Turkcell Iletisim Hizmetleri A.S. (TKC) Q2 2024 Earnings Call Transcript Summary
Turkcell Iletisim Hizmetleri A.S. (TKC) Q2 2024 Earnings Call Transcript Summary
ARPU grew by 82% year-on-year, supporting sustained profitability despite macroeconomic challenges affecting equipment revenues and large project declines.The following is a summary of the Turkcell Iletisim Hizmetleri A.S. (TKC) Q2 2024 Earnings Call Transcript:
以下是Turkcell Iletisim Hizmetleri A.S.（TKC）2024年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Turkcell reported a revenue of TRY35 billion, with an EBITDA of TRY15 billion and a solid EBITDA margin of 42.6%.
Net income was TRY2.9 billion. The company experienced inflationary pressures but demonstrated resilience through diversified business strategies.
ARPU grew by 82% year-on-year, supporting sustained profitability despite macroeconomic challenges affecting equipment revenues and large project declines.
Turkcell公佈的收入爲350土耳其里拉，息稅折舊攤銷前利潤爲150土耳其里拉，息稅折舊攤銷前利潤率穩固爲42.6％。
淨收入爲29土耳其裏伊。該公司經歷了通貨膨脹壓力，但通過多元化的業務戰略表現出了韌性。
儘管宏觀經濟挑戰影響了設備收入和大型項目下滑，但ARPU同比增長了82％，支持了持續的盈利能力。
Business Progress:
業務進展：
Turkcell added 346,000 net subscribers focusing on value-generating postpaid and fiber customer segments.
Introduced strategic adjustments in pricing and continued to lead with innovative campaigns to maintain low churn rates and boost mobile ARPU.
Expanded fiber network, adding 42,000 subscribers and increased the residential fiber customer base with contracted customers reaching 78%.
Digital Services and Solutions, and Techfin segments showed growth through strategic pricing and product offerings. Paycell revenues grew by 16% and Financell's revenue rose 34%.
Turkcell增加了34.6萬名淨訂戶，專注於創造價值的後付費和光纖客戶群。
在定價方面進行了戰略調整，並繼續引領創新活動，以保持低流失率並提高移動ARPU。
擴大了光纖網絡，增加了42,000名用戶，並增加了住宅光纖客戶群，合同客戶達到78％。
數字服務和解決方案以及Techfin板塊通過戰略定價和產品供應實現增長。Paycell的收入增長了16％，Financell的收入增長了34％。
Opportunities:
機會：
The company's commercial operations and strategic preparations for 5G rollout present significant growth potential especially with increased demand for high-speed data and advanced mobile services.
該公司的商業運營和推出5G的戰略準備工作具有巨大的增長潛力，尤其是在對高速數據和高級移動服務的需求增加的情況下。
Risks:
風險：
Regulatory challenges and macroeconomic pressures such as inflation and tightened government budgets affect equipment sales and large-scale projects, impacting revenue growth and operational strategies. The uncertain circumstance surrounding the regulatory permissions for 5G frequencies introduces complexity to future planning.
監管挑戰和宏觀經濟壓力，例如通貨膨脹和緊縮的政府預算，影響設備銷售和大型項目，影響收入增長和運營戰略。圍繞5G頻率監管許可的不確定情況給未來的規劃帶來了複雜性。
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譯文內容由第三人軟體翻譯。