Unidata – Business Plan 2025-2027 Analysis
Analysis of the Unidata 2025-2027 Business Plan presented this week as a balm in response to the market's reaction to its 3Q24 results.
Unidata: Update
Unidata is an Italian telecommunications company whose main service is providing broadband connectivity to residents, businesses, and the public sector. It's important to understand that, compared to other major European countries, Italy is lagging in the deployment of high-speed broadband connectivity. Unidata has been one of the first movers in this area, building a proprietary infrastructure of more than 7,200 kilometers of fiber optic, providing access to half a million clients.
Unidata 1H24 Results
Analysis of the 1H24 results of Unidata, an Italian telecommunications company whose main service is providing broadband connectivity to residents, businesses, and the public sector. This represents a huge opportunity as Italy is lagging in the deployment of high-speed broadband connectivity.
Unidata: Analysis of its 2024-26 strategic plan + thesis update
Unidata presented this week its 2024-26 strategic plan. We comment it & update the thesis with 3Q23 results
Unidata – Another gem in the Italian small-cap market
Investment thesis Unidata, an italian small cap company providing broadband connectivity and growing double digit year after year