The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Stefano Gamberini - Equita SIM S.p.A., Research Division - Analyst
: Two questions from my side. The first deal of regarding this trend of -- sorry, the 2022 revenues, which is 2/3 already committed. What is the
reference of this growth? Are you referring to the consensus, which is around 9% or EUR 855 million revenues in 2020? So the second topic is, if
this figure is correct, this means that you still need EUR 20 million, EUR 25 million to reach 2022 consensus revenue. So how you can get it? What
I mean is considering the 6 period -- 6 months period to -- between the collection and the revenues. What is the trend in new collection that you
expect next year to reach this target? And the second question regarding the 2023 targets. You confirm that also in this case, these targets, which
means a further 9% growth in revenues. What are the main drivers that you see in 2023, considering the delays in MNOs, new collection during
2021, considering also the low visibility on small sales from -- in 2023. So what are the main drivers in your view for getting this target of growth
in 2023.
Question: Stefano Gamberini - Equita SIM S.p.A., Research Division - Analyst
: Just a quick clarification on this. You said the remedies are the second important novelty that we are waiting for. So in order to be more confident
on 2022 revenue target, when we could expect the -- an acceleration on remedies? End of this year, beginning of next year?
Question: Abhilash Mohapatra - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: (inaudible) ask a question and back to the presentation so far. I just wanted to go back to your point around fixed wireless access, please. In the
presentation, you called out -- specifically call out visibility on the commercial pipeline, and you also sort of mentioned sort of releases from some
of the operators in the market. I was just wondering if you could give us a bit more color here, I guess (inaudible) part of (inaudible) so if you could
give us some additional color here, what you're seeing in terms of demand, the clients that will be quite helpful.
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