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Earnings Call Summary | TELUS(TU.US) Q3 2024 Earnings Conference

Earnings Call Summary | TELUS(TU.US) Q3 2024 Earnings Conference

業績會重點 | 泰勒斯(TU.US) 2024年第三季度業績會
富途資訊 ·  2024/12/30 10:38  · 電話會議

The following is a summary of the TELUS Corporation (TU) Q3 2024 Earnings Call Transcript:

以下是泰勒斯公司(TU)2024年第三季度業績發佈會實錄摘要:

Financial Performance:

財務表現:

  • TELUS reported strong Q3 2024 financial results, with a notable EBITDA growth of 5.6%, demonstrating the effectiveness of their transformational efficiency programs.

  • Mobile network revenue grew by 0.7%, driven by subscriber additions, despite a decline in mobile phone ARPU by 3.4%.

  • Fixed data service revenue saw a growth of 1.9%, supported by strong customer additions.

  • Total operating revenues increased by 1% year-over-year and adjusted EBITDA increased by 1.3%.

  • 泰勒斯發佈了2024年第三季度強勁的財務業績,EBITDA增長了5.6%,顯示出其轉型效率計劃的有效性。

  • 移動網絡營業收入增長了0.7%,儘管手機ARPU下降了3.4%,但得益於用戶的增加。

  • 固定數據服務營業收入增長了1.9%,得益於客戶的強勁增長。

  • 總營業收入同比增長了1%,調整後的EBITDA增長了1.3%。

Business Progress:

業務進展:

  • TELUS continues to expand and invest in its PureFibre network, achieving significant wireline customer growth with 34,000 new Internet additions.

  • The company launched new consumer products, including TELUS Smart Energy and TELUS HomeView, enhancing their home security and automation offerings.

  • TELUS Business Solutions experienced robust growth, capitalizing on opportunities in IoT and private wireless networks.

  • 泰勒斯繼續擴展並投資於其PureFibre網絡,實現了34,000個新Internet Plus-related用戶的顯著增幅。

  • 公司推出了新的消費產品,包括泰勒斯智能能源和泰勒斯家庭視圖,增強了他們的家庭安防和自動化產品。

  • 泰勒斯業務解決方案經歷了穩健增長,抓住了物聯網和私人無線網絡的機會。

Opportunities:

機會:

  • The continued expansion of the PureFibre network and the launch of new consumer products present significant growth opportunities in both the consumer and business sectors.

  • The focus on IoT and the business sector (TELUS Business Solutions) offers expansion into new revenue streams.

  • PureFibre網絡的持續擴展和新消費產品的推出在消費和業務板塊都帶來了重大增長機會。

  • 對物聯網和業務板塊(泰勒斯業務解決方案)的關注提供了擴展新營業收入來源的機會。

Risks:

風險:

  • The competitive intensity in the telecom market, particularly in western Canada, poses challenges to pricing and customer retention.

  • Elevated competitive activities impacting mobile ARPU, with pressures from aggressive market pricing and promotional activities.

  • 電信市場的競爭強度,尤其是在加拿大西部,對定價和客戶保留構成了挑戰。

  • 競爭活動加劇影響了移動ARPU,面臨激進市場定價和促銷活動的壓力。

More details: TELUS IR

更多細節:泰勒斯投資者關係

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:欲了解更全面的細節,請參閱IR網站。 文章僅供投資者參考,不構成任何指導或推薦建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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