Earnings Call Summary | UNITED INTERNET AG(UDIRF.US) Q2 2024 Earnings Conference
Earnings Call Summary | UNITED INTERNET AG(UDIRF.US) Q2 2024 Earnings Conference
The company revised its forecast for annual revenue down to €6.4 billion and EBITDA to €1.38 billion, reflecting challenges in hardware and aftermarket revenues.The following is a summary of the United Internet AG (UDIRF) Q2 2024 Earnings Call Transcript:
以下是United Internet AG（UDIRF）2024年第二季度業績會議電話記錄摘要：
Financial Performance:
金融業績：
United Internet AG reported a revenue increase of 1.1% in the first half of 2024. Service revenue, which reflects the company's core earnings, grew by 3.8%, excluding regulatory effects, it would have marked a 4.4% increase.
EBITDA in consumer access fell by 7.2% to €326.6 million due to mobile network expansion costs. However, business access and consumer applications saw an increase in EBITDA by 1.9% and 16.4% respectively.
The company revised its forecast for annual revenue down to €6.4 billion and EBITDA to €1.38 billion, reflecting challenges in hardware and aftermarket revenues.
United Internet AG報告2024年上半年營業收入增長了1.1%。體現公司核心收入的服務收入增長了3.8%，不包括監管影響，如果不考慮監管影響將會增長4.4%。
由於移動網絡擴展成本，消費訪問的EBITDA下降了7.2%，至32660萬歐元。然而，業務訪問和消費者應用程序的EBITDA分別增加了1.9%和16.4%。
公司將年度營收預測修訂爲64億歐元，EBITDA修訂爲13.8億歐元，反映出硬件和售後收入方面的挑戰。
Business Progress:
業務進展：
Broadband and mobile customer base grew by 90,000 in the first half of 2024, reaching 12.36 million mobile and 3.99 million broadband subscribers.
United Internet is expanding its 1&1 Mobile Network, incurring significant startup costs but setting the stage for future growth.
The company's growth in applications is moving from being solely email providers to comprehensive personal communication service providers, showing substantial growth in revenue and EBITDA in this segment.
2024年上半年寬帶和移動客戶群增加9萬，達到1236萬移動和399萬寬帶訂閱用戶數。
United Internet正在擴大其1＆1 Mobile Network，產生了重大的創業成本，但爲未來的增長打下了基礎。
該公司在應用程序增長方面正在從僅提供電子郵件服務轉變爲綜合個人通信服務提供商，在該領域的收入和EBITDA增長顯著。
Opportunities:
機會：
The company's new business areas in 1&1 Versatel focusing on 5G and commercial area fiber expansions present significant growth opportunities.
Continued investments in AI and digital solutions across the business spectrum including cloud services and personal communication applications signal ongoing innovation and market adaptation.
公司在1＆1 Versatel的新業務領域專注於5g和商業區域光纖擴展，提供了重大的增長機遇。
在業務領域建議AI和數字解決方案的持續投資，包括雲服務和個人通信應用程序，表明公司在持續創新和市場適應方面保持着先導。
Risks:
風險：
The aggressive pricing in the telecommunications market, especially from discount sub-brands and competitors, poses a risk to service revenue and margin sustainability.
Regulatory changes and market dynamics such as potential frequency auctions might influence future financial flexibility and investment capabilities.
電信市場中激烈的定價，尤其是來自折扣子品牌和競爭對手的價格，對服務收入和利潤率的可持續性構成風險。
監管變化和市場動態，如潛在的頻率拍賣，可能會影響未來的金融靈活性和投資能力。
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。
