TE Connectivity’s Post

The final batch of performance score cards, is the analysis of the Top 30 global telcos. Revenue growth has slowed down from 3.9 percent in Q1 2023 to 2.2 percent in Q1 2024. Rogers continues to lead the way in growth. EBITDA growth has been more positive as telco's continue to drive efficiency. The growth drivers are enterprise and media / content business. More detailed insights available at https://lnkd.in/gr-7ZJ52 *(29 this quarter as Telstra only publishes semi-annual results) All performance data is for group companies where applicable. Twimbit

In the telecoms sector, healthy connectivity demand supports credit quality. Inflation curtails profitability growth but EBITDA margins are still growing on price rises and efficiency programs. Read the full report here: https://ow.ly/ZRoc50Qr8N9

AT&T continues to deliver robust growth in 2024 with its Q2 results showcasing substantial gains in 5G and fiber customer base, propelling increases in Mobility service and broadband revenues. The steadfast performance in the first half of the year solidifies the company's commitment to its financial projections for 2024. This quarter, AT&T reported: Revenues of $29.8 billion A notable increase in net income to $3.9 billion Adjusted EBITDA of $11.3 billion Impressive free cash flow growth to $4.6 billion, up $0.4 billion year-over-year Key achievements included 419,000 postpaid phone net adds and a significant 239,000 AT&T Fiber net adds, underscoring the company’s leadership in network expansion and customer satisfaction. John Stankey, AT&T CEO, expressed confidence in the company's strategic direction: "Our investment-led growth strategy continues to yield substantial benefits, as evidenced by our strong quarterly performance. With nearly 40% of AT&T Fiber households also choosing AT&T wireless service, we are uniquely positioned to offer unmatched connectivity." For the full year 2024, AT&T reaffirms its commitment to: Wireless service revenue growth around 3% Broadband revenue growth exceeding 7% Capital investments of $21-$22 billion Free cash flow in the $17-$18 billion range AT&T remains focused on enhancing shareholder value and ensuring the highest service levels to customers across the United States. #ATT #Telecom #5G #FiberOptics #FinancialResults #CorporateGrowth

The Q3 2023 Telco Revenue scorecard is out. Average growth slowed down to 3.5 percent YoY. This is the slowest quarterly increase in last six quarters. The developing markets still have appetite for growth in core services, viz., fixed broadband and mobile data. Developed markets are leaning on enterprise business growth. Twimbit

66% of CSP decision makers said industry analysts significantly influence their technology buying decisions in our latest insights report, 'Trusted advisors: the role of industry analysts in telecoms purchasing - lessons for vendors.' This was even higher for CSPs in Germany (74%), the UK (70%) and the US (68%). An effective analyst relations programme is critical for vendors looking to sell solutions and services to CSPs. Download the report to find out more about analyst influence across the CSP technology buying journey. https://lnkd.in/ez46FyTJ

The recently released end-of-year results revealed another impressive year for AT&T. The results were largely driven by the growth in both 5G and fiber, while a significant cut in expenses also helped to bolster the overall profits. For the full year, AT&T's revenues totaled $122.4 billion, a 1.4% increase. Operating expenses decreased to $99 billion while operating income reached an impressive $23.5 billion. Overall, AT&T's strong performance in 2023 highlights its commitment to innovation and improving network capabilities. #TEAMATT #EndOfYearResults #5G #Fiber https://lnkd.in/ef7YTYfE

Today’s earnings results are live, and we reached year-over-year revenue growth for the first time since 2015! This is the result of the relentless execution of our strategy: • We’re expanding our fiber footprint across the country and are 68% of the way to reaching our goal of 10 million locations. • More customers are choosing our fast, reliable internet along with value-added services and Gig+ speeds. • Customer service is improving as we digitize our business, which is showing up in our industry leading NPS. • And we’re simplifying and digitizing our operations to run a more efficient business. Read our full results: https://lnkd.in/eZ3_fxRp #BuildingGigabitAmerica

The recently released end-of-year results revealed another impressive year for AT&T. The results were largely driven by the growth in both 5G and fiber, while a significant cut in expenses also helped to bolster the overall profits. For the full year, AT&T's revenues totaled $122.4 billion, a 1.4% increase. Operating expenses decreased to $99 billion while operating income reached an impressive $23.5 billion. Overall, AT&T's strong performance in 2023 highlights its commitment to innovation and improving network capabilities. #TEAMATT #EndOfYearResults #5G #Fiber https://lnkd.in/dfhDzwYs

Deutsche Telekom AG (OTCQX:DTEGY): Deutsche Telekom reported strong financial results for Q1 2024, with revenue of €27.94 billion, up 0.4% year-over-year[5]. Adjusted EBITDA AL grew by 5.1% to €10.5 billion, and in organic terms, it increased by 5.8%. The company's Q1 2024 non-GAAP EPS was €0.45[5]. Deutsche Telekom's Q1/24 results included €175 million other operating income in GHS from a settlement. The company delivered consistent, reliable organic growth in Q1 2024. Deutsche Telekom also made progress on its 5G network, with 95% 5G coverage in Germany as of Q1 2024, up 1 percentage point year-over-year. #DeutscheTelekomQ1 #TelekomFinancials #Q1Earnings2024 #DeutscheTelekomResults #TelecomIndustryNews #Q1FinancialResults #DeutscheTelekomInvestor #TelekomQ1Performance #Q1EarningsReport #DeutscheTelekomGrowth

📺#AlticeUsa, another cable company struggles to find footing as it works to clean balance sheet. Could reignite potential as a acquisition. Here are my top 5 takeaways from Altice’s Q1 2024 earnings: 💰Revenue Diversification: Despite a slight decrease in total revenue (-1.9% YoY), Altice has shown growth in specific areas. Notably, Residential Revenue per user (ARPU) increased by +0.3% or +$0.35 YoY, and Business Services Revenue saw a +0.3% YoY increase. News and Advertising Revenue also grew by +7.1% YoY. 🎯Customer Experience and Satisfaction: Altice has made significant strides in improving customer experience, leading to higher satisfaction scores. This is evidenced by a reduction in inbound calls and truck rolls, an increase in self-install rate, and an improvement in tNPS. 📈Growth in Fiber and Mobile: Altice reported strong growth in its fiber and mobile customer bases. The company added +53k fiber customers in Q1 2024, reaching a total of 395k fiber customers, an +88% increase compared to Q1 2023. Optimum Mobile also saw a significant growth with +29k net adds in Q1 2024, reaching 352k lines. 💸Investment in Network Quality: Altice continues to invest in building quality broadband network experiences. The company’s Optimum Fiber Internet network was recognized for delivering the fastest and most reliable internet speeds in New York and New Jersey. Financial Discipline: Despite the net income loss of ($21.2) million in Q1 2024, Altice generated positive Free Cash Flow of $63.6 million. The company also addressed near-term debt maturities, issuing $2,050 million in aggregate principal amount of senior guaranteed notes due 2029. #Altice #Telecom #Earnings #InvestmentAnalysis #Q12024