文章核心观点 - TELUS公司计划投资1.92亿加元,为多个社区提供TELUS PureFibre光纤服务,包括多个原住民社区[1][2][3][6][7] - TELUS PureFibre是一个100%光纤到户的网络,提供最快的上下行速度和可靠的技术[4] - 高速互联网对于医疗和商业发展至关重要,加拿大政府计划到2027年为所有家庭提供高速互联网[5] - TELUS公司致力于与各级政府合作,确保所有加拿大人都能获得发展所需的资源[7] - TELUS是一家领先的通信技术公司,擅长人工智能和内容审核等领域[8] 公司表现 - TELUS公司目前被评为中性评级,过去一年股价下跌6.8%,低于行业平均下跌2.4%[9] 同行业公司表现 - Badger Meter公司(BMI)是一家强烈推荐的公司,预计未来5年每年收益增长17.9%[10] - Arista Networks公司(ANET)也是一家强烈推荐的公司,预计未来5年每年收益增长17.2%[11] - Itron公司(ITRI)是一家推荐公司,预计未来5年每年收益增长26%[12]

TELUS Corporation (NYSE:TU) Q2 2024 Earnings Conference Call August 2, 2024 12:30 PM ET Company Participants Robert Mitchell - Head, IR Darren Entwistle - President and CEO Doug French - EVP and CFO Zainul Mawji - EVP and President, Consumer Solutions Jeff Puritt - President and CEO, TELUS International Conference Call Participants Vince Valentini - TD Securities Drew McReynolds - RBC Jerome Dubreuil - Desjardins Stephanie Price - CIBC Tim Casey - BMO Maher Yaghi - Scotiabank Simon Flannery - Morgan Stanley ...

Telus (TU) reported $3.64 billion in revenue for the quarter ended June 2024, representing a year-over-year decline of 1.3%. EPS of $0.18 for the same period compares to $0.14 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $3.7 billion, representing a surprise of -1.65%. The company delivered an EPS surprise of +12.50%, with the consensus EPS estimate being $0.16. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expect ...

文章核心观点 - Telus公司第二季度每股收益0.18美元,超出市场预期0.16美元,同比增长28.6% [1][2] - Telus公司第二季度营收36.4亿美元,低于市场预期37.0亿美元,同比下降1.1% [3] - Telus公司股价今年以来下跌8%,低于标普500指数14.2%的涨幅 [4] 公司表现分析 - Telus公司连续三个季度超出市场每股收益预期 [2] - 但公司未能连续四个季度超出营收预期 [3] - 管理层在财报电话会议上的评论将影响股价的后续走势 [4] 行业展望 - 根据Zacks行业排名,Telus所属的多元化通信服务行业目前位于250多个行业中的底部38% [10] - 研究显示,排名靠前的行业相比排名靠后的行业可以实现两倍以上的超额收益 [10] - 同行业公司Shenandoah Telecommunications预计第二季度每股收益同比下降50%至0.02美元,营收同比增长20.7%至8612万美元 [12][13]

文章核心观点 - 公司在第二季度取得了强劲的客户增长和财务业绩,体现了公司在提供优质客户服务、发展高利润客户以及提高运营效率等方面的卓越执行能力 [8] - 公司的TELUS Digital Experience (TELUS Digital)业务受到宏观经济环境的持续挑战,但仍保持了稳定的现金流,并正在采取措施提升收入增长和成本效率 [9][10] - 公司的TELUS Health和TELUS Agriculture & Consumer Goods业务表现良好,收入和利润均实现了可观增长 [11] 分组1 - 公司在移动网络、家庭宽带和安全服务等领域实现了收入增长,但电视和固定语音服务收入有所下降 [7] - 公司的移动业务录得101,000个净增加用户,连接设备业务录得161,000个净增加用户,固网业务录得70,000个净增加用户 [2][3][20] - 公司的移动ARPU下降3.4%,主要由于用户采用无限流量和美加套餐计划,以及漫游和超额使用费收入下降 [28] 分组2 - 公司的TELUS Digital业务收入下降7.9%,主要受到宏观经济环境和竞争压力的影响 [34] - 公司的TELUS Health业务收入增长4%,虚拟医疗会员增加19%,医疗保险覆盖人数增加10% [21] - 公司的TELUS Agriculture & Consumer Goods业务收入增长15%,主要得益于并购带来的业务增长以及农业和消费品业务的有机增长 [33] 分组3 - 公司调整了2024年的财务目标,TTech业务的收入和调整EBITDA增长预期下调至目标区间的下限 [37][40][41] - 公司的综合自由现金流预期下调至约21亿加元,主要反映了TELUS Digital的EBITDA预期下调 [15] - 公司的资本支出预算维持在约26亿加元不变 [42]

Telus (TU) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may move lowe ...

TELUS Corporation (TU) has unveiled its plan to make TELUS PureFibre services available in the Township of Langley, Kwantlen First Nation's McMillan Island 6 and Katzie First Nation's Katzie 2 communities. This significant step underscores TELUS' ongoing efforts to bring its PureFibre technology to numerous communities, residents and businesses.TELUS highlighted that its pure fiber-to-the-premise (FTTP) network is constructed with state-of-the-art fiber optics, ensuring the fastest and most capable network ...

TELUS Corporation (TU) recently joined forces with Magnite (MGNI) – a leading global sell-side advertising company. TELUS has adopted Magnite's SpringServe ad server and Magnite Streaming SSP as its preferred ad technology solutions in Canada, paving the path for a new era of digital advertising in the country's streaming TV business.Based in CA, the United States, Magnite (formerly known as the Rubicon Project Inc.) is a global provider of ad-tech solutions. The company's omnichannel advertising platform e ...

TELUS Corporation’s (TU) subsidiary, TELUS Health, recently announced a partnership with Nova Scotia Health (“NSH”) to empower the residents of Nova Scotia (a Canadian province) to gain swift access to their initial care information on the YourHealthNS application.The initiative is likely to be a major breakthrough in Canada in systemizing primary care data that aids Nova Scotians in effectively managing their health-related concerns and outcomes.TELUS Health's integrated data platform plays a crucial part ...

文章核心观点 - 电信公司TELUS在面临利率上升、债务增加和竞争加剧的挑战下,仍然保持了较好的业绩表现 [2][3][7] - TELUS的总电信订户连接量同比增长近7%,抵消了其他方面的压力 [7] - TELUS的调整后EBITDA同比增长1%,超出分析师预期,主要得益于移动客户净增加量超预期 [8][9] - TELUS的自由现金流虽然有所下降,但未来几个季度应该会有更好的表现,2024年自由现金流有望达到22亿加元,基本能覆盖当前的股息支付 [10] - TELUS的债务水平虽有所下降,但仍处于较高水平,这一直是限制其评级的因素 [11] - 加拿大的移民政策为TELUS带来了增长动力,但未来这一趋势可能会放缓 [11][12][14] - TELUS的估值已经大幅下降,目前处于较为合理的水平,公司CEO也表示对公司前景充满信心 [18][20] 根据目录分类总结 公司业绩 - TELUS总电信订户连接量同比增长近7% [7] - TELUS调整后EBITDA同比增长1%,超出分析师预期 [8] - TELUS移动客户净增加量超预期 [9] - TELUS自由现金流有望在未来几个季度有所改善,2024年有望达到22亿加元 [10] 公司财务 - TELUS债务水平虽有所下降,但仍处于较高水平 [11] - TELUS估值已大幅下降,目前处于较为合理水平 [18][20] 行业环境 - 加拿大移民政策为TELUS带来增长动力,但未来这一趋势可能会放缓 [11][12][14] - TELUS面临利率上升、债务增加和竞争加剧的挑战 [2][3]