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1&1 (1U1) investor relations material
1&1 Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Customer base stable at 16.33 million contracts as of June 30, 2025, with 12.44 million mobile and 3.89 million broadband lines, despite minor declines from migration and network changes.
Over 10 million customers migrated to the Open RAN network by June 2025; full migration expected by year-end.
Network quality and customer satisfaction remain industry-leading, with multiple national and regional awards.
Major network expansion underway, with over 1,200 antenna sites operational and thousands more in development.
Operating business only partially met expectations due to migration and network transition impacts.
Financial highlights
Revenue for H1 2025 was €2,006.4m–€2.06bn, down 0.5% year-over-year; service revenue stable at €1,646.5m–€1.647bn (+0.1%).
Gross profit fell 3–12% to €490.2m–€694m, mainly due to increased input and migration costs.
EBITDA declined 13.1% to €283.9m; Access segment EBITDA at €414.5m, Mobile Network segment EBITDA at -€130.6m.
Net income was €74.6m, down 45.3% year-over-year; EBIT dropped to €118.1m.
Free cash flow improved to €111.5m from -€58.5m in H1 2024, driven by higher operating cash flow and lower one-off payments.
Outlook and guidance
2025 forecast confirmed: stable contract base, service revenue at €3.3bn, EBITDA around €545m (down from €590.8m in 2024).
Access segment EBITDA expected at ~€810m; Mobile Network segment EBITDA at ~€-265m, including €-100m in migration and pre-commitment costs.
Cash capex projected at €450m for 2025, mainly for network expansion.
Major cost savings anticipated in 2026 as migration completes and reliance on expensive roaming decreases.
Management anticipates a return to contract growth in H2 2025 and further network expansion.
Low-band frequencies: Expected EBITDA impact?
Vantage Towers: What is the Cartel Office impact?
What drives H2 EBITDA weakness vs H1?
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Q3 202511 Nov, 2025
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Frequently asked questions
1&1 AG is a telecommunications and internet services provider, offering a range of products for private and business customers. The company’s portfolio includes mobile and broadband services, cloud solutions, and data center offerings. 1&1 AG also provides web hosting, domain registration, and related services for individuals and businesses seeking to establish an online presence. The company is headquartered in Montabaur, Germany, and its shares are listed on the FSE (Frankfurt Stock Exchange).
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