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TELUS reports operational and financial results for second quarter 2025
Prnewswire· 2025-08-01 18:45
核心财务表现 - 2025年第二季度总移动和固定客户增长198,000户,其中移动电话和连接设备新增167,000户,固定客户新增31,000户 [1][3] - 调整后EBITDA同比增长4%至18亿加元,自由现金流增长11%至5.35亿加元 [1][3][9] - 公司重申2025年财务目标:TTech(含TELUS Health)运营收入和调整后EBITDA分别增长2-4%和3-5%,资本支出约25亿加元,自由现金流约21.5亿加元 [1] 业务板块表现 TTech(含TELUS Health) - 运营收入增长2%,调整后EBITDA增长3%,主要受益于成本削减措施和用户增长 [1][6][14] - 移动电话ARPU下降3.3%至56.58加元,主要受促销竞争和套餐价格下调影响 [20] - 后付费移动电话流失率0.90%,连续12年低于1% [3] TELUS Health - 运营收入增长16%,调整后EBITDA增长29%,全球覆盖人数达1.57亿(含Workplace Options收购) [3][8][21] - 自收购LifeWorks以来实现4亿加元年化协同效应,其中3.22亿来自成本节约,7800万来自交叉销售 [3] TELUS Digital - 运营收入增长8%,但调整后EBITDA下降26%,主要因非经常性条款逆转 [6][23] - 商誉减值5亿加元导致净亏损2.45亿加元,但股东净收入基本被抵消 [5] 战略交易与资本管理 - 与La Caisse达成协议,以12.6亿加元出售新成立的无线塔基础设施公司Terrion 49.9%股权,目标2025年底净债务/EBITDA降至3.55倍 [2][3][4] - 6月通过混合债务证券融资28.5亿加元,7月以低于16亿加元现金回购约18亿加元债务证券,减少未来现金债务义务2.3亿加元 [4] - 季度股息增至每股0.4163加元,同比增长7% [23] 用户与网络数据 - TTech总用户数达2050万,同比增长5%,其中移动电话用户1020万(+2%),连接设备用户400万(+18%) [7][12] - 5G网络覆盖3260万加拿大人,占人口88% [11] - 医疗覆盖人数从7510万增至1.571亿,主要因Workplace Options收购和定义调整 [8][12] 行业趋势与挑战 - 客户增长同比下降134,000户,反映加拿大移民放缓、竞争压力和客户偏好变化 [7] - 固定语音用户下降5%至100万,传统语音和电视业务利润率持续下滑 [6][15] - 物联网连接增长部分抵消移动设备收入下降,但运输和连接行业客户流失导致设备净增减少49,000户 [20]
三大运营商统一外呼号码
第一财经· 2025-08-01 10:17
电信行业规范电话营销举措 - 三家基础电信企业统一外呼营销号码:中国电信10001、中国移动10085、中国联通10016 非官方号码办理业务需警惕 [1] - 用户明确拒绝后不得继续呼叫 营销内容需全面准确披露 包括资费标准、适用场景等关键信息 所有资费方案需在官方渠道公示 [1] - 外呼营销全程录音并全量复查 用户需短信确认业务办理 成功后发送告知短信 [1] 用户识别官方渠道指引 - 官方客服热线分别为:中国电信10000、中国移动10086、中国联通10010 提醒用户勿通过非官方号码办理业务或泄露验证码 [2] 信息来源与互动 - 内容来源央视新闻 第一财经提供线索征集渠道 邮箱为bianjibu@yicai.com [3]
Shentel(SHEN) - 2025 Q2 - Earnings Call Transcript
2025-08-01 05:30
Shenandoah Telecommunications (SHEN) Q2 2025 Earnings Call July 31, 2025 04:30 PM ET Speaker0Afternoon, everyone. Welcome to Shenandoah Telecommunications Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone.You will hear an automated message advising your hand is raised. To withdraw y ...
Lumen(LUMN) - 2025 Q2 - Earnings Call Presentation
2025-08-01 05:00
Second Quarter 2025 Results July 31, 2025 Forward-Looking Statements Except for historical and factual information, the matters set forth in this presentation and other of our oral or written statements identified by words such as "estimates," "expects," "anticipates," "believes," "plans," "intends," "will," and similar expressions with respect to the future are forward-looking statements as defined by the federal securities laws, and are subject to the "safe harbor" protections thereunder. The forward- loo ...
Shenandoah Telecommunications Company Reports Second Quarter 2025 Results
Globenewswire· 2025-08-01 04:05
EDINBURG, Va., July 31, 2025 (GLOBE NEWSWIRE) -- Shenandoah Telecommunications Company (“Shentel” or the “Company”) (Nasdaq: SHEN) announced second quarter 2025 financial and operating results. Second Quarter 2025 Highlights Glo Fiber Expansion Markets1 data subscribers grew 43.1% compared to the second quarter of 2024 to approximately 76,000. Glo Fiber Expansion Markets revenue grew 40.5% compared to the second quarter of 2024 to $19.8 million. Total revenue grew 3.2% compared to the second quarter of 2024 ...
BCE (BCE) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
ZACKS· 2025-07-31 23:09
The market expects BCE (BCE) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 7, might help the stock move higher if these key numbers are better than expecta ...
TIM(TIMB) - 2025 Q2 - Earnings Call Transcript
2025-07-31 22:00
TIM (TIMB) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Speaker0Good morning, ladies and gentlemen. Welcome to the GinSA twenty twenty five Second Quarter Results Video Conference Call. We would like to inform you that this event is being recorded. There will be a replay for this call on the company's website. After Gene and Sai remarks are completed, there will be a Q and A section for participants.At that time, further instructions will be given.Speaker1Hello, and welcome to our earnings conference for ...
AT&T Announces Dual Listing on NYSE Texas
Prnewswire· 2025-07-31 21:30
DALLAS, July 31, 2025 /PRNewswire/ -- AT&T (NYSE:T) announced today the dual listing of its common stock on NYSE Texas, the newly launched fully electronic equities exchange headquartered in Dallas, Texas, effective Aug. 1, 2025."AT&T has a longstanding relationship with the New York Stock Exchange, which has been integral to our continued financial growth and success," said John Stankey, AT&T Chairman and CEO. "North Texas is home to AT&T's global headquarters and we're proud to be part of the vibrant and ...
TIM(TIMB) - 2025 Q2 - Earnings Call Presentation
2025-07-31 21:00
RESULTS PRESENTATION 2NPQTR2025 =5G TIMB TIMS LISTED B3 LISTED NM NYSE ISEB3 ETIM DISCLAIMER This presentation contains declarations that constitute forward-looking statements regarding the intent, belief or current expectations of value creation, customer base dynamics, estimates regarding future financial results and other aspects of the activities. Analysts and investors are cautioned not to place undue reliance on those forward-looking statements, which speak only as of the date of this presentation. TI ...
HKT(06823) - 2025 H1 - Earnings Call Transcript
2025-07-31 09:02
HKT Trust and HKT (06823) H1 2025 Earnings Call July 30, 2025 08:00 PM ET Company ParticipantsSusanna Hui - Executive Director, Group Managing DirectorPoon (Patrick) Chi Ho - CFOOperatorGood evening, and welcome to the HKT twenty twenty five Interim Results Webcast. In attendance today, we have Ms. Suzano Hui, Group Managing Director and Mr. Patrick Poon, Chief Financial Officer. We'll start with the presentation followed by Q and A. And with that, let me turn it to Suzanna.Susanna HuiGood evening. Thank yo ...