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电讯盈科(00008.HK):中期收益增加7%至港币189.22亿元
Ge Long Hui· 2025-08-01 09:01
Group 1 - The core viewpoint of the article highlights the growth in Viu's paid user base and revenue, with a significant increase in both subscription and advertising revenue by 27% [1] - Viu's paid user count reached 13.8 million, while ViuTV's digital membership rose to 3.3 million, indicating strong user engagement and future plans for major events [1] - Total revenue for the reporting period increased by 7% to HKD 18.922 billion, driven by growth in telecommunications and OTT business [1] Group 2 - Telecommunications revenue in Hong Kong rose by 4% to HKD 17.322 billion, while OTT business revenue increased by 10% to HKD 1.194 billion [1] - EBITDA for the period grew by 6% to HKD 6.010 billion, with OTT business EBITDA surging by 51% to HKD 346 million [1] - The comprehensive profit for the period increased by 116% to HKD 758 million, and the loss attributable to equity holders narrowed to HKD 445 million [1]
电讯盈科(00008) - 2025 H1 - 电话会议演示
2025-08-01 09:00
Financial Performance - Consolidated revenue increased by 7% year-over-year to $2426 million[21] - Consolidated EBITDA increased by 6% year-over-year to $771 million[21] - HKT revenue increased by 4% year-over-year to $2221 million, with EBITDA up by 3% to $818 million[20] - OTT revenue increased by 10% year-over-year to $153 million, with EBITDA up significantly by 51% to $44 million[20] - Free TV & Related revenue was $44 million, with EBITDA at $6 million[20] OTT Business (Viu) - Viu maintained its position as the No 1 Asian OTT platform in GSEA with 138 million paid subscribers[17] - Viu's subscription and advertising revenues grew by 27% and 29% year-over-year respectively[42] - Viu's EBITDA margin expanded by 8 percentage points year-over-year to 29%[42] HKT Business - Mobile services revenue grew by 5% year-over-year[92] - Local data revenue grew by 11% year-over-year[92] - Broadband revenue grew by 3% year-over-year[92] Cost Efficiency and Capex - Operating expenses decreased by 5% year-over-year[110] - Capex to revenue ratio improved to 58%[115] Dividend - 2025 Interim Dividend per share is 977 HK cents[28]
电讯盈科(00008)发布中期业绩 股东应占亏损4.45亿港元 同比收窄3.68%
智通财经网· 2025-08-01 08:53
Core Viewpoint - The company reported a revenue of HKD 18.922 billion for the six months ending June 30, 2025, representing a year-on-year increase of 6.92% and a narrowed shareholder loss of HKD 445 million, down 3.68% from the previous year [1] Financial Performance - Revenue for the first half of the year reached HKD 18.922 billion, up 6.92% year-on-year [1] - Shareholder loss was HKD 445 million, a reduction of 3.68% compared to the same period last year [1] - Basic loss per share was HKD 0.0575 [1] - Proposed interim dividend is HKD 0.0977 per share [1] Business Development - The company continues to enhance its penetration and user engagement in Southeast Asia through its Viu streaming service, which offers high-quality localized content [1] - Viu has reached 13.8 million paid users across 15 markets in Southeast Asia, the Middle East, and South Africa, with significant growth in Thailand, the Philippines, and Malaysia [1] - The flexible dual revenue model of Viu aims to expand and enrich content offerings to cater to diverse entertainment preferences of users and subscribers [1] Technological Advancements - The company is committed to becoming a leader in providing AI technologies and applications to individuals and businesses, leveraging its high bandwidth and low-latency fiber and mobile networks [1] - The application of AI is expected to reshape operations, drive business growth, and significantly enhance productivity [1] - Despite a challenging environment in the first half of the year, the company demonstrated resilience with revenue and EBITDA growth of 4% and 3% respectively, contributing to a 3% increase in adjusted cash flow [1]
电讯盈科(00008)将于9月5日派发中期股息每股0.0977港元
智通财经网· 2025-08-01 08:53
智通财经APP讯,电讯盈科(00008)发布公告,将于2025年9月5日派发截至2025年6月30日止六个月中期 股息每股0.0977港元。 ...
电讯盈科将于9月5日派发中期股息每股0.0977港元
Zhi Tong Cai Jing· 2025-08-01 08:49
电讯盈科(00008)发布公告,将于2025年9月5日派发截至2025年6月30日止六个月中期股息每股0.0977港 元。 ...
电讯盈科发布中期业绩 股东应占亏损4.45亿港元 同比收窄3.68%
Zhi Tong Cai Jing· 2025-08-01 08:49
电讯盈科(00008)发布截至2025年6月30日止六个月的中期业绩,收益189.22亿港元,同比增加6.92%;股 东应占亏损4.45亿港元,同比收窄3.68%;每股基本亏损5.75港仙;拟派发中期股息每股9.77港仙。 Viu目前在东南亚、中东及南非等地的15个市场提供服务。截至2025年6月底,Viu的付费用户已达1,380 万名,其中在泰国、菲律宾及马来西亚的增长尤为突出。凭借其灵活的双轨收益模式,Viu致力拓展并 丰富节目内容,以满足不同市场用户及订户的娱乐喜好。 凭藉集团高频宽、超低时延的综合光纤及流动网络,香港电讯致力成为向个人和企业提供人工智能(AI) 技术及应用的领导者,并同时应用AI以重塑其营运。此举有望进一步推动业务增长,并显着提升生产 力。面对上半年艰难的环境,香港电讯充分展现其韧性,收益及EBITDA分别取得百分之四及百分之三 的增长,带动经调整资金流增长百分之三。 公告称,今年上半年,电讯盈科凭藉Viu视像串流服务优质多元的本地化内容,持续深化在东南亚各国 的渗透率及用户参与度。集团亦通过现场演唱会、剧集及实况节目等多种娱乐形式,为旗下艺人创造更 多发展机会。 ...
电讯盈科(00008) - 截至2025年6月30日止六个月中期股息
2025-08-01 08:38
EF001 | 發行人所發行上市權證/可轉換債券的相關信息 | | | --- | --- | | 發行人所發行上市權證/可轉換債券 | 不適用 | | 其他信息 | | | 其他信息 | 不適用 | | 發行人董事 | | | 於本公告日期,電訊盈科有限公司董事如下: | | | 執行董事︰ | | | 李澤楷(主席)及許漢卿(署理集團董事總經理及集團財務總裁) | | | 非執行董事︰ | | | 謝仕榮,GBS;唐永博(副主席);孟樹森;趙興富及衛哲 | | | 獨立非執行董事︰ 麥雅文;黃惠君;Bryce Wayne Lee;Lars Eric Nils Rodert;David Christopher Chance及Sharhan Mohamed Muhseen | | | Mohamed | | 第 2 頁 共 2 頁 v 1.1.1 EF001 免責聲明 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因 | | | --- | --- | | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 ...
电讯盈科(00008) - 2025 - 中期业绩
2025-08-01 08:34
Company Overview [Interim Results Announcement](index=1&type=section&id=Interim%20Results%20Announcement) PCCW Limited announced its unaudited interim results for the six months ended June 30, 2025, showing growth in revenue and EBITDA despite macroeconomic challenges, significant increases in Viu paying subscribers and ViuTV digital members, and a declared interim dividend - Viu paying subscribers increased to **13.8 million**, driving subscription and advertising revenue up by **27%**[3](index=3&type=chunk) - ViuTV digital members reached **3.3 million**, with a strong lineup of concerts and programs planned for the second half of the year[3](index=3&type=chunk) H1 2025 Key Financial Highlights | Metric | Amount (HK$) | Y-o-Y Change | | :--- | :--- | :--- | | Revenue | HK$18.922 billion | +7% | | HKT Revenue | HK$17.322 billion | +4% | | OTT Business Revenue | HK$1.194 billion | +10% | | Free TV & Related Business Revenue | HK$343 million | - | | EBITDA | HK$6.010 billion | +6% | | HKT EBITDA | HK$6.380 billion | +3% | | OTT Business EBITDA | HK$346 million | +51% | | Free TV & Related Business EBITDA | HK$47 million | - | | Consolidated Profit for the Period | HK$758 million | +116% | | Loss Attributable to Equity Holders of the Company | narrowed to HK$445 million | - | | Interim Dividend Per Ordinary Share | HK9.77 cents | - | [Letter to Shareholders](index=2&type=section&id=Letter%20to%20Shareholders) Managing Director Susanna Hui's letter to shareholders emphasized the company's focus on driving earnings growth by expanding regional video streaming, local entertainment, and leveraging HKT's market leadership, while Viu deepened regional penetration, ViuTV created new artist opportunities, and HKT benefited from its solid foundation and active AI adoption, all supported by a prudent dividend policy for sustainable growth and stable shareholder returns - Overall Strategy: Focus on driving earnings growth by expanding regional video streaming and local entertainment businesses, benefiting from HKT's market leadership and solid foundation[4](index=4&type=chunk) - Viu Performance: Paying subscribers reached **13.8 million**, with particularly strong growth in Thailand, the Philippines, and Malaysia; H1 revenue grew **10%**, and EBITDA margin improved from **21%** to **29%**[5](index=5&type=chunk) - HKT Performance: Revenue and EBITDA recorded **4%** and **3%** growth respectively, with adjusted funds flow increasing **3%**; committed to being a leader in AI technology and applications, and applying AI to reshape operations[8](index=8&type=chunk) - Dividend Policy: The Board declared an interim dividend of **HK9.77 cents** per ordinary share; the Company will adopt a prudent dividend policy, prioritizing strengthening its financial position to support sustainable growth while providing stable returns to shareholders[9](index=9&type=chunk) Business Segment Performance [HKT Business](index=6&type=section&id=HKT%20Business) HKT demonstrated resilience in a challenging macroeconomic environment, with revenue growing **4%** to **HK$17.322 billion** and EBITDA increasing **3%** to **HK$6.380 billion** for the six months ended June 30, 2025, actively integrating AI technology into operations and achieving solid growth across local, international, and mobile telecommunications services HKT Key Financial Data | Metric | June 30, 2024 (HK$ million) | June 30, 2025 (HK$ million) | Y-o-Y Change | | :--- | :--- | :--- | :--- | | HKT Revenue | 16,669 | 17,322 | +4% | | HKT EBITDA | 6,168 | 6,380 | +3% | | HKT Adjusted Funds Flow | 2,495 | 2,562 | +3% | - Local telecommunications services revenue grew **5%** to **HK$8.714 billion**, driven by strong broadband service demand and enterprise business growth; FTTH connections reached **1.055 million**, and local data revenue grew **11%**[14](index=14&type=chunk) - Mobile communications business revenue grew **5%** to **HK$5.2 billion**, with service revenue increasing **5%** to **HK$4.189 billion**, primarily driven by growth in roaming services, an expanded postpaid customer base, and rising demand for 5G/IoT enterprise solutions; 5G customer numbers increased to **1.894 million**[16](index=16&type=chunk) - Operating costs saved **4%** to **HK$1.921 billion**, reflecting the effectiveness of reshaping workflows through AI applications, streamlining business structures, and optimizing human resources[17](index=17&type=chunk) [OTT Business](index=8&type=section&id=OTT%20Business) OTT business revenue significantly increased **10%** to **HK$1.194 billion**, primarily driven by Viu's contributions, with Viu's subscription and advertising revenue growing **27%** and paying subscribers (excluding Myanmar) rising **19%** year-on-year to **13.8 million**, while EBITDA surged **51%** to **HK$346 million**, improving the margin to **29%** and progressing towards positive cash flow OTT Business Key Financial Data | Metric | June 30, 2024 (HK$ million) | June 30, 2025 (HK$ million) | Y-o-Y Change | | :--- | :--- | :--- | :--- | | OTT Business Revenue | 1,089 | 1,194 | +10% | | OTT Business EBITDA | 229 | 346 | +51% | | OTT Business EBITDA Margin | 21% | 29% | +8 percentage points | - Viu subscription and advertising revenue significantly increased **27%**, primarily due to producing engaging content, expanding the subscriber base, and launching premium subscription plans[20](index=20&type=chunk) - Viu paying subscribers (excluding Myanmar) reached **13.8 million**, a **19%** year-on-year growth, with particularly significant growth in Thailand, the Philippines, and Malaysia[22](index=22&type=chunk) - Content Strategy and Partnerships: Added nearly **150 new productions**, including Chinese and Korean dramas, with popular Viu Original productions; deepened cooperation with local telecom operators and expanded to joint content creation with Telkomsel in Indonesia[21](index=21&type=chunk)[22](index=22&type=chunk) [Free TV and Related Businesses](index=9&type=section&id=Free%20TV%20and%20Related%20Businesses) Free TV and related businesses revenue was **HK$343 million**, a **29%** decrease from the prior year due to different concert and event scheduling, yet advertising revenue remained stable, digital membership grew over **4%** to **3.3 million**, and while EBITDA fell to **HK$47 million**, it is expected to rebound in the second half with numerous concerts and events Free TV and Related Businesses Key Financial Data | Metric | June 30, 2024 (HK$ million) | June 30, 2025 (HK$ million) | Y-o-Y Change | | :--- | :--- | :--- | :--- | | Revenue | 480 | 343 | (29)% | | EBITDA | 91 | 47 | (48)% | | EBITDA Margin | 19% | 14% | (5 percentage points) | - Artist Development and International Collaboration: Continued to provide development opportunities for nearly **70 artists** and expanded their exposure in markets outside Hong Kong, collaborating with international artists such as Coldplay, Sunmi, and Karencici[24](index=24&type=chunk) - ViuTV Digital Members and Viewing Time: Digital members grew over **4%** to **3.3 million**, and viewing time also increased over **4%**[24](index=24&type=chunk) - H2 Outlook: Anticipates an increase in live performances in the second half, with **10 strong concert series** planned, expected to drive revenue growth and a rebound in financial performance[24](index=24&type=chunk) [Other Businesses and Eliminations](index=10&type=section&id=Other%20Businesses%20and%20Eliminations) Other business revenue grew **99%** to **HK$743 million**, driven by IT enterprise solutions project milestones, with eliminations of **HK$680 million** reflecting internal and external project collaborations within the Group - Other business revenue grew **99%** from **HK$373 million** last year to **HK$743 million**, consistent with IT enterprise solutions project milestones[25](index=25&type=chunk) - Eliminations were **HK$680 million**, a **26%** decrease from **HK$913 million** in the prior period, reflecting internal and external project collaborations among the Group's various businesses[11](index=11&type=chunk)[26](index=26&type=chunk) Consolidated Financial Performance and Analysis [Consolidated Revenue and EBITDA](index=4&type=section&id=Consolidated%20Revenue%20and%20EBITDA) For the six months ended June 30, 2025, PCCW's consolidated revenue increased **7%** to **HK$18.922 billion**, consolidated EBITDA grew **6%** to **HK$6.010 billion**, consolidated profit for the period surged **116%** to **HK$758 million**, and loss attributable to equity holders of the Company narrowed to **HK$445 million** Consolidated Revenue and EBITDA | Metric | June 30, 2024 (HK$ million) | June 30, 2025 (HK$ million) | Y-o-Y Change | | :--- | :--- | :--- | :--- | | Consolidated Revenue | 17,698 | 18,922 | +7% | | Consolidated EBITDA | 5,672 | 6,010 | +6% | | Consolidated EBITDA Margin | 32% | 32% | - | - Loss attributable to equity holders of the Company narrowed to **HK$445 million** (prior period 2024: **HK$462 million**)[11](index=11&type=chunk) - Consolidated profit for the period increased **116%** to **HK$758 million**[3](index=3&type=chunk) [Costs and Other Financial Items](index=
电讯盈科(00008) - 香港电讯信托与香港电讯有限公司截至2025年6月30日止六个月的中期业绩...
2025-07-31 08:39
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦 不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任 何損失承擔任何責任 。 PCCW Limited 電訊盈科有限公司 (於香港註冊成立的有限公司) (股份代號:0008) 於本公告日期,本公司的董事如下: 執行董事 香港電訊信託與香港電訊有限公司 截至2025年6月30日止六個月的中期業績公告 電訊盈科有限公司(「本公司」)知悉香港電訊管理有限公司(以其作為香港電訊 信託託管人-經理身份)與香港電訊有限公司(「香港電訊」)於今天發表的公告 (www.hkt.com/ir),內容關於香港電訊信託與香港電訊連同香港電訊的附屬公司截 至 2025 年 6 月 30 日止六個月的未經審核綜合業績。本公司確認現時持有香港電訊 信託與香港電訊已發行股份合訂單位總數約百分之五十二點二四。 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.09(2)(a)條及《證券及 期貨條例》(香港法例第571章)第XIVA部內幕消息條文而作出。 承董事會命 電訊盈科有限公司 集團法律事務總監兼 ...
中证香港300低贝塔指数报1826.59点,前十大权重包含电讯盈科等
Jin Rong Jie· 2025-07-16 08:26
金融界7月16日消息,上证指数低开震荡,中证香港300低贝塔指数 (H300LB,H30231)报1826.59点。 从中证香港300低贝塔指数持仓样本的行业来看,公用事业占比17.51%、工业占比15.50%、金融占比 14.35%、通信服务占比10.70%、房地产占比9.16%、可选消费占比8.43%、主要消费占比8.37%、能源占 比6.01%、原材料占比4.38%、医药卫生占比4.32%、信息技术占比1.27%。 资料显示,指数样本每半年调整一次,样本调整实施时间分别是每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整,调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前,权重因子一般固定不变。特殊情况下将对中证香港策略指数系列进行临时调整。当样本退市 时,将其从指数样本中剔除。样本公司发生收购、合并、分拆、停牌等情形的处理,参照计算与维护细 则处理。 据了解,中证香港策略指数系列从多种策略投资的角度反映了在香港交易所上市证券的整体表现。该指 数以2005年12月30日为基日,以1000.0点为基点。 从指数持仓来看,中证香港300低贝塔指数十大权重分别为:伟禄集团( ...