Telekom Austria AG (LTS:0NKL)

Half Year 2025 Telekom Austria AG Earnings Call Transcript

Jul 23, 2025 / 09:00 AM GMT

Release Date Price: €9.43 (-1.92%)

Transcript

Key Points

Positve

Telekom Austria AG (WBO:TKA) reported a solid total revenue growth of 4.1% in Q2 2025, driven by strong performance in international operations, particularly in Belarus, Croatia, and Bulgaria.
The company achieved a significant increase in free cash flow, reaching €333 million, nearly 100% more than the previous year, due to lower capital execution and optimized working capital utilization.
Telekom Austria AG (WBO:TKA) added 330,000 new postpaid mobile customers, with 30,000 in Austria, demonstrating strong customer acquisition efforts.
The IoT business saw substantial growth, with over 2 million new subscribers added across the group.
The company confirmed its guidance for 2025, expecting total revenue growth of 2-3% and maintaining a capital expenditure target of around €800 million, excluding spectrum costs.

Negative

The Austrian market remains challenging due to a weak economy and high competition, particularly from MVNOs, impacting service revenue growth.
EBITDA declined by close to 1% in Q2 2025, partly due to increased investments in advertising, commissions, and subsidies in Austria.
The fixed broadband customer base in Austria declined by 37,000, reflecting difficulties in the fixed-line segment.
The company faces regulatory challenges in Austria, with high fiber rollout costs and low take-up rates, hindering further fiber investments.
Telekom Austria AG (WBO:TKA) is experiencing a decline in Austrian mobile ARPU, exacerbated by lower indexation rates compared to the previous year.

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

TELA.VI - Telekom Austria AG
Half Year 2025 Telekom Austria AG Earnings Call
Jul 23, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone.

Thank you for joining us for our Q2 2025 results call. We are pleased to have with us our CEO Alejandro Blatter, our deputy CEO Thomas Arnoldner, and our CFO Sonia Wilner. They will walk you through the key highlights of the second quarter and the first half, and provide an outlook for the remainder of the year. As always, we'll be happy to take your questions after the presentation.

Thank you. With that, let me hand over to Alejandro.

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Unidentified_2 [2]
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Thank you, Sony, and good morning, everyone.

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