Latest news with #BouyguesTelecom
Yahoo
15-05-2025
- Business
- Yahoo
Bouygues (BOUYF) Q1 2025 Earnings Call Highlights: Strong Construction Backlog and Telecom ...
Group Sales: EUR12.6 billion, up 2.2% year-on-year. Net Result Attributable to the Group: Minus EUR156 million, including an exceptional income tax surcharge of EUR33 million. Net Debt: EUR7.1 billion, an improvement of EUR645 million year-on-year. Construction Backlog: EUR34.2 billion, up EUR3.8 billion year-on-year. Equans COPA: EUR177 million, with a COPA margin of 3.8%, up 0.9 points year-on-year. Colas Sales: EUR2.7 billion, up 3% year-on-year. Bouygues Telecom Fixed Customers: 5.2 million, with 148,000 new FTTH customers in Q1. Bouygues Telecom Mobile Plan Customers: 18.3 million, with 63,000 new customers in Q1. TF1 Group Sales: Up 2% year-on-year, with media sales up 2% and TF1+ up 37%. Liquidity: EUR14.8 billion, including EUR3.8 billion in cash and equivalents. Warning! GuruFocus has detected 12 Warning Signs with BOUYF. Release Date: May 14, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Bouygues (BOUYF) confirmed its group outlook for 2025, with group sales and COPA both up year-on-year. The construction backlog reached a record level of EUR34.2 billion, up 12% year-on-year, providing good visibility on future activities. Net debt improved by EUR645 million year-on-year, despite significant acquisitions, indicating strong financial management. Bouygues Telecom achieved a 6% growth in sales billed to customers year-on-year, driven by strong performance in the Fixed segment. Equans showed significant improvement with a COPA margin increase of 0.9 points to 3.8%, reflecting successful execution of strategic plans. The net result attributable to the group was negatively impacted by an exceptional income tax surcharge, leading to a net loss of EUR156 million. Bouygues Telecom's EBITDA after leases decreased due to higher energy costs and increased IFER tax on mobile sites. The macroeconomic environment remains uncertain, affecting the pace of growth in certain segments like giga factories and data centers. Bouygues Immobilier's backlog remains low, reflecting a challenging market environment. The Fixed ABPU growth rate is expected to slow down in 2025 compared to previous years. Q: Can you provide insights into the current telecom market, particularly regarding pricing pressures in mobile and fixed segments? A: Christian Lecoq, Bouygues Telecom SA - CFO: The mobile market is less dynamic with slight growth and sustained competition in the low-end segment. We initiated an upward trend in tariffs, but not all competitors followed. In the high-end, our new marketing strategy has reduced churn and improved customer satisfaction. In fixed, we are gaining market share, especially in rural areas, due to our strong network quality. Q: How is the synergy extraction and margin improvement progressing at Equans? A: Pascal Grange, Bouygues SA - Deputy CEO and CFO: We are implementing a strategic plan focusing on pricing, purchasing, and productivity improvements. This has led to gradual margin improvements, with a target to reach a 5% margin by 2027. We are optimistic about achieving slightly higher margins than previously guided for 2025. Q: Are there any impacts from tariffs on Equans or construction businesses? A: Pascal Grange, Bouygues SA - Deputy CEO and CFO: There is no significant impact from tariffs as our operations are largely localized. The main concern is the global economic environment, which remains uncertain. Q: Could you elaborate on the slowdown in certain market segments for Equans in Q1? A: Pascal Grange, Bouygues SA - Deputy CEO and CFO: The slowdown is due to a wait-and-see approach in segments like giga factories for batteries and data centers, where technological advancements and policy changes are causing delays in decision-making. Q: What is the outlook for Bouygues Telecom's fixed ABPU growth? A: Christian Lecoq, Bouygues Telecom SA - CFO: Fixed ABPU growth will continue in 2025 but at a slower pace than previous years. This is due to the end of DSL and WiFi 5 commercialization and the introduction of new technologies at higher prices, along with the impact of our B&YOU offers. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
05-03-2025
- Business
- Yahoo
Leading French operators join Aduna as network partners to open network APIs to the market
STOCKHOLM, March 4, 2025 /PRNewswire/ -- Aduna, a landmark venture between some of the world's leading telecom operators and Ericsson, today announced that, in a significant move for the telecom industry, two of France's leading network operators - Bouygues Telecom and Free (iliad Group) - will become network partners. They join Orange - a founding Aduna venture partner - to accelerate the adoption and innovation of common network Application Programming Interfaces (APIs) by developers on a global scale. The strategic partnership marks a major step in unlocking new digital innovation opportunities across industries in France and beyond. Launched in September 2024, Aduna is combining and selling network APIs globally, with a vision that new applications will work anywhere, and on any network, paving the way for developers to innovate much more quickly and easily. Network APIs are at the center of a new era of opportunity for the telecom industry and easily accessible advanced network capabilities are empowering developers to create new use cases across multiple sectors. Marking a significant milestone, the first two network APIs, SIM Swap and KYC (Know Your Customer) are planning to launch in France in Spring 2025, after the agreements with above mentioned French network operators are finalized, bringing enhanced security and digital identity verification to the market. Built on the CAMARA framework, these APIs are just the beginning. The planned roadmap includes additional advanced capabilities such as location verification and retrieval, network insights and quality of service - key features in high demand by enterprises seeking more secure and data-driven solutions. Chrystel Abadie Truchet, Head of Strategy, Communication and Development at Bouygues Telecom, says: "French major network operators joining forces with Aduna to launch network APIs is a major step in unlocking new digital innovation opportunities across industries in France and beyond. Bouygues Telecom is proud to be part of this project with other market leaders such as Free and Orange, and we believe this strategic partnership holds immense potential for driving digital transformation in France and abroad." Rui Frazao, CTO at Free - iliad Group, says: "The partnership with Aduna is in line with iliad Group's strategy to democratize and accelerate the adoption of 5G SA and network APIs by making them accessible to developers and service providers worldwide." Otilia Anton, Director, Orange LiveNet, said: "Network APIs pave the way to programmable networks for personalized and secure customer experiences leveraging connectivity data. Aduna will play an important role in simplifying global access to CAMARA APIs. We are proud of this first commercial exposure of Orange APIs on Aduna contributing to enforcing network APIs' reach and value proposition for identity and antifraud solutions." With the launch of network APIs in France, major French network operators - through Aduna - are paving the way for broader adoption across Europe and globally while reinforcing France's leadership in the global API economy. Anthony Bartolo, CEO of Aduna, said, "Aduna is thrilled to be able to provide developers with access to aggregated CAMARA-based network APIs from major operators in France through our developer platform providers. By making advanced network capabilities more accessible to developers, we're fostering innovation that empowers enterprises across France to accelerate their digital transformation and strengthen their competitive advantage." Jean-Marc Racine, Chief Product Officer at Haivision, a leading global provider of mission-critical, real-time video networking and visual collaboration solutions, says: "Haivision has long collaborated with leading communication service providers on how network APIs can enhance and enrich broadcasters' live contributions over cellular networks. We look forward to leveraging the availability of unified CAMARA network APIs in the French market and beyond." To find out more about network APIs and Aduna, visit Notes to editors: Media Contact:Email: MediaRelations@ +46 10 719 69 92 About Aduna Aduna is a landmark venture between some of the world's leading telecom operators and Ericsson, dedicated to enabling developers worldwide to accelerate innovation by leveraging networks to their full potential via common network Application Programming Interfaces (APIs). Its venture partners include: América Móvil, AT&T, Bharti Airtel, Deutsche Telekom, e&, KDDI, Orange, Reliance Jio, Singtel, Telefonica, Telstra, T-Mobile, Verizon and Vodafone. Aduna's developer partner platforms include Google Cloud, Infobip, Sinch and Vonage. By combining network APIs from multiple operators globally under a unified platform based on the CAMARA open-source project, driven by the GSMA and the Linux Foundation, Aduna provides a standardized platform to foster collaboration, enhance user experiences, and drive industry growth. This information was brought to you by Cision The following files are available for download: PDF: Leading French operators join Aduna as network partners to open network APIs to the market Developer working on a laptop outdoors. View original content: SOURCE Ericsson Sign in to access your portfolio
