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    Ondrej Cabejšek

    Research Analyst at UBS

    Ondrej Cabejšek is an Equity Research Analyst at UBS, specializing in the European Fintech and Payments sector. He covers a suite of major companies including Adyen, Worldline, and Nexi, providing in-depth research and industry insights that have helped drive notable investment outcomes for institutional clients. Since joining UBS in 2021 after prior experience at HSBC and Deloitte, Cabejšek has developed a reputation for sharp analysis, producing recommendation success rates above market average and earning recognition from financial platforms and investor surveys. He holds a CFA charter and is FINRA registered, reflecting his commitment to professional standards and regulatory compliance.

    Ondrej Cabejšek's questions to ORANGE (FNCTF) leadership

    Ondrej Cabejšek's questions to ORANGE (FNCTF) leadership • Q1 2025

    Question

    Ondrej Cabejšek inquired about single-play mobile retention in France, asking if the decreasing churn despite a tough pricing environment was due to retention activities impacting ARPU, and about the new Wi-Fi 7 boxes, their competitive importance, and potential CapEx impact.

    Answer

    CEO Christel Heydemann clarified that the mobile-only ARPU impact is a consequence of the low-end market mix, not aggressive retention programs. She emphasized that churn focus and driving convergence are priorities. Regarding the new boxes, she stressed their importance for innovation and competitiveness but stated the associated CapEx is limited compared to network spend and is already factored into forecasts, with no change to CapEx discipline.

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    Ondrej Cabejšek's questions to TELENOR (TELNY) leadership

    Ondrej Cabejšek's questions to TELENOR (TELNY) leadership • Q4 2024

    Question

    Ondrej Cabejšek asked for clarification on the free cash flow guidance, specifically questioning the expected cash contribution from Asia relative to the previous NOK 5 billion goal and the anticipated net working capital impact in 2025.

    Answer

    CFO Torbjorn Wist explained that while structural working capital improvements will continue, the year-over-year impact in 2025 is expected to be slightly negative given the large positive contribution in 2024. Head of IR Frank Maaø confirmed the NOK 5 billion ambition for Asia's cash flow contribution still stands, noting it was not heavily dependent on Pakistan. CEO Benedicte Schilbred Fasmer added that they expect True in Thailand to begin paying meaningful dividends in the second half of the year, contributing to this goal.

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