Q3 2025 Proximus NV Earnings Call Transcript
Key Points
- Proximus SA (BGAOY) achieved a robust domestic performance despite intense competition, with stable service revenues and a 1.8% growth in domestic EBITDA.
- The company has expanded its 5G coverage to over 85% and fiber coverage to more than 47% of Belgian homes and businesses.
- Proximus SA (BGAOY) successfully concluded the sale of Be-Mobile, keeping on track with its EUR600 million asset sales program.
- The company reported a strong improvement in organic free cash flow, reaching EUR159 million, excluding asset sales proceeds.
- Proximus SA (BGAOY) continues to focus on innovation, launching new features like eSIM to enhance customer onboarding and experience.
- The Proximus Global segment faced challenges, with a 12.2% decline in direct margin and a 22.3% drop in EBITDA due to issues in the SMS CPaaS market.
- The company has lowered its guidance for the Proximus Global segment, expecting a year-on-year EBITDA decline of around 10%.
- Proximus SA (BGAOY) did not renew its Belgian football contracts, impacting its domestic EBITDA outlook.
- The company faces ongoing integration challenges in its global segment, affecting the realization of expected margin synergies.
- Proximus SA (BGAOY) anticipates continued pressure on its global segment, leading to a reassessment of its 2026 targets.
Hello, and welcome to the Proximus Q3 2025 results conference call. My name is Serge and I'll be your coordinator for today's event. Please note, this conference is being recorded. (Operator Instructions) I will now hand you over to your host, Nancy Goossens, Investor Relations lead, to begin today's conference. Thank you.
Thank you, ladies and gentlemen. Welcome to the Proximus third quarter results webcast. We will begin with our presentation. And it is my pleasure to introduce our new CEO, Stijn Bijnens, who will walk you through today's highlights. Our CFO, Mark Reid, will then present the financial results. A Q&A session will follow with Jim Casteele, the consumer market lead also participating, Handing over now to Stijn for the highlights. Please go ahead. .
Also welcome from my side. I'm honored to present my first round of Proximus results to you today. As you have seen in our published report
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