Q3 2025 Telus Corp Earnings Call Transcript

Nov 7, 2025 / 04:00 PM GMT

Release Date Price: €12.6 (+0.80%)

Transcript

Key Points

Positve

TELUS Corp (TU) achieved an industry-best 288,000 total mobile and fixed customer additions, reflecting a 5% growth in customer connections.
The company reported a solid tech EBITDA growth of 3%, supported by healthy phone net additions and leading connected device net additions.
TELUS Corp (TU) continues to lead in customer loyalty metrics with an industry-best postpaid mobile phone churn of 0.91%.
The telehealth segment showed strong performance with revenue and adjusted EBITDA growth of 18% and 24%, respectively.
The integration of LifeWorks has delivered $417 million in combined annualized synergies, significantly surpassing initial targets.

Negative

Net income on an adjusted basis decreased by 10%, and EPS was down 14% compared to the previous year.
TELUS Digital's profitability is under pressure, with an adjusted EBITDA margin of 11.1% for the third quarter.
The company's target for T tech operating revenue is expected to be at the lower end of the 2 to 4% range.
There is a slight increase in churn, and ARPU growth remains a challenge, with pressures from competitive pricing.
Capital expenditures excluding real estate declined by 2%, indicating potential constraints in investment for future growth.

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

T.TO - Telus Corp
Q3 2025 Telus Corp Earnings Call
Nov 07, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Just The conference is now being recorded.

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Unidentified_2 [2]
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The roof of my mouth.

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Unidentified_3 [3]
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Good day everyone. Welcome to the Telus 2025 Q3 earnings conference call. I would like to introduce your speaker, Robert Mitchell. Please go ahead.

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Unidentified_4 [4]
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