Q2 2025 Taiwan Mobile Co Ltd Earnings Call Transcript
Key Points
- Mobile and home broadband segments are the main growth engines, with a new 'telco plus tech' business contributing to healthy top-line growth.
- Telecom EBIT rose 13% year-over-year, driven by cost savings from network consolidation.
- 5G penetration reached 42.5%, with a 10% year-over-year growth in 5G revenues.
- Broadband business delivered a 6% year-over-year revenue growth, supported by competitive pricing and bundled offerings.
- The company ranked number one across all seven categories of the 2025 Asia ex Japan Executive Team survey by Extel.
- Momo's EBITDA margin declined due to increased investments in marketing technology and new growth initiatives.
- Net income for Momo declined by 10% year-over-year in the first half of 2025.
- Non-operating expenses increased due to translation losses in US dollar-denominated investments.
- The retail environment and broader economic uncertainty weighed on Momo's top-line performance.
- The company faced a decline in cash balance due to Momo's capital expenditure and dividend payments.
Good afternoon, everyone. Welcome to the Taiwan Mobile's conference call. And our chairperson is Mr. Jamie Lin. Mr. Lin, please begin the call, and I'll be standing by for the question-and-answer session.
Thank you so much, operator. Good afternoon, everyone. Welcome to Taiwan Mobile's second quarter 2025 results conference call. Before I start our presentation, please do refer to our safe harbor notice on this page. Now let's take a look at our business overview. Please turn to page 4 for highlights of the quarter.
In second quarter 2025, mobile and home broadband are two main growth engines as well as new telco plus tech businesses, a third growth engine we're introducing this time, delivered healthy top line growth. In terms of profitability, Telecom EBIT, which includes contribution from the new telco plus tech segment that I just mentioned, rose 13% year-over-year, driven mainly by cost savings from network consolidation completed in third quarter last year. As a result, consolidated
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