View Future Growthfreenet 過去の業績過去 基準チェック /26freenetは、平均年間14.1%の収益成長を遂げていますが、 Wireless Telecom業界の収益は、年間 減少しています。収益は、平均年間12.3% 0.7%収益成長率で 減少しています。 freenetの自己資本利益率は16.7%であり、純利益率は9.9%です。主要情報14.06%収益成長率15.20%EPS成長率Wireless Telecom 業界の成長13.03%収益成長率-0.73%株主資本利益率16.72%ネット・マージン9.86%次回の業績アップデート12 Aug 2026最近の業績更新Reported Earnings • May 17First quarter 2026 earnings released: EPS: €0.41 (vs €0.49 in 1Q 2025)First 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 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.Reported Earnings • Mar 23Full year 2025 earnings released: EPS: €2.28 (vs €2.53 in FY 2024)Full 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 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 5% per year, which means it is significantly lagging earnings growth.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.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 • 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すべての更新を表示Recent updatesReported Earnings • May 17First quarter 2026 earnings released: EPS: €0.41 (vs €0.49 in 1Q 2025)First 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 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 British dividend payers (5.7%). Higher than average of industry peers (3.3%).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.Reported Earnings • Mar 23Full year 2025 earnings released: EPS: €2.28 (vs €2.53 in FY 2024)Full 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 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 5% per year, which means it is significantly lagging earnings growth.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 7.5%, 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.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.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.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.Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €29.21, 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 46% 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.New Risk • May 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.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: 5.0%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (4.3%).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.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.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 released: EPS: €0.60 (vs €0.53 in 3Q 2023)Third 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 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 whereas the company’s share price has increased by 8% per year.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.Reported Earnings • Mar 27Full year 2023 earnings released: EPS: €1.30 (vs €0.67 in FY 2022)Full 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 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.Declared Dividend • Mar 02Dividend 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 6.9%, 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 95% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.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 released: EPS: €0.20 (vs €0.20 in 3Q 2022)Third 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 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 13% per year, which means it is well ahead of earnings.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 released: EPS: €0.21 (vs €0.29 in 2Q 2022)Second 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 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.Upcoming Dividend • May 12Upcoming dividend of €1.68 per share at 6.4% yieldEligible shareholders must have bought the stock before 19 May 2023. Payment date: 23 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 British dividend payers (5.8%). In line with average of industry peers (6.7%).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.お知らせ • Oct 18freenet AG, Annual General Meeting, May 17, 2023freenet AG, Annual General Meeting, May 17, 2023.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 the United Kingdom. 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.Reported Earnings • May 14First quarter 2022 earnings released: EPS: €0.19 (vs €0.40 in 1Q 2021)First quarter 2022 results: EPS: €0.19 (down from €0.40 in 1Q 2021). Revenue: €632.8m (up 1.3% from 1Q 2021). Net income: €22.3m (down 56% from 1Q 2021). Profit margin: 3.5% (down from 8.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 1.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €22.01, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Wireless Telecom industry in Europe. Total returns to shareholders of 34% over the past three years.Upcoming Dividend • Apr 29Upcoming dividend of €1.57 per shareEligible shareholders must have bought the stock before 06 May 2022. Payment date: 10 May 2022. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 5.9%. Within top quartile of British dividend payers (4.6%). In line with average of industry peers (6.2%).Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to €24.24, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Wireless Telecom industry in Europe. Total returns to shareholders of 43% over the past three years.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS €0.50 (vs €0.48 in 3Q 2020)The company reported a solid third quarter result with improved revenues, although earnings and profit margins were flat. Third quarter 2021 results: Revenue: €657.7m (up 2.7% from 3Q 2020). Net income: €61.0m (flat on 3Q 2020). Profit margin: 9.3% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS €0.34 (vs €0.46 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €635.9m (up 1.4% from 2Q 2020). Net income: €41.7m (down 30% from 2Q 2020). Profit margin: 6.6% (down from 9.5% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 15Upcoming dividend of €1.65 per shareEligible shareholders must have bought the stock before 21 June 2021. Payment date: 23 June 2021. Trailing yield: 6.6%. Within top quartile of British dividend payers (4.0%). Higher than average of industry peers (5.3%).Reported Earnings • May 12First quarter 2021 earnings released: EPS €0.40 (vs €0.37 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €624.5m (down 4.4% from 1Q 2020). Net income: €50.2m (up 5.6% from 1Q 2020). Profit margin: 8.0% (up from 7.3% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Mar 05New 90-day high: €19.12The company is up 12% from its price of €17.09 on 04 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.87 per share.Is New 90 Day High Low • Feb 04New 90-day high: €18.63The company is up 14% from its price of €16.28 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Wireless Telecom industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.50 per share.Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS €0.48The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: €654.7m (down 12% from 3Q 2019). Net income: €60.9m (up 2.3% from 3Q 2019). Profit margin: 9.3% (up from 8.0% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.収支内訳freenet の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史LSE:0MV2 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Mar 262,624259133031 Dec 252,466269133030 Sep 252,509265115030 Jun 252,514260115031 Mar 252,513272115031 Dec 242,502301115030 Sep 242,467293115030 Jun 242,452284115031 Mar 242,366235115031 Dec 232,410166115030 Sep 232,45811298030 Jun 232,5057098031 Mar 232,6047598031 Dec 222,5827998030 Sep 222,58912585030 Jun 222,57816385031 Mar 222,57717085031 Dec 212,57919885030 Sep 212,57519292030 Jun 212,56818692031 Mar 212,57019892031 Dec 202,59819592030 Sep 202,729158120030 Jun 202,836163120031 Mar 202,912166120031 Dec 192,953178120030 Sep 192,943243117030 Jun 192,918226117031 Mar 192,916233117031 Dec 182,916223117030 Sep 183,072186168030 Jun 183,234303168031 Mar 183,377291168031 Dec 173,526287168030 Sep 173,534319158030 Jun 173,522219158031 Mar 173,491222158031 Dec 163,400228158030 Sep 163,266215130030 Jun 163,186217130031 Mar 163,130217130031 Dec 153,129221130030 Sep 153,137240129030 Jun 153,1112441290質の高い収益: 0MV2は 高品質の収益 を持っています。利益率の向上: 0MV2の現在の純利益率 (9.9%)は、昨年(10.8%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 0MV2の収益は過去 5 年間で年間14.1%増加しました。成長の加速: 0MV2は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 0MV2は過去 1 年間で収益成長率がマイナス ( -4.8% ) となったため、 Wireless Telecom業界平均 ( 86.5% ) と比較することが困難です。株主資本利益率高いROE: 0MV2の 自己資本利益率 ( 16.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTelecom 、過去の業績が好調な企業。View Financial Health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2026/05/21 07:55終値2026/05/21 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
Reported Earnings • May 17First quarter 2026 earnings released: EPS: €0.41 (vs €0.49 in 1Q 2025)First 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 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.
Reported Earnings • Mar 23Full year 2025 earnings released: EPS: €2.28 (vs €2.53 in FY 2024)Full 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 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 5% per year, which means it is significantly lagging earnings growth.
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.
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 • 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
Reported Earnings • May 17First quarter 2026 earnings released: EPS: €0.41 (vs €0.49 in 1Q 2025)First 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 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 British dividend payers (5.7%). Higher than average of industry peers (3.3%).
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.
Reported Earnings • Mar 23Full year 2025 earnings released: EPS: €2.28 (vs €2.53 in FY 2024)Full 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 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 5% per year, which means it is significantly lagging earnings growth.
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 7.5%, 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.
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.
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.
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.
Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €29.21, 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 46% 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.
New Risk • May 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
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: 5.0%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (4.3%).
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.
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.
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 released: EPS: €0.60 (vs €0.53 in 3Q 2023)Third 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 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 whereas the company’s share price has increased by 8% per year.
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.
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: €1.30 (vs €0.67 in FY 2022)Full 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 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.
Declared Dividend • Mar 02Dividend 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 6.9%, 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 95% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
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 released: EPS: €0.20 (vs €0.20 in 3Q 2022)Third 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 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 13% per year, which means it is well ahead of earnings.
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 released: EPS: €0.21 (vs €0.29 in 2Q 2022)Second 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 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.
Upcoming Dividend • May 12Upcoming dividend of €1.68 per share at 6.4% yieldEligible shareholders must have bought the stock before 19 May 2023. Payment date: 23 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 British dividend payers (5.8%). In line with average of industry peers (6.7%).
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.
お知らせ • Oct 18freenet AG, Annual General Meeting, May 17, 2023freenet AG, Annual General Meeting, May 17, 2023.
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 the United Kingdom. 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.
Reported Earnings • May 14First quarter 2022 earnings released: EPS: €0.19 (vs €0.40 in 1Q 2021)First quarter 2022 results: EPS: €0.19 (down from €0.40 in 1Q 2021). Revenue: €632.8m (up 1.3% from 1Q 2021). Net income: €22.3m (down 56% from 1Q 2021). Profit margin: 3.5% (down from 8.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 1.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €22.01, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Wireless Telecom industry in Europe. Total returns to shareholders of 34% over the past three years.
Upcoming Dividend • Apr 29Upcoming dividend of €1.57 per shareEligible shareholders must have bought the stock before 06 May 2022. Payment date: 10 May 2022. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 5.9%. Within top quartile of British dividend payers (4.6%). In line with average of industry peers (6.2%).
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to €24.24, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Wireless Telecom industry in Europe. Total returns to shareholders of 43% over the past three years.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS €0.50 (vs €0.48 in 3Q 2020)The company reported a solid third quarter result with improved revenues, although earnings and profit margins were flat. Third quarter 2021 results: Revenue: €657.7m (up 2.7% from 3Q 2020). Net income: €61.0m (flat on 3Q 2020). Profit margin: 9.3% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS €0.34 (vs €0.46 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €635.9m (up 1.4% from 2Q 2020). Net income: €41.7m (down 30% from 2Q 2020). Profit margin: 6.6% (down from 9.5% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 15Upcoming dividend of €1.65 per shareEligible shareholders must have bought the stock before 21 June 2021. Payment date: 23 June 2021. Trailing yield: 6.6%. Within top quartile of British dividend payers (4.0%). Higher than average of industry peers (5.3%).
Reported Earnings • May 12First quarter 2021 earnings released: EPS €0.40 (vs €0.37 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €624.5m (down 4.4% from 1Q 2020). Net income: €50.2m (up 5.6% from 1Q 2020). Profit margin: 8.0% (up from 7.3% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Mar 05New 90-day high: €19.12The company is up 12% from its price of €17.09 on 04 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.87 per share.
Is New 90 Day High Low • Feb 04New 90-day high: €18.63The company is up 14% from its price of €16.28 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Wireless Telecom industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.50 per share.
Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS €0.48The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: €654.7m (down 12% from 3Q 2019). Net income: €60.9m (up 2.3% from 3Q 2019). Profit margin: 9.3% (up from 8.0% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.