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Earnings Call Summary | TELENOR ASA ADR EACH REPR 1 ORD NOK6 SPON(TELNY.US) Q1 2024 Earnings Conference

Earnings Call Summary | TELENOR ASA ADR EACH REPR 1 ORD NOK6 SPON(TELNY.US) Q1 2024 Earnings Conference

财报电话会议摘要 | TELENOR ASA ADR EACH REPR 1 ORD NOK6 SPON (TELNY.US) 2024 年第一季度财报会议
moomoo AI ·  04/30 20:56  · 电话会议

The following is a summary of the Telenor ASA (TELNY) Q1 2024 Earnings Call Transcript:

以下是 Telenor ASA(TELNY)2024年第一季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Telenor ASA reported a 6% growth in service revenue and a 7% growth in EBITDA in Q1 2024.

  • It generated a total free cash flow of NOK5.4 billion in the same quarter.

  • Positive financial growth was attributed to revenue growth, cost discipline in the Nordic region, and cash flow focus in Asia.

  • The strong Q1 results in the Nordic operation were better than expected.

  • The company is on track to meet its full-year and midterm financial targets.

  • Telenor ASA报告称,2024年第一季度服务收入增长6%,息税折旧摊销前利润增长7%。

  • 它在同一季度创造了54亿挪威克朗的总自由现金流。

  • 正的财务增长归因于收入增长、北欧地区的成本纪律以及亚洲对现金流的关注。

  • 北欧业务第一季度的强劲业绩好于预期。

  • 该公司有望实现其全年和中期财务目标。

Business Progress:

业务进展:

  • Telenor showed strong growth in the Nordic region as all business units contributed to revenue and EBITDA.

  • The company has outlined a new cloud-native technology transformation program and formed a joint venture, Skygard, to launch new data centers by H1 2025.

  • The Asian operations are focusing on synergy realization and cash repatriation, aligning with the target of generating NOK5 billion in free cash flow from Asia in 2025.

  • A partnership has been confirmed with NVIDIA to enhance Telenor's data centers, aiding in Telenor Nordics' transformation.

  • The company plans to concentrate its efforts on cost management, exploring profitable ventures, and growing operational leverage in response to customer churn due to price increases.

  • There's anticipation of a positive regulatory change allowing more access to the fixed market and contributing to potential cost savings.

  • It is planning a more wholesale-oriented business approach in response to changing fiber conditions.

  • Telenor foresees deregulation positively impacting revenue generated on its mobile towers and looks forward to the lifting of national roaming regulations.

  • Notwithstanding the divestment of Telenor Pakistan, the company aims to keep its cash flow targets consistent, with the ambition to resume dividends by 2025.

  • 由于所有业务部门都对收入和息税折旧摊销前利润做出了贡献,Telenor在北欧地区表现出强劲的增长。

  • 该公司概述了一项新的云原生技术转型计划,并成立了合资企业Skygard,将在2025年上半年推出新的数据中心。

  • 亚洲业务侧重于协同效应实现和现金汇回,与2025年从亚洲创造50亿挪威克朗自由现金流的目标一致。

  • 已经确认与NVIDIA建立合作伙伴关系,以增强Telenor的数据中心,从而帮助Telenor北欧的转型。

  • 该公司计划将精力集中在成本管理、探索盈利企业和提高运营杠杆率上,以应对价格上涨导致的客户流失。

  • 预计将出现积极的监管变化,这将允许更多的固定市场准入,并有助于节省潜在的成本。

  • 它正在计划采取更加以批发为导向的业务方法,以应对不断变化的纤维状况。

  • Telenor预计,放松管制将对其移动塔的收入产生积极影响,并期待取消国家漫游法规。

  • 尽管撤资了巴基斯坦电信,但该公司的目标是保持其现金流目标一致,并计划到2025年恢复分红。

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