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Earnings Call Summary | KT Corp(KT.US) Q3 2024 Earnings Conference

Earnings Call Summary | KT Corp(KT.US) Q3 2024 Earnings Conference

業績會重點 | 韓國電信(Kt.US) 2024年第3季度業績會
富途資訊 ·  2024/12/30 18:49  · 電話會議

The following is a summary of the KT Corporation (KT) Q3 2024 Earnings Call Transcript:

以下是韓國電信(KT) 2024年第三季度業績發佈會通訊的總結:

Financial Performance:

財務表現:

  • KT Corporation reported a slight year-on-year decrease in total consolidated revenue to KRW6,654.6 billion.

  • Consolidated operating income surged by 44.2% year-over-year to KRW464.1 billion, mainly due to a base effect from wage negotiations.

  • Separate operating income increased significantly by 75.1% year-over-year.

  • Net income rose by 32.9% to KRW383.2 billion, supported by growth in operating income.

  • 韓國電信報告稱,總體合併營業收入同比小幅下降至66546億韓元。

  • 合併營業收入同比激增44.2%,達到4641億韓元,這主要由於工資談判帶來的基數效應。

  • 單獨營業收入同比顯著增長75.1%。

  • 凈利潤上漲32.9%,達到3832億韓元,得益於營業收入的增長。

Business Progress:

業務進展:

  • KT announced a strategic partnership with Microsoft to develop Korean AI cloud services and establish a company specializing in AX.

  • Plans to merge KT NXR to strengthen big data capabilities.

  • Launched a shareholder value program aiming for a ROE of 9-10% by 2028, with significant initiatives including tripling AI and IT business revenue and a share buyback program.

  • Introduced the on-device AI setup box in the Media business, aligning technology with content distribution.

  • 韓國電信宣佈與微軟建立戰略合作伙伴關係,共同開發韓國的人工智能雲服務,併成立一家專注於AX的公司。

  • 計劃合併韓國電信NXR以增強大數據能力。

  • 推出股東價值計劃,目標是到2028年實現9-10%的ROE,重大舉措包括將人工智能和IT業務的營業收入提升三倍以及股票回購計劃。

  • 在媒體業務中推出設備端人工智能設置盒,將科技與內容分發相結合。

Opportunities:

機會:

  • Strategic partnership with Microsoft aims to capture new markets in the AI and cloud sectors.

  • The introduction of AX-focused company to provide innovative business solutions and technical consulting could position KT as a leader in high-tech service delivery.

  • Potential market growth in AI innovation, as demonstrated by customer interest and projected demand.

  • 與微軟的戰略合作伙伴關係旨在在人工智能和雲領域開拓新市場。

  • 推出以AX爲重點的公司,以提供創新的業務解決方案和技術諮詢,可能使韓國電信在高科技服務交付方面成爲領導者。

  • 人工智能創新的潛在市場增長,客戶興趣和預計需求均表明這一點。

Risks:

風險:

  • Consolidated revenue decline driven by weak performance in the content subsidiary indicating challenges in media market segments.

  • The growth of high-tech initiatives such as the AI and cloud services is subject to regulatory changes and market acceptance.

  • 合併營業收入下降是由於內容子公司的表現不佳,表明媒體市場領域面臨挑戰。

  • 高科技創新的增長,如人工智能和雲服務,受到監管變化和市場接受度的影響。

More details: KT Corp IR

更多詳細信息:韓國電信 IR

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:欲了解更全面的細節,請參閱IR網站。 文章僅供投資者參考,不構成任何指導或推薦建議。

譯文內容由第三人軟體翻譯。


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