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    Robert Grindle • Deutsche Bank

    Robert Grindle's questions to Sunrise Communications AG (SNRE) leadership

    Robert Grindle's questions to Sunrise Communications AG (SNRE) leadership • Q2 2025

    Question

    Robert Grindle of Deutsche Bank sought specifics on the 15-20% performance improvement for 5G SA customers, asking if it was relative to standard 5G and which metrics improved. He also inquired about the possibility of an interim dividend and the timing of cost savings from the U.S. delisting.

    Answer

    CEO André Krause confirmed the 15-20% performance gain is for 5G SA versus standard 5G, with improvements seen in latency, uplink, and downlink speeds. CFO Jany Fruytier stated that while an interim dividend is being evaluated, it faces technical hurdles and a decision would follow the stabilization of the shareholder base. She also confirmed that significant cost savings from the U.S. delisting are expected to materialize primarily in 2027.

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    Robert Grindle's questions to Sunrise Communications AG (SNRE) leadership • Q2 2025

    Question

    Robert Grindle from Deutsche Bank sought details on the 15-20% performance improvement for 5G SA customers, questioned if an interim dividend was considered, and asked about the timing of potential cost savings from the U.S. delisting.

    Answer

    CEO André Krause confirmed the 15-20% performance improvement is versus regular 5G and covers latency, uplink, and downlink speeds. CFO Jany Fruytier responded that an interim dividend is being evaluated but faces technical hurdles under Swiss law, and that significant cost savings from the SEC deregistration are not expected to materialize until 2027.

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    Robert Grindle's questions to Vodafone Group PLC (VOD) leadership

    Robert Grindle's questions to Vodafone Group PLC (VOD) leadership • Q1 2026

    Question

    Robert Grindle from Deutsche Bank asked about the prospects for returning to service revenue growth in Germany, given the softer commercial activity and negative broadband net adds in Q1.

    Answer

    Group CFO Luka Mucic confirmed Germany is expected to return to growth during the year, as the negative MDU impact will be fully lapped. He noted positive wholesale contributions but cautioned about a non-recurring B2B IoT benefit from Q1. Group CEO Margherita Della Valle added that while mobile net adds were negative due to downsizing low-value segments, the branded contract churn is at a four-year low. In fixed, she explained the focus has shifted to front-book value, which impacted gross additions but has shown positive market signs.

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    Robert Grindle's questions to Liberty Global Ltd (LBTYA) leadership

    Robert Grindle's questions to Liberty Global Ltd (LBTYA) leadership • Q1 2025

    Question

    Robert Grindle of Deutsche Bank AG inquired about the VodafoneZiggo strategy, asking if the DOCSIS upgrade costs include CPE and take-up assumptions, and what prompted the decision to sell Dutch towers now.

    Answer

    Executive Chairman Michael Fries confirmed that the company and its partner are now aligned to proceed with the tower sale, with proceeds intended for debt reduction. Regarding the network, he stated their DOCSIS 4 plan is aligned with U.S. peers like Comcast and Charter, making cost estimates reliable and removing the 'overhang' of a potential fiber build. Executive Stephen van Rooyen added they are comfortable the upgrade fits within the existing CapEx envelope.

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    Robert Grindle's questions to Liberty Global Ltd (LBTYA) leadership • Q3 2024

    Question

    Robert Grindle of Deutsche Bank inquired about the pace of U.K. fiber construction, asking if the organic build for nexfibre and the VMO2 fiber upgrade speed indicated a slowdown, possibly due to the Upp acquisition integration or pending a NetCo wholesale deal.

    Answer

    An executive, likely from Virgin Media O2, clarified that nexfibre built nearly 300,000 premises in the quarter, which is not a slowdown and is on plan. Michael Fries, Executive, added that the figures do not yet include any impact from the Upp acquisition, which is a factor for Q4 and beyond.

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