TELUS (NYSE:TU) Q1 2026 Earnings call May 08, 2026 01:30 PM ET Speaker6 Good day, everyone. Welcome to the TELUS 2026 Q1 earnings conference call. I would like to introduce your speaker, Ian McMillan. Please go ahead. Speaker3 Thank you, Carl, and hello, everyone. Thank you for joining us today. Our first quarter 2026 news release, annual MD&A, and financial statements and detailed supplemental investor information were posted on our website earlier this morning. On our call, we'll begin with remarks by Dar ...

Q1 2026 Investor Conference Call May 8, 2026 Caution regarding forward-looking statements Today's discussion may contain forward-looking statements, including statements relating to our objectives and our strategies to achieve those objectives, our 2026 targets, our expectations regarding trends in the telecommunications industry (including demand for data and ongoing subscriber base growth), regarding AI-enabling revenue, regarding growth in different areas of our business and regarding the nature, timing ...

核心财务业绩 - 2026年第一季度每股收益为0.17加元，与市场预期一致，但较去年同期的0.18加元有所下降[1] - 当季营收为36.5亿加元，低于市场预期1.88%，但较去年同期的35.2亿加元有所增长[2] - 本季度业绩意外为负1.16%，而上一季度实际每股收益0.15加元低于预期的0.18加元，业绩意外达负16.67%[1] - 公司在过去四个季度中，均未能超过市场对每股收益和营收的普遍预期[2] 股价表现与市场比较 - 年初至今，公司股价已下跌约2.1%，而同期标普500指数上涨了7.2%[3] - 基于当前不利的盈利预测修正趋势，公司股票被给予Zacks Rank 4（卖出）评级，预计短期内表现将弱于市场[6] 未来业绩展望 - 市场对下一季度的普遍预期为营收38亿加元，每股收益0.17加元[7] - 对本财年的普遍预期为营收153.8亿加元，每股收益0.70加元[7] - 未来股价走势很大程度上取决于管理层在财报电话会议中的评论[3] - 短期股价变动与盈利预测修正趋势高度相关[5] 行业背景 - 公司所属的多元化通信服务行业，在Zacks行业排名中位列前41%[8] - 研究显示，排名前50%的行业表现优于后50%，幅度超过2比1[8] 同行业其他公司参考 - 同属Zacks公用事业板块的Cadiz公司，预计在截至2026年3月的季度报告每股亏损0.10美元，同比改善28.6%[9] - 市场预计Cadiz公司当季营收为429万美元，同比增长45.3%[9] - 过去30天内，对Cadiz的季度每股收益预期保持不变[9]

TELUS Announces Retirement of Chief Financial Officer Doug French and Appointment of Successor Gopi Chande Accessibility Statement Skip Navigation Doug French to retire on June 30, 2026 after incredible 30-year career at TELUS Gopi Chande named incoming CFO at TELUS Darren Entwistle added: "We are very pleased to welcome Gopi as our next CFO at TELUS. Over the past 16 years, Gopi has demonstrated exceptional strategic and financial leadership, and has established a reputation as a highly trusted advisor and ...

TELUS reports operational and financial results for first quarter 2026 Accessibility Statement Skip Navigation Industry-leading first quarter total Mobile and Fixed customer growth of 262,000 driven by sustained demand for our premium bundled services nationally Delivered continued positive mobile network revenue growth of 1 per cent reflecting ongoing ARPU improvement Consolidated Service revenue growth of 1 per cent and stable Consolidated Adjusted EBITDA of $1.8 billion, reflecting the resiliency of our ...