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    Joseph [Unknown] • Unknown

    Joseph [Unknown]'s questions to Lennox International Inc (LII) leadership

    Joseph [Unknown]'s questions to Lennox International Inc (LII) leadership • Q2 2025

    Question

    An analyst named Joseph asked for a comparison of Q2 residential volume performance between the independent distribution channel and the direct dealer network. He also inquired about the potential for further positive mix impact in 2026 as the R-454B transition completes.

    Answer

    CFO Michael Quenzer stated that in Q2, total revenue for the two-step (independent) channel was up about 10%, while the one-step (direct) channel was about flat. CEO Alok Maskara confirmed that there should be a positive mix impact in 2026, as the product portfolio will shift from ~60% R-454B in 2025 to 100% in 2026, which will be particularly noticeable in year-over-year comparisons for the first half.

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    Joseph [Unknown]'s questions to VEON Ltd (VEON) leadership

    Joseph [Unknown]'s questions to VEON Ltd (VEON) leadership • Q1 2024

    Question

    Joseph asked for the rationale behind VEON's passionate focus on expanding into adjacent digital markets like financial services, entertainment, education, and healthcare.

    Answer

    Group CEO Kaan Terzioglu explained that VEON's 500 million-person addressable market is heavily underserved in these digital verticals. He highlighted the company's unique position as a low-cost customer acquisition engine and effective distribution platform. Terzioglu emphasized that these adjacent markets are core to capturing wallet share, are accretive to ARPU, and improve retention. He also noted a long-term strategy to monetize these digital services as standalone businesses, with more details to be shared at the upcoming Capital Markets Day.

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