Q1 2025 NOS SGPS SA Earnings Call Transcript
Key Points
- Revenue increased by 4.5% and EBITDA rose 4.3%, indicating strong financial performance.
- The acquisition of Claranet is expected to enhance NOS Sgps SA (STU:PMV)'s ICT capabilities and value proposition.
- NOS Sgps SA (STU:PMV) expanded its fiber to the home network, now covering over 5.8 million households.
- The company demonstrated 5G leadership in Portugal with extensive network coverage reaching 97% of the population.
- NOS Sgps SA (STU:PMV) maintained its leadership in Portuguese patent applications, reflecting significant investments in AI technologies.
- Net income decreased by 13%, primarily due to a reduction in extraordinary income related to legal procedures and activity fees.
- The B2C segment showed signs of deceleration, impacted by a competitive environment affecting operational activity and ARPU.
- Cinema ticket sales declined by 4.2% due to postponed movie releases.
- The competitive landscape led to a slowdown in net additions, with prepaid net additions operationally decreasing by 85,000 in the first quarter.
- The company did not implement the usual inflation-driven price increases this year, which may impact revenue growth.
Hello, everyone, and welcome to NOS first-quarter 2025 results presentation. I'm Pedro Cota Dias, Investor Relations. We have the full team -- the full executive team with us in the room today. We'll start with our CFO, Luis Nascimento, who will take you through a short presentation highlighting our main achievements and KPIs for the quarter. And then the team will be available to address any questions you may have in the Q&A.
Thanks for joining, and I'll hand you over to Luis.
Good morning, and welcome to NOS first quarter conference call. As usually, we will go briefly through the results of the quarter, and then we'll go into the Q&A. So we will begin with the three main highlights of the first quarter: the closing of Claranet acquisition, a critical step to leverage not ICT & Tech capabilities and to improve NOS value proposition.
The second is strong revenue growth while accelerating our operational transformation
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