Core Viewpoint - T-Mobile is positioned as a potential Dividend Champion, having initiated its dividend in 2023 and showing strong business performance, but it has a long way to go to meet the criteria of raising dividends for 25 consecutive years [11]. Group 1: Company Performance - T-Mobile's business has been thriving, with shares increasing over 14% year-to-date as of August 14 [4]. - For Q2, T-Mobile reported diluted earnings per share of $2.84, a 14% year-over-year increase, and total revenue grew nearly 7% [5]. - The company achieved postpaid net customer additions of 1.7 million, marking its highest second-quarter additions ever [5]. Group 2: Dividend Information - T-Mobile initiated its quarterly dividend at $0.65 in 2023 and raised it to $0.88 in September 2024, representing a 35% increase [8]. - The current annual yield stands at 1.40%, which is modest but reflects a quick start for a company with less than two years of dividend payments [8]. - The company has a trailing 12-month free cash flow yield of 4.25% and a payout ratio of nearly 31%, indicating the dividend is sustainable [9]. Group 3: Future Dividend Prospects - Management has indicated an intent to grow the dividend by 10% annually, with another hike potentially coming next month [10]. - T-Mobile has paid out approximately $3.78 billion in dividends over the last year, with guidance for $17.8 billion in free cash flow this year, sufficient to cover the dividend payout [9]. Group 4: Debt and Acquisitions - At the end of Q2, T-Mobile had $6.4 billion in short-term debt and over $75 billion in long-term debt, with cash and cash equivalents around $10.3 billion [12]. - The company's debt is partly attributed to eight acquisitions made since 2021, which have contributed to revenue and free cash flow growth [12][13].

Financial Performance - Telecom Argentina's 1H25 adjusted EBITDA reached $399 million, a 54% increase compared to 1H24[12] - The company reported a 30% EBITDA margin in 1H25, compared to 29.7% in 1H24[12, 28] - Telecom Argentina's 1H25 CAPEX totaled $359.336 million[81] - Telecom Argentina raised a total of approximately $2.6 billion in USD equivalent through various transactions[105] Telefónica Móviles Argentina (TMA) Acquisition - The acquisition of TMA contributed to a proforma revenue of $4.009 billion and EBITDA of $1.129 billion for FY24[24] - TMA's 1H25 figures include just four months of contribution to Telecom Argentina's consolidated results[24] - Actions are being taken to improve TMA's EBITDA margin, targeting an 11% margin as reported in 1H25[33] Operational Highlights - Personal Pay, Telecom Argentina's digital wallet, has onboarded over 4.2 million clients, representing a 44% year-over-year increase[12, 64] - Mobile ARPU evolution in US$ increased by 15% for TMA and 19% for TEO[48] - Broadband ARPU evolution in US$ increased by 12% for TMA and 22% for TEO[48] Debt Management - Successful issuance of Class 24 Notes for $800 million in May and a tap for $200 million in July, reducing the bond's average financing cost from 9.50% to 9.36%[12] - The company has a balanced debt maturity profile, with approximately 72% of debt in US dollars, RMB, and Guaraní[111] Regulatory and Environmental - Telecom Argentina submitted its comments to the CNDC regarding the June 19 technical opinion[37] - Telecom Argentina's near-term science-based targets have been approved, reinforcing the company's environmental commitments[115]

PCCW (00008) H1 2025 Earnings Call August 01, 2025 05:00 AM ET Company ParticipantsHui Hon Hing - Executive Director, Acting Group Managing Director & Group CFOMarco Wong - Head - IROperatorLadies and gentlemen, welcome to PCCW twenty twenty five interim results announcement. Presenting today are miss Susana Hoy, acting group managing director and group chief financial officer and Mr. Marco Wong, Head of Investor Relations. Over to Susannah, please.Hui Hon HingGood afternoon. Thank you for joining the PCCW ...

TIM (TIMB) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Speaker0Good morning, ladies and gentlemen. Welcome to the GinSA twenty twenty five Second Quarter Results Video Conference Call. We would like to inform you that this event is being recorded. There will be a replay for this call on the company's website. After Gene and Sai remarks are completed, there will be a Q and A section for participants.At that time, further instructions will be given.Speaker1Hello, and welcome to our earnings conference for ...

Core Viewpoint - Telefônica Brasil reported strong operating performance in 2Q25, leading to significant growth in revenue, EBITDA, and net income [1]. Financial Performance - Net Operating Revenue reached R$14,645 million, a 7.1% increase from R$13,679 million in 2Q24 [2]. - EBITDA grew by 8.8% YoY to R$5,933 million, with an EBITDA margin of 40.5%, up 0.6 percentage points from the previous year [4][6]. - Net Income attributed to Telefônica Brasil was R$1,344 million, reflecting a 10.0% increase compared to R$1,222 million in 2Q24 [6]. Revenue Breakdown - Mobile Services revenue increased by 7.3% YoY to R$9,555 million, driven by a 10.6% growth in postpaid services and a 5.1% increase in mobile ARPU, reaching R$31.1 [2][3]. - Fixed revenue rose by 8.0% YoY, supported by FTTH growth of 10.4% and Corporate Data, ICT, and Digital Services revenue growth of 20.7% [4]. Subscriber Growth - Total subscribers increased by 1.3% YoY, reaching 116,190 thousand, with postpaid customer base growing by 7.0% YoY to 68.5 million accesses [2][3]. Capital Expenditure - Capex for 2Q25 totaled R$2,439 million, a 4.2% increase YoY, representing 16.7% of revenues, reflecting a decrease in Capex intensity [5]. Cash Flow and Shareholder Returns - Operating Cash Flow was R$3,494 million, up 12.2% YoY, with a margin of 23.9% [6]. - The total remuneration paid to shareholders reached R$5,233 million, with commitments to distribute at least 100% of net income for fiscal years 2024 to 2026 [7].

Group 1 - Verizon Communications Inc (NYSE:VZ) stock increased by 3.6% to $42.63 after reporting second-quarter earnings of $1.22, surpassing estimates of $1.18, along with a revenue beat [1] - The stock is attempting to end an eight-day losing streak, marking its best single-day percentage gain since March 7, and is bouncing off its lowest level since February [2] - Year-to-date, Verizon shares have a slim lead of 5.7% [2] Group 2 - The equity's 50-day call/put volume ratio of 5.51 is higher than 91% of readings from the past year, indicating a more bullish sentiment among options traders [3] - Today's options activity shows 63,000 calls and 16,000 puts traded, which is four times the typical volume for this time [4] - The most popular option is the weekly 7/25 42-strike call, with positions currently being opened [4]

Acquisition of TMA - The acquisition of TMA aims to create the most competitive telecom company in Argentina with premium infrastructure[19] - The acquisition is expected to increase EBITDA generation while maintaining stable leverage[19] - The transaction rationale includes greater synergies and efficiencies to increase profitability[19] - The acquisition is considered a market repair transaction, addressing limited profitability and investment capacity of a player[19] Financial Performance - Telecom Argentina reported 1.3 billion US dollars in 1Q25 revenues[12] - Adjusted EBITDA for 1Q25 reached 165 million US dollars, an increase of 8% compared to 1Q24[12] - 1Q25 CAPEX amounted to 165 million US dollars, focused on mobile and FTTH network deployment[12] - The company's EBITDA margin was 33.1% in 1Q25, compared to 30.3% in 1Q24[12] - Net debt to estimated proforma EBITDA was 1.9x LTM1Q25[12] Operational Highlights - The company has 4.1 million broadband subscribers, maintaining its market leader position[12] - Mobile subscribers reached 21.3 million, including 2.6 million from Paraguay and Uruguay, also holding a market leader position[12] - Pay TV subscribers totaled 3.1 million, with 111,000 in Paraguay and Uruguay[12] - Personal Pay has onboarded approximately 3.9 million clients, ranking as the 2 Fintech in Argentina based on total remunerated account balances[12]

Core Insights - Telefônica Brasil reported strong operating performance in 1Q25, leading to significant growth in EBITDA and net income [2][4][6] Financial Performance - Net Operating Revenue reached R$14,390 million, a 6.2% increase YoY, driven by mobile services and fiber revenues [2][3] - EBITDA grew by 8.1% YoY to R$5,704 million, with an EBITDA margin of 39.6%, up 0.7 percentage points from the previous year [2][4] - Net Income attributed to Telefônica Brasil was R$1,058 million, reflecting an 18.1% increase YoY [2][6] - Earnings per Share (EPS) increased by 20.3% YoY to R$0.65 [2] Revenue Breakdown - Mobile Services revenue increased by 6.5% YoY to R$9,272 million, supported by a 10.3% growth in postpaid revenue [2][3] - FTTH revenue grew by 10.6% YoY to R$1,899 million, with the FTTH network reaching 29.6 million homes passed [2][4] - Corporate Data, ICT, and Digital Services revenue rose by 15.8% YoY to R$1,312 million [2][4] Cost and Cash Flow - Total Costs increased by 5.1% YoY to R$8,687 million [2] - Operating Cash Flow totaled R$3,835 million, a 12.7% increase YoY, with an OpCF margin of 26.7% [2][5] Capital Expenditure - CAPEX for 1Q25 was R$1,869 million, a slight decrease of 0.3% YoY, representing 13.0% of revenues [2][5] - Investments focused on enhancing the 5G network, which is now available in 519 cities, covering 62% of the Brazilian population [5] Shareholder Returns - The total remuneration paid to shareholders reached R$2,576 million by the end of April 2025, with a commitment to distribute at least 100% of net income for fiscal years 2024 to 2026 [6][7]

Core Insights - The "Oman Telecom Operators Country Intelligence Report" provides a comprehensive analysis of Oman's telecommunications landscape with forecasts extending to 2029 [1] - The report covers various segments including fixed telephony, broadband, and mobile services, while also addressing regulatory trends impacting the industry [1] Industry Overview - The report includes demographic and macroeconomic context in Oman [7] - It reviews the regulatory environment and trends for the next 18-24 months, including developments in spectrum licensing, national broadband plans, and tariff regulation [7] Market Outlook - The total telecom service revenue is projected to grow at a CAGR of 3.7% from 2024 to 2029, driven by mobile data and fixed broadband segments [7] - Mobile data services revenue is expected to increase at a CAGR of 6.4%, fueled by the adoption of 5G services and data-centric plans [7] - Fixed broadband service revenue is forecasted to grow at a CAGR of 3.9%, supported by fixed wireless and FTTH subscriptions due to broadband coverage expansions [7] Competitive Landscape - The report examines the positioning of leading players in the telecom services market and subscription market shares across segments [7] - Key players mentioned include Omantel Oman, Ooredoo Oman, FRiENDi Mobile, Renna Mobile, Awasr, and Vodafone Oman [7]

Cautionary Language Concerning Forward-Looking Statements First Quarter 2025 Earnings Call May 1, 2025 1 Safe Harbor and Non-GAAP Financial Measures Definition Q1 FY 2025 This presentation contains forward-looking statements relating to, among other matters, the Company's future financial performance, business goals and objectives, and results of operations, expectations regarding the transition of its US Telecom business, its future revenues, operating income, cash flows, network and operating costs, Adjus ...