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Verizon(VZ) - 2024 Q1 - Earnings Call Transcript
2024-04-23 00:01
财务数据和关键指标变化 - 第一季度无线服务收入增长3.3% [35][36] - 第一季度调整后EBITDA增长1.4%至121亿美元 [39] - 第一季度自由现金流增长16%至27亿美元 [41] 各条业务线数据和关键指标变化 - 消费者后付费手机净亏损158,000户,较上年同期改善105,000户 [27][28] - 企业后付费手机净增加90,000户 [30] - 固定无线接入净增加354,000户,其中消费者203,000户,企业151,000户 [31][32] - 宽带总净增加389,000户,包括Fios宽带净增加53,000户 [32] 各个市场数据和关键指标变化 - C-Band覆盖人口已达2.5亿,提前近一年完成目标 [20] - C-Band市场的客户流失率较低,溢价客户占比较高 [20] 公司战略和发展方向及行业竞争 - 公司专注于无线服务收入增长、调整后EBITDA和自由现金流的提升 [83] - 公司正在加大对人工智能技术的应用,包括提升内部运营效率、改善客户体验以及开发基于网络的AI服务收入 [21][22] - 公司将继续专注于核心的移动、宽带和私有网络业务,并在体育娱乐领域拓展合作 [16][17][18][19] 管理层对经营环境和未来前景的评论 - 公司在第一季度保持良好的经营势头,体现了公司战略的有效性 [7][9] - 公司有信心在2024年保持正的消费者后付费手机净增加 [56][57] - 公司看好固定无线接入和私有网络业务的长期发展前景 [15][16][17] 问答环节重要的提问和回答 问题1 **Simon Flannery 提问** 询问公司在消费者业务中实施价格调整的影响,以及对整体行业增长的看法 [52][53] **Hans Vestberg 和 Tony Skiadas 回答** 价格调整对消费者业务的影响有限,公司通过精细化营销和客户管理来缓解价格上涨带来的客户流失 [54][55][59] 公司对整体行业增长保持乐观态度,认为连接需求持续增长,公司有能力保持竞争优势 [56][57][58] 问题2 **John Hodulik 提问** 询问公司是否有望在第二季度实现消费者后付费手机净增加,以及对未来价格调整空间的看法 [65][66] **Hans Vestberg 和 Tony Skiadas 回答** 公司有信心在2024年实现消费者后付费手机净增加,但不会对具体季度做出预测 [67][68] 公司认为在当前经济环境下,有进一步调整价格的空间,体现了公司的定价能力 [68][69] 问题3 **Michael Rollins 提问** 询问公司在提升客户价值方面的策略,以及人工智能在成本优化中的作用 [77][78] **Hans Vestberg 和 Tony Skiadas 回答** 公司通过灵活的套餐方案和增值服务(如Perks)来提升客户价值,未来还有进一步提升的空间 [78][79][80] 人工智能在提升内部运营效率、改善客户体验以及开发新的AI服务收入方面发挥重要作用 [81][82]
Options Traders Chime In on Verizon's Earnings Beat
Schaeffers Research· 2024-04-22 22:47
Verizon通信公司股价表现 - Verizon通信公司股价下跌1.7%,目前交易价为39.82美元[1] - Verizon通信公司股价在20日移动平均线阻力位之上暴涨,但仍保持2024年以来的7.3%涨幅[1] - Verizon通信公司股价在39美元区域多次得到支撑[1] Verizon通信公司市场情绪 - Verizon通信公司的50天看涨/看跌量比为2.59,高于过去一年88%的读数[1] - Verizon通信公司的期权市场中看涨期权比例高于平时[1] - 今日期权交易中,已成交3.6万手看涨期权和1.4万手看跌期权,交易量是日均交易量的六倍[1] - 最受欢迎的合约是4月26日到期的42美元行权看涨期权[1] 公司交易建议和股票表现 - 公司提供的周末交易建议目标是每周日获得200%以上的收益[2] - 公司的订阅者最近看到了多个股票的三位数涨幅[4]
Verizon (VZ) Reports Q1 Earnings: What Key Metrics Have to Say
Zacks Investment Research· 2024-04-22 22:31
Verizon通信公司财报总结 - 2024年第一季度营收为329.8亿美元,同比增长0.2%[1] - EPS为1.15美元,较去年同期的1.20美元有所下降[1] - Verizon的营收低于Zacks Consensus Estimate 1.05%[1] - EPS超出预期2.68%[1] Verizon业务表现 - Fios互联网连接数略高于分析师平均预期[4] - 企业-固定线路-净用户增长-Fios互联网略高于分析师平均预期[5] - 消费者-无线流失率-零售后付费略低于分析师平均预期[6] - 企业-无线-净用户增长-零售后付费手机略低于分析师平均预期[7] - 企业营收略低于分析师平均预期[8] - 消费者营收略低于分析师平均预期,同比增长0.8%[9] - 消费者其他营收略高于分析师平均预期,同比增长3%[10] - 消费者-无线设备营收较分析师平均预期低,同比下降8%[12] - 消费者-服务营收略低于分析师平均预期,同比增长2.9%[13] - 企业-企业和公共部门营收略低于分析师平均预期[14] - 企业-批发营收略高于分析师平均预期[15] Verizon股价及排名 - Verizon股价过去一个月上涨0.3%[16] - Verizon目前的Zacks排名为3(持有),预示着在短期内可能与整体市场表现一致[17]
Verizon (VZ) Beats Q1 Earnings Estimates, Misses on Revenues
Zacks Investment Research· 2024-04-22 22:16
Verizon Communications Inc. (VZ) started 2024 on a positive note, registering relatively modest first-quarter results with the bottom line beating the Zacks Consensus Estimate but the top line missing the same.The company recorded consolidated postpaid net additions of 253,000 in the quarter along with retail postpaid phone net losses of 68,000. Total broadband net additions for the quarter were 389,000, including 354,000 fixed wireless net additions.Net IncomeOn a GAAP basis, net income in the quarter was ...
Verizon Reports Q1 Results in Line With Expectations, Affirmed Guidance
Investopedia· 2024-04-22 22:06
Key TakeawaysVerizon Communications reported first-quarter results roughly in line with analyst estimates Monday ahead of the opening bell.The telecommunications giant's stock rose in premarket trading Monday following the report's release but fell after the opening bell.Verizon opens a busy week of corporate earnings reports, including from competitors AT&T and T-Mobile. Verizon Communications (VZ) on Monday reported first-quarter results that were roughly in line with analyst expectations, with the compan ...
Verizon reports smaller than expected wireless subscriber losses for Q1
Proactive Investors· 2024-04-22 21:21
Proactive新闻团队 - Emily Jarvie在澳大利亚和加拿大从事政治新闻和商业报道[1] - Proactive的新闻团队遍布全球金融和投资中心[2] Proactive关注领域 - Proactive专注于中小市值市场,同时也关注蓝筹公司、大宗商品和更广泛的投资故事[3] Proactive提供的市场新闻 - Proactive团队提供关于生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术等市场的新闻和独特见解[4]
Verizon Communications (VZ) Q1 Earnings Beat Estimates
Zacks Investment Research· 2024-04-22 21:11
Verizon Communications (VZ) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.20 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.68%. A quarter ago, it was expected that this largest U.S. cellphone carrier would post earnings of $1.07 per share when it actually produced earnings of $1.08, delivering a surprise of 0.93%.Over the last f ...
Verizon Stock Rises on Q1 Results in Line With Expectations, Affirmed Guidance
Investopedia· 2024-04-22 21:06
Verizon第一季度业绩 - Verizon第一季度总收入为329.8亿美元,略低于分析师预期,但利润略高于预期[4] - Verizon消费者服务收入略有增长,主要受益于价格上涨和灵活的计划[5] - Verizon表示第一季度表现使其保持在实现全年指导的轨道上[6] Verizon股价表现 - Verizon股价在业绩发布后上涨[1] - Verizon股价在盘前交易中上涨[3] - Verizon股价今年已上涨7%,在周五收盘时为40.49美元,周一盘前进一步上涨1.6%[9] Verizon未来计划 - Verizon首席执行官表示公司在第一季度表现良好,为2024年的成功打下基础[5] - Verizon计划在今年继续推动人工智能的应用以改善业务和客户服务[7]
High-Yielding Verizon's Stock Price Reversal is Imminent
MarketBeat· 2024-04-22 20:47
Key PointsVerizon had a mixed quarter, producing better-than-expected earnings and free cash flow. The balance sheet is improving, and so is the dividend health. The high yield is above 6.5% and trades for less than 10X earnings; there is a chance for significant share price appreciation. 5 stocks we like better than Verizon CommunicationsVerizon NYSE: VZ has been on the brink of completing a reversal for months and may do so now that the Q1 results are in. The Q1 results are mixed but include better-than-e ...
Verizon Communications Inc (VZ) reports drop in income and EPS for Q1 earnings
Invezz· 2024-04-22 19:10
Follow Invezz on Telegram , Twitter , and Google News for instant updates >Telecommunications company Verizon Communications today announced their Q1 2024 results on April 22nd.Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins.The results improved upon Verizon’s disappointing Q4 2023 performance announced earlier this year, but failed to live up to expectations. The financial resultsCopy link to sectionVerizon revenues for Q1 2024 were $33.0 billion for ...