United Internet (UDIRF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, dear guests, welcome to the Analyst and Investor Conference of United Internet. I'm very happy to be able to welcome you personally here in Frankfurt again and I would like to welcome the webcast participants as well. I'm happy to take you through the agenda first by will hear the company development of the first half of the year and he'll also give us an outlook and then Carsten Theurer will explain us the financials in detail. After this, you will have the option of asking questions in a Q&A session. That's all I have to say, so I can give the floor to Mr. Dommermuth. Give the floor. Well, thank you very much, Mr. Grossman. Welcome, ladies and gentlemen. As far as we haven't seen earlier, I will give you the company development of the first half of 2026 of United Internet and give you an outlook to the second half of the year as well. Since the 1st of January, we have been distinguishing three different segments of the company in our reports. One segment is called 1&1. That's about internet access, main brand 1&1, then versatile for business, for B2B, and then the discount brands. Then we have the IONOS segments. The main brand is IONOS. The other brands are subsidiaries of IONOS. from purchases that we've made in Germany and Europe. And then the third segment, Mail and Media, with our brands, gmxweb.de, mail.com, and the United Internet Media for our advertising areas. Let me start with the 101 segment. This is where we address consumers and small businesses, but also institutional customers and authorities. Let me start with the consumers and small businesses. We have 12.33 million mobile contracts. We have broadband market approach. Then we have the fixed line business, just under 4 million broadband connections, mostly VDSL. and FTTH packa...