Earnings Call Summary | SWISSCOM AG SPON LVL3 ADR EACH REP 1/10 CHF9(RG)(SCMWY.US) Q1 2024 Earnings Conference
Earnings Call Summary | SWISSCOM AG SPON LVL3 ADR EACH REP 1/10 CHF9(RG)(SCMWY.US) Q1 2024 Earnings Conference
The following is a summary of the Swisscom AG (SCMWY) Q1 2024 Earnings Call Transcript:
以下是瑞士电信股份公司（SCMWY）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Swisscom reported Q1 2024 revenue of CHF2.7 billion, flat year-on-year when adjusted for Euro-Swiss exchange rate.
EBITDA of CHF1.16 billion was achieved, exceeding consensus expectations, with a 2.9% rise in net income to CHF455 million.
A decrease of Q1 revenue by CHF52 million was driven by lower hardware revenues and telecom service revenue.
Earnings before interest, taxes, depreciation, and amortization (EBITDA) for the quarter was down by CHF19 million, but Wholesale EBITDA saw an increase by CHF8 million.
Swisscom has reaffirmed its full-year guidance for 2024, anticipating higher cost savings in upcoming quarters due to seasonality.
瑞士电信报告称，2024年第一季度收入为27亿瑞士法郎，经欧元兑瑞士汇率调整后同比持平。
实现了11.6亿瑞士法郎的息税折旧摊销前利润，超出了市场普遍预期，净收入增长了2.9％，至 CHF455 百万瑞士法郎。
第一季度收入减少了 CHF52 百万美元，这是由于硬件收入和电信服务收入减少所致。
本季度扣除利息、税项、折旧和摊销前的收益（EBITDA）下降了 CHF19 百万瑞士法郎，但批发息税折旧摊销前利润增长了800万瑞士法郎。
瑞士电信重申了其2024年的全年指导，预计由于季节性，未来几个季度将节省更多的成本。
Business Progress:
业务进展：
Despite falling revenues in the Swiss telecommunications business, growth was observed in the IT business; Fastweb performed well across all KPIs.
Swisscom launched new B2C and B2B offerings including insurance tech and upgraded Enterprise Mobile portfolio.
The company is focusing on improving customer experience, product innovation, and enhancing internal efficiency through digitization, automation, and AI.
Swisscom partnered with Ericsson for the next three years which is expected to drive improvements in energy and cost efficiency, and announced a deal to acquire Vodafone Italy.
The company aims to focus on value over promotions and improve customer satisfaction through automation and digital self-services. It is revamping their sales and promotional communications.
Swisscom is set to upgrade all activated lines by the end of 2025 and is on target to achieve a 57% build-out within their CapEx guidance.
The company raised concerns about potential reduced competition in the EU market due to the new NetCo.
尽管瑞士电信业务的收入下降，但IT业务仍有所增长；Fastweb在所有关键绩效指标中均表现良好。
瑞士电信推出了新的B2C和B2B产品，包括保险技术和升级后的企业移动产品组合。
该公司专注于通过数字化、自动化和人工智能改善客户体验、产品创新和提高内部效率。
瑞士电信在未来三年与爱立信合作，预计这将推动能源和成本效率的提高，并宣布了一项收购意大利沃达丰的协议。
该公司的目标是将重点放在价值而不是促销上，并通过自动化和数字自助服务提高客户满意度。它正在改进他们的销售和促销信息。
瑞士电信计划在2025年底之前升级所有已激活的线路，并计划在其资本支出指导范围内实现57％的扩张。
该公司对新的NetCo可能导致欧盟市场的竞争减少表示担忧。
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