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Turkcell Iletisim Hizmetleri A.S. (TKC) Q3 2024 Earnings Call Transcript Summary

Turkcell Iletisim Hizmetleri A.S. (TKC) Q3 2024 Earnings Call Transcript Summary

土耳其移動通信土耳其移動通信服務(TKC)2024年第三季度業績會議呼叫簡報總結
富途資訊 ·  11/08 07:37  · 電話會議

The following is a summary of the Turkcell Iletisim Hizmetleri A.S. (TKC) Q3 2024 Earnings Call Transcript:

以下是土耳其移動通信土耳其移動通信(TKC)2024年第三季度業績會議呼叫實錄摘要:

Financial Performance:

財務表現:

  • Turkcell reported a third quarter revenue of TRY 40.2 billion, a 7% increase year-on-year, primarily driven by strong ARPU performance and solid subscriber additions.

  • EBITDA rose 10% to TRY 17.8 billion, translating to a robust EBITDA margin of 44.2%.

  • Net income for the quarter stood at TRY 14.3 billion, benefiting notably from the divestment of Ukrainian assets.

  • 土耳其移動通信報告第三季度營業收入爲402億里拉,同比增長7%,主要受強勁ARPU表現和穩健訂閱用戶數增加的推動。

  • EBITDA增長10%,達到178億里拉,對應強勁的EBITDA利潤率爲44.2%。

  • 本季度淨利潤爲143億里拉,明顯受益於烏克蘭資產出售。

Business Progress:

業務進展:

  • The company has successfully divested its Ukrainian assets, enhancing shareholder value.

  • Turkcell launched its first solar energy field and has made significant investments in sustainability.

  • They added 515,000 new postpaid subscribers and reported growth in the fixed broadband sector with a focus on high-speed fiber services.

  • 公司成功剝離了其烏克蘭資產,增強了股東價值。

  • 土耳其移動通信推出了其第一個太陽能場,並在可持續性方面進行了重大投資。

  • 他們增加了51.5萬名新的後付費訂閱用戶,並報告固定寬帶業務的增長,重點放在高速光纖服務上。

Opportunities:

機會:

  • The continuous growth and investment in digital services and solutions, particularly in IPTV, establish Turkcell as a key player in the digital entertainment sector.

  • With ongoing enhancements and expansions in data centers and cloud services, Turkcell is positioning itself strategically to meet increasing regional demand.

  • The company's Techfin segment, which includes Paycell, is showing promising growth in revenues and transaction volumes, further diversifying Turkcell's revenue streams.

  • 在數字服務和解決方案的持續增長和投資中,特別是IPTV領域,土耳其移動通信被確立爲數字娛樂行業的關鍵參與者。

  • 通過不斷增強和擴展數據中心和雲服務,土耳其移動通信正策略性地定位自己,以滿足不斷增長的區域需求。

  • 公司的金融科技板塊,包括Paycell,在營業收入和交易量方面顯示出有希望的增長,進一步使土耳其移動通信的營收來源多樣化。

Risks:

風險:

  • Aggressive pricing and campaigns by competitors have driven up market churn rate to 2.2%, reflecting heightened competitive pressures that may impact customer loyalty and revenue stability.

  • 競爭對手的激烈定價和活動已將市場流失率提高到2.2%,反映出競爭壓力加劇可能影響客戶忠誠度和營收穩定性。

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:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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