Koninklijke KPN NV - ADR
KKPNY
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+ FollowMarket Cap$19.58B
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Earnings Call Q4 2025
January 28, 2026 - AI Summary
Revenue Growth and Financial Performance: KPN reported a 2.7% increase in group service revenues for Q4 and achieved strong adjusted EBITDA growth of 5.1% year-over-year. For 2026, the company expects service revenue growth of 2% to 2.5%, with adjusted EBITDA at approximately EUR 2.67 billion and free cash flow exceeding EUR 950 million.
Consumer Market Dynamics: The consumer segment saw strong commercial momentum, particularly in Broadband, with record net additions for the full year. However, competition has intensified with players like Odido leveraging fixed wireless access (FWA). KPN aims to sustain healthy broadband growth by maintaining a strong focus on customer retention and value-driven pricing, despite expected challenges in maintaining high net additions.
B2B Growth and Opportunities: Business service revenues grew by 2.3% year-on-year, primarily driven by the SME segment. The company expects B2B growth of around 3% in 2026, driven by high-margin SME offerings. However, Tailored Solutions may see pressure due to a focus on margin improvement, leading to slower growth in the immediate term.
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$7.14
39.4% upside
Current Fair Value
39.4% upsideUndervalued by 39.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $19.58 Billion |
|---|---|
| Enterprise Value | $27.90 Billion |
| Dividend Yield | $0.21 (4.08%) |
| Earnings per Share | $0.21 |
| Beta | 0.26 |
| Outstanding Shares | 4,160,000,000 |
Return
| Return on Equity | 42.22% |
|---|---|
| Return on Assets | 8.16% |
| Return on Invested Capital | 21.93% |
Valuation & Multiples
| P/E Ratio | 21.66 |
|---|---|
| PEG | 18.01 |
| Price to Sales | 5.12 |
| Price to Book Ratio | - |
| Enterprise Value to Revenue | 3.86 |
| Enterprise Value to EBIT | 11.63 |
| Enterprise Value to Net Income | 26 |
| Total Debt to Enterprise | 0.31 |
| Debt to Equity | 3.45 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
April 22, 2026
EPS Estimate
-
Average shareholder expectationRevenue Estimate
$1.66 B
Average shareholder expectationInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
ESG Score
No data
About Koninklijke KPN NV
CEO: Joost Farwerck Relevant Senate Committees
Judiciary
The committee's oversight of antitrust laws and intellectual property is critically important for the telecommunications industry, which frequently involves mergers, competition concerns, and significant IP holdings. Decisions here can directly impact market structure.
Commerce, Science, and Transportation
This committee holds direct regulatory power over interstate commerce, telecommunications (via the FCC), and privacy (FTC). Its decisions on net neutrality, privacy laws, and competition directly impact telecommunications resellers.