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    Mollie Witcombe

    Research Analyst at Goldman Sachs

    Mollie Witcombe is an Equity Research Analyst at Goldman Sachs, specializing in coverage of the European telecommunications sector, with a focus on leading companies such as Vodafone Group and 1&1 AG. She has been recognized for her insightful analysis on industry revenue trends and investor concerns, contributing to high-profile research published by Goldman Sachs. Witcombe began her career as an ACA at Moore Kingston Smith from 2016 to 2019 before joining Goldman Sachs, where she has continued to advance her expertise in equity research. Her professional credentials include accounting training and active participation in major earnings calls, demonstrating her strong analytical skills and sector knowledge.

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

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

    Question

    Mollie Witcombe from Goldman Sachs inquired about the market traction of the Yallo flanker brand and the expected trajectory of cost savings following the UPC migration.

    Answer

    CEO André Krause stated that Yallo's commercial activity was intentionally reduced in Q2 due to a price increase but is now ramping up. He and CFO Jany Fruytier confirmed that overall OpEx is expected to remain flat or decline slightly, with ongoing cost benefits from the UPC migration phasing out into the next year, aligning with previous guidance.

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    Mollie Witcombe's questions to BOUYY leadership

    Mollie Witcombe's questions to BOUYY leadership • Q1 2024

    Question

    Asked for details on the backlogs at Colas and Equans, specifically regarding the split between volume and inflation for Colas, the impact of asset sales on Equans' backlog, and whether slowdowns were affecting long or short-term projects.

    Answer

    The executive clarified that the decrease in Equans' backlog is due to a strategic exit from low-profitability new build activities in the UK, not asset sales. For Colas, there are no concerns about the current year's activity, with any backlog decrease likely related to long-term contracts.

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