业绩总结 - 第一季度服务收入达到101亿欧元，同比增长0.9%[12] - EBITDA为32亿欧元，同比增长1.9%，EBITDA利润率为31.6%[12] - 第一季度自由现金流为-4100万欧元，符合年度指导[12] - 2024年EBITDA预计同比增长1%至2%[27] - 2024年第一季度EBITDA利润率为36%[18] 用户数据 - 西班牙和巴西的客户流失率创历史新低，德国为1%[10] - 巴西的合同收入增长16%，ARPU增长9.4%[16] - 西班牙的ARPU为92.2欧元，流失率为1.0%[15] - 2024年第一季度移动合同流失率保持在1.2%[18] 市场表现 - 德国的EBITDA增长5.0%，EBITDAaL-CapEx增长14.3%[17] - 移动合同市场份额在巴西达到43.5%[16] - 德国5G覆盖率超过95%[17] 新产品与技术研发 - FTTH接入点同比增长9百万，达到7700万[11] - T. Infra的FTTH（光纤到户）部署总计达到约30万户，增长超过60%[20] - T. Hispam的FTTH和有线用户同比增长4.1%[22] - Virgin Media O2的固定网络建设速度同比增长80%[18] 未来展望 - 2024年自由现金流（FCF）预计增长超过10%[23] - 2024年资本支出占销售比率预计上升至13%[27] - 2024年现金股息设定为每股0.3欧元[27] - T. Tech在2024年第一季度实现11%的收入同比增长，达到476百万欧元[19]

Table of Contents As filed with the Securities and Exchange Commission on February 23, 2024 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________ FORM 20-F (Mark One) o REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF T ...

*5<56W>931) - To the shareholders of Telefónica, S.A .: Report on the annual accounts Opinion We have audited the annual accounts of Telefónica, S.A. (the Company), which comprise the balance sheet as at 31 December 2023, and the income statement, statement of changes in equity, cash flow statement and related notes for the year then ended. n our opinion, the accompanying annual accounts present fairly, in all material respects, the equity nd financial position of the Company as at 31 December 2023, as well ...

Telefónica, S.A. (NYSE:TEF) Q4 2023 Earnings Conference Call February 22, 2024 4:00 AM ET Company Participants Adrian Zunzunegui - Global Director of Investor Relations Jose Maria Alvarez-Pallete Lopez - Chairman & Chief Executive Officer Angel Vila - Chief Operating Officer Laura Abasolo - Chief Financial Officer Conference Call Participants Andrew Lee - Goldman Sachs Mathieu Robilliard - Barclays Jakob Bluestone - Exane BNP Paribas David Wright - Bank of America James Ratzer - New Street Research Keval Kh ...

Adrian Zunzunegui Before proceeding, let me just mention that the financial information contained in this document has been prepared under International Financial Reporting Standards as adopted by the European Union. This financial information is unaudited. This presentation including the Q&A session, may contain forward-looking statements and information relating to the Telefonica Group. These statements may include financial or operating forecasts and estimates or statements regarding plans, objectives an ...

Jose Maria Alvarez-Pallete Yes. Yes. And in particular, in the SME, digitalization, this has been the slowest to execute. There have been awards, but the execution of those awards is flowing slower on the connectivity side. The awards have been substantial already and in the public administration continues ongoing, so -- but I would say that more than 3% or far more than 50% is still to come. Operator At this time, no further questions will be taken. Jose Maria Alvarez-Pallete Thank you very much for your p ...

Telefonica SA (NYSE:TEF) Q1 2023 Earnings Conference Call May 11, 2023 4:00 AM ET Company Participants Adrian Zunzunegui - Head, Investor Relations Angel Vila - Chief Operating Officer & Executive Director Laura Abasolo - Chief Financial and Control Officer & Head, Hispanoamerica Conference Call Participants David Wright - Bank of America Merrill Lynch Georgios Ierodiaconou - Citigroup Joshua Mills - BNP Paribas Exane Carl Murdock-Smith - Berenberg Mathieu Robilliard - Barclays Bank Pilar Vico - Credit Suis ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of March, 2023 Commission File Number: 001-09531 Telefónica, S.A. (Translation of registrant's name into English) Distrito Telefónica, Ronda de la Comunicación s/n, 28050 Madrid, Spain +34 91-482 87 00 (Address of principal executive offices) Indicate by check mark whether the registrant files or will file ...

Table of Contents As filed with the Securities and Exchange Commission on February 23, 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION ____________________________________ Washington, D.C. 20549 ____________________________________ FORM 20-F (Mark One) REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES o EXCHANGE ACT OF 1934 OR x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR TRANSITION REPORT P ...

Telefonica S.A. Telefonica Individual Annual Report 2022 DwC This version of our report is a free translation of the original, which was prepared in Spanish. All possible care has been taken to ensure that the translation is an accurate representation of the original. However, in all matters of interpretation of information, views or opinions, the original language version of our report takes precedence over this translation. Independent auditor's report on the annual accounts To the shareholders of Telefon ...