Q2 2025 Swisscom AG Earnings Call Transcript

Aug 7, 2025 / 07:00 AM GMT

Release Date Price: €59.5 (-0.83%)

Transcript

Key Points

Positve

Swisscom AG (SCMWY) was nominated as the strongest telco brand in Switzerland and achieved a record score in a mobile hotline test, highlighting excellent customer service.
The launch of Beam, a new convergent B2B connectivity portfolio, has been well-received, with promising sales numbers.
Integration progress in Italy is on track, with synergy ramp-up and integration costs as planned.
The company confirmed its full-year guidance, with revenue expected at the lower end of the range but stable overall.
Network expansion continues with increased 5G and FTTH coverage, enhancing connectivity and service quality.

Negative

Q2 revenues were slightly lower than Q1, with a 2.3% decline in the first half of the year.
EBITDA decreased by 5.5%, mainly due to integration work in Italy, impacting financial performance.
The B2B market faces strong pricing pressure, leading to a decline in service revenue.
Copper phase-out savings are currently limited and smaller than the costs associated with the shutdown.
The Italian B2C mobile business is experiencing service revenue erosion, with declines expected to be at the high end of guidance.

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

SCMN.S - Swisscom AG
Q2 2025 Swisscom AG Earnings Call
Aug 07, 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 Q2 2025 results conference call hosted by Christoph Ashleman, Eiggen Sternet, and Louis Schmidt. Louis, the floor is yours.

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Unidentified_2 [2]
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Good morning ladies and gentlemen, and welcome to CISCO's Q225 results presentation. My name is Louis Schmidt, head of investor relations, and with me are our CEO Christoph Eshleman and Ogenermet, our Chief Financial Officer.

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

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