Taiwan · Delayed Price · Currency is TWD Taiwan Mobile Earnings Call Transcripts
Fiscal Year 2025
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Record high EBITDA and EBIT were achieved in 2025, with strong growth in 5G, broadband, and Telco+Tech segments. Dividend payout exceeded 100%, and 2026 guidance projects 5%-7% revenue growth, supported by AI-driven efficiencies and disciplined capital allocation.
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Mobile, broadband, and Telco+Tech segments drove strong Q3 2025 results, with telecom EBITDA up 5% year-over-year and free cash flow rising 7% for the first three quarters. E-commerce and new tech businesses showed robust growth, while disciplined cost management and strategic investments supported profitability.
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Mobile, broadband, and Telco+Tech segments drove growth in 2Q 2025, with telecom EBIT up 13% YoY and consolidated operating income up 4% YoY. Free cash flow rose 17% YoY, and dividend payout remains robust, while new digital initiatives and network synergies support future outlook.
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Mobile and home broadband segments delivered strong growth, driving a 23% year-over-year increase in net income and a seven-year high in telecom EBIT. E-commerce faced margin pressure amid economic uncertainty, while robust cash flow supported debt reduction and strategic investments.
Fiscal Year 2024
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Record 2024 results with all-time highs in revenue, EBITDA, and free cash flow, driven by the Taiwan Star merger, 5G expansion, and strong broadband and e-commerce growth. 2025 guidance targets continued organic growth, cost synergies, and network investment.
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Q3 2024 saw strong revenue and EBITDA growth, driven by merger synergies, 5G adoption, and broadband upselling. Free cash flow rose 21% year-over-year, while investments and new business initiatives continued. Merger synergies and organic growth are expected to sustain momentum.
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Q2 2024 saw strong revenue and EBITDA growth, driven by rapid merger integration, robust mobile and broadband performance, and effective cost savings. Telecom EBIT surged 53% YoY, while free cash flow and net debt metrics improved.