View Future Growthfreenet 과거 순이익 실적과거 기준 점검 2/6freenet은 연평균 14.1%의 비율로 수입이 증가해 온 반면, Wireless Telecom 산업은 수입이 12.3% 감소했습니다. 매출은 연평균 0.7%의 비율로 감소했습니다. freenet의 자기자본이익률은 16.7%이고 순이익률은 9.9%입니다.핵심 정보14.06%순이익 성장률15.20%주당순이익(EPS) 성장률Wireless Telecom 산업 성장률13.03%매출 성장률-0.73%자기자본이익률16.72%순이익률9.86%다음 순이익 업데이트12 Aug 2026최근 과거 실적 업데이트Reported 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.공시 • 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.공시 • 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, 2025모든 업데이트 보기Recent 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%).공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%).공시 • 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, 2023공시 • 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.공시 • Oct 18freenet AG, Annual General Meeting, May 17, 2023freenet AG, Annual General Meeting, May 17, 2023.공시 • 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.매출 및 비용 세부 내역freenet가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이LSE:0MV2 매출, 비용 및 순이익 (EUR Millions)날짜매출순이익일반관리비연구개발비31 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 153,1112441290양질의 수익: 0MV2는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 0MV2의 현재 순 이익률 (9.9%)은 지난해 (10.8%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 0MV2의 수익은 지난 5년 동안 연평균 14.1% 증가했습니다.성장 가속화: 0MV2은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: 0MV2은 지난 1년 동안 수익이 감소(-4.8%)하여 Wireless Telecom 업계 평균(86.5%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: 0MV2의 자본 수익률(16.7%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTelecom 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 22:24종가2026/05/21 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스freenet AG는 23명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mathieu RobilliardBarclaysUsman GhaziBerenbergShekhan AliBerenberg20명의 분석가 더 보기
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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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
공시 • 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.
공시 • Oct 18freenet AG, Annual General Meeting, May 17, 2023freenet AG, Annual General Meeting, May 17, 2023.
공시 • 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.