Investors interested in stocks from the Diversified Communication Services sector have probably already heard of PT Telekomunikasi (TLK) and Swisscom AG (SCMWY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with ...

Financial Data and Key Metrics Changes - Swisscom reported stable group revenue of CHF 11 billion, representing a 0.2% change year-over-year [12] - EBITDA grew to CHF 4.6 billion, up 4.9%, while net income increased to CHF 7.1 billion [12] - Operating free cash flow rose to CHF 1.48 billion, reflecting a 9.7% increase [12] Business Line Data and Key Metrics Changes - In the Swiss residential market, mobile services attracted 129,000 new postpaid customers, achieving a market share of 53% [9] - Broadband connections remained stable with a slight decline, while wholesale connections grew by 13,000 [9] - In Italy, mobile subscriptions increased by 422,000, reaching a total of 3.5 million customers, representing nearly 5% market share [11] - The broadband customer base in Italy saw a decline, but this was offset by a significant growth in wholesale business, with 69,000 new lines added in Q4 [11] Market Data and Key Metrics Changes - The Swiss mobile market is growing due to a population increase of approximately 100,000 annually, leading to about 40,000 new households [27] - The B2B segment in Switzerland is experiencing a decline due to price pressure and technology conversion, while the Swiss IT market is growing at a CAGR of 6% [54] Company Strategy and Development Direction - Swisscom aims to be a trusted digital technology innovator, focusing on customer value and digital technology adoption [14] - The company has established four strategic pillars: delighting customers, innovating for growth, achieving more with less, and enhancing employee skills [19] - The focus for 2024 includes expanding the enterprise mobile portfolio and enhancing IT service offerings [62] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving operational and financial targets, highlighting strong brand recognition and customer satisfaction [6][8] - The company is committed to sustainability and has set a target for net-zero emissions by 2035 [8] - The impact of AI is expected to grow, with plans to implement AI technologies across all divisions [84] Other Important Information - Swisscom has made significant investments in FTTH and 5G infrastructure, aiming for 90% 5G coverage by 2025 [89] - The company plans to phase out its copper network as fiber becomes available, potentially saving over CHF 100 million in annual operational expenses [92] Q&A Session Summary Question: What are the key achievements in the B2B segment? - Management highlighted the launch of new mobile products and a significant improvement in customer satisfaction scores in the corporate and SME segments [50] Question: How is Swisscom addressing the competitive landscape in Italy? - The company noted strong growth in the mobile market and a focus on enhancing its network capabilities to maintain its competitive edge [103]

n 11 / / 1 / 2 | --- | --- | |-------|----------------------------------------------------| | | | | | | | | | | | | | | Analyst and investor presentation FY 2023 results | | | 08 February 2024 | | --- | --- | --- | --- | --- | --- | |-------|---------------------------------------------|--------|-------|-------|-------| | | | | | | | | | Agenda | | | | | | | Welcome and introduction | | | | | | 1. | Successful 2023 | p3-6 | | | | | 2. | Empowering the digital future | | | | | | | as Innovators of Trust | p7 ...

Investors interested in stocks from the Diversified Communication Services sector have probably already heard of PT Telekomunikasi (TLK) and Swisscom AG (SCMWY) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks ...

The Zacks Diversified Communication Services industry appears to be mired in high capital expenditures for 5G infrastructure upgrades, unpredictable raw material prices, supply-chain disruptions amid the prolonged Russia-Ukraine war and Israel-Hamas conflict, China’s soft market conditions and high customer inventory levels. However, the industry is likely to benefit in the long run from an accelerated 5G rollout and increased fiber densification.  Nevertheless, Swisscom AG (SCMWY) , PT Telekom Indonesia (T ...

Analyst & investor presentation Q3 2023 results 02 November 2023 visscor | --- | --- | --- | --- | --- | |-------|-------|-------|-------|-------------------------------------------------------| | | | | | | | | | | | Agenda | | | | | | | | | | | | Introduction Louis Schmid, Head of Investor Relations | | | | | | 1 Highlights Christoph Aeschlimann, CEO | | | | | | 2 Business review Christoph Aeschlimann, CEO | | | | | | 3 Financial results | | | | | | Eugen Stermetz, CFO Q&A | | | | | | | | | | | | Appendix ...

Swisscom AG (OTCPK:SWZCF) Q3 2023 Earnings Conference Call November 2, 2023 4:00 AM ET Company Participants Louis Schmid - Head, Investor Relations Christoph Aeschlimann - Chief Executive Officer Eugen Stermetz - Chief Financial Officer Conference Call Participants Polo Tang - UBS Georgios Ierodiaconou - Citi Joshua Mills - BNP Paribas Exane Titus Krahn - Bank of America Luigi Minerva - HSBC Nuno Vaz - Societe Generale Operator Good morning and welcome to the Swisscom Q3 Results 2023 hosted by Christoph Aes ...

Swisscom AG (OTCPK:SWZCF) Q2 2023 Results Conference Call August 3, 2023 3:00 AM ET Company Participants Christoph Aeschlimann - CEO Eugen Stermetz - CFO Louis Schmid - Head, IR Conference Call Participants Polo Tang - UBS Nuno Vaz - SocieteGenerale Usman Ghazi - Berenberg Operator Good morning, ladies and gentlemen. Welcome to the 2023 Q2 results conference call hosted by Christoph Aeschlimann, Eugen Stermetz and Louis Schmid. Louis, the floor is yours. Louis Schmid Good morning, ladies and gentlemen, and ...

Financial Data and Key Metrics Changes - Swisscom reported stable revenue of CHF2,747 million and a growing EBITDA of CHF1.164 billion in Q1 2023, with a notable increase of CHF13 million in EBITDA from Swisscom Switzerland and CHF3 million from Fastweb [7][18][23] - Net income remained flat at CHF442 million, reflecting a decrease of CHF5 million compared to the previous year, primarily due to a lower financial result [39] Business Line Data and Key Metrics Changes - In the B2C segment, Swisscom experienced a slight decline in service revenue by CHF5 million, while B2B revenue decreased by CHF12 million, aligning with previous guidance [26][29] - Fastweb achieved a 22% growth in mobile RGUs, reaching over 3 million subscribers, while the enterprise segment grew by 6%, contributing to overall revenue growth of CHF28 million [19][21][23] Market Data and Key Metrics Changes - Swisscom's mobile segment added 30,000 net RGUs, while broadband and TV segments saw a slight decline, partially offset by growth in wholesale [5][6] - Fastweb's mobile market share increased to 4%, with a total of 3.2 million mobile subscribers [6] Company Strategy and Development Direction - The company continues to focus on maintaining market position and maximizing value creation, particularly in the B2C market, while also investing in IT services to offset revenue losses in the B2B segment [9][10] - Swisscom is committed to high investment in network reliability and innovation, aiming to enhance coverage and quality [11] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the competitive dynamics in the Swiss market, noting aggressive promotional activities from competitors, which have impacted subscriber growth [44][45] - The management remains cautious about future pricing strategies, considering inflationary pressures and the need for cost reductions [12][47] Other Important Information - The company confirmed its full-year guidance for revenue, EBITDA, and CapEx, indicating confidence in achieving financial targets despite current challenges [40] Q&A Session Summary Question: Impact of Sunrise's price increase on the market - Management expressed surprise at Sunrise's price increase and noted it could signal a potential trend change in the market after years of declining prices [43] Question: Competitive dynamics in the Swiss market - Management highlighted ongoing aggressive promotional activities from competitors, which have led to softer subscriber numbers for Swisscom [44][45] Question: Consolidation potential in the Italian market - Management indicated a willingness to explore consolidation opportunities but emphasized a focus on Fastweb's standalone growth for now [46] Question: Indicators for potential price increases - Management mentioned rising energy costs and wages as key factors influencing pricing decisions, but no immediate decisions have been made [47] Question: Trends in retail and wholesale markets - Management noted a decline in retail but growth in wholesale, attributing changes to market dynamics and competitor actions [48][68] Question: Cost savings and guidance - Management confirmed a full-year guidance of CHF100 million in gross savings, with a portion being seasonal [67]

Swisscom AG (OTCPK:SWZCF) Q4 2022 Earnings Conference Call February 9, 2023 8:00 AM ET Company Participants Louis Schmid - Head, IR Christoph Aeschlimann - CEO Dirk Wierzbitzki - Head, Residential Customers Urs Lehner - Head, Business Customers Alberto Calcagno - CEO, Fastweb Eugen Stermetz - CFO Conference Call Participants Polo Tang - UBS Jakob Bluestone - Credit Suisse Georgios Ierodiaconou - Citi Josh Mills - BNP Paribas Exane Yemi Falana - Goldman Sachs Titus Krahn - Bank of America Usman Ghazi - Beren ...