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    Mollie Witcombe • Goldman Sachs

    Mollie Witcombe's questions to Sunrise Communications AG (SNRE) leadership

    Mollie Witcombe's questions to Sunrise Communications AG (SNRE) leadership • Q2 2025

    Question

    Mollie Witcombe from Goldman Sachs inquired about the performance of the Yallo flanker brand, asking if there was an acceleration in its customer uptake, and sought clarity on the future trajectory of cost savings related to the UPC migration for the upcoming quarters and the next year.

    Answer

    CEO André Krause explained that a price increase on the Yallo brand in Q2 led to more stable trading, but activity is now increasing. He reiterated that the company does not disclose net additions by brand. Regarding costs, CFO Jany Fruytier noted that while some OpEx improvements are temporary, ongoing savings from system shutdowns will support a flat-to-slightly-down OpEx trend, consistent with prior guidance.

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    Mollie Witcombe's questions to Sunrise Communications AG (SNRE) leadership • Q2 2025

    Question

    Mollie Witcombe from Goldman Sachs inquired about the market penetration of the Yallo flanker brand and the expected trajectory of cost savings from the UPC migration into the second half of the year and beyond.

    Answer

    CEO André Krause explained that commercial activity for the Yallo brand was intentionally reduced in Q2 following a price increase, resulting in stable trading, and noted the company does not disclose net adds by brand. CFO Jany Fruytier added that while some Q2 OpEx savings were temporary, ongoing savings from IT and system decommissioning will support a flat to slightly declining OpEx trend into the next year.

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