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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

财报电话会议摘要 | 西班牙电信巴西(VIV.US)2023年第四季度财报发布会
moomoo AI ·  02/21 17:01  · 电话会议

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

以下是巴西电信公司(VIV)2023年第四季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • 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.

  • 巴西电信的总收入和息税折旧摊销前利润在2023年分别增长了8.4%和10.6%。

  • 净收入增长了23%,到2023年达到50亿雷亚尔。

  • 运营现金流和自由现金流显著增长,2023年总额分别为124亿雷亚尔和81亿雷亚尔。

  • 资本支出与销售额的比率从2022年的20%下降到2023年的17%,资本支出降至90亿雷亚尔以下。

Business Progress:

业务进展:

  • 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.

  • 巴西电信移动板块收入同比增长8.4%,占总收入的70%以上。

  • FTTH(光纤到户)表现强劲,2023年净增了近70万个。

  • 数字B2B服务和金融服务收入分别同比增长25%和36%。

  • 巴西电信正在制定战略,与奥伦能源合作,向B2B和B2C客户开放自由能源市场。

  • 该公司正计划减少资本支出,并打算关闭传统技术,将重点放在光纤和5G等面向未来的网络上。

  • 巴西电信打算在2024年、2025年和2026年向股东支付等于或大于净收入100%的金额。

More details: Telefonica Brasil IR

更多详情: 巴西电信红外

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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