Swisscom AG (CHIX:SCMNz)

CHF 561.25 +3.75 (+0.67%) Market Cap: 29.11 Bil Enterprise Value: 32.02 Bil PE Ratio: 20.01 PB Ratio: 2.32 GF Score: 81/100

Q1 2025 Swisscom AG Earnings Call Transcript

May 8, 2025 / 07:00 AM GMT

Release Date Price: CHF539 (-1.60%)

Transcript

Key Points

Positve

Swisscom AG (SCMWY) confirmed its full-year guidance for 2025, with revenue expected between CHF 15 and 15.2 billion and EBITDA around CHF 5 billion.
The integration of Vodafone Italia is progressing well, with successful execution of planned integration actions.
Swisscom AG (SCMWY) was awarded the strongest telco brand worldwide by Brand Finance, highlighting its strong market position.
The company launched a new multi-mobile offering called 'We Are Family' to enhance convergence and increase household penetration.
Swisscom AG (SCMWY) continues to invest in its network, achieving 86% 5G+ coverage and 53% FTTH coverage, maintaining a quality lead in network performance.

Negative

Swisscom AG (SCMWY) reported a 1% decline in group revenue, primarily due to a decline in Switzerland and currency effects.
EBITDA declined by 6.6%, driven by a decrease in Switzerland and integration costs in Italy.
The company faces high price pressure in the Swiss SME segment, impacting B2B service revenue.
In Italy, B2C service revenue erosion was higher than expected, driven by mobile service revenue declines.
The company anticipates continued service revenue erosion in Italy, with stabilization efforts expected to show results mainly in 2026.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SCMN.S - Swisscom AG
Q1 2025 Swisscom AG Earnings Call
May 08, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen.

Thank you for joining the Swisscom Q1 2025 results conference call hosted by Christoph Ashleyman, Eiggen Stemetz and Louis Schmidt. Louis, the floor is yours.

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Unidentified_2 [2]
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Good morning ladies and gentlemen. Welcome to Swiss Q1 results presentation. My name is Louis Schmidt, head of investor relations, and with me are our CEO Christoph Eshleman and Ergen Stemetz, our Chief Financial Officer.

Let's now move to page number 2 with the agenda of today. As you can see, our COAs presentation with chapter 1 and a quick

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