Swisscom AG (SCMWY) Q1 2026 Earnings Call Transcript
Swisscom AG (SCMWY) Shareholder/Analyst Call Transcript
The project foresees up to 6,000 new sites, with construction expected to take place over multiple years, Swisscom said.
Swisscom (SCMWY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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.
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.
Swisscom revises EBITDA guidance after successful completion of Vodafone Italia acquisition.