Earnings Call Summary | Telecom Argentina(TEO.US) Q1 2024 Earnings Conference
Earnings Call Summary | Telecom Argentina(TEO.US) Q1 2024 Earnings Conference
The following is a summary of the Telecom Argentina S.A. (TEO) Q1 2024 Earnings Call Transcript:
以下是阿根廷電信股份有限公司（TEO）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Telecom Argentina reported Q1 2024 revenues of around $800 million, while revenues in constant pesos fell by 18% YoY due to high inflation.
EBITDA for the quarter increased by 11% to $240 million compared to Q4 2023.
The company maintained its EBITDA margin at 30.3% YoY and invested approximately $122 million in CapEx, or 15% of its revenues.
Despite economic challenges, net income was a profit of ARS675 million, largely credited to real exchange difference gains.
Notably, the financial net debt to EBITDA ratio showed significant improvement, which indicates resilient resistance to FX depreciation.
阿根廷電信公司報告稱，2024年第一季度收入約爲8億美元，而由於高通脹，按固定披索計算的收入同比下降了18％。
與2023年第四季度相比，該季度的息稅折舊攤銷前利潤增長了11％，達到2.4億美元。
該公司將息稅折舊攤銷前利潤率維持在同比30.3％，並在資本支出上投資了約1.22億美元，佔其收入的15％。
儘管面臨經濟挑戰，但淨收入仍爲 ARS675 百萬美元的利潤，這主要歸因於實際匯率差額收益。
值得注意的是，金融淨負債與息稅折舊攤銷前利潤的比率顯示出顯著改善，這表明外匯貶值具有彈性的抵制力。
Business Progress:
業務進展：
The company's mobile subscriber base grew by over 3% YoY, with average monthly gigabytes per user increasing by 21%.
Progress in broadband has been quick, with new FTTH access contributing to an increased customer base.
The number of unique customers for the Flow platform rose by 12% YoY to nearly 1.5 million.
With 2.5 million onboarded clients, the company's digital wallet, Personal Pay, has emerged as a strong player in the FinTech market.
The company focused its CapEx on FTTH technology expansion, mobile network development, and 5G.
Promisingly, the company managed to strengthen its position in the mobile, broadband and Pay TV markets in Paraguay, as well as the Pay TV market in Uruguay.
Future revenue growth is expected to come from the B2B sector based on contracts following the FX evolution and a strong focus on developing the digital business ecosystem.
該公司的移動用戶群同比增長了3％以上，每位用戶的平均每月千兆字節增長了21％。
寬帶領域進展迅速，新的FTTH接入有助於增加客戶群。
Flow平台的獨立客戶數量同比增長12％，達到近150萬。
該公司的數字錢包Personal Pay擁有250萬註冊客戶，已成爲金融科技市場的強大參與者。
該公司將其資本支出集中在FTTH技術擴展、移動網絡開發和5G上。
令人鼓舞的是，該公司設法鞏固了其在巴拉圭移動、寬帶和付費電視市場以及烏拉圭付費電視市場的地位。
未來的收入增長預計將來自B2B行業，其基礎是外匯演變後的合約以及對發展數字商業生態系統的強烈關注。
More details: Telecom Argentina IR
更多詳情： 阿根廷電信 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。