View Future GrowthSwisscom 過去の業績過去 基準チェック /16Swisscomの収益は年間平均-6.2%の割合で減少していますが、 Telecom業界の収益は年間 増加しています。収益は年間8.5% 5%割合で 増加しています。 Swisscomの自己資本利益率は11.1%であり、純利益率は8.3%です。主要情報-6.22%収益成長率-6.22%EPS成長率Telecom 業界の成長11.47%収益成長率4.98%株主資本利益率11.07%ネット・マージン8.30%次回の業績アップデート06 Aug 2026最近の業績更新お知らせ • May 15Swisscom AG to Report Q2, 2027 Results on Aug 05, 2027Swisscom AG announced that they will report Q2, 2027 results at 7:15 AM, Central European Standard Time on Aug 05, 2027お知らせ • May 14Swisscom AG to Report Q3, 2027 Results on Nov 04, 2027Swisscom AG announced that they will report Q3, 2027 results at 7:15 AM, Central European Standard Time on Nov 04, 2027お知らせ • May 13+ 1 more updateSwisscom AG to Report Fiscal Year 2026 Results on Feb 11, 2027Swisscom AG announced that they will report fiscal year 2026 results at 7:15 AM, Central European Standard Time on Feb 11, 2027Reported Earnings • May 07First quarter 2026 earnings released: EPS: CHF6.41 (vs CHF7.08 in 1Q 2025)First quarter 2026 results: EPS: CHF6.41 (down from CHF7.08 in 1Q 2025). Revenue: CHF3.61b (down 4.1% from 1Q 2025). Net income: CHF332.0m (down 9.5% from 1Q 2025). Profit margin: 9.2% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Feb 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CHF24.54 (down from CHF29.77 in FY 2024). Revenue: CHF15.0b (up 36% from FY 2024). Net income: CHF1.27b (down 18% from FY 2024). Profit margin: 8.4% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Nov 07Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: CHF7.01 (down from CHF8.63 in 3Q 2024). Revenue: CHF3.73b (up 37% from 3Q 2024). Net income: CHF363.0m (down 19% from 3Q 2024). Profit margin: 9.7% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesお知らせ • May 15Swisscom AG to Report Q2, 2027 Results on Aug 05, 2027Swisscom AG announced that they will report Q2, 2027 results at 7:15 AM, Central European Standard Time on Aug 05, 2027お知らせ • May 14Swisscom AG to Report Q3, 2027 Results on Nov 04, 2027Swisscom AG announced that they will report Q3, 2027 results at 7:15 AM, Central European Standard Time on Nov 04, 2027お知らせ • May 13+ 1 more updateSwisscom AG to Report Fiscal Year 2026 Results on Feb 11, 2027Swisscom AG announced that they will report fiscal year 2026 results at 7:15 AM, Central European Standard Time on Feb 11, 2027ライブニュース • May 13Swisscom Advances Autonomous Network Operations With 2026 FutureNet Award RecognitionNetcracker Technology and Swisscom received the 2026 FutureNet Award for Autonomous Network Operations, recognizing their joint work on scaling autonomous network capabilities. The partnership uses Netcracker’s Domain Automation Solution deployed across multiple Swisscom network domains via an IT-as-a-Service SaaS platform. This automation model is reported to support faster service deployment, improved service quality and lower operational costs for Swisscom. The award signals that Swisscom’s network operations are moving further toward automation, which can affect how reliably and efficiently it can deliver telecom and digital services. For investors, the key angle is how far these operational gains might translate into better cost control and service differentiation over time, and what level of execution risk comes with rolling out automation across more parts of the network.Reported Earnings • May 07First quarter 2026 earnings released: EPS: CHF6.41 (vs CHF7.08 in 1Q 2025)First quarter 2026 results: EPS: CHF6.41 (down from CHF7.08 in 1Q 2025). Revenue: CHF3.61b (down 4.1% from 1Q 2025). Net income: CHF332.0m (down 9.5% from 1Q 2025). Profit margin: 9.2% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Board Change • Apr 23Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Philippe Deecke was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 20Upcoming dividend of CHF26.00 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 31 March 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Within top quartile of Swiss dividend payers (3.6%). In line with average of industry peers (4.2%).お知らせ • Feb 19Swisscom AG, Annual General Meeting, Mar 25, 2026Swisscom AG, Annual General Meeting, Mar 25, 2026, at 13:30 W. Europe Standard Time.分析記事 • Feb 15Earnings Update: Swisscom AG (VTX:SCMN) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsIt's been a good week for Swisscom AG ( VTX:SCMN ) shareholders, because the company has just released its latest...Declared Dividend • Feb 15Dividend increased to CHF26.00Dividend of CHF26.00 is 18% higher than last year. Ex-date: 27th March 2026 Payment date: 31st March 2026 Dividend yield will be 3.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio). However, it is well covered by cash flows (45% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Board Change • Feb 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Monique Bourquin was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CHF24.54 (down from CHF29.77 in FY 2024). Revenue: CHF15.0b (up 36% from FY 2024). Net income: CHF1.27b (down 18% from FY 2024). Profit margin: 8.4% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Feb 13Swisscom AG announces Annual dividend, payable on March 31, 2026Swisscom AG announced Annual dividend of CHF 26.0000 per share payable on March 31, 2026, ex-date on March 27, 2026 and record date on March 30, 2026.分析記事 • Jan 29An Intrinsic Calculation For Swisscom AG (VTX:SCMN) Suggests It's 32% UndervaluedKey Insights The projected fair value for Swisscom is CHF938 based on 2 Stage Free Cash Flow to Equity Swisscom's...分析記事 • Jan 14Swisscom AG's (VTX:SCMN) Share Price Could Signal Some RiskSwisscom AG's ( VTX:SCMN ) price-to-earnings (or "P/E") ratio of 24.3x might make it look like a sell right now...分析記事 • Dec 30Swisscom (VTX:SCMN) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 07Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: CHF7.01 (down from CHF8.63 in 3Q 2024). Revenue: CHF3.73b (up 37% from 3Q 2024). Net income: CHF363.0m (down 19% from 3Q 2024). Profit margin: 9.7% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.分析記事 • Oct 28Swisscom AG's (VTX:SCMN) Intrinsic Value Is Potentially 78% Above Its Share PriceKey Insights Swisscom's estimated fair value is CHF1,039 based on 2 Stage Free Cash Flow to Equity Swisscom is...分析記事 • Oct 05Capital Allocation Trends At Swisscom (VTX:SCMN) Aren't IdealThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Reported Earnings • Aug 10Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: CHF5.00 (down from CHF7.35 in 2Q 2024). Revenue: CHF3.69b (up 34% from 2Q 2024). Net income: CHF259.0m (down 32% from 2Q 2024). Profit margin: 7.0% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Jul 30Here's Why Swisscom (VTX:SCMN) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jul 12Swisscom AG's (VTX:SCMN) Shares May Have Run Too Fast Too SoonThere wouldn't be many who think Swisscom AG's ( VTX:SCMN ) price-to-earnings (or "P/E") ratio of 19.9x is worth a...お知らせ • Jul 10+ 3 more updatesSwisscom AG to Report Q3, 2026 Results on Nov 05, 2026Swisscom AG announced that they will report Q3, 2026 results on Nov 05, 2026分析記事 • Jun 24Swisscom's (VTX:SCMN) Returns On Capital Not Reflecting Well On The BusinessIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Reported Earnings • May 09First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: CHF7.08 (down from CHF8.78 in 1Q 2024). Revenue: CHF3.76b (up 39% from 1Q 2024). Net income: CHF367.0m (down 19% from 1Q 2024). Profit margin: 9.8% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.Upcoming Dividend • Mar 21Upcoming dividend of CHF22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 01 April 2025. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (4.0%).お知らせ • Feb 20Swisscom AG, Annual General Meeting, Mar 26, 2025Swisscom AG, Annual General Meeting, Mar 26, 2025, at 13:30 W. Europe Standard Time.Declared Dividend • Feb 15Dividend of CHF22.00 announcedDividend of CHF22.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 1st April 2025 Dividend yield will be 4.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 5.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 14Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CHF29.77 (down from CHF33.03 in FY 2023). Revenue: CHF11.0b (flat on FY 2023). Net income: CHF1.54b (down 9.9% from FY 2023). Profit margin: 14% (down from 16% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk High level of debt (45% net debt to equity).New Risk • Jan 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk High level of debt (45% net debt to equity).New Risk • Dec 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.08% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.08% per year for the foreseeable future. Minor Risk High level of debt (45% net debt to equity).Reported Earnings • Nov 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: CHF8.63 (down from CHF8.94 in 3Q 2023). Revenue: CHF2.72b (down 1.2% from 3Q 2023). Net income: CHF447.0m (down 3.5% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 5.8%. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.New Risk • Aug 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk High level of debt (51% net debt to equity).Reported Earnings • Aug 02Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: CHF7.36 (down from CHF7.84 in 2Q 2023). Revenue: CHF2.75b (up 1.8% from 2Q 2023). Net income: CHF381.0m (down 6.2% from 2Q 2023). Profit margin: 14% (down from 15% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to stay flat during the next 3 years compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.お知らせ • Jul 05+ 3 more updatesSwisscom AG to Report Q1, 2025 Results on May 08, 2025Swisscom AG announced that they will report Q1, 2025 results at 7:15 AM, Central European Standard Time on May 08, 2025New Risk • Jun 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk High level of debt (44% net debt to equity).Reported Earnings • May 02First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: CHF8.78 (up from CHF8.53 in 1Q 2023). Revenue: CHF2.70b (down 1.6% from 1Q 2023). Net income: CHF455.0m (up 2.9% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has remained flat.New Risk • Mar 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.02% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. Minor Risk High level of debt (47% net debt to equity).Upcoming Dividend • Mar 26Upcoming dividend of CHF22.00 per shareEligible shareholders must have bought the stock before 02 April 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (4.5%).お知らせ • Mar 08Swisscom AG (SWX:SCMN) acquired unknown majority stake in Camptocamp SA .Swisscom AG (SWX:SCMN) acquired unknown majority stake in Camptocamp SA on March 7, 2024. Camptocamp will continue to operate as an independent company and work with its existing customers as usual. Swisscom AG (SWX:SCMN) completed the acquisition of unknown majority stake in Camptocamp SA on March 7, 2024.お知らせ • Feb 29+ 1 more updateSwisscom in Advanced Talks to Buy Vodafone's Italy Unit for $8.7 BillionSwisscom AG (SWX:SCMN) is in advanced talks to buy Vodafone Group Public Limited Company (LSE:VOD)'s Italy Unit for $8.7 Billion. The company said that the price is preliminary and that there can be no certainty that any transaction will ultimately be completed.Declared Dividend • Feb 11Dividend of CHF22.00 announcedDividend of CHF22.00 is the same as last year. Ex-date: 2nd April 2024 Payment date: 4th April 2024 Dividend yield will be 4.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 1.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 08Full year 2023 earnings released: EPS: CHF33.03 (vs CHF30.93 in FY 2022)Full year 2023 results: EPS: CHF33.03 (up from CHF30.93 in FY 2022). Revenue: CHF11.1b (flat on FY 2022). Net income: CHF1.71b (up 6.8% from FY 2022). Profit margin: 16% (up from 14% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.7% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year.お知らせ • Dec 22Swisscom Reportedly in Talks to Purchase Vodafone's Troubled Italian ArmSwisscom AG (SWX:SCMN) is weighing an offer for Vodafone Group Public Limited Company (LSE:VOD)’s Italian business early next year, potentially countering a rival bid from Iliad SA for the unit, people familiar with the matter said. The possible deal would combine Vodafone’s mobile service with Swisscom’s Fastweb SpA fiber broadband carrier in the country, the people said, asking not to be identified because the deliberations are private. Swisscom and Vodafone are in talks to discuss the terms and a formal bid could be announced as soon as next month, they said. No final decisions have been made and Swisscom may decide against an offer.お知らせ • Dec 20Swisscom AG Announces Executive ChangesSwisscom AG has appointed Myriam Kaeser as the new head of corporate communications (CCO), effective from 01 June next year. Kaeser succeeds Stefan Nuenlist, who will step down from the position on 31 May. In her new role, Kaeser will be responsible for internal and external communications, sponsorship, public affairs, brand management and corporate responsibility.Reported Earnings • Nov 02Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: CHF8.94 (up from CHF8.28 in 3Q 2022). Revenue: CHF2.75b (flat on 3Q 2022). Net income: CHF463.0m (up 7.9% from 3Q 2022). Profit margin: 17% (up from 16% in 3Q 2022). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.8%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.New Risk • Aug 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk High level of debt (60% net debt to equity).Reported Earnings • Aug 06Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: CHF7.84 (up from CHF6.51 in 2Q 2022). Revenue: CHF2.70b (flat on 2Q 2022). Net income: CHF406.0m (up 21% from 2Q 2022). Profit margin: 15% (up from 12% in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.8%. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.お知らせ • Jun 24Swisscom AG (SWX:SCMN) acquired Axept Business Software AG.Swisscom AG (SWX:SCMN) acquired Axept Business Software AG on June 19, 2023.Swisscom AG (SWX:SCMN) completed the acquisition of Axept Business Software AG on June 19, 2023.お知らせ • Jun 16+ 4 more updatesSwisscom AG to Report Q2, 2024 Results on Jul 31, 2024Swisscom AG announced that they will report Q2, 2024 results at 7:15 AM, Central European Standard Time on Jul 31, 2024Buying Opportunity • May 10Now 21% undervaluedOver the last 90 days, the stock is up 5.0%. The fair value is estimated to be CHF748, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 0.5% per annum. Earnings is forecast to decline by 3.5% per annum over the same time period.Reported Earnings • May 05First quarter 2023 earnings: Revenues in line with analyst expectationsFirst quarter 2023 results: Revenue: CHF2.75b (flat on 1Q 2022). Net income: CHF442.0m (down 1.1% from 1Q 2022). Profit margin: 16% (in line with 1Q 2022). Revenue was in line with analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Board Change • Apr 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Monique Bourquin was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 15Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be CHF749, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings is also forecast to grow by 2.4% per annum over the same time period.Upcoming Dividend • Mar 23Upcoming dividend of CHF22.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Swiss dividend payers (4.3%). Lower than average of industry peers (4.3%).お知らせ • Feb 15Swisscom AG Appoints Isa Mueller-Wegner as Head of Strategy Business Development, Effective on 01 June 2023Swisscom AG has appointed Isa Mueller-Wegner to the newly created position of head of Strategy Business Development, effective on 01 June 2023. Mueller-Wegner has worked for the past three years as executive vice president at investment firm Bain Capital, managing its private equity portfolio.Reported Earnings • Feb 12Full year 2022 earnings released: EPS: CHF30.93 (vs CHF35.37 in FY 2021)Full year 2022 results: EPS: CHF30.93 (down from CHF35.37 in FY 2021). Revenue: CHF11.1b (flat on FY 2021). Net income: CHF1.60b (down 13% from FY 2021). Profit margin: 14% (down from 16% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.収支内訳Swisscom の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SWX:SCMN 収益、費用、利益 ( )CHF Millions日付収益収益G+A経費研究開発費31 Mar 2614,8951,23698031 Dec 2515,0481,27198030 Sep 2514,0511,248139030 Jun 2513,0361,332139031 Mar 2512,0771,454133031 Dec 2411,0171,542136030 Sep 2411,0301,683160030 Jun 2411,0681,699143031 Mar 2411,0241,724127031 Dec 2311,0721,711109030 Sep 2311,0741,7000030 Jun 2311,0341,6660031 Mar 2311,0441,5970031 Dec 2211,0511,6020030 Sep 2211,0191,5100030 Jun 2211,0671,5710031 Mar 2211,1341,6410031 Dec 2111,1831,8320030 Sep 2111,2421,8960030 Jun 2111,2401,8370031 Mar 2111,1661,7730031 Dec 2011,1001,5300030 Sep 2011,1981,6580030 Jun 2011,2331,6280031 Mar 2011,3301,6820031 Dec 1911,4531,6720030 Sep 1911,4811,49357030 Jun 1911,5721,519108031 Mar 1911,6891,531155031 Dec 1811,7141,527207030 Sep 1811,7471,517356030 Jun 1811,7771,520305031 Mar 1811,7161,578208031 Dec 1711,6621,570206030 Sep 1711,6041,675199030 Jun 1711,5641,655199031 Mar 1711,5891,612249031 Dec 1611,6431,604199030 Sep 1611,6701,502345030 Jun 1611,6891,366345031 Mar 1611,6701,375345031 Dec 1511,6781,361345030 Sep 1511,7251,413346030 Jun 1511,7611,6793460質の高い収益: SCMNは 高品質の収益 を持っています。利益率の向上: SCMNの現在の純利益率 (8.3%)は、昨年(12%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SCMNの収益は過去 5 年間で年間6.2%減少しました。成長の加速: SCMNは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: SCMNは過去 1 年間で収益成長率がマイナス ( -15% ) となったため、 Telecom業界平均 ( -1.3% ) と比較することが困難です。株主資本利益率高いROE: SCMNの 自己資本利益率 ( 11.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTelecom 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 05:28終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Swisscom AG 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38 アナリスト機関Maurice PatrickBarclaysJonathan DannBarclaysSaim SaeedBerenberg35 その他のアナリストを表示
お知らせ • May 15Swisscom AG to Report Q2, 2027 Results on Aug 05, 2027Swisscom AG announced that they will report Q2, 2027 results at 7:15 AM, Central European Standard Time on Aug 05, 2027
お知らせ • May 14Swisscom AG to Report Q3, 2027 Results on Nov 04, 2027Swisscom AG announced that they will report Q3, 2027 results at 7:15 AM, Central European Standard Time on Nov 04, 2027
お知らせ • May 13+ 1 more updateSwisscom AG to Report Fiscal Year 2026 Results on Feb 11, 2027Swisscom AG announced that they will report fiscal year 2026 results at 7:15 AM, Central European Standard Time on Feb 11, 2027
Reported Earnings • May 07First quarter 2026 earnings released: EPS: CHF6.41 (vs CHF7.08 in 1Q 2025)First quarter 2026 results: EPS: CHF6.41 (down from CHF7.08 in 1Q 2025). Revenue: CHF3.61b (down 4.1% from 1Q 2025). Net income: CHF332.0m (down 9.5% from 1Q 2025). Profit margin: 9.2% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CHF24.54 (down from CHF29.77 in FY 2024). Revenue: CHF15.0b (up 36% from FY 2024). Net income: CHF1.27b (down 18% from FY 2024). Profit margin: 8.4% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 07Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: CHF7.01 (down from CHF8.63 in 3Q 2024). Revenue: CHF3.73b (up 37% from 3Q 2024). Net income: CHF363.0m (down 19% from 3Q 2024). Profit margin: 9.7% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • May 15Swisscom AG to Report Q2, 2027 Results on Aug 05, 2027Swisscom AG announced that they will report Q2, 2027 results at 7:15 AM, Central European Standard Time on Aug 05, 2027
お知らせ • May 14Swisscom AG to Report Q3, 2027 Results on Nov 04, 2027Swisscom AG announced that they will report Q3, 2027 results at 7:15 AM, Central European Standard Time on Nov 04, 2027
お知らせ • May 13+ 1 more updateSwisscom AG to Report Fiscal Year 2026 Results on Feb 11, 2027Swisscom AG announced that they will report fiscal year 2026 results at 7:15 AM, Central European Standard Time on Feb 11, 2027
ライブニュース • May 13Swisscom Advances Autonomous Network Operations With 2026 FutureNet Award RecognitionNetcracker Technology and Swisscom received the 2026 FutureNet Award for Autonomous Network Operations, recognizing their joint work on scaling autonomous network capabilities. The partnership uses Netcracker’s Domain Automation Solution deployed across multiple Swisscom network domains via an IT-as-a-Service SaaS platform. This automation model is reported to support faster service deployment, improved service quality and lower operational costs for Swisscom. The award signals that Swisscom’s network operations are moving further toward automation, which can affect how reliably and efficiently it can deliver telecom and digital services. For investors, the key angle is how far these operational gains might translate into better cost control and service differentiation over time, and what level of execution risk comes with rolling out automation across more parts of the network.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: CHF6.41 (vs CHF7.08 in 1Q 2025)First quarter 2026 results: EPS: CHF6.41 (down from CHF7.08 in 1Q 2025). Revenue: CHF3.61b (down 4.1% from 1Q 2025). Net income: CHF332.0m (down 9.5% from 1Q 2025). Profit margin: 9.2% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Board Change • Apr 23Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Philippe Deecke was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 20Upcoming dividend of CHF26.00 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 31 March 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Within top quartile of Swiss dividend payers (3.6%). In line with average of industry peers (4.2%).
お知らせ • Feb 19Swisscom AG, Annual General Meeting, Mar 25, 2026Swisscom AG, Annual General Meeting, Mar 25, 2026, at 13:30 W. Europe Standard Time.
分析記事 • Feb 15Earnings Update: Swisscom AG (VTX:SCMN) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsIt's been a good week for Swisscom AG ( VTX:SCMN ) shareholders, because the company has just released its latest...
Declared Dividend • Feb 15Dividend increased to CHF26.00Dividend of CHF26.00 is 18% higher than last year. Ex-date: 27th March 2026 Payment date: 31st March 2026 Dividend yield will be 3.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio). However, it is well covered by cash flows (45% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Board Change • Feb 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Monique Bourquin was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CHF24.54 (down from CHF29.77 in FY 2024). Revenue: CHF15.0b (up 36% from FY 2024). Net income: CHF1.27b (down 18% from FY 2024). Profit margin: 8.4% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Feb 13Swisscom AG announces Annual dividend, payable on March 31, 2026Swisscom AG announced Annual dividend of CHF 26.0000 per share payable on March 31, 2026, ex-date on March 27, 2026 and record date on March 30, 2026.
分析記事 • Jan 29An Intrinsic Calculation For Swisscom AG (VTX:SCMN) Suggests It's 32% UndervaluedKey Insights The projected fair value for Swisscom is CHF938 based on 2 Stage Free Cash Flow to Equity Swisscom's...
分析記事 • Jan 14Swisscom AG's (VTX:SCMN) Share Price Could Signal Some RiskSwisscom AG's ( VTX:SCMN ) price-to-earnings (or "P/E") ratio of 24.3x might make it look like a sell right now...
分析記事 • Dec 30Swisscom (VTX:SCMN) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 07Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: CHF7.01 (down from CHF8.63 in 3Q 2024). Revenue: CHF3.73b (up 37% from 3Q 2024). Net income: CHF363.0m (down 19% from 3Q 2024). Profit margin: 9.7% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
分析記事 • Oct 28Swisscom AG's (VTX:SCMN) Intrinsic Value Is Potentially 78% Above Its Share PriceKey Insights Swisscom's estimated fair value is CHF1,039 based on 2 Stage Free Cash Flow to Equity Swisscom is...
分析記事 • Oct 05Capital Allocation Trends At Swisscom (VTX:SCMN) Aren't IdealThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Reported Earnings • Aug 10Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: CHF5.00 (down from CHF7.35 in 2Q 2024). Revenue: CHF3.69b (up 34% from 2Q 2024). Net income: CHF259.0m (down 32% from 2Q 2024). Profit margin: 7.0% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Jul 30Here's Why Swisscom (VTX:SCMN) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jul 12Swisscom AG's (VTX:SCMN) Shares May Have Run Too Fast Too SoonThere wouldn't be many who think Swisscom AG's ( VTX:SCMN ) price-to-earnings (or "P/E") ratio of 19.9x is worth a...
お知らせ • Jul 10+ 3 more updatesSwisscom AG to Report Q3, 2026 Results on Nov 05, 2026Swisscom AG announced that they will report Q3, 2026 results on Nov 05, 2026
分析記事 • Jun 24Swisscom's (VTX:SCMN) Returns On Capital Not Reflecting Well On The BusinessIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Reported Earnings • May 09First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: CHF7.08 (down from CHF8.78 in 1Q 2024). Revenue: CHF3.76b (up 39% from 1Q 2024). Net income: CHF367.0m (down 19% from 1Q 2024). Profit margin: 9.8% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
Upcoming Dividend • Mar 21Upcoming dividend of CHF22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 01 April 2025. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (4.0%).
お知らせ • Feb 20Swisscom AG, Annual General Meeting, Mar 26, 2025Swisscom AG, Annual General Meeting, Mar 26, 2025, at 13:30 W. Europe Standard Time.
Declared Dividend • Feb 15Dividend of CHF22.00 announcedDividend of CHF22.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 1st April 2025 Dividend yield will be 4.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 5.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 14Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CHF29.77 (down from CHF33.03 in FY 2023). Revenue: CHF11.0b (flat on FY 2023). Net income: CHF1.54b (down 9.9% from FY 2023). Profit margin: 14% (down from 16% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk High level of debt (45% net debt to equity).
New Risk • Jan 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk High level of debt (45% net debt to equity).
New Risk • Dec 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.08% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.08% per year for the foreseeable future. Minor Risk High level of debt (45% net debt to equity).
Reported Earnings • Nov 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: CHF8.63 (down from CHF8.94 in 3Q 2023). Revenue: CHF2.72b (down 1.2% from 3Q 2023). Net income: CHF447.0m (down 3.5% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 5.8%. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
New Risk • Aug 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk High level of debt (51% net debt to equity).
Reported Earnings • Aug 02Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: CHF7.36 (down from CHF7.84 in 2Q 2023). Revenue: CHF2.75b (up 1.8% from 2Q 2023). Net income: CHF381.0m (down 6.2% from 2Q 2023). Profit margin: 14% (down from 15% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to stay flat during the next 3 years compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.
お知らせ • Jul 05+ 3 more updatesSwisscom AG to Report Q1, 2025 Results on May 08, 2025Swisscom AG announced that they will report Q1, 2025 results at 7:15 AM, Central European Standard Time on May 08, 2025
New Risk • Jun 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk High level of debt (44% net debt to equity).
Reported Earnings • May 02First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: CHF8.78 (up from CHF8.53 in 1Q 2023). Revenue: CHF2.70b (down 1.6% from 1Q 2023). Net income: CHF455.0m (up 2.9% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has remained flat.
New Risk • Mar 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.02% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. Minor Risk High level of debt (47% net debt to equity).
Upcoming Dividend • Mar 26Upcoming dividend of CHF22.00 per shareEligible shareholders must have bought the stock before 02 April 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (4.5%).
お知らせ • Mar 08Swisscom AG (SWX:SCMN) acquired unknown majority stake in Camptocamp SA .Swisscom AG (SWX:SCMN) acquired unknown majority stake in Camptocamp SA on March 7, 2024. Camptocamp will continue to operate as an independent company and work with its existing customers as usual. Swisscom AG (SWX:SCMN) completed the acquisition of unknown majority stake in Camptocamp SA on March 7, 2024.
お知らせ • Feb 29+ 1 more updateSwisscom in Advanced Talks to Buy Vodafone's Italy Unit for $8.7 BillionSwisscom AG (SWX:SCMN) is in advanced talks to buy Vodafone Group Public Limited Company (LSE:VOD)'s Italy Unit for $8.7 Billion. The company said that the price is preliminary and that there can be no certainty that any transaction will ultimately be completed.
Declared Dividend • Feb 11Dividend of CHF22.00 announcedDividend of CHF22.00 is the same as last year. Ex-date: 2nd April 2024 Payment date: 4th April 2024 Dividend yield will be 4.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 1.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 08Full year 2023 earnings released: EPS: CHF33.03 (vs CHF30.93 in FY 2022)Full year 2023 results: EPS: CHF33.03 (up from CHF30.93 in FY 2022). Revenue: CHF11.1b (flat on FY 2022). Net income: CHF1.71b (up 6.8% from FY 2022). Profit margin: 16% (up from 14% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.7% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Dec 22Swisscom Reportedly in Talks to Purchase Vodafone's Troubled Italian ArmSwisscom AG (SWX:SCMN) is weighing an offer for Vodafone Group Public Limited Company (LSE:VOD)’s Italian business early next year, potentially countering a rival bid from Iliad SA for the unit, people familiar with the matter said. The possible deal would combine Vodafone’s mobile service with Swisscom’s Fastweb SpA fiber broadband carrier in the country, the people said, asking not to be identified because the deliberations are private. Swisscom and Vodafone are in talks to discuss the terms and a formal bid could be announced as soon as next month, they said. No final decisions have been made and Swisscom may decide against an offer.
お知らせ • Dec 20Swisscom AG Announces Executive ChangesSwisscom AG has appointed Myriam Kaeser as the new head of corporate communications (CCO), effective from 01 June next year. Kaeser succeeds Stefan Nuenlist, who will step down from the position on 31 May. In her new role, Kaeser will be responsible for internal and external communications, sponsorship, public affairs, brand management and corporate responsibility.
Reported Earnings • Nov 02Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: CHF8.94 (up from CHF8.28 in 3Q 2022). Revenue: CHF2.75b (flat on 3Q 2022). Net income: CHF463.0m (up 7.9% from 3Q 2022). Profit margin: 17% (up from 16% in 3Q 2022). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.8%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
New Risk • Aug 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk High level of debt (60% net debt to equity).
Reported Earnings • Aug 06Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: CHF7.84 (up from CHF6.51 in 2Q 2022). Revenue: CHF2.70b (flat on 2Q 2022). Net income: CHF406.0m (up 21% from 2Q 2022). Profit margin: 15% (up from 12% in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.8%. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Jun 24Swisscom AG (SWX:SCMN) acquired Axept Business Software AG.Swisscom AG (SWX:SCMN) acquired Axept Business Software AG on June 19, 2023.Swisscom AG (SWX:SCMN) completed the acquisition of Axept Business Software AG on June 19, 2023.
お知らせ • Jun 16+ 4 more updatesSwisscom AG to Report Q2, 2024 Results on Jul 31, 2024Swisscom AG announced that they will report Q2, 2024 results at 7:15 AM, Central European Standard Time on Jul 31, 2024
Buying Opportunity • May 10Now 21% undervaluedOver the last 90 days, the stock is up 5.0%. The fair value is estimated to be CHF748, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 0.5% per annum. Earnings is forecast to decline by 3.5% per annum over the same time period.
Reported Earnings • May 05First quarter 2023 earnings: Revenues in line with analyst expectationsFirst quarter 2023 results: Revenue: CHF2.75b (flat on 1Q 2022). Net income: CHF442.0m (down 1.1% from 1Q 2022). Profit margin: 16% (in line with 1Q 2022). Revenue was in line with analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Board Change • Apr 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Monique Bourquin was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 15Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be CHF749, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings is also forecast to grow by 2.4% per annum over the same time period.
Upcoming Dividend • Mar 23Upcoming dividend of CHF22.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Swiss dividend payers (4.3%). Lower than average of industry peers (4.3%).
お知らせ • Feb 15Swisscom AG Appoints Isa Mueller-Wegner as Head of Strategy Business Development, Effective on 01 June 2023Swisscom AG has appointed Isa Mueller-Wegner to the newly created position of head of Strategy Business Development, effective on 01 June 2023. Mueller-Wegner has worked for the past three years as executive vice president at investment firm Bain Capital, managing its private equity portfolio.
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: CHF30.93 (vs CHF35.37 in FY 2021)Full year 2022 results: EPS: CHF30.93 (down from CHF35.37 in FY 2021). Revenue: CHF11.1b (flat on FY 2021). Net income: CHF1.60b (down 13% from FY 2021). Profit margin: 14% (down from 16% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.