Investor call w/ Deutsche Giganetz CFO: Mirko Jerrentrup

We will be hosting a client call with Deutsche Giganetz CFO, Mirko Jerrentrup.

We recently published a Deep-Dive note looking at the German FTTH market and therefore we are delighted to follow this up with a call with Mirko Jerrentrup to discuss the detailed outlook for the German fibre market in more detail.

Deutsche Giganetz is a fibre challenger with >400k homes passed (making them one of the larger fibre challengers in Germany). They have just recently completed a new €300m financing round as a sign of confidence in their future business plan, which should allow them to further expand their coverage and increase penetration on their existing network.

We will be addressing all relevant topics for the outlook for the overall German fibre market, ie overall market growth, competition and structure, retail and wholesale opportunities, build targets and costs, potential consolidation and the funding outlook.