Duyuru • Nov 12
1&1 AG Confirms Earnings Guidance for the Full Year 2025 1&1 AG confirmed earnings guidance for the full year 2025. For the year, the company confirms its service revenue and earnings forecast and expects for 2025 a stable contract base and service revenue at the previous year’s level (2024: €3,303.1 million). Duyuru • Jun 30
1&1 AG Reaffirms Revenue Guidance for the Fiscal Year 2025 1&1 AG reaffirmed revenue guidance for the fiscal year 2025. For the year, the contract portfolio and service revenue are still expected to remain unchanged at the previous year’s level (2024: €3,303.1 million). Duyuru • May 13
1&1 AG Confirms Earnings Guidance for the Financial Year 2025 1&1 AG confirmed earnings guidance for the financial year 2025. For the year, the company confirms its forecast and expects a stable contract base and service revenue at the previous year’s level for the 2025 fiscal year (2024: €3,303.1 million). Reported Earnings • Nov 14
Third quarter 2024 earnings released: EPS: €0.34 (vs €0.41 in 3Q 2023) Third quarter 2024 results: EPS: €0.34 (down from €0.41 in 3Q 2023). Revenue: €1.00b (down 3.6% from 3Q 2023). Net income: €59.9m (down 18% from 3Q 2023). Profit margin: 6.0% (down from 7.0% in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Reported Earnings • Aug 09
Second quarter 2024 earnings released: EPS: €0.30 (vs €0.49 in 2Q 2023) Second quarter 2024 results: EPS: €0.30 (down from €0.49 in 2Q 2023). Revenue: €991.5m (up 2.0% from 2Q 2023). Net income: €53.8m (down 38% from 2Q 2023). Profit margin: 5.4% (down from 8.8% in 2Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year. Upcoming Dividend • May 10
Upcoming dividend of €0.05 per share Eligible shareholders must have bought the stock before 17 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 2.9% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Swiss dividend payers (4.1%). Lower than average of industry peers (8.4%). Reported Earnings • May 09
First quarter 2024 earnings released: EPS: €0.47 (vs €0.53 in 1Q 2023) First quarter 2024 results: EPS: €0.47 (down from €0.53 in 1Q 2023). Revenue: €1.02b (flat on 1Q 2023). Net income: €82.7m (down 12% from 1Q 2023). Profit margin: 8.1% (down from 9.2% in 1Q 2023). Revenue is forecast to grow 2.1% 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 increased by 6% per year whereas the company’s share price has increased by 4% per year. Declared Dividend • Mar 24
Dividend of €0.05 announced Shareholders will receive a dividend of €0.05. Ex-date: 17th May 2024 Payment date: 21st May 2024 Dividend yield will be 0.1%, which is lower than the industry average of 4.0%. Reported Earnings • Nov 11
Third quarter 2023 earnings released: EPS: €0.41 (vs €0.56 in 3Q 2022) Third quarter 2023 results: EPS: €0.41 (down from €0.56 in 3Q 2022). Revenue: €1.04b (up 4.0% from 3Q 2022). Net income: €73.0m (down 25% from 3Q 2022). Profit margin: 7.0% (down from 9.8% in 3Q 2022). Revenue is forecast to grow 2.0% 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 increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 04
Second quarter 2023 earnings released: EPS: €0.49 (vs €0.55 in 2Q 2022) Second quarter 2023 results: EPS: €0.49 (down from €0.55 in 2Q 2022). Revenue: €972.1m (flat on 2Q 2022). Net income: €86.0m (down 12% from 2Q 2022). Profit margin: 8.8% (down from 10.0% in 2Q 2022). Revenue is forecast to grow 2.0% 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 increased by 8% per year whereas the company’s share price has increased by 4% per year. Upcoming Dividend • May 10
Upcoming dividend of €0.05 per share at 0.5% yield Eligible shareholders must have bought the stock before 17 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 2.4% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Swiss dividend payers (4.2%). Lower than average of industry peers (6.6%). Reported Earnings • Apr 16
Full year 2022 earnings released: EPS: €2.08 (vs €2.10 in FY 2021) Full year 2022 results: EPS: €2.08 (down from €2.10 in FY 2021). Revenue: €3.96b (up 1.4% from FY 2021). Net income: €367.3m (flat on FY 2021). Profit margin: 9.3% (in line with FY 2021). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year. Reported Earnings • Nov 16
Third quarter 2022 earnings released: EPS: €0.56 (vs €0.55 in 3Q 2021) Third quarter 2022 results: EPS: €0.56 (up from €0.55 in 3Q 2021). Revenue: €998.3m (up 2.8% from 3Q 2021). Net income: €97.8m (up 1.6% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 1.9% 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 3% per year whereas the company’s share price has remained flat. Reported Earnings • Aug 05
Second quarter 2022 earnings released: EPS: €0.55 (vs €0.53 in 2Q 2021) Second quarter 2022 results: EPS: €0.55 (up from €0.53 in 2Q 2021). Revenue: €976.1m (up 2.0% from 2Q 2021). Net income: €97.4m (up 4.1% from 2Q 2021). Profit margin: 10.0% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 2.2%, compared to a 2.0% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Reported Earnings • May 13
First quarter 2022 earnings released: EPS: €0.58 (vs €0.65 in 1Q 2021) First quarter 2022 results: EPS: €0.58 (down from €0.65 in 1Q 2021). Revenue: €975.9m (flat on 1Q 2021). Net income: €101.6m (down 11% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). Over the next year, revenue is forecast to grow 2.7%, compared to a 1.7% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Upcoming Dividend • May 12
Upcoming dividend of €0.05 per share Eligible shareholders must have bought the stock before 19 May 2022. Payment date: 23 May 2022. Payout ratio is a comfortable 2.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Swiss dividend payers (4.0%). Lower than average of industry peers (6.7%). Reported Earnings • Mar 19
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: €2.10 (up from €1.25 in FY 2020). Revenue: €3.91b (up 3.2% from FY 2020). Net income: €370.0m (up 69% from FY 2020). Profit margin: 9.5% (up from 5.8% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.1%, compared to a 3.3% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 10% per year. Reported Earnings • Nov 10
Third quarter 2021 earnings released: EPS €0.55 (vs €0.32 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €971.4m (up 4.2% from 3Q 2020). Net income: €96.2m (up 73% from 3Q 2020). Profit margin: 9.9% (up from 6.0% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS €0.53 (vs €0.55 in 2Q 2020) The company reported a mediocre second quarter result with weaker earnings, although profit margins were flat and revenues improved. Second quarter 2021 results: Revenue: €956.9m (up 1.7% from 2Q 2020). Net income: €93.6m (down 3.0% from 2Q 2020). Profit margin: 9.8% (in line with 2Q 2020). 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. Upcoming Dividend • May 20
Upcoming dividend of €0.05 per share Eligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 0.2%. Lower than top quartile of Swiss dividend payers (3.6%). Lower than average of industry peers (5.1%). Reported Earnings • May 12
First quarter 2021 earnings released: EPS €0.65 (vs €0.50 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €973.7m (up 3.5% from 1Q 2020). Net income: €113.7m (up 29% from 1Q 2020). Profit margin: 12% (up from 9.4% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings. Reported Earnings • Mar 26
Full year 2020 earnings released: EPS €1.25 (vs €2.12 in FY 2019) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €3.79b (up 3.0% from FY 2019). Net income: €219.6m (down 41% from FY 2019). Profit margin: 5.8% (down from 10% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings. Analyst Estimate Surprise Post Earnings • Nov 11
Revenue misses expectations Revenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 3.3% compared to a 1.7% decline forecast for the Wireless Telecom industry in Switzerland. Reported Earnings • Nov 11
Third quarter 2020 earnings released: EPS €0.32 The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: €932.6m (flat on 3Q 2019). Net income: €55.6m (down 37% from 3Q 2019). Profit margin: 6.0% (down from 9.5% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.