TELUS (TU) announced that it plans to invest more than $24 billion in Ontario over the next five years to significantly enhance its network infrastructure and operations. The current investment is part of a broader $73 billion initiative across Canada by 2028, aimed at developing infrastructure, improving sustainability, and advancing network technology.Since 2000, the company has invested more than $68 billion in Ontario to build network infrastructure and operations, establishing its 5G and PureFibre netw ...

TELUS Corporation (TU) recently announced that it has become the first company in the world to achieve international certification in Privacy by Design (ISO 31700-1) for its generative Artificial Intelligence (GenAI) customer support tool.The certification highlights TU’s dedication to upholding the highest standards of privacy and data protection while continuously enhancing the customer experience through innovation.The evaluation of the GenAI tool was carried out by KPMG, an international auditing and ad ...

财务数据和关键指标变化 - 公司实现了4.3%的EBITDA增长和170个基点的利润率扩张 [10][45] - 移动业务实现了146,000的净增加用户,创下历史同期最高纪录 [11] - 固网业务实现了63,000的外部净增加用户,创下Q1历史新高 [22] - TELUS Health实现了420百万美元的收入和28%的EBITDA增长 [28] - TELUS International的收入下降4.6%,但调整后EBITDA增长11% [50][51] - 公司整体收入下降1.2%,调整后净收入基本持平 [53] - 自由现金流为3.96亿美元,下降3.39亿美元,主要受到重组支出的影响 [54] 各条业务线数据和关键指标变化 移动业务 - 移动电话净增加用户45,000,与去年持平 [11] - 连接设备净增加用户101,000,同比增长74% [13] - 移动电话客户流失率1.13%,行业最佳水平 [14][15] - 移动ARPU为59.31美元,同比下降 [16][17] - 移动客户终身价值行业领先,高于同行44% [19] 固网业务 - 宽带净增加用户30,000,电视净增加用户19,000 [20] - 安全业务净增加用户22,000 [21] - 固网整体净增加用户63,000,创Q1新高 [22] TELUS Business Solutions - 实现4%的EBITDA增长和9%的现金流增长 [25] - 在核心电信和5G驱动的软件及数据洞察解决方案方面保持强劲需求 [26] TELUS Health - 实现4.2亿美元收入和28%的EBITDA增长 [28] - 已实现2.51亿美元的LifeWorks整合和其他协同成本节约 [29] - 全球覆盖人群增长7%至7,200万人 [29] - 数字健康交易量增长7%至1.6亿次 [29] - 虚拟医疗会员增长13.5%至600万人 [30] TELUS Agriculture and Consumer Goods - 消费品和农业业务订单同比增长36% [27] - 动物农业收入增长8% [27] - 预计下半年将实现中高单位数的收入增长 [27] TELUS International - 收入下降4.6%,主要受社交媒体客户和电商、金融科技、旅游等行业收入下降影响 [50] - 调整后EBITDA增长11%,包括WillowTree的赚取调整 [51] - 正在执行重大成本效率计划,有助于应对宏观环境压力 [51] 各个市场数据和关键指标变化 - 公司未具体披露各个市场的数据和指标变化 公司战略和发展方向及行业竞争 - 公司专注于利润驱动的客户增长、卓越的客户服务和领先的宽带网络 [8][9][24][36] - 持续推进转型效率计划,实现EBITDA和利润率的提升 [10] - 在移动、固网和企业业务保持行业领先地位 [9][20][25] - 加大在TELUS Health、TELUS Agriculture and Consumer Goods等高增长业务的投入和发展 [27][28][30] - 利用TELUS International的数字化和AI能力,提升自身的客户体验和成本效率 [31][32][34] - 在5G和物联网解决方案方面保持强劲需求 [13][26] - 面临激烈的市场竞争,尤其是在设备补贴和融资方面 [46][47][48][119] - 通过差异化品牌定位和捆绑销售来应对竞争压力 [123][124][154] 管理层对经营环境和未来前景的评论 - 公司在动态的经营环境中实现了强劲的业绩表现 [8][45] - 预计未来仍将面临激烈的竞争环境,可能会继续压缩ARPU [46] - 但公司将通过持续的成本效率计划来抵消收入压力,推动EBITDA和利润率的持续增长 [45][49][56] - 对TELUS Health、TELUS Agriculture and TELUS International的未来增长前景保持信心 [136][137][139][140][147][148][149] 问答环节重要的提问和回答 问题1 **Vince Valentini 提问** 询问TTech EBITDA增长是否低于指导区间,以及是否有信心在未来季度实现指导区间 [63][64] **Doug French 回答** 确认公司有信心在未来季度实现TTech EBITDA增长指导区间 [64] 问题2 **Vince Valentini 提问** 询问是否可以确认移动业务的EBITDA增长高于整体TTech的4.1% [65] **Doug French 回答** 无法具体确认,但移动业务的盈利能力确实很强,固网业务的盈利能力也很好 [66] 问题3 **Drew McReynolds 提问** 询问公司对ARPU指标的看法,是否应该关注网络收入增长而非ARPU [80][81] **Zainul Mawji 回答** 公司更关注家庭AMPU、客户终身价值等指标,而非单一的ARPU指标 [83][84][85]

TELUS Corporation (NYSE:TU) Q4 2023 Results Conference Call February 9, 2024 12:30 PM ET Company Participants Robert Mitchell - Head, Investor Relations Darren Entwistle - President and Chief Executive Officer Doug French - Chief Financial Officer Zainul Mawji - President, Consumer Solutions Navin Arora - Executive Vice President and President, Business Solutions Tony Geheran - Chief Operating Officer Jeff Puritt - President and Chief Executive Officer, TELUS International Conference Call Participants Vince ...

Exhibit 99.1 | --- | --- | |-------|---------------------------------------| | | | | | TELUS CORPORATION | | | CONSOLIDATED FINANCIAL STATEMENTS | | | DECEMBER 31, 2023 | report of management on internal control over financial reporting Management of TELUS Corporation (TELUS, or the Company) is responsible for establishing and maintaining adequate internal control over financial reporting and for its assessment of the effectiveness of internal control over financial reporting. TELUS' President and Chief Exe ...

TELUS Corporation (NYSE:TU) Q3 2023 Earnings Conference Call November 3, 2023 11:00 AM ET Company Participants Robert Mitchell - Head, Investor Relations Darren Entwistle - President and Chief Executive Officer Zainul Mawji - President, Consumer Solutions Jim Senko - Chief Product Officer Douglas French - Chief Financial Officer Navin Arora - Executive Vice President and President, Business Solutions Tony Geheran - Chief Operating Officer Conference Call Participants Maher Yaghi - Scotiabank Vince Valentini ...

TELUS Corporation (NYSE:TU) Q2 2023 Earnings Conference Call August 4, 2023 12:00 PM ET Company Participants Robert Mitchell - Head, Investor Relations Darren Entwistle - President & Chief Executive Officer Douglas French - Chief Financial Officer Zainul Mawji - President, Consumer Solutions Jim Senko - Chief Product Officer Jeff Puritt - President & Chief Executive Officer, TELUS International Conference Call Participants Jerome Dubreuil - Desjardins Maher Yaghi - Scotiabank Drew McReynolds - RBC Simon Fla ...

TELUS Corporation (NYSE:TU) Q1 2023 Earnings Conference Call May 4, 2023 1:30 PM ET Company Participants Robert Mitchell - Head, IR Darren Entwistle - President and CEO Zainul Mawji - President, Consumer Solutions Douglas French - CFO John Raines - President, TELUS Agriculture and Consumer Goods Jeff Puritt - President and CEO, TELUS International Conference Call Participants Jerome Dubreuil - Desjardins Maher Yaghi - Scotiabank Drew McReynolds - RBC Vince Valentini - TD Securities Simon Flannery - Morgan S ...

Making a world of difference 2022 ANNUAL REPORT Making the future friendly TELUS is a dynamic, world-leading communications technology company 1 – 7 with more than $18 billion in annual revenue and 18 million customer connections spanning wireless, data, IP, voice, television, entertainment, Corporate overview Supporting our video and security over our award-winning networks. Our social purpose stakeholders with is to leverage our global-leading technology and compassion to drive social purpose, 2022 highli ...

TELUS Corporation (NYSE:TU) Q4 2022 Earnings Conference Call February 9, 2023 1:00 PM ET Company Participants Robert Mitchell - Head, Investor Relations Darren Entwistle - President and Chief Executive Officer Douglas French - Chief Financial Officer Zainul Mawji - President, Consumer Solutions Navin Arora - President, Business Solutions Jim Senko - Chief Product Officer Tony Geheran - Chief Operating Officer Jeff Puritt - President and Chief Executive Officer, TELUS International John Raines - President, T ...