Q4 2024 NOS SGPS SA Earnings Call Transcript
Key Points
- Nos Sgps SA (FRA:PMV) reported strong revenue growth of 8.1% for the quarter and 6.2% for the full year.
- EBITDA growth was impressive, with an 11.6% increase for the quarter and 7.1% for the year.
- Operational cash flow saw a significant increase of 43% year-on-year, reaching EUR 272 million.
- The company achieved a substantial decrease in CapEx, with a 12.4% reduction in network expansion costs for the quarter.
- Nos Sgps SA (FRA:PMV) expanded its next-generation networks coverage to 83% of households and achieved nearly 100% 5G coverage.
- The company did not provide specific guidance for 2025, citing market uncertainties.
- There is no plan to offer wholesale access to their FTTH network, potentially limiting revenue opportunities.
- The extraordinary dividend was significantly lower than the cash received from the Cellnex towers sale.
- Concerns were raised about potential softer ARPU growth due to increased digital brand acquisitions.
- The company remains cautious about the competitive market dynamics and their impact on future performance.
Good afternoon, everyone. Welcome to our full year 2024 results conference call. We have the executive team in the room to answer your questions after our CFO, Jose Ferreira, we'll go through a brief presentation which is on our website highlighting the main topics of the results. Over to you, sir.
Thank you, Maria Joao. Hi, everyone. Welcome to the call, and thank you for making the time. Today, we'll focus -- we'll do a brief presentation focusing on three key dimensions: our strategic execution, obviously, our performance throughout the year and the quarter, and also some highlights in terms of our cash flow generation and the way we view long-term value creation for our shareholders. So going into the results of the quarter and the year.
Firstly, I'd like to highlight our very strong market position and sustainable growth, as you've seen throughout our results, not only from the quarter, but the overall result of '24, also
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