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The project foresees up to 6,000 new sites, with construction expected to take place over multiple years, Swisscom said.
Swisscom AG (SCMWY) Q4 2025 Earnings Call Transcript
Swisscom AG (OTCPK:SCMWY) Q3 2025 Earnings Call November 6, 2025 3:00 AM EST Company Participants Louis Schmid - Head of Investor Relations Christoph Aeschlimann - CEO, Head of Swisscom - Switzerland & Chairman of the Group Executive Board Eugen Stermetz - CFO, Head of Group Business Steering & Member of Executive Board Conference Call Participants Polo Tang - UBS Investment Bank, Research Division Joshua Mills - BNP Paribas, Research Division Robert Grindle - Deutsche Bank AG, Research Division Presentation Operator Good morning, ladies and gentlemen. Thank you for joining the Swisscom Q3 2025 results, hosted by Christoph Aeschlimann, Eugen Stermetz, and Louis Schmid.
Swisscom AG (OTCPK:SCMWY) Q2 2025 Earnings Conference Call August 7, 2025 3:00 AM ET Company Participants Christoph Aeschlimann - CEO, Head of Swisscom—Switzerland & Chairman of the Group Executive Board Eugen Stermetz - CFO, Head of Group Business Steering & Member of Executive Board Louis Schmid - Head of Investor Relations Conference Call Participants Ajay Soni - JPMorgan Chase & Co, Research Division Joshua Andrew Mills - BNP Paribas Exane, Research Division Polo Tang - UBS Investment Bank, Research Division Operator Good morning, ladies and gentlemen. Thank you for joining the Swisscom Q2 2025 Results Conference Call hosted by Christoph Aeschlimann, Eugen Stermetz and Louis Schmid.
SANTA CLARA, Calif.--(BUSINESS WIRE)-- #AI--Versa, the global leader in Universal Secure Access Service Edge (SASE), today announced that Versa Sovereign SASE is powering Swisscom's newly launched beem, a converged networking and cybersecurity solution operated entirely within Swisscom's infrastructure. This marks the debut of the world's first telco-delivered, network-embedded SASE solution designed specifically for businesses of all sizes. beem unites security, data sovereignty, and internet connec.
The Italian business is under unit and average revenue pressures, and the migration from the merging of the client base will likely lead to more attrition. However, the savings to be generated as a combined entity are obvious and easy enough to achieve, with the ability to reduce MVNO costs on the same combined mobile traffic. Though accounting for the synergies, the company still trades at a premium to normalized telco EV/EBITDA multiples. So it remains a hold; also as customer migration will lead to attrition.
Swisscom AG ADR (OTCPK:SCMWY) Q1 2025 Earnings Conference Call May 8, 2025 3:00 AM ET Company Participants Louis Schmid - Head of Investor Relations Christoph Aeschlimann - Chief Executive Officer Eugen Stermetz - Chief Financial Officer Conference Call Participants Polo Tang - UBS Andrew Lee - Goldman Sachs Joshua Mills - BNP Exane Luigi Minerva - HSBC Steve Malcolm - Redburn Atlantic Robert Grindle - Deutsche Bank Operator Good morning, ladies and gentlemen. Thank you for joining the Swisscom Q1 2025 Results Conference Call hosted by Christoph Aeschlimann, Eugen Stermetz and Louis Schmid.
Swisscom AG (OTCPK:SCMWY) Q4 2024 Results Conference Call February 13, 2025 8:00 AM ET Company Participants Louis Schmid - Head of Investor Relations Christoph Aeschlimann - Chief Executive Officer Walter Renna - Fastweb SpA, CEO, GM & Member of Management Board Eugen Stermetz - Chief Financial Officer Conference Call Participants Polo Tang - UBS Andrew Lee - Goldman Sachs Josh Mills - BNP Paribas Luigi Minerva - HSBC Steve Malcolm - Redburn Christian Bader - Zürcher Kantonalbank Maurice Patrick - Barclays Nuno Vaz - Bernstein Ajay Soni - JPMorgan Louis Schmid Good afternoon, and welcome to Swisscom's Full Year Results Presentation 2024. My name is Louis Schmid, Head of Investor Relations.
Swisscom AG's CAPEX burden is minimal compared to peers, but its valuation is not compelling given industry competitiveness and cheaper alternatives. Recent earnings show pressure on Swiss businesses but positive revenue in Italy, where SCMWY is acquiring Vodafone Italia, though with limited expected synergies. Swisscom targets 80% fiber coverage by 2030, with excess CAPEX representing only 3% of EV, much lower than BT Group's CAPEX burden.
Vodafone Group PLC (LSE:VOD) has completed the €8 billion (£6.6 billion) sale of its Italian operations to Swisscom AG. Vodafone on Thursday said the cash deal had been completed and that proceeds would go to cutting net debt, alongside returning up to €2 billion to shareholders.
Swisscom said on Thursday that it has completed its acquisition of competitor Vodafone Italia, which it will now begin merging with its Italian business Fastweb.
Swisscom took a step forward in its plan to combine its Italian arm Fastweb with Vodafone's local assets as the country's antitrust body found its proposed competition remedies acceptable, three sources with knowledge of the matter said.
Swisscom offered a second set of remedies to Italy's antitrust authority at the end of October to win approval for a planned deal to combine its Italian arm Fastweb with Vodafone assets in the country, a letter seen by Reuters showed.
Swisscom AG (OTCPK:SCMWY) Q3 2024 Results Conference Call October 31, 2024 4:00 AM ET Company Participants Louis Schmid - Head of Investor Relations Christoph Aeschlimann - Chief Executive Officer Eugen Stermetz - Chief Financial Officer Conference Call Participants Joshua Mills - BNP Paribas Maurice Patrick - Barclays Titus Krahn - Bank of America Andrew Lee - Goldman Sachs Nuno Vaz - Bernstein Usman Ghazi - Berenberg Dhruva Shah - UBS Operator Good morning, and thank you for joining the Swisscom Q3 2024 Results Conference Call, hosted by Christoph Aeschlimann, Eugen Stermetz and Louis Schmid. Louis, the floor is yours.
Swisscom's CAPEX burden is relatively limited, with substantial progress in FTTH and 5G+ coverage, reducing future investment needs compared to peers. The Italian segment, Fastweb, shows promising organic performance and ARPU lift opportunities from the liberalized energy market, despite competitive pressures. Swisscom faces intense competition, limiting the benefits of its infrastructure investments and leading to disappointing cost savings in Switzerland.
The European Commission has approved an acquisition of Vodafone Italia by Swisscom under the foreign subsidies regulation, the Swiss telecoms company said on Tuesday.
Italy's competition watchdog said on Monday a planned tie-up between Swisscom's and Vodafone's Italian units could pose a threat to competition in the country's fixed-line connectivity services.
Nokia has partnered up with Swisscom to deploy a drones network across Switzerland to improve emergency responses and infrastructure inspection, they said in a joint statement on Thursday.
Swisscom AG (OTCPK:SCMWY) Q2 2024 Earnings Conference Call July 31, 2024 3:00 AM ET Company Participants Louis Schmid - Head, Investor Relations Christoph Aeschlimann - Chief Executive Officer Eugen Stermetz - Chief Financial Officer Conference Call Participants Polo Tang - UBS Steve Malcolm - Redburn Atlantic Ajay Soni - JPMorgan Luigi Minerva - HSBC Joshua Mills - BNP Paribas Usman Ghazi - Berenberg Nuno Vaz - Bernstein Robert Grindle - Deutsche Bank Operator Good morning, ladies and gentlemen. Thank you for joining the Swisscom Q2 2024 Results Conference Call, hosted by Christoph Aeschlimann, Eugen Stermetz and Louis Schmid.
Swisscom AG (OTCPK:SCMWY) Q1 2024 Earnings Conference Call May 2, 2024 3:00 AM ET Company Participants Louis Schmid - Head of Investor Relations Christoph Aeschlimann - Chief Executive Officer Eugen Stermetz - Chief Financial Officer Conference Call Participants Polo Tang - UBS Steve Malcolm - Redburn Andrew Lee - Goldman Sachs Georgios Ierodiaconou - Citi Titus Krahn - Bank of America Luigi Minerva - HSBC Joshua Mills - BNP Paribas Exane Usman Ghazi - Berenberg Operator Conference call is now being recorded. Good morning.