Freenet Ag Unsp/Adr (FRTAY) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and welcome to our Q3 earnings call. I'm very pleased with the development of our last quarter and with the opportunities ahead of us both in mobile and with Weibo TV. In mobile, we see strong opportunities for efficient customer growth through optimized marketing mix, through optimized webshops, through a reduction in churn and through the acquisition of mobile zone. And with Whitewood TV, we also believe that there is huge potential for further customer growth and even more profitability. I'm very excited about the final sprint of the year and an initiative reached 26. which will mark our transformation into an AI first cycle. There's a lot to do and we are on it and looking forward to it. I would like to thank our entire team for their hard work and their courage to discover new paths. I'm truly enjoying this and we're just getting started. I also want to thank our CFO, Ingo Arnold. Working with him is a real pleasure. We have rolled up our sleeves, and he has been a tremendous support. Let's dive into the presentation and our key messages. We can confirm our 25 guidance. We are on track. We can show strong key financials. Our most important postpaid and TV service revenues are growing. And our adjusted EBTA grew nicely, 1.6% for the first nine months and for the last quarter, even 4%. Byfuse Default ATV has been a driver in our EBTA, contributes nicely. It's a fantastic product, not only growing in terms of customers, but also getting more and more profitable. Free cash flow in the first nine months is growing nicely with 2.8%. And yeah, so we are on track in Q3, impacted by the communicated tax one off, but fully on track. We are also very pleased with our customer growth. Post-pandemic has even exceeded our expectations. Baipu TV grows a...