Investor call w/ Soren Trebst, OXG CEO (Vodafone-Drahi JV)

We are delighted to be hosting a call with Soren Trebst, OXG CEO.

OXG is the Vodafone-Drahi JV that is currently deploying fibre to 7m urban premises in Germany. This is a great opportunity to get an update on their cable-to-fibre network upgrade and to discuss the proposed regulatory changes in the market.

This call builds on our work exploring the German fibre market, following the publication of our deep-dive report last year, and our recent calls with DT Germany CEO and Deutsche Giganetz CFO.

Topics for discussion:

• Progress on the network upgrade (cable to FTTP)?
• Lessons from upgrading in-building wiring in MDUs?
• Expected impact of proposed Telecoms Act (TKA) changes?
• Magnitude of wholesale opportunity?
• Copper-to-fibre migration: risks and opportunities?
• Drahi potential stake sale: any implications for the build?