View Valuationfreenet 将来の成長Future 基準チェック /16freenet利益と収益がそれぞれ年間6.5%と5.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.4% 8.1%なると予測されています。主要情報6.5%収益成長率8.08%EPS成長率Wireless Telecom 収益成長27.2%収益成長率5.1%将来の株主資本利益率18.44%アナリストカバレッジGood最終更新日20 May 2026今後の成長に関する最新情報Major Estimate Revision • Jun 02Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €2.75 to €2.37 per share. Revenue forecast steady at €2.52b. Net income forecast to grow 5.7% next year vs 17% growth forecast for Wireless Telecom industry in Germany. Consensus price target broadly unchanged at €33.97. Share price fell 4.6% to €27.96 over the past week.Major Estimate Revision • Apr 07Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €2.39 to €2.67. Revenue forecast steady at €2.53b. Net income forecast to shrink 4.6% next year vs 28% growth forecast for Wireless Telecom industry in Germany . Consensus price target up from €32.86 to €33.55. Share price fell 4.3% to €33.74 over the past week.分析記事 • Aug 10Earnings Miss: freenet AG Missed EPS By 31% And Analysts Are Revising Their Forecastsfreenet AG ( ETR:FNTN ) missed earnings with its latest second-quarter results, disappointing overly-optimistic...Major Estimate Revision • Nov 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €0.68 to €0.58 per share. Revenue forecast steady at €2.57b. Net income forecast to shrink 25% next year vs 0.09% growth forecast for Wireless Telecom industry in Germany . Consensus price target broadly unchanged at €26.76. Share price rose 2.8% to €19.97 over the past week.Major Estimate Revision • Aug 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.50 to €0.61. Revenue forecast steady at €2.58b. Net income forecast to shrink 26% next year vs 8.2% growth forecast for Wireless Telecom industry in Germany . Consensus price target broadly unchanged at €26.65. Share price fell 3.2% to €22.36 over the past week.すべての更新を表示Recent updatesライブニュース • May 17Freenet Sees Revenue and Subscriber Growth as Profit Pressures Continue from Telefonica ContractQ1 2026 revenue rose 26.1% year over year, supported by the integration of mobilezone Germany and higher mobile and IPTV subscriber numbers. Adjusted EBITDA fell 3.6% in the quarter, with pressure linked to an unfavorable network operator contract with Telefonica. Adjusted free cash flow increased 10.4%, and management reaffirmed 2026 guidance focused on value-driven growth, while analysts raised revenue forecasts but cut earnings estimates. The main tension here is between strong top-line and subscriber momentum on one side and profitability pressure from the Telefonica contract on the other. This makes the outcome of ongoing contract negotiations an important factor to watch. For you as an investor, the combination of higher free cash flow and lower earnings estimates highlights the need to look closely at how freenet balances growth investments, contract economics and cash generation over the rest of 2026.Reported Earnings • May 17First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: €0.41 (down from €0.49 in 1Q 2025). Revenue: €768.7m (up 26% from 1Q 2025). Net income: €47.8m (down 18% from 1Q 2025). Profit margin: 6.2% (down from 9.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 8.3%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 07Upcoming dividend of €2.07 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 19 May 2026. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 7.7%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.3%).ナラティブの更新 • Apr 28FNTN: Future Returns Will Depend On Dividend Payouts And Execution Versus Cautious Street RevisionsAnalysts have slightly reduced their fair value estimate for freenet from €29.72 to €29.08. This adjustment reflects a series of recent price target cuts and more cautious expectations for margins, even though revenue and P/E assumptions have been updated.ナラティブの更新 • Apr 12FNTN: Future Returns Will Depend On Dividend Payouts And Execution RisksAnalysts have lowered the fair value estimate for freenet from €30.44 to €29.72, reflecting the recent mix of reduced price targets around €28.50 to €29 and more cautious ratings from several research houses. Analyst Commentary Recent research has turned more cautious on freenet, with rating cuts and price targets clustering around the high €20s.お知らせ • Apr 03freenet AG, Annual General Meeting, May 13, 2026freenet AG, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time.ナラティブの更新 • Mar 29FNTN: Future Returns Will Hinge On Rich Dividend SustainabilityNarrative update on freenet The analyst price target for freenet has eased by about €0.55, as analysts factor in recent downgrades to Hold and Sell alongside updated assumptions around revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent research points to a more cautious stance on freenet, with some price targets still above current trading levels while ratings have shifted toward Hold and Sell.Reported Earnings • Mar 23Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €2.28 (down from €2.53 in FY 2024). Revenue: €2.47b (down 1.4% from FY 2024). Net income: €269.0m (down 11% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 5.1%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.ナラティブの更新 • Mar 13FNTN: Future Returns Will Reflect Rich Dividend And Execution Risk RepricingAnalysts have trimmed their fair value estimate for freenet by about €0.27 to €30.98. This reflects a mix of recent downgrades from DZ Bank and UBS, alongside updated views on growth, margins and future P/E assumptions.Declared Dividend • Mar 04Dividend of €2.07 announcedShareholders will receive a dividend of €2.07. Ex-date: 14th May 2026 Payment date: 18th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 03freenet AG announces Annual dividend, payable on May 18, 2026freenet AG announced Annual dividend of EUR 2.0700 per share payable on May 18, 2026, ex-date on May 14, 2026 and record date on May 15, 2026.ナラティブの更新 • Feb 26FNTN: Future Returns Will Reflect Higher Fair Value Despite Margin ConcernsNarrative Update on Freenet Analysts have nudged their fair value estimate for freenet slightly higher to about €31.25. They cite a mix of updated revenue growth expectations, a modestly lower profit margin outlook, and a slightly adjusted future P/E assumption that aligns with recent changes in published price targets, including moves around €28.50 and incremental €0.70 revisions.新しいナラティブ • Feb 12AI First Telco Investments And ARPU Pressure Will Limit Long Term UpsideCatalysts About freenet freenet operates a German telecom and TV platform business with mobile brands and the waipu.tv IPTV service. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 11FNTN: Future Share Performance Will Reflect Slightly Higher P/E And Discount Rate AssumptionsAnalysts have nudged their price target on freenet up by €0.70, reflecting updated assumptions on discount rates and future P/E multiples, supported by recent Street research that reiterates a slightly higher valuation range. Analyst Commentary Recent research points to a slightly higher valuation range for freenet, reflected in a €0.70 increase in the price target.ナラティブの更新 • Jan 27FNTN: Future Share Performance Will Reflect Fine Tuned Earnings Multiple AssumptionsAnalysts have lowered their fair value estimate for freenet from €31.55 to about €31.06. The revision reflects updated assumptions that weigh a modestly lower future P/E multiple against slightly adjusted expectations for revenue growth and profit margins.ナラティブの更新 • Jan 12FNTN: Future Share Performance Will Reflect Stable Cash And Measured Assumptions AdjustmentsAnalysts have slightly reduced their price target for freenet to €31.55 from €31.77, citing updated assumptions that combine modestly higher revenue growth with a very small adjustment to profit margin and future P/E expectations. Valuation Changes Fair Value: Trimmed slightly from €31.77 to €31.55, reflecting a very small downward adjustment in the model output.ナラティブの更新 • Dec 14FNTN: Future Share Performance Will Benefit From Stable Cash GenerationAnalysts have trimmed their price target on freenet slightly, to EUR 38 from EUR 39, reflecting modestly higher revenue growth expectations but slightly lower profit margin forecasts and a small downward revision in estimated fair value. Analyst Commentary Analysts see the slight reduction in the price target as a fine tuning of their valuation model rather than a fundamental shift in their view of freenet's long term prospects, balancing improved top line expectations with more cautious assumptions on profitability.ナラティブの更新 • Nov 30FNTN: Share Performance Will Benefit From Stable Revenues And Improved MarginsAnalysts have slightly reduced their price target for freenet from €39 to €38, citing updated forecasts for key valuation metrics while maintaining a positive outlook on the company's shares. Analyst Commentary Analysts have updated their views on freenet, reflecting both optimism about the company’s outlook and some caution regarding potential challenges to its valuation and growth trajectory.ナラティブの更新 • Nov 15FNTN: Market Confidence Will Continue Supporting Share Performance Amid Mild Near-Term AdjustmentsFreenet's analyst price target saw a slight decrease, dropping from approximately €32.03 to €31.85. Analysts cite minor adjustments in growth and discount rate assumptions following recent updates from major research firms.お知らせ • Nov 07+ 4 more updatesfreenet AG to Report Fiscal Year 2025 Results on Feb 25, 2026freenet AG announced that they will report fiscal year 2025 results at 5:30 PM, Central European Standard Time on Feb 25, 2026Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: €0.68 (vs €0.60 in 3Q 2024)Third quarter 2025 results: EPS: €0.68 (up from €0.60 in 3Q 2024). Revenue: €668.8m (up 7.0% from 3Q 2024). Net income: €79.8m (up 12% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 04Is freenet (ETR:FNTN) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...ナラティブの更新 • Oct 31FNTN: Core Business Stability And Share Buyback Will Drive Medium-Term ValueNarrative Update on Analyst Price Target for Freenet The consensus analyst price target for Freenet has seen a modest adjustment as analysts updated their valuations in light of fresh research. Deutsche Bank lowered its target to EUR 38, while Barclays raised theirs to EUR 34.ナラティブの更新 • Oct 17AI And Digital Diversification Will Unlock Future ValueAnalysts have adjusted Freenet's price target slightly downward, reflecting updated revenue growth estimates and nuanced outlooks from recent research. The new targets now range from €34 to €38.分析記事 • Oct 08Improved Earnings Required Before freenet AG (ETR:FNTN) Shares Find Their FeetWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 19x, you may consider...ナラティブの更新 • Oct 03AI And Digital Diversification Will Unlock Future ValueFreenet's analyst price target was adjusted slightly downward to €32.03 from €32.94, reflecting more modest revenue growth expectations. Analysts continue to highlight ongoing profitability strength.お知らせ • Jul 31JD.com, Inc. (NasdaqGS:JD) proposed to acquire 74.65% stake in Ceconomy AG (XTRA:CEC) from Convergenta Invest GmbH, Haniel Finance Deutschland GmbH, Beisheim Holding GmbH, freenet AG (XTRA:FNTN), BC Equities GmbH & Co. KG and others for €1.7 billion.JD.com, Inc. (NasdaqGS:JD) proposed to acquire 74.65% stake in Ceconomy AG (XTRA:CEC) from Convergenta Invest GmbH, Haniel Finance Deutschland GmbH, Beisheim Holding GmbH, freenet AG (XTRA:FNTN), BC Equities GmbH & Co. KG and others for €1.7 billion on July 30, 2025. A cash consideration valued at €4.6 per share will be paid by JD.com, Inc. JD.com and CECONOMY’s founder family shareholder Convergenta Invest GmbH entered into a shareholder agreement, through Convergenta currently holds approximately 29.16% of the shares in CECONOMY. Convergenta has committed to tender 18.5 million shares, representing 3.81% stake into the offer, hence retaining a stake of around 25.35% in CECONOMY thereafter. The Bidder has also entered into agreements with Haniel Finance Deutschland GmbH, Beisheim Holding GmbH, BC Equities GmbH & Co. KG and freenet AG – who together hold approximately 27.9% irrevocably undertaken to accept offer. The aggregate shareholders have irrevocably undertaken to accept the Takeover Offer with respect to 31.7% of the CECONOMY Shares in total (including 3.81% from Convergenta), securing a total shareholding of 57.1% in combination with the retained stake of JD.com’s future partner Convergenta ahead of the launch of the Takeover Offer. Upon successful completion of the offer, JD.com intends to pursue a delisting of CECONOMY. As part of the transaction, CECONOMY will remain a stand-alone business in Europe with a local independent technology stack, and no changes are planned to the workforce, employee agreements and sites. JD.com and CECONOMY have also signed an investment agreement to drive CECONOMY as a stand-alone business and accelerate CECONOMY’s transformation into Europe’s omni-channel consumer electronics platform. JD.com, renowned for its customer experience and e-commerce logistics service standards, will contribute its advanced technology, omni-channel retail expertise, and logistics and warehouse capabilities to the partnership. The transaction will be financed through a combination of acquisition loan and the Company’s cash on balance sheet. The Takeover Offer will be subject to customary conditions, including, among others, merger control, foreign direct investment and foreign subsidies clearances. The Takeover Offer will not be subject to a minimum acceptance rate. The closing of the Takeover Offer is expected to take place in the first half of 2026. Subject to a careful review of the offer document in accordance with their legal obligations, CECONOMY’s Management Board and Supervisory Board intend to recommend to shareholders the acceptance of the offer proposed. Lazard is acting as lead financial advisor to Ceconomy and J.P. Morgan is acting as financial advisor to the Supervisory Board of CECONOMY. Kirkland & Ellis is acting as legal advisor to CECONOMY. Deutsche Bank and Goldman Sachs are acting as financial advisors to JD.com and Baker McKenzie is acting as legal advisor to JD.com.分析記事 • Jul 14freenet (ETR:FNTN) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jun 12freenet AG (XTRA:FNTN) commences an Equity Buyback Plan under the authorization approved on May 5, 2022.freenet AG (XTRA:FNTN) commences share repurchases on June 4, 2025, under the program mandated by the shareholders in the Annual General Meeting held on May 5, 2022. As per the mandate, the company is authorized to repurchase up to 10% of its issued share capital. The purchase price per share (excluding ancillary acquisition costs) may not be more than 10% higher or lower than the average of the freenet share prices in the closing auction in the Xetra trading system on the Frankfurt Stock Exchange on the three stock exchange trading days preceding the day on which the obligation to acquire the shares was entered into. The repurchased shares will be cancelled or transferred to third parties as a (partial) consideration for the direct or indirect acquisition of companies, or to persons who are or have been in an employment or work relationship or can be used for fulfilling option or conversion rights or conversion or conversion obligations or a right to delivery of shares of the company resulting from option and/or convertible bonds. The repurchase authorization is valid till May 4, 2027. On March 20, 2025, the company announced a share repurchase program. Under the program, the company will repurchase 4,000,000 shares, for €100 million worth of its shares. The buyback aims to reduce share capital through the cancellation of repurchased shares. Repurchases will commence from June 4, 2025 and be valid till December 31, 2025.Major Estimate Revision • Jun 02Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €2.75 to €2.37 per share. Revenue forecast steady at €2.52b. Net income forecast to grow 5.7% next year vs 17% growth forecast for Wireless Telecom industry in Germany. Consensus price target broadly unchanged at €33.97. Share price fell 4.6% to €27.96 over the past week.Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €29.16, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Wireless Telecom industry in Europe. Total returns to shareholders of 45% over the past three years.Reported Earnings • May 22First quarter 2025 earnings released: EPS: €0.48 (vs €0.73 in 1Q 2024)First quarter 2025 results: EPS: €0.48 (down from €0.73 in 1Q 2024). Revenue: €610.5m (up 1.8% from 1Q 2024). Net income: €57.6m (down 34% from 1Q 2024). Profit margin: 9.4% (down from 15% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 13freenet AG announces Annual dividend, payable on May 16, 2025freenet AG announced Annual dividend of EUR 0.7600 per share payable on May 16, 2025, ex-date on May 14, 2025 and record date on May 15, 2025.Upcoming Dividend • May 07Upcoming dividend of €1.97 per shareEligible shareholders must have bought the stock before 14 May 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (4.3%).分析記事 • Apr 25Insufficient Growth At freenet AG (ETR:FNTN) Hampers Share PriceWith a price-to-earnings (or "P/E") ratio of 14.3x freenet AG ( ETR:FNTN ) may be sending bullish signals at the...Major Estimate Revision • Apr 07Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €2.39 to €2.67. Revenue forecast steady at €2.53b. Net income forecast to shrink 4.6% next year vs 28% growth forecast for Wireless Telecom industry in Germany . Consensus price target up from €32.86 to €33.55. Share price fell 4.3% to €33.74 over the past week.お知らせ • Apr 02freenet AG, Annual General Meeting, May 13, 2025freenet AG, Annual General Meeting, May 13, 2025, at 10:00 W. Europe Standard Time.分析記事 • Apr 02Is freenet AG (ETR:FNTN) Trading At A 50% Discount?Key Insights The projected fair value for freenet is €70.97 based on 2 Stage Free Cash Flow to Equity freenet's €35.74...分析記事 • Mar 10We Think freenet (ETR:FNTN) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Declared Dividend • Mar 07Dividend increased to €1.97Dividend of €1.97 is 11% higher than last year. Ex-date: 14th May 2025 Payment date: 16th May 2025 Dividend yield will be 5.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 06freenet AG announces Annual dividend, payable on May 16, 2025freenet AG announced Annual dividend of EUR 1.9700 per share payable on May 16, 2025, ex-date on May 14, 2025 and record date on May 15, 2025.お知らせ • Feb 01freenet AG to Report Fiscal Year 2024 Results on Mar 04, 2025freenet AG announced that they will report fiscal year 2024 results After-Market on Mar 04, 2025お知らせ • Jan 28+ 1 more updatefreenet AG Appoints Robin John Andes Harries as a Member of the Executive Board, Effective 1 August 2025The Supervisory Board of freenet AG at its meeting held on 27 Jan. 2025 resolved to appoint Robin John Andes Harries as a member of the Executive Board of the company with effect from 1 August 2025 for a term of three years. The future CEO Robin Harries (42) has been a member of the Management Board of NASDAQ-listed trivago N.V. since April 2024, having already held senior positions for the company from 2012 to 2018. Thanks to his many years of management responsibility as a member of the Executive Board and Managing Director of 1&1 Telecommunication SE and Drillisch Online GmbH from 2018 to 2024, where he was responsible for customer acquisition for all brands and products, Robin Harries not only has excellent knowledge of the mobile communications market, but also extensive expertise in the areas of marketing, sales and digital transformation.分析記事 • Jan 05freenet AG (ETR:FNTN) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 12.1x freenet AG ( ETR:FNTN ) may be sending bullish signals at the...新しいナラティブ • Dec 23Partnerships With Telefónica And Disney+ Propel 5G And IPTV Growth, Boosting Future Earnings New MNO contracts and 5G capabilities drive growth, promising increased future revenue streams in the mobile segment. 分析記事 • Dec 15Investors Will Want freenet's (ETR:FNTN) Growth In ROCE To PersistIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Nov 09+ 3 more updatesfreenet AG to Report Q2, 2025 Results on Aug 06, 2025freenet AG announced that they will report Q2, 2025 results After-Market on Aug 06, 2025Reported Earnings • Nov 08Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: €0.60 (up from €0.53 in 3Q 2023). Revenue: €636.7m (down 5.6% from 3Q 2023). Net income: €71.4m (up 14% from 3Q 2023). Profit margin: 11% (up from 9.3% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to stay flat during the next 3 years compared to a 2.9% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.分析記事 • Oct 06Investors Aren't Buying freenet AG's (ETR:FNTN) EarningsWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 17x, you may consider...分析記事 • Aug 28There's Been No Shortage Of Growth Recently For freenet's (ETR:FNTN) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...分析記事 • Aug 10Earnings Miss: freenet AG Missed EPS By 31% And Analysts Are Revising Their Forecastsfreenet AG ( ETR:FNTN ) missed earnings with its latest second-quarter results, disappointing overly-optimistic...分析記事 • Aug 09Is freenet (ETR:FNTN) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 23There's Been No Shortage Of Growth Recently For freenet's (ETR:FNTN) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Reported Earnings • May 16First quarter 2024 earnings released: EPS: €0.55 (vs €0.15 in 1Q 2023)First quarter 2024 results: EPS: €0.55 (up from €0.15 in 1Q 2023). Revenue: €655.6m (up 1.8% from 1Q 2023). Net income: €65.0m (up 261% from 1Q 2023). Profit margin: 9.9% (up from 2.8% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 11freenet AG Approves Dividend for the 2023 Financial Year, Payable on May 14, 2024At the Annual General Meeting of freenet AG held on May 8, 2024, approved dividend of EUR 1.77 per share (previous year: EUR 1.68 per share). A total of EUR 210.5 million (previous year: EUR 199.7 million) will be distributed to freenet shareholders for the 2023 financial year. This represents a 5.4% increase in dividends per share compared to the previous year and a dividend yield of 7.0%. The payment date is May 14, 2024.分析記事 • May 01freenet AG's (ETR:FNTN) P/E Is On The MarkWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 17x, you may consider...分析記事 • Apr 03Statutory Profit Doesn't Reflect How Good freenet's (ETR:FNTN) Earnings AreEven though freenet AG's ( ETR:FNTN ) recent earnings release was robust, the market didn't seem to notice. We think...Reported Earnings • Mar 27Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €1.30 (up from €0.67 in FY 2022). Revenue: €2.70b (up 4.5% from FY 2022). Net income: €154.6m (up 95% from FY 2022). Profit margin: 5.7% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.分析記事 • Mar 14freenet (ETR:FNTN) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Declared Dividend • Mar 03Dividend increased to €1.77Dividend of €1.77 is 5.4% higher than last year. Ex-date: 9th May 2024 Payment date: 13th May 2024 Dividend yield will be 7.0%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not covered by earnings (190% earnings payout ratio). However, it is covered by cash flows (58% cash payout ratio). The dividend has increased by an average of 2.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 111% to bring the payout ratio under control. EPS is expected to grow by 92% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.分析記事 • Dec 26Slowing Rates Of Return At freenet (ETR:FNTN) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Dec 03Is freenet AG (ETR:FNTN) Trading At A 43% Discount?Key Insights freenet's estimated fair value is €45.60 based on 2 Stage Free Cash Flow to Equity freenet's €26.20 share...お知らせ • Nov 11+ 5 more updatesfreenet AG to Report Fiscal Year 2023 Results on Mar 28, 2024freenet AG announced that they will report fiscal year 2023 results on Mar 28, 2024Reported Earnings • Nov 09Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: EPS: €0.20 (in line with 3Q 2022). Revenue: €669.6m (up 1.7% from 3Q 2022). Net income: €23.4m (flat on 3Q 2022). Profit margin: 3.5% (in line with 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.9%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.分析記事 • Sep 26Investors Met With Slowing Returns on Capital At freenet (ETR:FNTN)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...分析記事 • Aug 31Here's Why freenet (ETR:FNTN) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Aug 08freenet AG to Report Q3, 2023 Results on Nov 09, 2023freenet AG announced that they will report Q3, 2023 results on Nov 09, 2023Reported Earnings • Aug 06Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: €0.21 (down from €0.29 in 2Q 2022). Revenue: €662.0m (up 5.8% from 2Q 2022). Net income: €24.8m (down 27% from 2Q 2022). Profit margin: 3.7% (down from 5.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.9%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • Jul 12Are Investors Undervaluing freenet AG (ETR:FNTN) By 50%?Key Insights freenet's estimated fair value is €45.24 based on 2 Stage Free Cash Flow to Equity Current share price of...分析記事 • Jun 24Capital Allocation Trends At freenet (ETR:FNTN) Aren't IdealWhat financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...Upcoming Dividend • May 12Upcoming dividend of €1.68 per share at 6.4% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 22 May 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (6.8%).分析記事 • Apr 05freenet's (ETR:FNTN) Upcoming Dividend Will Be Larger Than Last Year'sThe board of freenet AG ( ETR:FNTN ) has announced that it will be paying its dividend of €1.68 on the 23rd of May, an...分析記事 • Apr 02What Is freenet AG's (ETR:FNTN) Share Price Doing?freenet AG ( ETR:FNTN ), is not the largest company out there, but it saw a decent share price growth in the teens...分析記事 • Mar 14Investors Met With Slowing Returns on Capital At freenet (ETR:FNTN)There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...分析記事 • Feb 26freenet (ETR:FNTN) Will Pay A Larger Dividend Than Last Year At €1.68The board of freenet AG ( ETR:FNTN ) has announced that it will be increasing its dividend by 7.0% on the 23rd of May...分析記事 • Jan 18These 4 Measures Indicate That freenet (ETR:FNTN) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jan 11freenet AG to Report Fiscal Year 2022 Results on Feb 23, 2023freenet AG announced that they will report fiscal year 2022 results on Feb 23, 2023お知らせ • Dec 30freenet AG to Report Q1, 2023 Results on May 04, 2023freenet AG announced that they will report Q1, 2023 results on May 04, 2023Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: €0.20 (vs €0.50 in 3Q 2021)Third quarter 2022 results: EPS: €0.20 (down from €0.50 in 3Q 2021). Revenue: €669.6m (up 3.5% from 3Q 2021). Net income: €23.4m (down 62% from 3Q 2021). Profit margin: 3.5% (down from 9.4% in 3Q 2021). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 2% per year.Major Estimate Revision • Nov 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €0.68 to €0.58 per share. Revenue forecast steady at €2.57b. Net income forecast to shrink 25% next year vs 0.09% growth forecast for Wireless Telecom industry in Germany . Consensus price target broadly unchanged at €26.76. Share price rose 2.8% to €19.97 over the past week.分析記事 • Oct 30Returns At freenet (ETR:FNTN) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...お知らせ • Oct 18freenet AG, Annual General Meeting, May 17, 2023freenet AG, Annual General Meeting, May 17, 2023.分析記事 • Sep 01Here's Why freenet (ETR:FNTN) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Aug 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.50 to €0.61. Revenue forecast steady at €2.58b. Net income forecast to shrink 26% next year vs 8.2% growth forecast for Wireless Telecom industry in Germany . Consensus price target broadly unchanged at €26.65. Share price fell 3.2% to €22.36 over the past week.お知らせ • Aug 17+ 1 more updatefreenet AG to Report Fiscal Year 2022 Results on Mar 24, 2023freenet AG announced that they will report fiscal year 2022 results on Mar 24, 2023Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: €0.29 (vs €0.34 in 2Q 2021)Second quarter 2022 results: EPS: €0.29 (down from €0.34 in 2Q 2021). Revenue: €638.6m (up 2.1% from 2Q 2021). Net income: €34.1m (down 18% from 2Q 2021). Profit margin: 5.3% (down from 6.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 2.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.業績と収益の成長予測XTRA:FNTN - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,260304331429712/31/20273,061281309403912/31/20263,15625328132673/31/20262,624259344390N/A12/31/20252,466269364406N/A9/30/20252,509265361401N/A6/30/20252,514260355394N/A3/31/20252,513272329372N/A12/31/20242,502301327371N/A9/30/20242,467293329376N/A6/30/20242,452284339388N/A3/31/20242,366235353399N/A12/31/20232,410166347398N/A9/30/20232,458112346403N/A6/30/20232,50570341400N/A3/31/20232,60475334398N/A12/31/20222,58279333396N/A9/30/20222,589125333393N/A6/30/20222,578163332387N/A3/31/20222,577170323376N/A12/31/20212,579198319367N/A9/30/20212,575192262311N/A6/30/20212,568186280334N/A3/31/20212,570198317368N/A12/31/20202,598195307357N/A9/30/20202,729158345393N/A6/30/20202,836163335380N/A3/31/20202,912166324370N/A12/31/20192,953178N/A364N/A9/30/20192,943243N/A354N/A6/30/20192,918226N/A342N/A3/31/20192,916233N/A347N/A12/31/20182,916223N/A329N/A9/30/20183,072186N/A333N/A6/30/20183,234303N/A343N/A3/31/20183,377291N/A362N/A12/31/20173,526287N/A385N/A9/30/20173,534319N/A405N/A6/30/20173,522219N/A385N/A3/31/20173,491222N/A395N/A12/31/20163,400228N/A390N/A9/30/20163,266215N/A375N/A6/30/20163,186217N/A380N/A3/31/20163,130217N/A318N/A12/31/20153,129221N/A315N/A9/30/20153,137240N/A302N/A6/30/20153,111244N/A304N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: FNTNの予測収益成長率 (年間6.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: FNTNの収益 ( 6.5% ) German市場 ( 16.9% ) よりも低い成長が予測されています。高成長収益: FNTNの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: FNTNの収益 ( 5.1% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: FNTNの収益 ( 5.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: FNTNの 自己資本利益率 は、3年後には低くなると予測されています ( 18.4 %)。成長企業の発掘7D1Y7D1Y7D1YTelecom 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/20 09:55終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋freenet AG 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関Mathieu RobilliardBarclaysUsman GhaziBerenbergShekhan AliBerenberg20 その他のアナリストを表示
Major Estimate Revision • Jun 02Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €2.75 to €2.37 per share. Revenue forecast steady at €2.52b. Net income forecast to grow 5.7% next year vs 17% growth forecast for Wireless Telecom industry in Germany. Consensus price target broadly unchanged at €33.97. Share price fell 4.6% to €27.96 over the past week.
Major Estimate Revision • Apr 07Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €2.39 to €2.67. Revenue forecast steady at €2.53b. Net income forecast to shrink 4.6% next year vs 28% growth forecast for Wireless Telecom industry in Germany . Consensus price target up from €32.86 to €33.55. Share price fell 4.3% to €33.74 over the past week.
分析記事 • Aug 10Earnings Miss: freenet AG Missed EPS By 31% And Analysts Are Revising Their Forecastsfreenet AG ( ETR:FNTN ) missed earnings with its latest second-quarter results, disappointing overly-optimistic...
Major Estimate Revision • Nov 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €0.68 to €0.58 per share. Revenue forecast steady at €2.57b. Net income forecast to shrink 25% next year vs 0.09% growth forecast for Wireless Telecom industry in Germany . Consensus price target broadly unchanged at €26.76. Share price rose 2.8% to €19.97 over the past week.
Major Estimate Revision • Aug 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.50 to €0.61. Revenue forecast steady at €2.58b. Net income forecast to shrink 26% next year vs 8.2% growth forecast for Wireless Telecom industry in Germany . Consensus price target broadly unchanged at €26.65. Share price fell 3.2% to €22.36 over the past week.
ライブニュース • May 17Freenet Sees Revenue and Subscriber Growth as Profit Pressures Continue from Telefonica ContractQ1 2026 revenue rose 26.1% year over year, supported by the integration of mobilezone Germany and higher mobile and IPTV subscriber numbers. Adjusted EBITDA fell 3.6% in the quarter, with pressure linked to an unfavorable network operator contract with Telefonica. Adjusted free cash flow increased 10.4%, and management reaffirmed 2026 guidance focused on value-driven growth, while analysts raised revenue forecasts but cut earnings estimates. The main tension here is between strong top-line and subscriber momentum on one side and profitability pressure from the Telefonica contract on the other. This makes the outcome of ongoing contract negotiations an important factor to watch. For you as an investor, the combination of higher free cash flow and lower earnings estimates highlights the need to look closely at how freenet balances growth investments, contract economics and cash generation over the rest of 2026.
Reported Earnings • May 17First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: €0.41 (down from €0.49 in 1Q 2025). Revenue: €768.7m (up 26% from 1Q 2025). Net income: €47.8m (down 18% from 1Q 2025). Profit margin: 6.2% (down from 9.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 8.3%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 07Upcoming dividend of €2.07 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 19 May 2026. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 7.7%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.3%).
ナラティブの更新 • Apr 28FNTN: Future Returns Will Depend On Dividend Payouts And Execution Versus Cautious Street RevisionsAnalysts have slightly reduced their fair value estimate for freenet from €29.72 to €29.08. This adjustment reflects a series of recent price target cuts and more cautious expectations for margins, even though revenue and P/E assumptions have been updated.
ナラティブの更新 • Apr 12FNTN: Future Returns Will Depend On Dividend Payouts And Execution RisksAnalysts have lowered the fair value estimate for freenet from €30.44 to €29.72, reflecting the recent mix of reduced price targets around €28.50 to €29 and more cautious ratings from several research houses. Analyst Commentary Recent research has turned more cautious on freenet, with rating cuts and price targets clustering around the high €20s.
お知らせ • Apr 03freenet AG, Annual General Meeting, May 13, 2026freenet AG, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time.
ナラティブの更新 • Mar 29FNTN: Future Returns Will Hinge On Rich Dividend SustainabilityNarrative update on freenet The analyst price target for freenet has eased by about €0.55, as analysts factor in recent downgrades to Hold and Sell alongside updated assumptions around revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent research points to a more cautious stance on freenet, with some price targets still above current trading levels while ratings have shifted toward Hold and Sell.
Reported Earnings • Mar 23Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €2.28 (down from €2.53 in FY 2024). Revenue: €2.47b (down 1.4% from FY 2024). Net income: €269.0m (down 11% from FY 2024). Profit margin: 11% (down from 12% in FY 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 5.1%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
ナラティブの更新 • Mar 13FNTN: Future Returns Will Reflect Rich Dividend And Execution Risk RepricingAnalysts have trimmed their fair value estimate for freenet by about €0.27 to €30.98. This reflects a mix of recent downgrades from DZ Bank and UBS, alongside updated views on growth, margins and future P/E assumptions.
Declared Dividend • Mar 04Dividend of €2.07 announcedShareholders will receive a dividend of €2.07. Ex-date: 14th May 2026 Payment date: 18th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 03freenet AG announces Annual dividend, payable on May 18, 2026freenet AG announced Annual dividend of EUR 2.0700 per share payable on May 18, 2026, ex-date on May 14, 2026 and record date on May 15, 2026.
ナラティブの更新 • Feb 26FNTN: Future Returns Will Reflect Higher Fair Value Despite Margin ConcernsNarrative Update on Freenet Analysts have nudged their fair value estimate for freenet slightly higher to about €31.25. They cite a mix of updated revenue growth expectations, a modestly lower profit margin outlook, and a slightly adjusted future P/E assumption that aligns with recent changes in published price targets, including moves around €28.50 and incremental €0.70 revisions.
新しいナラティブ • Feb 12AI First Telco Investments And ARPU Pressure Will Limit Long Term UpsideCatalysts About freenet freenet operates a German telecom and TV platform business with mobile brands and the waipu.tv IPTV service. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Feb 11FNTN: Future Share Performance Will Reflect Slightly Higher P/E And Discount Rate AssumptionsAnalysts have nudged their price target on freenet up by €0.70, reflecting updated assumptions on discount rates and future P/E multiples, supported by recent Street research that reiterates a slightly higher valuation range. Analyst Commentary Recent research points to a slightly higher valuation range for freenet, reflected in a €0.70 increase in the price target.
ナラティブの更新 • Jan 27FNTN: Future Share Performance Will Reflect Fine Tuned Earnings Multiple AssumptionsAnalysts have lowered their fair value estimate for freenet from €31.55 to about €31.06. The revision reflects updated assumptions that weigh a modestly lower future P/E multiple against slightly adjusted expectations for revenue growth and profit margins.
ナラティブの更新 • Jan 12FNTN: Future Share Performance Will Reflect Stable Cash And Measured Assumptions AdjustmentsAnalysts have slightly reduced their price target for freenet to €31.55 from €31.77, citing updated assumptions that combine modestly higher revenue growth with a very small adjustment to profit margin and future P/E expectations. Valuation Changes Fair Value: Trimmed slightly from €31.77 to €31.55, reflecting a very small downward adjustment in the model output.
ナラティブの更新 • Dec 14FNTN: Future Share Performance Will Benefit From Stable Cash GenerationAnalysts have trimmed their price target on freenet slightly, to EUR 38 from EUR 39, reflecting modestly higher revenue growth expectations but slightly lower profit margin forecasts and a small downward revision in estimated fair value. Analyst Commentary Analysts see the slight reduction in the price target as a fine tuning of their valuation model rather than a fundamental shift in their view of freenet's long term prospects, balancing improved top line expectations with more cautious assumptions on profitability.
ナラティブの更新 • Nov 30FNTN: Share Performance Will Benefit From Stable Revenues And Improved MarginsAnalysts have slightly reduced their price target for freenet from €39 to €38, citing updated forecasts for key valuation metrics while maintaining a positive outlook on the company's shares. Analyst Commentary Analysts have updated their views on freenet, reflecting both optimism about the company’s outlook and some caution regarding potential challenges to its valuation and growth trajectory.
ナラティブの更新 • Nov 15FNTN: Market Confidence Will Continue Supporting Share Performance Amid Mild Near-Term AdjustmentsFreenet's analyst price target saw a slight decrease, dropping from approximately €32.03 to €31.85. Analysts cite minor adjustments in growth and discount rate assumptions following recent updates from major research firms.
お知らせ • Nov 07+ 4 more updatesfreenet AG to Report Fiscal Year 2025 Results on Feb 25, 2026freenet AG announced that they will report fiscal year 2025 results at 5:30 PM, Central European Standard Time on Feb 25, 2026
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: €0.68 (vs €0.60 in 3Q 2024)Third quarter 2025 results: EPS: €0.68 (up from €0.60 in 3Q 2024). Revenue: €668.8m (up 7.0% from 3Q 2024). Net income: €79.8m (up 12% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 04Is freenet (ETR:FNTN) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 • Oct 31FNTN: Core Business Stability And Share Buyback Will Drive Medium-Term ValueNarrative Update on Analyst Price Target for Freenet The consensus analyst price target for Freenet has seen a modest adjustment as analysts updated their valuations in light of fresh research. Deutsche Bank lowered its target to EUR 38, while Barclays raised theirs to EUR 34.
ナラティブの更新 • Oct 17AI And Digital Diversification Will Unlock Future ValueAnalysts have adjusted Freenet's price target slightly downward, reflecting updated revenue growth estimates and nuanced outlooks from recent research. The new targets now range from €34 to €38.
分析記事 • Oct 08Improved Earnings Required Before freenet AG (ETR:FNTN) Shares Find Their FeetWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 19x, you may consider...
ナラティブの更新 • Oct 03AI And Digital Diversification Will Unlock Future ValueFreenet's analyst price target was adjusted slightly downward to €32.03 from €32.94, reflecting more modest revenue growth expectations. Analysts continue to highlight ongoing profitability strength.
お知らせ • Jul 31JD.com, Inc. (NasdaqGS:JD) proposed to acquire 74.65% stake in Ceconomy AG (XTRA:CEC) from Convergenta Invest GmbH, Haniel Finance Deutschland GmbH, Beisheim Holding GmbH, freenet AG (XTRA:FNTN), BC Equities GmbH & Co. KG and others for €1.7 billion.JD.com, Inc. (NasdaqGS:JD) proposed to acquire 74.65% stake in Ceconomy AG (XTRA:CEC) from Convergenta Invest GmbH, Haniel Finance Deutschland GmbH, Beisheim Holding GmbH, freenet AG (XTRA:FNTN), BC Equities GmbH & Co. KG and others for €1.7 billion on July 30, 2025. A cash consideration valued at €4.6 per share will be paid by JD.com, Inc. JD.com and CECONOMY’s founder family shareholder Convergenta Invest GmbH entered into a shareholder agreement, through Convergenta currently holds approximately 29.16% of the shares in CECONOMY. Convergenta has committed to tender 18.5 million shares, representing 3.81% stake into the offer, hence retaining a stake of around 25.35% in CECONOMY thereafter. The Bidder has also entered into agreements with Haniel Finance Deutschland GmbH, Beisheim Holding GmbH, BC Equities GmbH & Co. KG and freenet AG – who together hold approximately 27.9% irrevocably undertaken to accept offer. The aggregate shareholders have irrevocably undertaken to accept the Takeover Offer with respect to 31.7% of the CECONOMY Shares in total (including 3.81% from Convergenta), securing a total shareholding of 57.1% in combination with the retained stake of JD.com’s future partner Convergenta ahead of the launch of the Takeover Offer. Upon successful completion of the offer, JD.com intends to pursue a delisting of CECONOMY. As part of the transaction, CECONOMY will remain a stand-alone business in Europe with a local independent technology stack, and no changes are planned to the workforce, employee agreements and sites. JD.com and CECONOMY have also signed an investment agreement to drive CECONOMY as a stand-alone business and accelerate CECONOMY’s transformation into Europe’s omni-channel consumer electronics platform. JD.com, renowned for its customer experience and e-commerce logistics service standards, will contribute its advanced technology, omni-channel retail expertise, and logistics and warehouse capabilities to the partnership. The transaction will be financed through a combination of acquisition loan and the Company’s cash on balance sheet. The Takeover Offer will be subject to customary conditions, including, among others, merger control, foreign direct investment and foreign subsidies clearances. The Takeover Offer will not be subject to a minimum acceptance rate. The closing of the Takeover Offer is expected to take place in the first half of 2026. Subject to a careful review of the offer document in accordance with their legal obligations, CECONOMY’s Management Board and Supervisory Board intend to recommend to shareholders the acceptance of the offer proposed. Lazard is acting as lead financial advisor to Ceconomy and J.P. Morgan is acting as financial advisor to the Supervisory Board of CECONOMY. Kirkland & Ellis is acting as legal advisor to CECONOMY. Deutsche Bank and Goldman Sachs are acting as financial advisors to JD.com and Baker McKenzie is acting as legal advisor to JD.com.
分析記事 • Jul 14freenet (ETR:FNTN) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jun 12freenet AG (XTRA:FNTN) commences an Equity Buyback Plan under the authorization approved on May 5, 2022.freenet AG (XTRA:FNTN) commences share repurchases on June 4, 2025, under the program mandated by the shareholders in the Annual General Meeting held on May 5, 2022. As per the mandate, the company is authorized to repurchase up to 10% of its issued share capital. The purchase price per share (excluding ancillary acquisition costs) may not be more than 10% higher or lower than the average of the freenet share prices in the closing auction in the Xetra trading system on the Frankfurt Stock Exchange on the three stock exchange trading days preceding the day on which the obligation to acquire the shares was entered into. The repurchased shares will be cancelled or transferred to third parties as a (partial) consideration for the direct or indirect acquisition of companies, or to persons who are or have been in an employment or work relationship or can be used for fulfilling option or conversion rights or conversion or conversion obligations or a right to delivery of shares of the company resulting from option and/or convertible bonds. The repurchase authorization is valid till May 4, 2027. On March 20, 2025, the company announced a share repurchase program. Under the program, the company will repurchase 4,000,000 shares, for €100 million worth of its shares. The buyback aims to reduce share capital through the cancellation of repurchased shares. Repurchases will commence from June 4, 2025 and be valid till December 31, 2025.
Major Estimate Revision • Jun 02Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €2.75 to €2.37 per share. Revenue forecast steady at €2.52b. Net income forecast to grow 5.7% next year vs 17% growth forecast for Wireless Telecom industry in Germany. Consensus price target broadly unchanged at €33.97. Share price fell 4.6% to €27.96 over the past week.
Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €29.16, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Wireless Telecom industry in Europe. Total returns to shareholders of 45% over the past three years.
Reported Earnings • May 22First quarter 2025 earnings released: EPS: €0.48 (vs €0.73 in 1Q 2024)First quarter 2025 results: EPS: €0.48 (down from €0.73 in 1Q 2024). Revenue: €610.5m (up 1.8% from 1Q 2024). Net income: €57.6m (down 34% from 1Q 2024). Profit margin: 9.4% (down from 15% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13freenet AG announces Annual dividend, payable on May 16, 2025freenet AG announced Annual dividend of EUR 0.7600 per share payable on May 16, 2025, ex-date on May 14, 2025 and record date on May 15, 2025.
Upcoming Dividend • May 07Upcoming dividend of €1.97 per shareEligible shareholders must have bought the stock before 14 May 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (4.3%).
分析記事 • Apr 25Insufficient Growth At freenet AG (ETR:FNTN) Hampers Share PriceWith a price-to-earnings (or "P/E") ratio of 14.3x freenet AG ( ETR:FNTN ) may be sending bullish signals at the...
Major Estimate Revision • Apr 07Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €2.39 to €2.67. Revenue forecast steady at €2.53b. Net income forecast to shrink 4.6% next year vs 28% growth forecast for Wireless Telecom industry in Germany . Consensus price target up from €32.86 to €33.55. Share price fell 4.3% to €33.74 over the past week.
お知らせ • Apr 02freenet AG, Annual General Meeting, May 13, 2025freenet AG, Annual General Meeting, May 13, 2025, at 10:00 W. Europe Standard Time.
分析記事 • Apr 02Is freenet AG (ETR:FNTN) Trading At A 50% Discount?Key Insights The projected fair value for freenet is €70.97 based on 2 Stage Free Cash Flow to Equity freenet's €35.74...
分析記事 • Mar 10We Think freenet (ETR:FNTN) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Declared Dividend • Mar 07Dividend increased to €1.97Dividend of €1.97 is 11% higher than last year. Ex-date: 14th May 2025 Payment date: 16th May 2025 Dividend yield will be 5.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 06freenet AG announces Annual dividend, payable on May 16, 2025freenet AG announced Annual dividend of EUR 1.9700 per share payable on May 16, 2025, ex-date on May 14, 2025 and record date on May 15, 2025.
お知らせ • Feb 01freenet AG to Report Fiscal Year 2024 Results on Mar 04, 2025freenet AG announced that they will report fiscal year 2024 results After-Market on Mar 04, 2025
お知らせ • Jan 28+ 1 more updatefreenet AG Appoints Robin John Andes Harries as a Member of the Executive Board, Effective 1 August 2025The Supervisory Board of freenet AG at its meeting held on 27 Jan. 2025 resolved to appoint Robin John Andes Harries as a member of the Executive Board of the company with effect from 1 August 2025 for a term of three years. The future CEO Robin Harries (42) has been a member of the Management Board of NASDAQ-listed trivago N.V. since April 2024, having already held senior positions for the company from 2012 to 2018. Thanks to his many years of management responsibility as a member of the Executive Board and Managing Director of 1&1 Telecommunication SE and Drillisch Online GmbH from 2018 to 2024, where he was responsible for customer acquisition for all brands and products, Robin Harries not only has excellent knowledge of the mobile communications market, but also extensive expertise in the areas of marketing, sales and digital transformation.
分析記事 • Jan 05freenet AG (ETR:FNTN) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 12.1x freenet AG ( ETR:FNTN ) may be sending bullish signals at the...
新しいナラティブ • Dec 23Partnerships With Telefónica And Disney+ Propel 5G And IPTV Growth, Boosting Future Earnings New MNO contracts and 5G capabilities drive growth, promising increased future revenue streams in the mobile segment.
分析記事 • Dec 15Investors Will Want freenet's (ETR:FNTN) Growth In ROCE To PersistIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Nov 09+ 3 more updatesfreenet AG to Report Q2, 2025 Results on Aug 06, 2025freenet AG announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: €0.60 (up from €0.53 in 3Q 2023). Revenue: €636.7m (down 5.6% from 3Q 2023). Net income: €71.4m (up 14% from 3Q 2023). Profit margin: 11% (up from 9.3% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to stay flat during the next 3 years compared to a 2.9% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.
分析記事 • Oct 06Investors Aren't Buying freenet AG's (ETR:FNTN) EarningsWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 17x, you may consider...
分析記事 • Aug 28There's Been No Shortage Of Growth Recently For freenet's (ETR:FNTN) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 • Aug 10Earnings Miss: freenet AG Missed EPS By 31% And Analysts Are Revising Their Forecastsfreenet AG ( ETR:FNTN ) missed earnings with its latest second-quarter results, disappointing overly-optimistic...
分析記事 • Aug 09Is freenet (ETR:FNTN) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 23There's Been No Shortage Of Growth Recently For freenet's (ETR:FNTN) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Reported Earnings • May 16First quarter 2024 earnings released: EPS: €0.55 (vs €0.15 in 1Q 2023)First quarter 2024 results: EPS: €0.55 (up from €0.15 in 1Q 2023). Revenue: €655.6m (up 1.8% from 1Q 2023). Net income: €65.0m (up 261% from 1Q 2023). Profit margin: 9.9% (up from 2.8% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 11freenet AG Approves Dividend for the 2023 Financial Year, Payable on May 14, 2024At the Annual General Meeting of freenet AG held on May 8, 2024, approved dividend of EUR 1.77 per share (previous year: EUR 1.68 per share). A total of EUR 210.5 million (previous year: EUR 199.7 million) will be distributed to freenet shareholders for the 2023 financial year. This represents a 5.4% increase in dividends per share compared to the previous year and a dividend yield of 7.0%. The payment date is May 14, 2024.
分析記事 • May 01freenet AG's (ETR:FNTN) P/E Is On The MarkWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 17x, you may consider...
分析記事 • Apr 03Statutory Profit Doesn't Reflect How Good freenet's (ETR:FNTN) Earnings AreEven though freenet AG's ( ETR:FNTN ) recent earnings release was robust, the market didn't seem to notice. We think...
Reported Earnings • Mar 27Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €1.30 (up from €0.67 in FY 2022). Revenue: €2.70b (up 4.5% from FY 2022). Net income: €154.6m (up 95% from FY 2022). Profit margin: 5.7% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
分析記事 • Mar 14freenet (ETR:FNTN) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Declared Dividend • Mar 03Dividend increased to €1.77Dividend of €1.77 is 5.4% higher than last year. Ex-date: 9th May 2024 Payment date: 13th May 2024 Dividend yield will be 7.0%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not covered by earnings (190% earnings payout ratio). However, it is covered by cash flows (58% cash payout ratio). The dividend has increased by an average of 2.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 111% to bring the payout ratio under control. EPS is expected to grow by 92% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
分析記事 • Dec 26Slowing Rates Of Return At freenet (ETR:FNTN) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Dec 03Is freenet AG (ETR:FNTN) Trading At A 43% Discount?Key Insights freenet's estimated fair value is €45.60 based on 2 Stage Free Cash Flow to Equity freenet's €26.20 share...
お知らせ • Nov 11+ 5 more updatesfreenet AG to Report Fiscal Year 2023 Results on Mar 28, 2024freenet AG announced that they will report fiscal year 2023 results on Mar 28, 2024
Reported Earnings • Nov 09Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: EPS: €0.20 (in line with 3Q 2022). Revenue: €669.6m (up 1.7% from 3Q 2022). Net income: €23.4m (flat on 3Q 2022). Profit margin: 3.5% (in line with 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.9%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
分析記事 • Sep 26Investors Met With Slowing Returns on Capital At freenet (ETR:FNTN)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
分析記事 • Aug 31Here's Why freenet (ETR:FNTN) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Aug 08freenet AG to Report Q3, 2023 Results on Nov 09, 2023freenet AG announced that they will report Q3, 2023 results on Nov 09, 2023
Reported Earnings • Aug 06Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: €0.21 (down from €0.29 in 2Q 2022). Revenue: €662.0m (up 5.8% from 2Q 2022). Net income: €24.8m (down 27% from 2Q 2022). Profit margin: 3.7% (down from 5.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.9%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • Jul 12Are Investors Undervaluing freenet AG (ETR:FNTN) By 50%?Key Insights freenet's estimated fair value is €45.24 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 • Jun 24Capital Allocation Trends At freenet (ETR:FNTN) Aren't IdealWhat financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...
Upcoming Dividend • May 12Upcoming dividend of €1.68 per share at 6.4% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 22 May 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (6.8%).
分析記事 • Apr 05freenet's (ETR:FNTN) Upcoming Dividend Will Be Larger Than Last Year'sThe board of freenet AG ( ETR:FNTN ) has announced that it will be paying its dividend of €1.68 on the 23rd of May, an...
分析記事 • Apr 02What Is freenet AG's (ETR:FNTN) Share Price Doing?freenet AG ( ETR:FNTN ), is not the largest company out there, but it saw a decent share price growth in the teens...
分析記事 • Mar 14Investors Met With Slowing Returns on Capital At freenet (ETR:FNTN)There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 • Feb 26freenet (ETR:FNTN) Will Pay A Larger Dividend Than Last Year At €1.68The board of freenet AG ( ETR:FNTN ) has announced that it will be increasing its dividend by 7.0% on the 23rd of May...
分析記事 • Jan 18These 4 Measures Indicate That freenet (ETR:FNTN) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jan 11freenet AG to Report Fiscal Year 2022 Results on Feb 23, 2023freenet AG announced that they will report fiscal year 2022 results on Feb 23, 2023
お知らせ • Dec 30freenet AG to Report Q1, 2023 Results on May 04, 2023freenet AG announced that they will report Q1, 2023 results on May 04, 2023
Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: €0.20 (vs €0.50 in 3Q 2021)Third quarter 2022 results: EPS: €0.20 (down from €0.50 in 3Q 2021). Revenue: €669.6m (up 3.5% from 3Q 2021). Net income: €23.4m (down 62% from 3Q 2021). Profit margin: 3.5% (down from 9.4% in 3Q 2021). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 2% per year.
Major Estimate Revision • Nov 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €0.68 to €0.58 per share. Revenue forecast steady at €2.57b. Net income forecast to shrink 25% next year vs 0.09% growth forecast for Wireless Telecom industry in Germany . Consensus price target broadly unchanged at €26.76. Share price rose 2.8% to €19.97 over the past week.
分析記事 • Oct 30Returns At freenet (ETR:FNTN) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
お知らせ • Oct 18freenet AG, Annual General Meeting, May 17, 2023freenet AG, Annual General Meeting, May 17, 2023.
分析記事 • Sep 01Here's Why freenet (ETR:FNTN) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Aug 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.50 to €0.61. Revenue forecast steady at €2.58b. Net income forecast to shrink 26% next year vs 8.2% growth forecast for Wireless Telecom industry in Germany . Consensus price target broadly unchanged at €26.65. Share price fell 3.2% to €22.36 over the past week.
お知らせ • Aug 17+ 1 more updatefreenet AG to Report Fiscal Year 2022 Results on Mar 24, 2023freenet AG announced that they will report fiscal year 2022 results on Mar 24, 2023
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: €0.29 (vs €0.34 in 2Q 2021)Second quarter 2022 results: EPS: €0.29 (down from €0.34 in 2Q 2021). Revenue: €638.6m (up 2.1% from 2Q 2021). Net income: €34.1m (down 18% from 2Q 2021). Profit margin: 5.3% (down from 6.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 2.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.