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Market Open: ASX reporting peaks with over 30 results due, from Rio to Telstra and plenty more | Feb 19
The Market Online· 2026-02-18 21:26
Market Overview - The ASX is expected to rise, influenced by significant gains in the U.S. markets, particularly in tech stocks, with the Nasdaq gaining +0.78% [2] - Oil prices are a topic of discussion, with traders speculating on U.S.-Iran talks and potential American intervention [3] Company Earnings Reports - Telstra (ASX:TLS) reported an +8% increase in first-half profits, totaling $1.2 billion, with dividends rising to 10.5 cents per share [4] - Medibank (ASX:MPL), Australia's leading private health insurer, experienced a slight decline in net profit, down to $298 million, attributed to "increasing diversification" across sectors [4] - Transurban (ASX:TCL) showed a strong rebound in CY25, benefiting from increased traffic on toll roads and reduced maintenance costs, although Melbourne's traffic remains below pre-COVID-19 levels [5] Other Companies to Watch - Major companies reporting include Rio Tinto (ASX:RIO), Wesfarmers (ASX:WES), Whitehaven (ASX:WTC), Iluka Resources (ASX:ILU), Goodman Group (ASX:GMG), Zip Co (ASX:ZIP), and Electro Optic Systems (ASX:EOS) [5]
Shenandoah Telecommunications to Participate in March 2026 Investor Conferences
Globenewswire· 2026-02-18 21:15
EDINBURG, Va., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Shenandoah Telecommunications Company (Shentel) (NASDAQ:SHEN) announced that Ed McKay, Chief Executive Officer, and Jim Volk, Chief Financial Officer will be participating in the following investor conferences in March 2026: The 2026 Morgan Stanley Technology, Media & Telecom Conference being held at the Palace Hotel, San Francisco, CA. Jim Volk will present on March 3, 2026 at 4:05PM PT. Investors may access a live webcast of the presentation at this link or ...
Orange: Success of Lead the Future 2023-2025 strategic plan; 2025 objectives fully achieved
Globenewswire· 2026-02-18 17:00
Core Insights - The company successfully completed its "Lead the Future" strategic plan for 2023-2025, achieving all objectives set for 2025, resulting in a simpler, stronger, and more efficient organization [3][4]. Financial Performance - Revenues for 2025 reached €40,396 million, reflecting a year-on-year increase of 0.9% (+€374 million), driven by a 2.2% growth in retail services [8][56]. - EBITDAaL increased by 3.8% to €12,470 million, surpassing the target of at least 3.5% growth, with significant contributions from Africa & Middle East (+13.9%) and Europe (+3.2%) [9][56]. - Consolidated net income was €1,139 million, a decrease of 60.7% year-on-year, primarily due to increased costs and impairments [12][56]. - Adjusted net income was €3,094 million, down 5.7% from the previous year [15][56]. - Organic cash flow from telecom activities was €3,653 million, up 8.3% year-on-year, while free cash flow all-in was €2,793 million, down 6.6% [16][58]. Market Position and Growth - The company maintained its leadership in a competitive European market, with a total customer base exceeding 340 million, and Africa & Middle East recorded its eleventh consecutive quarter of double-digit growth [4][7]. - A binding agreement was signed to acquire full ownership of MasOrange, positioning Spain as the second-largest market in Europe for the company [5][6]. - The PremiumFiber joint venture with Vodafone and GIC began operations, becoming the largest FiberCo in Europe with over 12 million access lines [6][7]. Operational Efficiency - The company achieved a 30.2% increase in EBITDAaL minus eCAPEX, reaching €6,262 million, supported by operational efficiency measures [10][25]. - eCAPEX was reduced by 0.4% to €6,208 million, representing 15.4% of revenues, aligning with the company's eCAPEX discipline objectives [11][57]. Regional Performance - In France, revenues decreased by 2.1% to €17,473 million, with retail services excluding PSTN growing by 0.6% [22][23]. - Africa & Middle East revenues increased by 12.2% to €8,427 million, driven by strong growth in mobile data, fixed broadband, and Orange Money [14][28]. - European revenues rose by 2.2% to €7,263 million, primarily due to retail services growth [34][56]. Sustainability and ESG - The company exceeded its GHG emissions reduction targets, achieving a 49.3% decrease in scopes 1 and 2 emissions compared to 2015, and a 16.4% reduction in scope 3 emissions compared to 2018 [19][20]. - The company also surpassed its target for digital support and training, benefiting over 3.3 million individuals between 2021 and 2025 [20].
Stay Ahead of the Game With TDS (TDS) Q4 Earnings: Wall Street's Insights on Key Metrics
ZACKS· 2026-02-18 15:16
Core Insights - The upcoming earnings report for Telephone & Data Systems (TDS) is projected to show quarterly earnings of $0.22 per share, a significant increase of 344.4% year-over-year, while revenues are expected to decline by 74.2% to $320.02 million [1] Revenue Estimates - Analysts estimate 'Operating Revenues- TDS Telecom' to be $257.17 million, reflecting a year-over-year decrease of 2.6% [4] - The forecast for 'Operating Revenues- Array' is $118.26 million, indicating a substantial decline of 87.8% year-over-year [4] - 'Operating Revenues- All other' is expected to reach $5.91 million, suggesting a decrease of 1.5% from the previous year [4] Service Revenue Projections - 'Operating Revenues- TDS Telecom- Service- Residential - Wireline, Expansion' is anticipated to be $37.11 million, showing a year-over-year increase of 19.7% [5] - 'Operating Revenues- TDS Telecom- Service- Residential - Cable' is projected at $60.03 million, indicating a decline of 7.7% from the prior-year quarter [5] - 'Operating Revenues- TDS Telecom- Service' is expected to be $256.05 million, reflecting a decrease of 3% year-over-year [6] - 'Operating Revenues- TDS Telecom- Service- Commercial' is forecasted at $35.04 million, indicating a decline of 5.3% from the previous year [6] - 'Operating Revenues- TDS Telecom- Service- Residential' is estimated to be $178.87 million, suggesting a decrease of 1.7% year-over-year [7] - 'Operating Revenues- TDS Telecom- Service- Residential - Wireline, Incumbent' is expected to reach $81.73 million, indicating a decline of 5% year-over-year [7] Adjusted OIBDA - The average prediction for 'Adjusted OIBDA- TDS Telecom' is $76.78 million, slightly down from $77.00 million in the previous year [8] Stock Performance - TDS shares have shown a return of +7.5% over the past month, contrasting with a -1.3% change in the Zacks S&P 500 composite [8]
Digerati Technologies Strengthens Balance Sheet with All $10 Million of Notes Converting to Equity
Globenewswire· 2026-02-18 14:00
Conversions Priced at $0.03 per Share Port Jefferson, NY, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Digerati Technologies, Inc., (“Digerati,” the “Company,” “we,” “our” or “us”) (OTCID: DTGI), a data center, power solutions and telecom services provider, is pleased to announce that all of its $10 million of Notes have been converted into equity priced at $0.03 per share. As a result, Digerati currently has no debt. The majority of the investors received restricted common shares that are subject to a lock up and lea ...
Sunrise Communications AG(SNRE) - 2025 Q4 - Earnings Call Transcript
2026-02-18 10:02
Financial Data and Key Metrics Changes - The company reported a revenue decline of 1.1% for the full year, with a slight growth of 0.5% in Q4 [8][30] - Adjusted EBITDA grew by 0.9% for the full year, while Q4 saw a decline of 1.4% [8][36] - Free cash flow remained stable at CHF 80 million, aligning with guidance [8][9] - The proposed dividend is CHF 3.42, reflecting a 2.7% year-over-year growth [9][45] Business Line Data and Key Metrics Changes - Mobile RGUs increased by 82,000 for the full year, while fixed RGUs saw a slight decline of 3,000 [7] - The company experienced a postpaid net addition of 31,000 in Q4, the best outcome of the year [28] - The FMC (Fixed Mobile Convergence) rate increased to 59.8%, a 1.8 percentage point increase over the full year [28] Market Data and Key Metrics Changes - The company noted lower market liquidity during Black Friday, impacting trading volumes [17][26] - The CH Mobile launch contributed less than 50% of the inflow in Q4, primarily attracting price-sensitive customers [20][22] - The ARPU for mobile was CHF 29.2 in Q4, showing year-on-year growth, while fixed ARPU declined by 4% to around CHF 56 [29] Company Strategy and Development Direction - The company aims to stabilize customer ARPU through innovation, loyalty, and service, particularly in the A segment [48] - A focus on the SME segment in B2B is emphasized, with new bundles launched to enhance service offerings [52] - The company plans to reduce CapEx while improving infrastructure quality and operational efficiency [53][54] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a delay in stabilizing the fixed consumer base, expecting continued impacts into 2026 [9][10] - The company anticipates a challenging Q1 due to Black Friday outflows but expects churn to improve by 10% [27][28] - The outlook for 2026 includes a projected EBITDA of around CHF 1 billion, with expectations for gradual revenue improvement [59] Other Important Information - The company achieved a score of 975 in the annual connect test, marking the strongest outcome in its history [10][11] - Sustainability efforts include a 49% reduction in greenhouse gas emissions and significant progress in circularity initiatives [15][16] Q&A Session Summary Question: Guidance on EBITDA and its building blocks - The company was asked to provide details on the components contributing to the CHF 1 billion EBITDA guidance, including the impact of selected price rises and cost savings [64] Answer: - Management indicated that the timing of potential changes in network strategy is driven by current market dynamics, with no immediate urgency to retire the cable network [66] - The company aims to improve gross profit alongside revenue growth, with expectations for a significant improvement in gross profit in 2026 [68]
Sunrise Communications AG(SNRE) - 2025 Q4 - Earnings Call Transcript
2026-02-18 10:00
Financial Data and Key Metrics Changes - The company reported a revenue decline of 1.1% for the full year, with a slight growth of 0.5% in Q4 [7][32] - Adjusted EBITDA grew by 0.9% for the full year, while Q4 saw a decline of 1.4% [8][38] - Free cash flow remained stable at CHF 80 million, aligning with guidance [8][32] - Proposed dividend of CHF 3.42 represents a 2.7% year-over-year growth [9][47] Business Line Data and Key Metrics Changes - Mobile RGUs increased by 82,000 for the full year, while fixed RGUs saw a slight decline of 3,000 [6][29] - Non-subscription revenue in residential grew by CHF 9 million in Q4, driven by higher handset volumes and fee increases [33] - B2B non-subscription revenue increased by CHF 11 million in Q4, attributed to fee adjustments and device sales [33] Market Data and Key Metrics Changes - The company experienced lower market liquidity during Black Friday, leading to extended promotional activities into December [18][19] - Postpaid net additions on the mobile side were 31,000 in Q4, the best outcome of the year [29] - Fixed customer base improved from a negative -7,000 in Q3 to -2,000 in Q4, although challenges are expected in Q1 [29] Company Strategy and Development Direction - The company aims to stabilize customer ARPU through innovation, loyalty, and service enhancements [50] - Focus on the SME segment in B2B with new bundles that include ICT services [54] - Continued emphasis on operational efficiency and cost reductions, leveraging AI for improved processes [55][56] Management Comments on Operating Environment and Future Outlook - Management noted a delay in the stabilization of the fixed consumer base, expecting continued impact into 2026 [10][63] - The company anticipates a gradual improvement in fixed volumes and ARPU, with a slight revenue increase expected in 2026 [57] - Management remains optimistic about maintaining a progressive dividend outlook for the upcoming years [63] Other Important Information - The company achieved a score of 975 points in the annual connect test, marking the strongest outcome in its history [10] - Significant progress in sustainability efforts, including a 49% reduction in greenhouse gas emissions [15][16] Q&A Session Summary Question: Guidance on EBITDA and its building blocks - The question inquired about the components contributing to the CHF 1 billion EBITDA guidance, including the impact of price increases and cost savings [66] Answer: - Management indicated that the guidance reflects a combination of improved revenue and cost management, with specific details to be provided [70] Question: Network roadmap and potential cable network retirement - The question asked about the strategy regarding the cable network and the potential benefits of wholesaling fiber from Swisscom [67] Answer: - Management stated that there is currently no urgency to change the strategy, as the HFC network remains stable and competitive [68]
Síminn hf. - Results for the fourth quarter of 2025 and for the year 2025
Globenewswire· 2026-02-17 16:11
Core Insights - The company experienced increased stability in Q4 2025 following a period of market disruption, leading to year-on-year growth in operating profit despite customer churn and additional costs [3][4] - The financial results for 2025 were within the published guidance range, with EBITDA at the upper end, reflecting disciplined operations and strong sales momentum [4] Financial Performance - Q4 2025 revenue was ISK 7,336 million, a decrease of 1.3% compared to ISK 7,431 million in Q4 2024 [8] - EBITDA for Q4 2025 was ISK 1,916 million, down by 7.5% from the previous year, with an EBITDA margin of 26.1% [8] - EBIT increased to ISK 992 million in Q4 2025, up 5.1% from ISK 944 million in Q4 2024 [8] - Profit for Q4 2025 was ISK 620 million, compared to ISK 517 million in the same quarter of 2024, with earnings per share rising to ISK 0.26 [8] Business Developments - The company expanded its fintech operations, with corporate cards issued reaching 1,800, marking a 20% growth from Q3 to Q4 [6] - Advertising revenue in Q4 2025 was ISK 798 million, a decrease of 2.8% year-on-year, but November 2025 marked the highest month of total advertising sales in the company's history [7][8] - The company announced acquisitions of Greiðslumiðlun Íslands, Opin Kerfi, and Öryggismiðstöð Íslands, aiming to unlock synergies and enhance growth [9] Strategic Initiatives - The company is implementing a revised structure, transferring telecommunications and media operations into a new subsidiary named Ásar, focusing on disciplined growth and robust digital services [11] - The company celebrated its 120th anniversary, emphasizing its long-standing commitment to building secure telecommunications infrastructure [10]
Here's Why AT&T (T) is a Strong Value Stock
ZACKS· 2026-02-17 15:40
Core Insights - Zacks Premium provides various tools for investors to enhance their stock market engagement and confidence, including daily updates, research reports, and stock screens [1] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum, helping investors identify stocks likely to outperform the market in the short term [2] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Score identifies attractive stocks using ratios like P/E, PEG, Price/Sales, and Price/Cash Flow, appealing to value investors seeking undervalued stocks [3] Growth Score - The Growth Score focuses on a company's future prospects and financial health, analyzing earnings, sales, and cash flow to find stocks with sustainable growth [4] Momentum Score - The Momentum Score helps investors capitalize on price trends, using factors like short-term price changes and earnings estimate revisions to identify optimal entry points [5] VGM Score - The VGM Score combines Value, Growth, and Momentum Scores, providing a comprehensive rating to help investors find stocks with the best overall potential [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.86% since 1988, outperforming the S&P 500 [7] - There can be over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to narrow down choices [8] Stock Example: AT&T Inc. - AT&T Inc. is the second largest wireless service provider in North America, offering a wide range of communication and business solutions [11] - AT&T holds a 3 (Hold) Zacks Rank with a VGM Score of B and a Value Style Score of A, supported by a forward P/E ratio of 12.54, making it attractive for value investors [12] - Recent upward revisions in earnings estimates for fiscal 2026 have increased the Zacks Consensus Estimate by $0.04 to $2.29 per share, with an average earnings surprise of +3.8% [12] - With a solid Zacks Rank and strong Value and VGM Style Scores, AT&T is recommended for investors' consideration [13]
Vongvanith Named Kinetic’s First Chief Customer Officer; Brings Customer Voice to Senior Leadership
Globenewswire· 2026-02-17 13:00
Stacie Vongvanith Stacie Vongvanith is Kinetic's new Chief Customer Officer. LITTLE ROCK, Ark., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Kinetic, a leader in residential and business fiber internet, has elevated the customer voice with the creation of its new chief customer officer role. The position, which is the first of its kind at Kinetic, underscores the company’s customer-obsessed approach and commitment to delivering better technology, service, value and experience for customers. Industry leader Stacie ...