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:
以下是瑞士電信股份公司（SCMWY）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
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.
瑞士電信報告稱，2024年第一季度收入爲27億瑞士法郎，經歐元兌瑞士匯率調整後同比持平。
實現了11.6億瑞士法郎的息稅折舊攤銷前利潤，超出了市場普遍預期，淨收入增長了2.9％，至 CHF455 百萬瑞士法郎。
第一季度收入減少了 CHF52 百萬美元，這是由於硬件收入和電信服務收入減少所致。
本季度扣除利息、稅項、折舊和攤銷前的收益（EBITDA）下降了 CHF19 百萬瑞士法郎，但批發息稅折舊攤銷前利潤增長了800萬瑞士法郎。
瑞士電信重申了其2024年的全年指導，預計由於季節性，未來幾個季度將節省更多的成本。
Business Progress:
業務進展：
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.
儘管瑞士電信業務的收入下降，但IT業務仍有所增長；Fastweb在所有關鍵績效指標中均表現良好。
瑞士電信推出了新的B2C和B2B產品，包括保險技術和升級後的企業移動產品組合。
該公司專注於通過數字化、自動化和人工智能改善客戶體驗、產品創新和提高內部效率。
瑞士電信在未來三年與愛立信合作，預計這將推動能源和成本效率的提高，並宣佈了一項收購意大利沃達豐的協議。
該公司的目標是將重點放在價值而不是促銷上，並通過自動化和數字自助服務提高客戶滿意度。它正在改進他們的銷售和促銷信息。
瑞士電信計劃在2025年底之前升級所有已激活的線路，並計劃在其資本支出指導範圍內實現57％的擴張。
該公司對新的NetCo可能導致歐盟市場的競爭減少表示擔憂。
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.
提示：本文由 AI 生成。無法完全保證內容的準確性。欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。