View ValuationTelekom Austria 将来の成長Future 基準チェック /16Telekom Austria利益と収益がそれぞれ年間3.2%と3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.9% 3.2%なると予測されています。主要情報3.2%収益成長率3.15%EPS成長率Telecom 収益成長21.2%収益成長率3.0%将来の株主資本利益率10.88%アナリストカバレッジGood最終更新日22 Apr 2026今後の成長に関する最新情報お知らせ • Oct 18Telekom Austria AG Provides Financial Guidance for the Year 2024 and for the Period 2024-2026Telekom Austria AG provided financial guidance for the year 2024 and for the period 2024-2026. For the year 2024, the company expects total revenue growth of 3% to 4%. For the period 2024-2026, the company expects revenue growth of 3% to 4% per year.すべての更新を表示Recent updatesお知らせ • May 22Telekom Austria AG announces Annual dividend, payable on July 01, 2026Telekom Austria AG announced Annual dividend of EUR 0.4200 per share payable on July 01, 2026, ex-date on June 26, 2026 and record date on June 29, 2026.お知らせ • Dec 09Telekom Austria AG, Annual General Meeting, Jun 24, 2026Telekom Austria AG, Annual General Meeting, Jun 24, 2026.お知らせ • Oct 18+ 2 more updatesTelekom Austria AG to Report Q1, 2026 Results on Apr 21, 2026Telekom Austria AG announced that they will report Q1, 2026 results on Apr 21, 2026お知らせ • Oct 16Telekom Austria AG to Report Q4, 2025 Results on Feb 10, 2026Telekom Austria AG announced that they will report Q4, 2025 results on Feb 10, 2026お知らせ • Jan 27Telekom Austria AG, Annual General Meeting, Jun 03, 2025Telekom Austria AG, Annual General Meeting, Jun 03, 2025.お知らせ • Oct 29+ 2 more updatesTelekom Austria AG to Report Q1, 2025 Results on Apr 29, 2025Telekom Austria AG announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Oct 18Telekom Austria AG Provides Financial Guidance for the Year 2024 and for the Period 2024-2026Telekom Austria AG provided financial guidance for the year 2024 and for the period 2024-2026. For the year 2024, the company expects total revenue growth of 3% to 4%. For the period 2024-2026, the company expects revenue growth of 3% to 4% per year.お知らせ • Oct 17Telekom Austria AG to Report Q4, 2024 Results on Feb 11, 2025Telekom Austria AG announced that they will report Q4, 2024 results on Feb 11, 2025Reported Earnings • Oct 16Third quarter 2024 earnings released: EPS: €0.27 (vs €0.30 in 3Q 2023)Third quarter 2024 results: EPS: €0.27 (down from €0.30 in 3Q 2023). Revenue: €1.35b (up 2.1% from 3Q 2023). Net income: €178.0m (down 11% from 3Q 2023). Profit margin: 13% (down from 15% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 17Second quarter 2024 earnings released: EPS: €0.22 (vs €0.25 in 2Q 2023)Second quarter 2024 results: EPS: €0.22 (down from €0.25 in 2Q 2023). Revenue: €1.32b (up 3.1% from 2Q 2023). Net income: €146.0m (down 12% from 2Q 2023). Profit margin: 11% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 24Upcoming dividend of €0.36 per shareEligible shareholders must have bought the stock before 01 July 2024. Payment date: 04 July 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.1%).Reported Earnings • Apr 17First quarter 2024 earnings released: EPS: €0.18 (vs €0.20 in 1Q 2023)First quarter 2024 results: EPS: €0.18 (down from €0.20 in 1Q 2023). Revenue: €1.27b (up 2.8% from 1Q 2023). Net income: €117.0m (down 13% from 1Q 2023). Profit margin: 9.2% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 10Full year 2023 earnings released: EPS: €0.97 (vs €0.95 in FY 2022)Full year 2023 results: EPS: €0.97 (up from €0.95 in FY 2022). Revenue: €5.16b (up 4.9% from FY 2022). Net income: €645.2m (up 1.8% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 18Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €1.33b (up 4.5% from 3Q 2022). Net income: €201.0m (down 1.9% from 3Q 2022). Profit margin: 15% (in line with 3Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 13+ 3 more updatesTelekom Austria AG to Report Q2, 2024 Results on Jul 16, 2024Telekom Austria AG announced that they will report Q2, 2024 results on Jul 16, 2024お知らせ • Oct 05Telekom Austria AG, Annual General Meeting, Jun 27, 2024Telekom Austria AG, Annual General Meeting, Jun 27, 2024.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €6.49, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 19x in the Telecom industry in Germany. Total returns to shareholders of 42% over the past three years.お知らせ • Jul 26América Móvil B.V. acquired additional 5.55% stake in Telekom Austria AG (WBAG : TKA).América Móvil B.V. acquired additional 5.55% stake in Telekom Austria AG (WBAG : TKA) on July 25, 2023. Following this transaction, América Móvil’s stake increased to 56.55% in Telekom Austria.América Móvil B.V. completed the acquisition of additional 5.55% stake in Telekom Austria AG (WBAG : TKA) on July 25, 2023.Reported Earnings • Jul 13Second quarter 2023 earnings released: EPS: €0.25 (vs €0.25 in 2Q 2022)Second quarter 2023 results: EPS: €0.25 (down from €0.25 in 2Q 2022). Revenue: €1.30b (up 9.4% from 2Q 2022). Net income: €166.0m (flat on 2Q 2022). Profit margin: 13% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 05Upcoming dividend of €0.32 per share at 4.7% yieldEligible shareholders must have bought the stock before 12 June 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.3%).Reported Earnings • Feb 15Full year 2022 earnings released: EPS: €0.95 (vs €0.68 in FY 2021)Full year 2022 results: EPS: €0.95 (up from €0.68 in FY 2021). Revenue: €5.01b (up 7.3% from FY 2021). Net income: €634.0m (up 40% from FY 2021). Profit margin: 13% (up from 9.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Oct 28+ 4 more updatesTelekom Austria AG, Annual General Meeting, Jun 07, 2023Telekom Austria AG, Annual General Meeting, Jun 07, 2023.Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: €0.31 (vs €0.27 in 3Q 2021)Third quarter 2022 results: EPS: €0.31 (up from €0.27 in 3Q 2021). Revenue: €1.27b (up 7.0% from 3Q 2021). Net income: €204.9m (up 13% from 3Q 2021). Profit margin: 16% (in line with 3Q 2021). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 14Second quarter 2022 earnings released: EPS: €0.25 (vs €0.19 in 2Q 2021)Second quarter 2022 results: EPS: €0.25 (up from €0.19 in 2Q 2021). Revenue: €1.19b (up 3.9% from 2Q 2021). Net income: €166.9m (up 34% from 2Q 2021). Profit margin: 14% (up from 11% in 2Q 2021). Over the next year, revenue is forecast to grow 3.2%, compared to a 1.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 24Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 01 July 2022. Payment date: 05 July 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.4%).Reported Earnings • Apr 03Full year 2021 earnings released: EPS: €0.68 (vs €0.58 in FY 2020)Full year 2021 results: EPS: €0.68 (up from €0.58 in FY 2020). Revenue: €4.67b (up 4.5% from FY 2020). Net income: €454.5m (up 17% from FY 2020). Profit margin: 9.7% (up from 8.7% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.0%, compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 10Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: €4.67b (up 4.5% from FY 2020). Net income: €455.0m (up 17% from FY 2020). Profit margin: 9.8% (up from 8.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 2.9%, compared to a 2.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 21Third quarter 2021 earnings released: EPS €0.27 (vs €0.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €1.21b (up 5.5% from 3Q 2020). Net income: €180.8m (up 27% from 3Q 2020). Profit margin: 15% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 16Second quarter 2021 earnings released: EPS €0.19 (vs €0.17 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: €1.14b (up 4.3% from 2Q 2020). Net income: €124.9m (up 9.9% from 2Q 2020). Profit margin: 11% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 13Upcoming dividend of €0.25 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 25 May 2021. Trailing yield: 3.5%. Within top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.5%).Reported Earnings • Apr 29First quarter 2021 earnings released: EPS €0.16 (vs €0.13 in 1Q 2020)The company reported a solid first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: €1.14b (flat on 1Q 2020). Net income: €108.7m (up 22% from 1Q 2020). Profit margin: 9.6% (up from 7.9% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 21Full year 2020 earnings released: EPS €0.58 (vs €0.49 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €4.46b (flat on FY 2019). Net income: €388.4m (up 19% from FY 2019). Profit margin: 8.7% (up from 7.3% in FY 2019). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 15New 90-day high: €6.55The company is up 10.0% from its price of €5.95 on 18 November 2020. The German market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Telecom industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.00 per share.Reported Earnings • Feb 13Full year 2020 earnings released: EPS €0.58 (vs €0.49 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €4.46b (down 2.2% from FY 2019). Net income: €388.4m (up 19% from FY 2019). Profit margin: 8.7% (up from 7.2% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 2.5%, compared to a 6.9% growth forecast for the Telecom industry in Germany.Is New 90 Day High Low • Jan 04New 90-day high: €6.42The company is up 6.0% from its price of €6.05 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.67 per share.Is New 90 Day High Low • Dec 14New 90-day high: €6.29The company is up 1.0% from its price of €6.23 on 15 September 2020. The German market is also up 1.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Telecom industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.14 per share.Is New 90 Day High Low • Oct 26New 90-day low: €5.76The company is down 10.0% from its price of €6.39 on 28 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.37 per share.Analyst Estimate Surprise Post Earnings • Oct 22Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 1.5% at €1.14b. Revenue is forecast to stay flat over the next year, compared to a 12% growth forecast for the Telecom industry in Germany.Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of €380.6m, up 14% from the prior year. Total revenue was €4.56b over the last 12 months, up 1.0% from the prior year.Is New 90 Day High Low • Sep 28New 90-day low: €6.07The company is down 1.0% from its price of €6.16 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.20 per share.業績と収益の成長予測DB:TA1 - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20285,992675981N/A312/31/20275,798670884N/A612/31/20265,693601867N/A53/31/20265,526631N/AN/AN/A12/31/20255,4746129771,844N/A9/30/20255,4586521,1091,877N/A6/30/20255,4186391,0921,888N/A3/31/20255,382634N/AN/AN/A12/31/20245,3156269241,814N/A9/30/20245,2165868011,765N/A6/30/20245,1896077441,755N/A3/31/20245,1736276071,708N/A12/31/20235,1596456221,716N/A9/30/20235,1306325871,701N/A6/30/20235,0946385501,640N/A3/31/20235,0066387191,657N/A12/31/20224,9166348221,718N/A9/30/20224,8195427761,633N/A6/30/20224,7365188131,657N/A3/31/20224,6914777611,607N/A12/31/20214,6664547321,586N/A9/30/20214,6044577641,597N/A6/30/20214,5414197721,546N/A3/31/20214,4744088031,541N/A12/31/20204,4643887391,481N/A9/30/20204,4113817651,485N/A6/30/20204,4413747771,548N/A3/31/20204,4883306601,523N/A12/31/20194,469327N/A1,458N/A9/30/20194,518334N/A1,288N/A6/30/20194,480313N/A1,301N/A3/31/20194,452301N/A1,217N/A1/1/20194,435241N/A1,232N/A9/30/20184,412180N/A1,306N/A6/30/20184,408207N/A1,199N/A3/31/20184,397255N/A1,237N/A1/1/20184,382319N/A1,175N/A9/30/20174,351438N/A1,238N/A6/30/20174,313433N/A1,209N/A3/31/20174,261403N/A1,150N/A12/31/20164,211388N/A1,196N/A9/30/20164,220365N/A1,096N/A6/30/20164,172359N/A1,100N/A3/31/20164,086355N/A984N/A12/31/20154,125367N/A1,228N/A9/30/20154,089234N/A1,227N/A6/30/20154,113225N/A1,219N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TA1の予測収益成長率 (年間3.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: TA1の収益 ( 3.2% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: TA1の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: TA1の収益 ( 3% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: TA1の収益 ( 3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TA1の 自己資本利益率 は、3年後には低くなると予測されています ( 10.9 %)。成長企業の発掘7D1Y7D1Y7D1YTelecom 業界の高成長企業。View Past Performance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2026/05/23 18:01終値2026/05/22 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Telekom Austria AG 6 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。24 アナリスト機関Usman GhaziBerenbergMathieu RobilliardBNP ParibasJustine DimovicBNP Paribas21 その他のアナリストを表示
お知らせ • Oct 18Telekom Austria AG Provides Financial Guidance for the Year 2024 and for the Period 2024-2026Telekom Austria AG provided financial guidance for the year 2024 and for the period 2024-2026. For the year 2024, the company expects total revenue growth of 3% to 4%. For the period 2024-2026, the company expects revenue growth of 3% to 4% per year.
お知らせ • May 22Telekom Austria AG announces Annual dividend, payable on July 01, 2026Telekom Austria AG announced Annual dividend of EUR 0.4200 per share payable on July 01, 2026, ex-date on June 26, 2026 and record date on June 29, 2026.
お知らせ • Dec 09Telekom Austria AG, Annual General Meeting, Jun 24, 2026Telekom Austria AG, Annual General Meeting, Jun 24, 2026.
お知らせ • Oct 18+ 2 more updatesTelekom Austria AG to Report Q1, 2026 Results on Apr 21, 2026Telekom Austria AG announced that they will report Q1, 2026 results on Apr 21, 2026
お知らせ • Oct 16Telekom Austria AG to Report Q4, 2025 Results on Feb 10, 2026Telekom Austria AG announced that they will report Q4, 2025 results on Feb 10, 2026
お知らせ • Jan 27Telekom Austria AG, Annual General Meeting, Jun 03, 2025Telekom Austria AG, Annual General Meeting, Jun 03, 2025.
お知らせ • Oct 29+ 2 more updatesTelekom Austria AG to Report Q1, 2025 Results on Apr 29, 2025Telekom Austria AG announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Oct 18Telekom Austria AG Provides Financial Guidance for the Year 2024 and for the Period 2024-2026Telekom Austria AG provided financial guidance for the year 2024 and for the period 2024-2026. For the year 2024, the company expects total revenue growth of 3% to 4%. For the period 2024-2026, the company expects revenue growth of 3% to 4% per year.
お知らせ • Oct 17Telekom Austria AG to Report Q4, 2024 Results on Feb 11, 2025Telekom Austria AG announced that they will report Q4, 2024 results on Feb 11, 2025
Reported Earnings • Oct 16Third quarter 2024 earnings released: EPS: €0.27 (vs €0.30 in 3Q 2023)Third quarter 2024 results: EPS: €0.27 (down from €0.30 in 3Q 2023). Revenue: €1.35b (up 2.1% from 3Q 2023). Net income: €178.0m (down 11% from 3Q 2023). Profit margin: 13% (down from 15% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 17Second quarter 2024 earnings released: EPS: €0.22 (vs €0.25 in 2Q 2023)Second quarter 2024 results: EPS: €0.22 (down from €0.25 in 2Q 2023). Revenue: €1.32b (up 3.1% from 2Q 2023). Net income: €146.0m (down 12% from 2Q 2023). Profit margin: 11% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 24Upcoming dividend of €0.36 per shareEligible shareholders must have bought the stock before 01 July 2024. Payment date: 04 July 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.1%).
Reported Earnings • Apr 17First quarter 2024 earnings released: EPS: €0.18 (vs €0.20 in 1Q 2023)First quarter 2024 results: EPS: €0.18 (down from €0.20 in 1Q 2023). Revenue: €1.27b (up 2.8% from 1Q 2023). Net income: €117.0m (down 13% from 1Q 2023). Profit margin: 9.2% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: €0.97 (vs €0.95 in FY 2022)Full year 2023 results: EPS: €0.97 (up from €0.95 in FY 2022). Revenue: €5.16b (up 4.9% from FY 2022). Net income: €645.2m (up 1.8% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 18Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €1.33b (up 4.5% from 3Q 2022). Net income: €201.0m (down 1.9% from 3Q 2022). Profit margin: 15% (in line with 3Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 13+ 3 more updatesTelekom Austria AG to Report Q2, 2024 Results on Jul 16, 2024Telekom Austria AG announced that they will report Q2, 2024 results on Jul 16, 2024
お知らせ • Oct 05Telekom Austria AG, Annual General Meeting, Jun 27, 2024Telekom Austria AG, Annual General Meeting, Jun 27, 2024.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €6.49, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 19x in the Telecom industry in Germany. Total returns to shareholders of 42% over the past three years.
お知らせ • Jul 26América Móvil B.V. acquired additional 5.55% stake in Telekom Austria AG (WBAG : TKA).América Móvil B.V. acquired additional 5.55% stake in Telekom Austria AG (WBAG : TKA) on July 25, 2023. Following this transaction, América Móvil’s stake increased to 56.55% in Telekom Austria.América Móvil B.V. completed the acquisition of additional 5.55% stake in Telekom Austria AG (WBAG : TKA) on July 25, 2023.
Reported Earnings • Jul 13Second quarter 2023 earnings released: EPS: €0.25 (vs €0.25 in 2Q 2022)Second quarter 2023 results: EPS: €0.25 (down from €0.25 in 2Q 2022). Revenue: €1.30b (up 9.4% from 2Q 2022). Net income: €166.0m (flat on 2Q 2022). Profit margin: 13% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 05Upcoming dividend of €0.32 per share at 4.7% yieldEligible shareholders must have bought the stock before 12 June 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.3%).
Reported Earnings • Feb 15Full year 2022 earnings released: EPS: €0.95 (vs €0.68 in FY 2021)Full year 2022 results: EPS: €0.95 (up from €0.68 in FY 2021). Revenue: €5.01b (up 7.3% from FY 2021). Net income: €634.0m (up 40% from FY 2021). Profit margin: 13% (up from 9.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Oct 28+ 4 more updatesTelekom Austria AG, Annual General Meeting, Jun 07, 2023Telekom Austria AG, Annual General Meeting, Jun 07, 2023.
Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: €0.31 (vs €0.27 in 3Q 2021)Third quarter 2022 results: EPS: €0.31 (up from €0.27 in 3Q 2021). Revenue: €1.27b (up 7.0% from 3Q 2021). Net income: €204.9m (up 13% from 3Q 2021). Profit margin: 16% (in line with 3Q 2021). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 14Second quarter 2022 earnings released: EPS: €0.25 (vs €0.19 in 2Q 2021)Second quarter 2022 results: EPS: €0.25 (up from €0.19 in 2Q 2021). Revenue: €1.19b (up 3.9% from 2Q 2021). Net income: €166.9m (up 34% from 2Q 2021). Profit margin: 14% (up from 11% in 2Q 2021). Over the next year, revenue is forecast to grow 3.2%, compared to a 1.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 24Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 01 July 2022. Payment date: 05 July 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.4%).
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: €0.68 (vs €0.58 in FY 2020)Full year 2021 results: EPS: €0.68 (up from €0.58 in FY 2020). Revenue: €4.67b (up 4.5% from FY 2020). Net income: €454.5m (up 17% from FY 2020). Profit margin: 9.7% (up from 8.7% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.0%, compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 10Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: €4.67b (up 4.5% from FY 2020). Net income: €455.0m (up 17% from FY 2020). Profit margin: 9.8% (up from 8.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 2.9%, compared to a 2.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 21Third quarter 2021 earnings released: EPS €0.27 (vs €0.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €1.21b (up 5.5% from 3Q 2020). Net income: €180.8m (up 27% from 3Q 2020). Profit margin: 15% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 16Second quarter 2021 earnings released: EPS €0.19 (vs €0.17 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: €1.14b (up 4.3% from 2Q 2020). Net income: €124.9m (up 9.9% from 2Q 2020). Profit margin: 11% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 13Upcoming dividend of €0.25 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 25 May 2021. Trailing yield: 3.5%. Within top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.5%).
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS €0.16 (vs €0.13 in 1Q 2020)The company reported a solid first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: €1.14b (flat on 1Q 2020). Net income: €108.7m (up 22% from 1Q 2020). Profit margin: 9.6% (up from 7.9% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 21Full year 2020 earnings released: EPS €0.58 (vs €0.49 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €4.46b (flat on FY 2019). Net income: €388.4m (up 19% from FY 2019). Profit margin: 8.7% (up from 7.3% in FY 2019). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 15New 90-day high: €6.55The company is up 10.0% from its price of €5.95 on 18 November 2020. The German market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Telecom industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.00 per share.
Reported Earnings • Feb 13Full year 2020 earnings released: EPS €0.58 (vs €0.49 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €4.46b (down 2.2% from FY 2019). Net income: €388.4m (up 19% from FY 2019). Profit margin: 8.7% (up from 7.2% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 2.5%, compared to a 6.9% growth forecast for the Telecom industry in Germany.
Is New 90 Day High Low • Jan 04New 90-day high: €6.42The company is up 6.0% from its price of €6.05 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.67 per share.
Is New 90 Day High Low • Dec 14New 90-day high: €6.29The company is up 1.0% from its price of €6.23 on 15 September 2020. The German market is also up 1.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Telecom industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.14 per share.
Is New 90 Day High Low • Oct 26New 90-day low: €5.76The company is down 10.0% from its price of €6.39 on 28 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.37 per share.
Analyst Estimate Surprise Post Earnings • Oct 22Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 1.5% at €1.14b. Revenue is forecast to stay flat over the next year, compared to a 12% growth forecast for the Telecom industry in Germany.
Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of €380.6m, up 14% from the prior year. Total revenue was €4.56b over the last 12 months, up 1.0% from the prior year.
Is New 90 Day High Low • Sep 28New 90-day low: €6.07The company is down 1.0% from its price of €6.16 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.20 per share.