SCMN.SW Stock Today: January 28 Price Hikes from April Lift ARPU Outlook
Swisscom price increase headlines matter for investors today. From April 1, 2026, monthly fees rise by CHF 1.90 for internet and mobile, and CHF 0.90 for TV and landline. This broad move could lift ARPU and revenue, while early exit rights raise churn risk. With Switzerland’s tight telecom market and ongoing 5G and fiber investment, pricing power is in focus. We break down the ARPU math, churn scenarios, and how this could shape SCMN.SW into earnings and beyond.
April Fee Changes and Why They Matter
Swisscom will raise consumer prices from April 1, 2026: CHF 1.90 more per month for internet and mobile, and CHF 0.90 for TV and landline. The change affects a large share of Swiss households and mobile users. It broadens pricing across core services, making the Swisscom price increase a direct driver of per-user revenue rather than a narrow niche tweak.
Management cites sector price erosion and heavy network investment as reasons for the adjustment, pointing to 5G and fiber rollout costs. The move follows years of stable Swiss telecom prices. Coverage confirms the timing and scope of the change for private customers source. For investors, it signals a shift toward defending returns while funding capex.
ARPU and Revenue Scenarios for 2026
The Swisscom price increase adds CHF 1.90 per month for each internet or mobile subscription, or CHF 22.80 per year per service. TV and landline add CHF 0.90 per month each, or CHF 10.80 per year. A household with internet, TV, and one mobile line sees CHF 4.70 more per month. Adding a landline lifts that to CHF 5.60, improving the Swisscom ARPU outlook.
ARPU uplift depends on service mix and multi-line households. Packages with several mobile lines compound the benefit. Offsetting this, net impact hinges on churn. If cancellations stay low, recurring revenue rises with high visibility. If churn spikes, ARPU gains could be trimmed. Monitoring mix, number portability, and promo intensity will clarify sustainable uplift.
Churn Risk and Customer Options
Customers can exit contracts early due to the price change. Swiss outlets report that subscriptions are cancelable when new fees take effect, giving users flexibility to switch providers or renegotiate terms source. Investors should track the scale and timing of Swisscom contract cancellation activity to gauge the net revenue effect versus the headline ARPU uplift.
A credible risk is a competitive response from Sunrise or Salt. Aggressive promos could cushion rivals from churn while raising acquisition costs across the market. Watch pricing on converged bundles, handset subsidies, and retention offers. Stability in Swiss telecom prices after April would support ARPU gains, while a price war would pressure margins.
SCMN.SW Price Action, Valuation, and Catalysts
SCMN.SW jumped 3.96% to CHF 629.50 today, a new 52-week high, on 146,901 shares, about 2.1x average volume. RSI is 63.42 and MFI 88.25, indicating overbought conditions. Price sits above the Bollinger upper band at 593.06. ADX at 25.21 signals a firm trend. Short term, stretched momentum could mean consolidation even if fundamentals improve.
Earnings are due on 12 February 2026. TTM P/E is 26.1, dividend yield 3.49% on CHF 22.00 DPS, with a 91% payout ratio and 1.37x debt-to-equity. Our stock grade is B (HOLD) and overall rating is Neutral. The Swisscom ARPU outlook is favorable, but churn, regulation, and capex needs temper upside. Guidance on churn and pricing will be key.
Final Thoughts
The Swisscom price increase from April 1, 2026 is a clear ARPU lever: CHF 1.90 per month for internet and mobile and CHF 0.90 for TV and landline. That can lift per-user revenue meaningfully across common service mixes. The offset is churn, since customers can cancel early. We expect near-term volatility in adds and retention offers as rivals react.
For investors, watch three signals: net subscriber trends, ARPU guidance, and comments on competitive intensity at the 12 February earnings call. With shares at a 52-week high and momentum overbought, risk-reward hinges on churn containment. A steady market response would support cash flows and the dividend, while a sharp promo cycle could narrow gains. We will track updates in real time on Meyka.
FAQs
How much will Swisscom raise prices from April 1, 2026?
Monthly fees rise by CHF 1.90 for internet and for mobile subscriptions, and CHF 0.90 for TV and for landline. That equals CHF 22.80 per year per internet or mobile line, and CHF 10.80 per year for TV or landline. Households with multiple services will see the increases add up.
Can customers cancel due to the Swisscom price increase?
Yes. Customers are allowed to terminate contracts early when the new prices take effect, according to Swiss media reports. This creates churn risk but also lets Swisscom test price elasticity. If many users cancel, ARPU gains could be reduced. If cancellations stay low, revenue uplift should hold.
What is the impact on the Swisscom ARPU outlook?
The changes lift ARPU mechanically by CHF 1.90 per month for each internet or mobile line and CHF 0.90 for TV or landline. The net effect depends on service mix and churn. A typical bundle with internet, TV, and one mobile line adds CHF 4.70 per month, with higher gains for multi-line families.
How did SCMN.SW trade and what should investors watch next?
SCMN.SW rose 3.96% to CHF 629.50, a 52-week high, on about double average volume. Momentum is strong but overbought. Key catalysts are the 12 February 2026 earnings call, churn and ARPU updates, and any competitive pricing moves. These will determine whether today’s uplift translates into sustained cash flows.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.
