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Turkcell(TKC) - 2025 Q3 - Earnings Call Transcript
2025-11-06 18:00
Financial Data and Key Metrics Changes - The company achieved an 11% revenue growth, reaching TRY 60 billion, driven primarily by the core telecommunication business [3] - Group EBITDA increased by 11% to TRY 26 billion, with a margin of 43.9% [3] - Net income from continuing operations rose by 31.8% to TRY 5.4 billion [3][14] Business Line Data and Key Metrics Changes - Mobile ARPU grew by 12%, while residential fiber ARPU increased by 17.3% year-on-year [4][8] - Data center and cloud revenues surged by 51%, with digital business services achieving a 97% revenue growth, reaching TRY 4.9 billion [9][10] - The Tekfin ecosystem, representing 6% of consolidated revenues, grew by 20% year-on-year, driven by Paycell's 42% revenue increase [10] Market Data and Key Metrics Changes - The mobile subscriber base exceeded 39 million, with 569,000 net postpaid additions in the quarter [6] - The fiber customer base grew to over 2.5 million, with a net addition of 33,000 this quarter [8] - The company expanded its fiber network with 107,000 new home passes, achieving a 42.6% take-up rate [9] Company Strategy and Development Direction - The company secured 160 megahertz of spectrum in the 5G tender, enabling speeds exceeding 1,000 megabits per second [4] - 5G will be commercially launched in April 2026, marking a new chapter in Türkiye's digital transformation [5] - The company aims to maintain a customer-centric approach, focusing on value-driven growth rather than competing solely on price [25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining revenue growth and improving EBITDA margins, revising 2025 revenue growth expectations upwards to around 10% [11] - The company anticipates a competitive environment in 2026 but aims to maintain growth above inflation through strategic initiatives [29] - Management highlighted the importance of 5G in unlocking new revenue opportunities across various sectors, including automotive and government services [41] Other Important Information - The company plans to pay the second dividend installment in Q4, maintaining a dividend policy of distributing 50% of net income [22] - The cash position reached TRY 122 billion, with a net leverage ratio of 0.2 times, expected to remain below 1 times in the upcoming period [17] Q&A Session Summary Question: CapEx and dividend outlook post-5G auction - Management expects CapEx intensity to remain around 24% and confirmed a dividend policy of distributing 50% of net income [22] Question: Pricing actions during the quarter - The company adjusted prices in response to inflation and competition, achieving above-inflation mobile ARPU growth of 12% [25] Question: Net short FX position explanation - The net FX position will be assessed in January 2026, with management planning to manage it based on macroeconomic conditions [23] Question: Sustainability of revenue growth and EBITDA margins - Management believes current growth levels are sustainable, with a focus on maintaining ARPU growth through dynamic pricing strategies [29] Question: Monetary loss in Q3 versus previous quarters - The decline in monetary gain was attributed to lower inflation rates and the sale of the Ukraine business, impacting the balance sheet [33] Question: Future opportunities post-5G - The company anticipates new value-added services and opportunities with the launch of 5G, focusing on customer satisfaction and tailored plans [39]
Turkcell(TKC) - 2025 Q3 - Earnings Call Presentation
2025-11-06 17:00
TURKCELL GROUP Q3 2025 NOV 6, 2025 Q3 2025 BUSINESSOVERVIEW Ali Taha Koç, PhD Turkcell CEO Another quarter of robust performance… …powered by operational excellence Revenue TRY 59.5 Billion 11.2% YoY increase EBITDA TRY 26.2 Billion 10.5% YoY increase EBITDA Margin 43.9% 0.3pp YoY decrease Net Income from continuing operations TRY 5.4 Billion 31.8% YoY increase Turkcell Group: Q3 2025 Highlights Strong Results Driven by Strategic Execution Postpaid Net Add 569 K Turkcell Fiber Net Add 33 K DC & Cloud Revenu ...
British Airways to get in-flight broadband from Elon Musk
Yahoo Finance· 2025-11-06 16:41
Elon Musk’s Starlink recently signed a deal with 02 - Yichuan Cao/NurPhoto British Airways is to offer free in-flight broadband provided by Elon Musk’s Starlink after its owner struck a deal worth hundreds of millions of pounds. International Airlines Group (IAG) has teamed up with Starlink to install Wi-Fi across all of its airlines, including BA, Iberia, Aer Lingus and discount operators Level and Vueling. The tie-up was announced on the same day that BT also reached an agreement with Mr Musk’s satell ...
ATN International(ATNI) - 2025 Q3 - Earnings Call Presentation
2025-11-06 15:00
Financial Performance - Q3 2025 total revenue reached $183 million, with US contributing 48% and International 52%[15] - Q3 2025 Adjusted EBITDA totaled $49 million, with US accounting for 39% and International 61%[15] - International Telecom segment saw a revenue increase of 1% and Adjusted EBITDA increase of 3% in Q3 2025[16, 20] - US Telecom segment experienced a revenue increase of 5% and Adjusted EBITDA increase of 20% in Q3 2025[17, 21] - The company anticipates full year 2025 revenue to be in line with 2024 revenue of $725 million[26] - The company projects full year 2025 Adjusted EBITDA to be flat to slightly above 2024 Adjusted EBITDA of $184 million[26] Key Performance Indicators - High-Speed Data Broadband Homes Passed reached approximately 433,000, a year-over-year increase of 8%[13] - High-Speed Data Customers totaled approximately 143,000, a year-over-year increase of 1%[13] - Fiber Route Miles reached approximately 12,000, a year-over-year increase of 1%[13] - International Mobile Subscribers numbered approximately 393,000, a year-over-year decrease of 0.4%[13]
We got you. Everyone gets the best deals with the most value at Verizon.
Globenewswire· 2025-11-06 14:00
Core Points - Verizon is launching a series of holiday deals and exclusive experiences for both new and existing customers starting November 6, 2025, through the holiday season [1][3] - The company is encouraging AT&T and T-Mobile customers to switch by bringing their phone bills to Verizon stores to see potential savings [2] Promotions and Offers - Customers can receive the latest phones, tablets, and watches without needing a trade-in, including offers on audio accessories and home internet packages [3][4] - Specific promotions include: - iPhone 17, Apple Watch Series 11, and iPad (A16) valued at $1,830 with a new line on any myPlan [4] - Samsung Galaxy S25, Galaxy Watch8, and Galaxy Tab S10 FE 5G valued at $1,800 with a new line on any myPlan [4] - Google Pixel 10, Pixel Watch 4, and Samsung Galaxy Tab S10 FE 5G valued at $1,850 with a new line on any myPlan [4] - New home internet customers can choose between a Samsung 43" Class Q7F QLED TV, Samsung Galaxy Tab S10 FE 5G, or a Nintendo Switch with select plans [4] Sweepstakes and Exclusive Experiences - Verizon customers can enter to win exclusive experiences through the My Verizon app from November 24 to December 5, including: - An all-expenses-paid trip to Super Bowl LX in February 2026 [4] - A family vacation in the Caribbean [4] - A luxurious spa retreat at Canyon Ranch in Tucson, AZ [4] - A private cooking class with celebrity chef Alex Guarneschelli [4] - A trip for two to the 152nd Big Race at Churchill Downs in March 2026 [4] Company Overview - Verizon Communications Inc. generated revenues of $134.8 billion in 2024 and continues to innovate to meet customer demands for mobility and reliable network connectivity [6]
Millicom(TIGO) - 2025 Q3 - Earnings Call Transcript
2025-11-06 14:00
Financial Data and Key Metrics Changes - In Q3 2025, service revenue totaled $1.34 billion, reflecting a year-over-year decline of 0.5%, primarily due to a $74 million negative impact from IAS 21 application in Bolivia [12][14] - Adjusted EBITDA reached a record $695 million, with an all-time high margin of 48.9%, representing a year-over-year increase of 23.8% [13][17] - Equity-free cash flow rose by 18.1% year-over-year, totaling $638 million for the first nine months of 2025 [14][19] Business Line Data and Key Metrics Changes - Mobile service revenue grew 5.5% year-over-year, driven by ARPU expansion in prepaid and a 14% increase in postpaid customers [4][12] - Home business service revenue was flat year-over-year, a significant improvement from a nearly 5% decline a year ago, with 60,000 new customers added [5][12] - B2B service revenue reached $231 million, up 5.3% year-over-year, with digital services growing by 10% [5][12] Market Data and Key Metrics Changes - Colombia's service revenue expanded 6.5% year-over-year to $364 million, with postpaid customers increasing by 12% [15][17] - Guatemala's local currency service revenue grew 3.6% year-over-year, reaching $366 million, driven by mobile strategy and customer base management [15][17] - In Panama, service revenue remained flat at $170 million, with a 15% increase in postpaid customers [15][17] Company Strategy and Development Direction - The company completed acquisitions in Uruguay and Ecuador, enhancing its regional footprint and earnings quality [8][9] - The focus remains on maintaining leverage below 2.5x while integrating new acquisitions and pursuing operational efficiencies [3][22] - The company aims to deliver continued top-line growth and sustainable margin expansion, despite challenges from currency devaluation and legal settlements [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the $750 million equity-free cash flow target for 2025, despite external challenges [2][23] - The company remains optimistic about the ongoing integration of Ecuador and Uruguay, expecting to unlock meaningful synergies [8][9] - Management highlighted the importance of maintaining operational focus and efficiency in light of regulatory challenges in Costa Rica [10][26] Other Important Information - The company recorded a $118 million provision related to an ongoing DOJ investigation, reflecting expected financial impacts [11][12] - The sale of tower companies in El Salvador and Honduras was completed for approximately $975 million, marking a successful conclusion to the infrastructure monetization plan [9][22] Q&A Session Summary Question: What is the leverage impact of the Ecuador and Uruguay transactions? - Current leverage is 2.09, expected to normalize to around 2.3 after accounting for the acquisitions [24] Question: Will the burden of spectrum renewal payments fall on Millicom? - The license renewal payment of approximately $115 million was paid by Telefónica, but there will be additional 5G auction costs expected in 2026 [25] Question: What is the future course of action in Costa Rica if the appeal is rejected? - The company plans to refocus on its operational model and invest in infrastructure while appealing the regulatory decision [26][28] Question: What is the outlook for CapEx in 2026? - The company expects to maintain CapEx around $700 million, focusing on demand-driven investments [29][30] Question: How is the competitive environment evolving in Guatemala? - The company is actively managing competition through targeted strategies and investments, resulting in stable performance [45][46]
Liberty Latin America(LILA) - 2025 Q3 - Earnings Call Presentation
2025-11-06 14:00
LIBERTY LATIN AMERICA Q3 2025 INVESTOR CALL November 6, 2025 "SAFE HARBOR" FORWARD-LOOKING STATEMENT | DEFINED TERMS FORWARD-LOOKING STATEMENTS & DISCLAIMER This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding our strategies, priorities and objectives, financial and operational performance, growth expectations; our digital strategy, product innovation and commercial plans and projects; expectations on ...
KDDI Corporation (KDDIY) Q2 2026 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2025-11-06 13:06
Group 1 - KDDI is holding its earnings release conference for the second quarter of the fiscal year ending March 2026, with the event being moderated by a representative from the Public Relations Department [1] - The earnings release will be distributed through multiple channels, including YouTube, and related documents have been uploaded to KDDI's website [1] - The conference features key executives, including President and CEO Hiromichi Matsuda, CFO Nanae Saishoji, CSO and CDO Tomohiko Katsuki, and Executive Director Kenji Aketa [2]
Millicom(TIGO) - 2025 Q3 - Earnings Call Presentation
2025-11-06 13:00
Financial Performance - Adjusted EBITDA reached $695 million, demonstrating a year-over-year growth of 18.7%[68] - The Adjusted EBITDA margin hit a record 48.9%[18,68] - Equity Free Cash Flow (EFCF) for the first 9 months of 2025 was $638 million, an increase of $98 million compared to the same period in 2024[17,70,73] - Service revenue increased to $1344 million, a 0.5% increase compared to Q3 2024[68] Customer Growth - Postpaid net additions reached 293,000[17] - Home net additions totaled 60,000[18] - Mobile postpaid customers grew by 14% year-over-year[21] - Home HFC/FTTH customers increased by 5.4% year-over-year[25] Strategic Initiatives - Millicom incorporated Ecuador and Uruguay, diversifying its LATAM footprint[53] - Revenue from Ecuador is $489 million and Adjusted EBITDA is $161 million[54] - Revenue from Uruguay is $246 million and Adjusted EBITDA is $93 million[56] Financial Position - Net debt stood at $4627 million[90,115] - Leverage ratio decreased to 2.09x[18,90,115] Country-Specific Performance - Colombia's Adjusted EBITDA margin increased by 4.9 percentage points[35] - Guatemala's mobile service revenue grew by 20% in local currency[41] - Panama achieved a record Adjusted EBITDA margin of 52.2%[49,51]
*MEDIA ALERT* Verizon and David Beckham Launch First-Ever "Golden Ticket" Sweepstakes for FIFA World Cup 26™
Globenewswire· 2025-11-06 13:00
Core Points - Verizon has launched the first-ever "Golden Ticket" Sweepstakes in collaboration with David Beckham, offering customers a unique opportunity to win pitchside access to FIFA World Cup 26™ matches [1][4] - The sweepstakes is part of the Verizon Ultimate Access campaign, which aims to enhance customer engagement leading up to the World Cup [2][4] - Verizon plans to continue giving away thousands of tickets, including hundreds of "Golden Tickets," along with various customer surprises and special events throughout 2026 [3] Sweepstakes Details - The entry period for the sweepstakes runs from November 6 to November 20 [5] - Customers can enter exclusively through the My Verizon app, which provides access to exclusive events and experiences [6] - Non-Verizon customers are encouraged to switch to Verizon to participate in the sweepstakes [6]