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Die Fragen wurden von Tim Höttges (CEO), Christian Illek (CFO) und Hannes Wittig (Leiter Investor Relations) beantwortet.
00:28:17 Intro to Q&A
🙋♂️ 1. 00:28:42 Andrew J. Lee (Goldman Sachs)
-Macro sensitivity in B2B segment: now vs the fincancial crisis? What are leading indicators?
🙋♂️ 2. 00:33:00 Polo Tang (UBS)
-Share buyback of DT shares: what to expect in the midterm?
-DE mobile pricing: Market impact from O2D's intention to increase prices? Scope that DT will follow?
🙋♂️ 3. 00:37:56 Emmet Kelly (Morgan Stanley)
-Energy costs: Outlook + impact on EBITDA over the next 2-3 years?
🙋♂️ 4. 00:41:34 David Wright (Bank of America)
-Net debt leverage: potential to relax the targets?
-TMUS stake: intention to increase to above 50% ahead of the TMUS share-buyback?
🙋♂️ 5. 00:44:55 Adam M. Fox-Rumley (HSBC)
-DE FTTH rollout: plans for H2 2022?
-Telco tax in Hungary: any visibility if other countries will follow?
🙋♂️ 6. 00:49:14 Jakob Bluestone (Crédit Suisse)
-DE Broadband net-adds: should we expect a further slowdown or a rebound? Pressure from fixed wireless access?
-DE mobile net-adds: Can you comment on the performance on the Magenta brand?
🙋♂️ 7. 00:54:40 Robert Grindle (Deutsche Bank)
-M&A in Europe: What is your current thinking?
-Net debt and ex-US leverage: can you start talking about it to bring focus to the undervaluation and dividend cover of the ex-US part of DT?
🙋♂️ 8. 01:00:40 Georgios Ierodiaconou (Citi)
-TMUS stake: how do you go about a possible share issuance (true-up) to Softbank
-Leverage: timing of returning into corridor?
-CEO succession: how about press speculations?
🙋♂️ 9. 01:08:10 Joshua Mills (Exane)
-DE broadband market: momentum of alternative operators?
-US Spectrum acquisition: plans to acquire further spectrum?
🙋♂️ 10. 01:12:40 Stephen Malcolm (Redburn)
-TMUS accounting: differences between US-GAAP and IFRS in EBITDA?
-Energy costs: impact on consumer behaviour/spending?
-Energy shortages: perparation for possible blackouts in the winter?
🙋♂️ 11. 01:19:44 Ottavio Adorisio - (Societe Generale)
-DE broadband fiber wholesale: what is the reason for decline in net-adds?
-DE FTTH rollout: any stats from JVs (capex and number of households passed)?
-DE housing associations: update on DT activities and market feedback?
-DE new mobile tariffs by DT (family plans): why has this not been introduced earlier?
🙋♂️ 12. 01:26:26 James Ratzer (New Street Research)
-Dividend for fiscal year 2022 (timing of announcement): prior to Q3 results in November?
-Dividend for fiscal year 2022 (payout ratio): Variables?
🙋♂️ 13. 01:28:53 Usman Ghazi (Berenberg)
-Free cash-flow for ex-US: how you're thinking about the headroom that you've created?
🙋♂️ 14. 01:30:43 Simon Coles (Barclays)
-DE broadband pricing by DT: perspective of price increases?