Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q1 2024 Earnings Call Transcript Summary
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q1 2024 Earnings Call Transcript Summary
The following is a summary of the Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q1 2024 Earnings Call Transcript:
以下是Perusahaan Perseroan（Persero）PT Telekomunikasi Indonesia Tbk（TLK）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Telkom Group reported a 3.7% YoY revenue increase to IDR 37.4 trillion in Q1 2024, with EBITDA at IDR 19.4 trillion, a 2.2% increase from the previous year.
Operating net income grew 3.1% YoY to IDR 6.3 trillion, driven by higher growth rate in the consolidated revenue, particularly due to mobile business growth.
Mobile revenue rose by 32.7% YoY to IDR 28.5 trillion, consisting of IDR 31.9 trillion from the mobile and IDR 6.6 trillion from fixed broadband business.
Data center and cloud revenue noted a 6.4% YoY growth while international business segment contributed IDR 4.8 trillion to total growth, marking 17.8% increase predominantly due to international wholesale voice business and digital connectivity infrastructure business.
電信集團報告稱，2024年第一季度收入同比增長3.7％，達到37.4萬億印尼盾，息稅折舊攤銷前利潤爲19.4萬億印尼盾，比上年增長2.2％。
營業淨收入同比增長3.1％，達到6.3萬億印尼盾，這得益於合併收入增長率的提高，特別是移動業務的增長。
移動收入同比增長32.7％，達到28.5萬億印尼盾，其中31.9萬億印尼盾來自移動業務，6.6萬億印尼盾來自固定寬帶業務。
數據中心和雲收入同比增長6.4％，而國際業務板塊爲總增長貢獻了4.8萬億印尼盾，增長了17.8％，這主要歸因於國際批發語音業務和數字連接基礎設施業務。
Business Progress:
業務進展：
Telkom implemented consumer value maximization supported by a corporate network strategy and structured for further growth in mobile business unit Telkomsel.
It plans to unlock the entire data center business by 2024 by seeking strategic partners for providing retail, expertise, management, and improving timely market-to-market strategy in DC market.
Mitratel added 3,700 kilometers to its fiber optic network, bringing total network length to 36,300 kilometers.
The company initiated the EXIST ESG program focused on environmental efforts, skill development, and sustainable governance.
With the focus on customer segmentation, offered better quality products to youth and mass-market segments, resulting in increased data usage.
The company is planning to roll out an integrated app to replace separate apps by the end of 2024 and add 40 megawatts capacity to the data center business within the current year, to reach a total of 60 megawatts by 2024.
Reported a growth of 8.6% in the digital business primarily due to the acquisition product under the Telkomsel Lite brand.
Progressed towards the reclassification of B2B IndiHome from the total IndiHome revenue, to be finalized by next quarter after the completion of one-off reclassification related to IFRS the previous year.
Committed to enhancing productivity among subscribers by developing the digital business.
Telkom在企業網絡戰略的支持下實施了消費者價值最大化，其結構是爲了移動業務部門Telkomsel的進一步增長。
它計劃通過尋找戰略合作伙伴來提供零售、專業知識、管理和改進華盛頓特區市場的及時市場對市場戰略，到2024年解鎖整個數據中心業務。
米特拉特爾增加了3,700千米的光纖網絡，使總網絡長度達到36,300千米。
該公司啓動了EXIST ESG計劃，重點是環境工作、技能發展和可持續治理。
以客戶細分爲重點，爲年輕人和大衆細分市場提供更高質量的產品，從而增加數據使用量。
該公司計劃在2024年底之前推出一款集成應用程序，以取代單獨的應用程序，並在本年度內爲數據中心業務增加40兆瓦的容量，到2024年總容量達到60兆瓦。
報告稱，數字業務增長了8.6％，這主要歸因於Telkomsel Lite品牌的收購產品。
在將B2B IndiHome從IndiHome總收入中重新分類方面取得了進展，該重新分類將在去年完成與國際財務報告準則有關的一次性重新分類後，於下個季度完成。
致力於通過發展數字業務來提高訂戶的生產力。
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譯文內容由第三人軟體翻譯。