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Earnings Call Summary | PLDT(PHI.US) Q1 2024 Earnings Conference

Earnings Call Summary | PLDT(PHI.US) Q1 2024 Earnings Conference

業績電話會議摘要 | PLDT (PHI.US) 2024 年第一季度業績會議
富途資訊 ·  05/13 17:39  · 電話會議

The following is a summary of the PLDT, Inc. (PHI) Q1 2024 Earnings Call Transcript:

以下是PLDT, Inc.（PHI）2024年第一季度業績電話會議記錄摘要：

Financial Performance:

財務業績：

  • PLDT's consolidated service revenue for Q1 2024 increased 3% YoY to PHP 48.7 billion, with gross service revenues up by 5% compared to the same period last year.

  • The company's consolidated EBITDA increased by 5% to PHP 27.3 billion, with an EBITDA margin at 52%.

  • Telco core income, excluding Maya asset sales impact, expanded by 8% to PHP 9.3 billion.

  • The Mobile business experienced the strongest growth of 7% or PHP 1.3 billion to PHP 21.1 billion in Q1 2024.

  • The Enterprise segment grew by 3% to PHP 12.1 billion, and Home segment revenue remained stable YoY at PHP 15 billion.

  • Net debt to EBITDA ratio improved slightly to 2.29x with a target leverage of 2.0x.

  • The company spent PHP 15.7 billion on CapEx in the quarter and projects a total CapEx of PHP 75 billion-₱78 billion for 2024.

  • PLDT在2024年第一季度的合併服務收入同比增長3％，達到487億菲律賓披索，總服務收入與去年同期相比增長了5％。

  • 該公司的合併息稅折舊攤銷前利潤增長了5％，達到273億菲律賓披索，息稅折舊攤銷前利潤率爲52％。

  • 不包括瑪雅資產銷售影響，電信公司的核心收入增長了8％，達到93億菲律賓披索。

  • 移動業務在 2024 年第一季度實現了 7% 的最強勁增長，達到 13 億菲律賓披索，達到 211 億菲律賓披索。

  • 企業板塊增長了3％，達到121億菲律賓披索，家居板塊收入同比保持穩定，爲150億菲律賓披索。

  • 淨負債與息稅折舊攤銷前利潤的比率略有提高至2.29倍，目標槓桿率爲2.0倍。

  • 該公司在本季度的資本支出上花費了157億菲律賓披索，預計2024年的總資本支出爲750億至780億披索。

Business Progress:

業務進展：

  • PLDT saw a 7% YoY growth in service revenues for the Individual segment, propelled by strong data monetization.

  • Home fiber ARPU showed YoY improvement and remained around the 1,500 level.

  • Corporate data and ICT in the Enterprise segment saw a stronger 8% growth due to higher fiber, managed IT data revenues, and cloud service ICT revenues.

  • The company plans to expand its AI and cloud capabilities.

  • The Sta. Rosa data center is anticipated to be operational by July, catering to demand from hyperscalers.

  • Maya Bank, PLDT's digital bank, has become the largest digital bank in the Philippines with 3.4 million depositors and a deposit balance of ₱29 billion.

  • PLDT plans to reduce CapEx further, expecting a 2024 revenue growth coming from data and broadband revenues across all business segments.

  • The acquisition of Radius aims to leverage strategic synergies, improve customer service, and decrease CapEx.

  • The PLDT Home business landscape plans to expand customer base and network, switch customers from competitive networks, and target different segments within existing footprint.

  • Plans to cross-pollinate customer data in the Digico front with Telco, Meralco, and tollways are underway to provide new insights into the customer base and develop new products.

  • 在強勁的數據貨幣化的推動下，PLDT個人板塊的服務收入同比增長7％。

  • 家用光纖的ARPU同比有所改善，並保持在1,500左右的水平。

  • 由於光纖、託管IT數據收入和雲服務ICT收入的增加，企業板塊的企業數據和ICT增長了8％。

  • 該公司計劃擴大其人工智能和雲能力。

  • The Sta.羅莎數據中心預計將於7月投入運營，以滿足超大規模公司的需求。

  • PLDT的數字銀行瑪雅銀行已成爲菲律賓最大的數字銀行，擁有340萬存款人，存款餘額爲290億英鎊。

  • PLDT計劃進一步降低資本支出，預計2024年的收入將來自所有業務領域的數據和寬帶收入。

  • 收購Radius旨在利用戰略協同效應，改善客戶服務並降低資本支出。

  • PLDT Home的業務格局計劃擴大客戶群和網絡，將客戶從競爭網絡中切換，並在現有業務範圍內瞄準不同的細分市場。

  • 正在計劃將Digico方面的客戶數據與電信、Meralco和收費公路進行交叉傳輸，以提供對客戶群的新見解並開發新產品。

More details: PLDT IR

更多詳情： PLT IT

Tips: 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：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。

譯文內容由第三人軟體翻譯。


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