Freenet Ag Unsp/Adr (FRTAY) Q4 2025 Earnings Call

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WEBVTT 00:00:00.115 -- 00:00:03.500 Good morning, everyone, and welcome to our earnings call. 00:00:03.500 -- 00:00:07.082 I'm Robert Harris, the CEO of Freenet. 00:00:07.265 -- 00:00:12.453 Overall, we are happy about the operational performance and the strong 00:00:12.453 -- 00:00:14.896 customer growth. 00:00:14.896 -- 00:00:18.482 We see many opportunities ahead of us. 00:00:18.482 -- 00:00:21.803 But we are not happy about agreement 00:00:21.866 -- 00:00:27.314 with the network, with the network provider that we have, which was 00:00:27.314 -- 00:00:29.343 closed in 24. 00:00:29.343 -- 00:00:32.905 This agreement might lead 00:00:33.810 -- 00:00:37.255 to a minus 30 million impact 00:00:37.255 -- 00:00:38.898 in 2025 00:00:38.898 -- 00:00:43.926 and to up to 50 million negative EBITDA impact for the year 2026 00:00:43.926 -- 00:00:46.069 to 2028. 00:00:46.069 -- 00:00:51.157 We are at the moment in discussions with the management of the network operator and are 00:00:51.157 -- 00:00:54.419 negotiating, trying to negotiate a better deal. 00:00:54.419 -- 00:01:01.306 This is already, so the risks that I mentioned are already reflected in our numbers. 00:01:01.970 -- 00:01:06.997 Yeah, so we are in ongoing discussions and we'll provide an update as soon as we 00:01:06.997 -- 00:01:09.177 have something. 00:01:09.200 -- 00:01:12.144 Freenet becomes more lean, focused, and effective. 00:01:12.144 -- 00:01:17.672 We did some nice strategic moves in the last year. 00:01:17.672 -- 00:01:20.616 One is that we streamlined the executive board. 00:01:20.616 -- 00:01:26.609 This made us faster, more efficient. We have a clear focus. 00:01:26.609 -- 00:01:31.436 We optimized a lot in terms of marketing and sales initiatives. 00:01:31.436 -- 00:01:35.883 We have a clear focus ...