechsen/29567280.html

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I=2
1&1 hikes prices of fibre optic tariffs, except the 50 tariff by more than 5 euros per month.

https://winfuture.de/news,140346.html

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I=8, January 17, 2024

  • In an interview with FAZ, CEO Ralph Dommermuth said there are now 100 active antenna locations, up from 60 in November but lower than their 200 target.

    "There are now around 100 active locations. We want to be at 200 in February. The bottleneck when setting up radio networks is the availability of mast locations, which we have now overcome. Laying fiber optics and connecting antennas is, above all, hard work. We have thousands of antennas in stock. " Dommermuth said.

  • However, they were able to hit their target of 1,000 for passive antennas and still expects to achieve their 2,000 target for 2024.

    “At the end of the year we had 1,055 locations and thus reached our adjusted goal of 1,000 with passive infrastructure,” he said. “We have currently ordered a total of 5,000 locations and have started the new year well. I think we will have more than 2,000 additional cell towers by the end of the year.”

  • He pointed out that since December they have gained 260,000 new customers and the transition to the new network has been smooth.

    “We’re doing well. Since December, 260,000 new contracts have been won and these customers have access to the new network. The next step is about moving our 12 million existing customers step by step. This has just begun. So far we have not received any significant complaints,” he said.

https://www.msn.com/de-de/finanzen/other/1-1-chef-bis-jahresende-haben-wir-mehr-als-2000-zusÀtzliche-funkmasten/ar-AA1n6rfP

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I=6, Feb 6, 2024

  • 1&1 CEO Ralph Dommermuth said in an interview with the International Club of Frankfurt Economic Journalists (ICFW) that they are targetting to have 1,350 antenna sites at the end of March 2024.

  • He added that they have signed lease contracts for another 750 sites on rooftops and other viable deployment locations.

  • Dommermuth pointed out that the primary bottleneck is the connection of masts to fibre networks.

  • In the interview, Dommermuth signalled that the subsidiaries could be made independent or United Internet could be scaled down.

    “The aim is to hand over a company that is easier to manage ”, Dommermuth said

Assessment
1&1 wants to add 2,000 antenna sites at the end of 2024, hence addition of 350 antenna sites at the end of Q1 will be below the 500 quarterly average. But maybe they plan to scale up in the coming quarters. This just tells us that we have to remain cautious on its antenna sites plans.

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I=3
Here are the costs associated with building the antenna location, according to CEO Ralph Dommermuth;

  • A radio mast on a building would cost 100,000 euros while a tower will cost up to 500,000 euros depending on the height.
  • The antennas cost around 100,000 euros.
  • Renting a rooftop location would cost between 500 and 1,000 euros per month.
  • Every meter of the fiber optic laid also costs money. He couldn’t give a specific price.
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I=4

  • Ralph Dommermuth reiterated that they need low band frequencies to economically operate the network.

    “Without commercially available frequency equipment, every additional antenna we build would mean losses,” he said in an interview with Tagespiegel.

  • He pointed out that they are open to renting the spectrum from the other operators.

  • He said that he’s still energetic to run the business.

    " I am 60 years old and was asked at an event whether there was already a succession plan. That’s not the case. I enjoy working and my tasks challenge me. The job is still a lot of fun, but of course it can’t last forever. So something will change at some point. Maybe in three, five or seven years – that’s what needs to be decided if the question really arises."

1&1-Chef Dommermuth ĂŒber Mobilfunkfrequenzen: „Telekom, Vodafone und TelefĂłnica wollen unter sich bleiben“.

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I=5
In an email to Telcotitans, 1&1 confirmed that it had met the 1,350 antenna sites target in March.

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I=3

  • A software update on 1&1’s new network on Monday affected around 4% of its 12 million customers.
  • As a result of an after-effect incident, there are restrictions in parts of the network today.
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I=5

  • Apparently, 1&1 own network is still affected following a Monday incident.
  • Experts believe there must have been a serious problem with the network.
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