PLDT Inc. (PHI) Q2 2024 Earnings Call Transcript Summary
PLDT Inc. (PHI) Q2 2024 Earnings Call Transcript Summary
EBITDA reached ₱53.9 billion with a margin of 52%, and net debt-to-EBITDA was 2.38.The following is a summary of the PLDT Inc. (PHI) Q2 2024 Earnings Call Transcript:
以下是PLDt Inc.（PHI）2024 Q2業績會簡報摘要：
Financial Performance:
金融業績：
Consolidated service revenues reached ₱96.9 billion, a 3% increase YOY.
EBITDA reached ₱53.9 billion with a margin of 52%, and net debt-to-EBITDA was 2.38.
綜合服務收入達到969億菲律賓披索，同比增長3%。
EBITDA爲539億菲律賓披索，利潤率爲52%，淨債務/EBITDA爲2.38。
Business Progress:
業務進展：
Individual segment revenues increased by 4% due to mobile data uptake; enterprise segment grew by 4%.
Expansion of 5G technology and data center capabilities, including the VITRO Sta. Rosa project.
個人業務收入由於移動數據使用增加而增長4％，企業業務增長4％。
5g概念和idc概念能力的擴展，包括VITRO Sta. Rosa項目。
Opportunity:
機會：
Enhancement of data center capabilities, particularly with the upcoming VITRO Sta. Rosa facility.
Maya's turn to cash flow positivity signals potential for significant financial improvements.
增強數據中心能力，特別是即將到來的VITRO Sta. Rosa設施。
Maya的現金流積極性標誌着潛在的重大財務改善。
Risk:
風險：
Seasonal fluctuations impacting mobile revenues in Q2; unpredictability in performance due to external factors.
Economic considerations and customer commitments pose challenges in scaling the prepaid fiber market.
季節性波動影響了Q2的移動收入，不確定性因素導致業績不穩定。
經濟考慮和客戶承諾對規模化預付光纖市場構成挑戰。
Financial Performance:
金融業績：
PLDT Inc. reported consolidated service revenues of ₱96.9 billion for the first half of 2024, a 3% increase year-over-year.
EBITDA for the period was ₱53.9 billion, also growing by 3% with an EBITDA margin of 52%.
Telco core income rose by 3% to ₱18 billion, excluding asset sales in Maya.
PLDT declared an interim dividend of ₱50 per share, representing 60% of telco core income.
Net debt-to-EBITDA was maintained at 2.38 times with a strategic target to lower it to 2.0 times.
Gross debt stood at ₱265.4 billion, with capital expenditures at ₱35.1 billion.
PLDt Inc.報告2024年上半年綜合服務收入969億菲律賓披索，同比增長3％。
該期EBITDA爲539億菲律賓披索，同比增長3％，EBITDA利潤率爲52%。
電信核心收入增長3％，達到180億菲律賓披索，不包括Maya的資產出售。
PLDt宣佈派發臨時股息50披索/股，相當於電信核心收入的60%。
淨債務/EBITDA保持在2.38倍，戰略目標是將其降至2.0倍。
總債務爲2654億菲律賓披索，資本支出爲351億菲律賓披索。
Business Progress:
業務進展：
The Individual business segment saw a 4% revenue increase driven by mobile data, with active mobile data users rising to 40.5 million.
Home segment revenues were slightly down by 1% to ₱30 billion, although fiber-only revenues rose by 7%.
Enterprise segment grew by 4%, spurred by gains in corporate data and ICT which grew by 7%.
Introduction of various customer-centric initiatives such as geo-targeted campaigns and enhanced customer care through technology integration.
Expansion and modernization of network infrastructure, including more aggressive deployment of 5G technology.
個人業務部門的收入因移動數據增加而增長了4％，活躍移動數據用戶增至4050萬。
家庭業務部門的收入略有下降，爲300億菲律賓披索，僅光纖業務收入增長了7％。
企業業務增長了4％，主要受企業數據和信息通信技術增長7％的推動。
引入了各種以客戶爲中心的倡議，例如地理定位的活動和通過技術整合增強的客戶關懷。
擴展和現代化網絡基礎設施，包括更積極地部署5g概念技術。
Opportunities:
機會：
PLDT is expanding its data center capabilities with the Sta. Rosa facility expected to add significant capacity by the end of 2024, which positions the company to benefit from growing demand for data services, including AI and cloud computing.
Continued growth in digital banking through Maya, which turned cash flow positive in the second quarter, indicating potential for significant financial performance improvements in the near future.
菲律賓長途電話正在擴大其idc概念的能力，Sta. Rosa設施預計到2024年底將增加大量容量，爲公司受益於不斷增長的對數據服務的需求，包括人工智能和雲計算服務商。
Maya通過數字銀行的持續增長在第二季度實現現金流盈餘，表明在不久的將來有可能出現顯著的財務表現改善。
Risks:
風險：
The slowdown in mobile revenues in Q2 due to seasonal effects such as school holidays and higher temperatures impacting customer mobility, which could suggest sensitivity to external factors that could affect performance unpredictability.
Potential challenges in scaling the prepaid fiber market due to economic considerations and necessary customer commitments.
由於諸如學校假期和氣溫升高影響客戶流動性的季節性因素，第二季度手機收入放緩，這可能表明對外部因素的敏感性可能會影響業績的不可預測性。
由於經濟考慮和必要的客戶承諾，擴大預付費光纖市場的潛在挑戰。
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譯文內容由第三人軟體翻譯。