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Earnings Call Summary | Telecom Argentina(TEO.US) Q4 2023 Earnings Conference

Earnings Call Summary | Telecom Argentina(TEO.US) Q4 2023 Earnings Conference

财报电话会议摘要 | 阿根廷电信 (TEO.US) 2023 年第四季度财报会议
moomoo AI ·  03/12 11:40  · 电话会议

The following is a summary of the Telecom Argentina S.A. (TEO) Q4 2023 Earnings Call Transcript:

以下是阿根廷电信股份有限公司(TEO)2023年第四季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • In 2023, Telecom Argentina revenues grew by 110% reaching over ARS1.1 trillion. However, due to the inflation rate, revenues showed a decrease of 9% in real terms compared to 2022.

  • The company's EBITDA margin improved to 29.1% as a result of cost management and inflation pass-through to revenues.

  • The net loss of ARS249 billion was reported, mainly due to the devaluation of the peso affecting their foreign currency debt.

  • Telecom Argentina's total debt as of December 2023 was over $2.5 billion and a successful issue of local notes worth $480 million was made.

  • Despite a challenging environment, the company generated a free cash flow of around $400 million before dividends and interest.

  • 2023年,阿根廷电信的收入增长了110%,达到1.1万亿阿里亚斯。但是,由于通货膨胀率,与2022年相比,收入按实际价值计算下降了9%。

  • 由于成本管理和通货膨胀转化为收入,该公司的息税折旧摊销前利润率提高至29.1%。

  • 据报道,净亏损为 ARS249 亿美元,这主要是由于比索贬值影响了他们的外币债务。

  • 截至2023年12月,阿根廷电信的总债务超过25亿美元,并成功发行了价值4.8亿美元的当地票据。

  • 尽管环境充满挑战,但该公司在股息和利息前创造了约4亿美元的自由现金流。

Business Progress:

业务进展:

  • In the face of a competitive environment and economic challenges in Argentina, Telecom Argentina managed to stablize and maintain its customer base in fixed and mobile segments.

  • The company successfully expanded its FTTH technology and mobile network, as well as the ongoing development of 5G technologies.

  • Investments were mainly focused on improving the access network, acquiring 5G spectrum, improving remote setup capacity, and maintaining customer premise equipment.

  • Their FinTech, Personal Pay, has over 2 million onboarded clients becoming the second largest player in terms of account balances held by clients.

  • Growth was seen across other areas like mobile data usage, and in the pay TV business particularly in Paraguay.

  • 面对阿根廷的竞争环境和经济挑战,阿根廷电信设法稳定并维持了固定和移动领域的客户群。

  • 该公司成功扩展了其FTTH技术和移动网络,以及5G技术的持续发展。

  • 投资主要集中在改善接入网络、获取5G频谱、提高远程设置容量和维护客户驻地设备上。

  • 他们的金融科技公司Personal Pay拥有超过200万注册客户,成为客户持有的账户余额第二大参与者。

  • 移动数据使用等其他领域也出现了增长,付费电视业务尤其是在巴拉圭。

More details: Telecom Argentina IR

更多详情: 阿根廷电信 IR

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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