Swisscom AG Sponsored ADR (SCMWY)
Swisscom AG: More Capital Lite But Also More Expensive
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.
SCMWY Trims View Post Vodafone Italia Buyout: Will it Affect Stock?
Swisscom revises EBITDA guidance after successful completion of Vodafone Italia acquisition.
Swisscom revises down earnings outlook after Vodafone Italia acquisition complete
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.
Italy's antitrust deems Swisscom's remedies to clear Vodafone deal acceptable, sources say
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 offers new proposals to win Italy's approval for Vodafone deal
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 (SCMWY) Q3 2024 Earnings Call Transcript
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: Competition Limits Margin Wins After Rollouts
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.
EU Commission clears Swisscom-Vodafone Italia deal
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 antitrust scrutinises impact of Swisscom-Vodafone deal on landline service
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 and Swisscom to deploy drone service across Switzerland
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 (SCMWY) Q2 2024 Earnings Call Transcript
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.
Zacks Industry Outlook Swisscom, Telefonica and Telenor
Swisscom, Telefonica and Telenor have been highlighted in this Industry Outlook article.
