Earnings Call Summary | TELENOR ASA ADR EACH REPR 1 ORD NOK6 SPON(TELNY.US) Q2 2024 Earnings Conference
Earnings Call Summary | TELENOR ASA ADR EACH REPR 1 ORD NOK6 SPON(TELNY.US) Q2 2024 Earnings Conference
The following is a summary of the Telenor ASA (TELNY) Q2 2024 Earnings Call Transcript:
以下是Telenor ASA（TELNY）2024年Q2業績會議交流記錄摘要：
Financial Performance:
金融業績：
Telenor ASA reported strong financial results with group service revenues growing by 4.5% and EBITDA by almost 4% in Q2.
Group CapEx on sales was 15%, while reporting NOK2.2 billion in free cash flow, summing up to NOK5.5 billion year-to-date before M&A.
In the Nordics, revenue growth was primarily driven by consumer mobile and ARPU growth from more-for-more price increase strategies, contributing to an EBITDA growth of 4%.
Asia continues to show progress on growth and synergy realization, particularly in True and CelcomDigi, despite headwinds from energy costs, particularly in Pakistan.
Telenor ASA報告強勁的財務業績，集團服務收入增長4.5％，EBITDA增長近4％。
銷售的集團資本支出爲15％，自M＆A以來，截至目前已有22億挪威克朗的自由現金流，年初至今爲55億挪威克朗。
在北歐，營收增長主要受到消費者移動和更高價格策略帶來的ARPU增長的推動，爲EBITDA增長貢獻了4%。
亞洲在增長和協同效應方面繼續取得進展，尤其是在True和CelcomDigi方面，儘管在巴基斯坦的能源成本方面面臨困境。
Business Progress:
業務進展：
Telenor is progressing well with its Nordic transformation, targeting operational efficiencies and customer benefits across Network and IT, Shared Services, Commercial area, and Working Capital.
Significant progress includes shutting down 98 out of 200 targeted legacy systems, establishing a Shared Services hub in Portugal, and capturing about NOK100 million in OpEx savings so far this year.
The company launched a new security offering for business customers in Norway and set up a new cybersecurity company, Amp, to enhance service offerings.
Telenor在其北歐轉型方面取得了良好的進展，以實現在網絡和IT、共享服務、商業領域和營運資本方面的運營效率和客戶利益。
重要進展包括關閉了200個目標遺留系統中的98個，在葡萄牙建立了共享服務中心，並迄今已節省約1億挪威克朗的業務支出。
該公司推出了一項針對挪威企業客戶的新安全解決方案，併成立了一家新的網絡安全公司Amp，以增強服務提供。
Opportunities:
機會：
Strong cash flows from Grameenphone and CelcomDigi in Asia, with True in Thailand identified as a key driver for future growth and synergy benefits.
Continued focus on digital and cybersecurity services to leverage growing security demands and enhance market position across the Nordics.
Plans for further financial improvements and potential dividend payouts from Asian operations in 2025.
亞洲的Grameenphone和CelcomDigi擁有強大的現金流，泰國的True已被確定爲未來增長和協同效益的關鍵驅動因素。
繼續專注於數字和網絡安全服務，以利用不斷增長的安全需求並增強在北歐地區的市場地位。
計劃在2025年通過亞洲業務進一步提高財務業績並潛在支付股息。
Risks:
風險：
Regulatory uncertainties and competitive challenges in the telecom sector, with specific concerns regarding the dual 5G network structure in Malaysia and revenue growth challenges.
Economic conditions, especially inflation and energy cost increases, particularly affecting operations in Asia.
電信行業面臨監管不確定性和競爭挑戰，特別關注馬來西亞的雙5g網絡結構和收入增長挑戰。
經濟條件，尤其是通脹和能源成本上升，特別影響亞洲業務。
More details: TELENOR ASA ADR EACH REPR 1 ORD NOK6 SPON IR
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提示：本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息，請參閱IR網站。本文只是爲投資者提供參考，沒有任何指導或推薦建議。