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Earnings Call Summary | TELENOR ASA ADR EACH REPR 1 ORD NOK6 SPON(TELNY.US) Q1 2024 Earnings Conference

Earnings Call Summary | TELENOR ASA ADR EACH REPR 1 ORD NOK6 SPON(TELNY.US) Q1 2024 Earnings Conference

業績電話會議摘要 | TELENOR ASA ADR EACH REPR 1 ORD NOK6 SPON (TELNY.US) 2024 年第一季度業績會議
富途資訊 ·  05/01 08:56  · 電話會議

The following is a summary of the Telenor ASA (TELNY) Q1 2024 Earnings Call Transcript:

以下是 Telenor ASA(TELNY)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Telenor ASA reported a 6% growth in service revenue and a 7% growth in EBITDA in Q1 2024.

  • It generated a total free cash flow of NOK5.4 billion in the same quarter.

  • Positive financial growth was attributed to revenue growth, cost discipline in the Nordic region, and cash flow focus in Asia.

  • The strong Q1 results in the Nordic operation were better than expected.

  • The company is on track to meet its full-year and midterm financial targets.

  • Telenor ASA報告稱,2024年第一季度服務收入增長6%,息稅折舊攤銷前利潤增長7%。

  • 它在同一季度創造了54億挪威克朗的總自由現金流。

  • 正的財務增長歸因於收入增長、北歐地區的成本紀律以及亞洲對現金流的關注。

  • 北歐業務第一季度的強勁業績好於預期。

  • 該公司有望實現其全年和中期財務目標。

Business Progress:

業務進展:

  • Telenor showed strong growth in the Nordic region as all business units contributed to revenue and EBITDA.

  • The company has outlined a new cloud-native technology transformation program and formed a joint venture, Skygard, to launch new data centers by H1 2025.

  • The Asian operations are focusing on synergy realization and cash repatriation, aligning with the target of generating NOK5 billion in free cash flow from Asia in 2025.

  • A partnership has been confirmed with NVIDIA to enhance Telenor's data centers, aiding in Telenor Nordics' transformation.

  • The company plans to concentrate its efforts on cost management, exploring profitable ventures, and growing operational leverage in response to customer churn due to price increases.

  • There's anticipation of a positive regulatory change allowing more access to the fixed market and contributing to potential cost savings.

  • It is planning a more wholesale-oriented business approach in response to changing fiber conditions.

  • Telenor foresees deregulation positively impacting revenue generated on its mobile towers and looks forward to the lifting of national roaming regulations.

  • Notwithstanding the divestment of Telenor Pakistan, the company aims to keep its cash flow targets consistent, with the ambition to resume dividends by 2025.

  • 由於所有業務部門都對收入和息稅折舊攤銷前利潤做出了貢獻,Telenor在北歐地區表現出強勁的增長。

  • 該公司概述了一項新的雲原生技術轉型計劃,併成立了合資企業Skygard,將在2025年上半年推出新的數據中心。

  • 亞洲業務側重於協同效應實現和現金匯回,與2025年從亞洲創造50億挪威克朗自由現金流的目標一致。

  • 已經確認與NVIDIA建立合作伙伴關係,以增強Telenor的數據中心,從而幫助Telenor北歐的轉型。

  • 該公司計劃將精力集中在成本管理、探索盈利企業和提高運營槓桿率上,以應對價格上漲導致的客戶流失。

  • 預計將出現積極的監管變化,這將允許更多的固定市場準入,並有助於節省潛在的成本。

  • 它正在計劃採取更加以批發爲導向的業務方法,以應對不斷變化的纖維狀況。

  • Telenor預計,放松管制將對其移動塔的收入產生積極影響,並期待取消國家漫遊法規。

  • 儘管撤資了巴基斯坦電信,但該公司的目標是保持其現金流目標一致,並計劃到2025年恢復分紅。

Tips: 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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譯文內容由第三人軟體翻譯。


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