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Earnings Call Summary | Telefonica Brasil(VIV.US) Q4 2023 Earnings Conference

Earnings Call Summary | Telefonica Brasil(VIV.US) Q4 2023 Earnings Conference

業績電話會議摘要 | 西班牙電信巴西(VIV.US)2023年第四季度業績發佈會
moomoo AI ·  02/21 17:01  · 電話會議

The following is a summary of the Telefônica Brasil S.A. (VIV) Q4 2023 Earnings Call Transcript:

以下是巴西電信公司(VIV)2023年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Telefônica Brasil's total revenue and EBITDA increased by 8.4% and 10.6% in 2023, respectively.

  • Net income rose by 23% to reach R$5 billion in 2023.

  • Operating cash flow and free cash flow saw significant growth, totalling at R$12.4 billion and R$8.1 billion in 2023, respectively.

  • The CapEx to sales ratio reduced from 20% in 2022 to 17% in 2023, with CapEx falling below R$9 billion.

  • 巴西電信的總收入和息稅折舊攤銷前利潤在2023年分別增長了8.4%和10.6%。

  • 淨收入增長了23%,到2023年達到50億雷亞爾。

  • 運營現金流和自由現金流顯著增長,2023年總額分別爲124億雷亞爾和81億雷亞爾。

  • 資本支出與銷售額的比率從2022年的20%下降到2023年的17%,資本支出降至90億雷亞爾以下。

Business Progress:

業務進展:

  • Telefônica Brasil expanded its mobile segment revenue by 8.4% YoY, with over 70% of total revenue.

  • FTTH (Fiber to the Home) showed strong performance with nearly 700,000 net additions in 2023.

  • Digital B2B services and financial services revenues grew by 25% and 36% YoY, respectively.

  • Telefônica Brasil is formulating strategies to open the free energy market to both B2B and B2C customers in partnership with Auren Energy.

  • The company is planning a reduction in CapEx and intends to shut down legacy technologies to focus on future-proof networks like fiber and 5G.

  • Telefônica Brasil intends to disburse to shareholders a value equal to or greater than 100% of net income in 2024, 2025, and 2026.

  • 巴西電信移動板塊收入同比增長8.4%,佔總收入的70%以上。

  • FTTH(光纖到戶)表現強勁,2023年淨增了近70萬個。

  • 數字B2B服務和金融服務收入分別同比增長25%和36%。

  • 巴西電信正在制定戰略,與奧倫能源合作,向B2B和B2C客戶開放自由能源市場。

  • 該公司正計劃減少資本支出,並打算關閉傳統技術,將重點放在光纖和5G等面向未來的網絡上。

  • 巴西電信打算在2024年、2025年和2026年向股東支付等於或大於淨收入100%的金額。

More details: Telefonica Brasil IR

更多詳情: 巴西電信紅外

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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