United Internet AG

United Internet AG is a Germany-based Internet service provider (ISP) and holding company of the United Internet Group. The Company's products and technical services are divided into two key segments. The Access segment comprises narrowband, broadband and mobile access subscriptions, including the corresponding applications. The Applications segment includes such applications as home pages, e-shops, Personal Information Management applications, group work, online storage and office software. The Application segment also includes the operations of the Company's brands Sedo and affilinet, which serve customers performance-based advertising and sales possibilities. The Company's brand portfolio also includes GMX, WEB.DE, 1&1, united-domains, Fasthosts and InterNetX. In addition, the Company develops Internet based applications, such as cloud applications. The Company acts primarily via its wholly owned subsidiary 1&1 Internet AG, and Sedo Holding AG, in which it holds a majority stake.
  • Ticker508903
  • ISINDE0005089031
  • SectorSoftware & Computer Services
  • CountryGermany

Analysts

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2019

...

Rémi Adam

United Internet AG : Q1 results 3% below forecasts, but uncertainty about the auction process predominates.

>Q1 results 3% below forecasts (sales and EBITDA) - United Internet has reported today Q1 2019 sales of € 1.29bn, up 1.2% year-on-year, 3% below the consensus estimate (Oddo BHF: € 1.325bn, cons: € 1.322bn). Adjusted EBITDA grew by 7.7% to € 300m, also 3% below the consensus estimate (Oddo BHF: € 288m, cons: € 308m).In the "Access" segment, the consumer division (1&1 Drillisch) reported revenues of € 905m, up 0.7% and 3% below forecasts (Oddo BHF: € 923m, cons: ...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2019

...

Rémi Adam

United Internet AG : Q1 results 3% below forecasts, but uncertainty about the auction process predominates.

>Q1 results 3% below forecasts (sales and EBITDA) - United Internet has reported today Q1 2019 sales of € 1.29bn, up 1.2% year-on-year, 3% below the consensus estimate (Oddo BHF: € 1.325bn, cons: € 1.322bn). Adjusted EBITDA grew by 7.7% to € 300m, also 3% below the consensus estimate (Oddo BHF: € 288m, cons: € 308m).In the "Access" segment, the consumer division (1&1 Drillisch) reported revenues of € 905m, up 0.7% and 3% below forecasts (Oddo BHF: € 923m, cons: ...

Rémi Adam

United Internet AG : Results in line and cautious guidance, uncertainty surrounding telecoms

>Q4 and FY results broadly in line, weakness of applications - Yesterday, United Internet reported Q4 2018 sales of € 1.315bn, up +9.8% but 2% lower than forecast (Oddo BHF: € 1.334bn; consensus: € 1.346bn). Full-year growth came to 22%, of which 10.1% like-for-like (Drillisch and Strato). Group EBITDA came to € 327m, i.e. € 1.201bn in 2018, fully in line with forecasts and the guidance.Revenues in the access segment rose 15.4% in Q4 to € 1.061bn, in line with fo...

Rémi Adam

United Internet AG : Résultats en ligne et guidance prudente, incertitude dans les télécoms

>Résultats T4 et annuels globalement en ligne, faiblesse des applications - United Internet a publié hier un CA T4 2018 de 1 315 M€, en hausse de 9.8% mais 2% sous les attentes (ODDO BHF : 1 334 M€ ; css: 1 346 M€). Sur l’année, la croissance atteint 22%, dont 10.1% hors effet périmètre et change (Drillisch, Strato). L’EBITDA du groupe ressort parfaitement en ligne avec les attentes et la guidance à 327 M€ soit 1 201 M€ pour l'année 2018. Les revenus du segment "Acces...

Alexandre Iatrides ...
  • Rémi Adam

ODDO : Preview for United Internet, Drillisch: little at stake pending the results of the auctions...in several weeks

>Starting pistol for the auction cycle despite the appeals - As scheduled, the BundesNetzAgentur (BNetzA) today opens the auctions for 5G spectrum in Germany. As was the case for last three sessions, in 2000, 2010 and 2015, the many appeals from participants and governmental attempts to influence the calendar have failed to alter the set up. Like the previous sessions of, respectively, 18, 38 and 23 working days (premises open from 8.00 a.m. to 5.30 p.m.), the process...

Russell Waller

W. Europe Fixed Tariff Tracker - Jan 2019: Prices up to record high

W. Europe Fixed Tariff Tracker - Jan 2019: Prices up to record high Russell Waller 7

A director sold 18,999 shares at 58.358EUR and

A director at United Internet Ag sold 18,999 shares at 58.358EUR and the significance rating of the trade was 79/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The name...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2019

...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2019

...

Rémi Adam ...
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/28/2019

...

Rémi Adam ...
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/03/2019

...

Global TMT: AMD, VZ, Japan, US 28GHz, Huawei, VOD/IDEA, UI/DRI, TPG, DTAC, LG U, TELIA

Global TMT headlines: AMD (Sell) Heads Up. VZ (Neutral) 4Q18 Heads Up. Japanese telcos; iPhone Air-pocket – history repeats? Positive for Japanese EBITDA. US 28GHz Auction Ends At Uninspired $703MM; Why the 24GHz Auction Might Be More Interesting. Huawei charged in the US; Pressure on Chinese telcos rising. UI/DRI – German auction credibility building goes on. Capex/auction concerns overblown. Failure to launch: TPG says it won’t build a 4th mobile network in Australia. DTAC (Reduce): Another weak quarter – lack of detailed guidance a concern. LG Uplus (Reduce) Q418 results: W...

With a more favourable environment, UNITED INTERNET AG improves to Slightly Positive

UNITED INTERNET AG (DE), a company active in the Integrated Telecommunications industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 2 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date November 23, 2018, the closing price was EUR 38.57 and its potential was estimated at EUR 43.88.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

United Internet – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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