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Earnings Call Summary | Telecom Argentina(TEO.US) Q1 2024 Earnings Conference

Earnings Call Summary | Telecom Argentina(TEO.US) Q1 2024 Earnings Conference

财报电话会议摘要 | 阿根廷电信(TEO.US)2024 年第一季度财报会议
moomoo AI ·  05/12 04:54  · 电话会议

The following is a summary of the Telecom Argentina S.A. (TEO) Q1 2024 Earnings Call Transcript:

以下是阿根廷电信股份有限公司(TEO)2024年第一季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Telecom Argentina reported Q1 2024 revenues of around $800 million, while revenues in constant pesos fell by 18% YoY due to high inflation.

  • EBITDA for the quarter increased by 11% to $240 million compared to Q4 2023.

  • The company maintained its EBITDA margin at 30.3% YoY and invested approximately $122 million in CapEx, or 15% of its revenues.

  • Despite economic challenges, net income was a profit of ARS675 million, largely credited to real exchange difference gains.

  • Notably, the financial net debt to EBITDA ratio showed significant improvement, which indicates resilient resistance to FX depreciation.

  • 阿根廷电信公司报告称,2024年第一季度收入约为8亿美元,而由于高通胀,按固定比索计算的收入同比下降了18%。

  • 与2023年第四季度相比,该季度的息税折旧摊销前利润增长了11%,达到2.4亿美元。

  • 该公司将息税折旧摊销前利润率维持在同比30.3%,并在资本支出上投资了约1.22亿美元,占其收入的15%。

  • 尽管面临经济挑战,但净收入仍为 ARS675 百万美元的利润,这主要归因于实际汇率差额收益。

  • 值得注意的是,金融净负债与息税折旧摊销前利润的比率显示出显著改善,这表明外汇贬值具有弹性的抵制力。

Business Progress:

业务进展:

  • The company's mobile subscriber base grew by over 3% YoY, with average monthly gigabytes per user increasing by 21%.

  • Progress in broadband has been quick, with new FTTH access contributing to an increased customer base.

  • The number of unique customers for the Flow platform rose by 12% YoY to nearly 1.5 million.

  • With 2.5 million onboarded clients, the company's digital wallet, Personal Pay, has emerged as a strong player in the FinTech market.

  • The company focused its CapEx on FTTH technology expansion, mobile network development, and 5G.

  • Promisingly, the company managed to strengthen its position in the mobile, broadband and Pay TV markets in Paraguay, as well as the Pay TV market in Uruguay.

  • Future revenue growth is expected to come from the B2B sector based on contracts following the FX evolution and a strong focus on developing the digital business ecosystem.

  • 该公司的移动用户群同比增长了3%以上,每位用户的平均每月千兆字节增长了21%。

  • 宽带领域进展迅速,新的FTTH接入有助于增加客户群。

  • Flow平台的独立客户数量同比增长12%,达到近150万。

  • 该公司的数字钱包Personal Pay拥有250万注册客户,已成为金融科技市场的强大参与者。

  • 该公司将其资本支出集中在FTTH技术扩展、移动网络开发和5G上。

  • 令人鼓舞的是,该公司设法巩固了其在巴拉圭移动、宽带和付费电视市场以及乌拉圭付费电视市场的地位。

  • 未来的收入增长预计将来自B2B行业,其基础是外汇演变后的合约以及对发展数字商业生态系统的强烈关注。

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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