Dividend Stability Sunrise presents a stable telecom business with a potentially attractive, tax-free 8% dividend yield and strong cash flow. This signals opportunities to position cost-efficient enterprise services and long-term ICT partnerships that align with their value-driven investor narrative.

B2B Growth Recent B2B expansions with clients like Migros, Ringier, and Formula 1 Sauber indicate appetite for integrated ICT solutions. Target upsell of device management, security, IoT, and managed services to existing enterprise customers and leverage Sunrise’s bundled connectivity offerings.

Residential ARPU Mitigation Residential ARPU pressures are noted, creating an opening to offer device-as-a-service, bundled streaming, and premium connectivity packages to retain customers. Joint go-to-market with ecosystem partners to enhance stickiness and cross-sell across fixed and mobile services.

Digital Transformation Sunrise emphasizes unified ICT for businesses, including security and IoT. This suggests demand for cloud connectivity, secure networking, remote workforce solutions, and scalable edge services that can be sold as managed or hosted offerings.

Networks as Value With the strongest gigabit mobile coverage and comprehensive fixed network access, there’s an opportunity to commercialize network-enabled solutions for enterprises, such as SD-WAN, network automation, and high-capacity connectivity for data-intensive applications.