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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

業績電話會議摘要 | TELENOR ASA ADR EACH REPR 1 ORD NOK6 SPON (TELNY.US) 2024 年第一季度業績會議
moomoo AI ·  05/01 08:56  · 電話會議

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

以下是 Telenor ASA(TELNY)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • 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報告稱,2024年第一季度服務收入增長6%,息稅折舊攤銷前利潤增長7%。

  • 它在同一季度創造了54億挪威克朗的總自由現金流。

  • 正的財務增長歸因於收入增長、北歐地區的成本紀律以及亞洲對現金流的關注。

  • 北歐業務第一季度的強勁業績好於預期。

  • 該公司有望實現其全年和中期財務目標。

Business Progress:

業務進展:

  • 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.

  • 由於所有業務部門都對收入和息稅折舊攤銷前利潤做出了貢獻,Telenor在北歐地區表現出強勁的增長。

  • 該公司概述了一項新的雲原生技術轉型計劃,併成立了合資企業Skygard,將在2025年上半年推出新的數據中心。

  • 亞洲業務側重於協同效應實現和現金匯回,與2025年從亞洲創造50億挪威克朗自由現金流的目標一致。

  • 已經確認與NVIDIA建立合作伙伴關係,以增強Telenor的數據中心,從而幫助Telenor北歐的轉型。

  • 該公司計劃將精力集中在成本管理、探索盈利企業和提高運營槓桿率上,以應對價格上漲導致的客戶流失。

  • 預計將出現積極的監管變化,這將允許更多的固定市場準入,並有助於節省潛在的成本。

  • 它正在計劃採取更加以批發爲導向的業務方法,以應對不斷變化的纖維狀況。

  • Telenor預計,放松管制將對其移動塔的收入產生積極影響,並期待取消國家漫遊法規。

  • 儘管撤資了巴基斯坦電信,但該公司的目標是保持其現金流目標一致,並計劃到2025年恢復分紅。

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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