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Øystein Lodgaard

Senior Analyst at ABG Sundal Collier Holding ASA

Øystein Elton Lodgaard is a Senior Analyst at ABG Sundal Collier Holding ASA focusing on IT and technology sector research, where he provides equity research and investment analysis for listed Nordic software, IT, and communications technology companies. He covers firms such as Xplora Technologies, Napatech, LINK Mobility Group Holding ASA, Sikri Holding ASA, and Tietoevry, authoring numerous commissioned research reports for these companies and others in the sector. Lodgaard has established a track record for in-depth analysis and actionable insights, regularly engaging with investor audiences and management teams since joining ABG Sundal Collier and serving as a key research contact for prominent listed technology firms. While explicit rankings or external performance metrics are not published, he is recognized for consistent quality coverage and analyst certifications in line with European research standards.

Øystein Lodgaard's questions to TELENOR (TELNY) leadership

Question · Q1 2025

Oystein Lodgaard questioned if changes to the outlook's wording on OpEx signaled potential for accelerated reductions. He also asked if the 'more-for-more' ARPU strategy was facing increased difficulty, given slowdowns at peers.

Answer

CFO Torbjorn Wist clarified that OpEx improvements would still vary, with more effects expected toward year-end. CEO Benedicte Fasmer defended the 'more-for-more' strategy, emphasizing the value of bundled services like security and noting the presence of fighter brands to serve price-sensitive customers, ensuring a comprehensive market approach.

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Question · Q4 2024

Øystein Lodgaard asked about the expected development of operating expenses (OpEx) in the Nordics and the potential for further reductions in the coming years.

Answer

CFO Torbjorn Wist confirmed that operational transformation and OpEx efficiencies will continue with 'full force' in 2025 and will have a clear effect on EBITDA. He deferred commenting on the potential for reductions beyond 2025 until the Capital Markets Day, as it will be part of the next strategic plan.

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Question · Q3 2024

Øystein Lodgaard asked for the timing of the ambitious employee reduction plans, questioning if the impact would be felt from early 2025. He also inquired how a potential slip of CapEx from 2024 into 2025 would affect the previously stated 2025 CapEx guidance.

Answer

CEO Sigve Brekke confirmed the employee reduction plans are concrete and happening now, with effects to be seen starting in Q4 2024 and continuing through 2025 and into 2026. Acting CFO Kasper Kaarboe stated that while the company aims to complete planned 2024 CapEx within the year, any potential slippage into 2025 would be addressed when providing formal 2025 guidance in February, after the full-year 2024 results are known.

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