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PCCW Limited (PCCWY) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-16 16:07
Core Viewpoint - PCCW demonstrated resilience in its performance amid global trade uncertainties and cautious consumer sentiment, supported by disciplined execution and scaling of core businesses [2]. Financial Performance - PCCW achieved a 7% increase in revenue, reaching over USD 5.16 billion, while EBITDA rose by 3% year-on-year to USD 1.704 billion [5]. - The OTT business recorded a 5% revenue growth and over 50% increase in EBITDA, benefiting from economies of scale, improved operating efficiency, and a prudent content strategy [5]. Business Highlights - Viu, PCCW's regional video streaming platform, remains the leading player in the greater Southeast Asian markets with paid subscribers reaching 16.8 million [3]. - New growth initiatives for Viu, including Viu Shorts, are aimed at ensuring sustainable growth [3]. - ViuTV is expanding its reach among younger viewers with a strengthened talent roster and an exciting lineup of group concerts planned for the upcoming year [3]. Strategic Focus - HKT is committed to providing best-in-class digital infrastructure to support enterprises and enhance customer experience, particularly as they adopt AI-enabled technologies [4].