View ValuationSwisscom 将来の成長Future 基準チェック /16Swisscomの収益は年間0.6%で減少すると予測されていますが、年間利益は年間9.1%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に14.3% 8.7%なると予測されています。主要情報9.1%収益成長率8.73%EPS成長率Telecom 収益成長21.1%収益成長率-0.6%将来の株主資本利益率14.35%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報更新なし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, 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.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.Buy Or Sell Opportunity • Mar 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to CHF694. The fair value is estimated to be CHF577, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 8.7%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are forecast to grow by 7.9% per annum over the same time period.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: 3.7%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (4.1%).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.Buy Or Sell Opportunity • Feb 14Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CHF697. The fair value is estimated to be CHF562, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 8.7%. For the next 3 years, revenue is forecast to decline by 0.7% per annum. Earnings are forecast to grow by 7.9% per annum over the same time period.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.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.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: CHF7.01 (vs CHF8.63 in 3Q 2024)Third 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 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.New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 10% Last year net profit margin: 15% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (114% net debt to equity). Profit margins are more than 30% lower than last year (10% net profit margin).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, 2026Reported Earnings • May 09First quarter 2025 earnings released: EPS: CHF7.08 (vs CHF8.78 in 1Q 2024)First 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 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 3% 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%. Lower than top quartile of British dividend payers (5.9%). 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 16Dividend 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 released: EPS: CHF29.77 (vs CHF33.03 in FY 2023)Full 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 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 released: EPS: CHF8.63 (vs CHF8.94 in 3Q 2023)Third 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 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.Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: CHF7.35 (vs CHF7.84 in 2Q 2023)Second quarter 2024 results: EPS: CHF7.35 (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 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 fallen by 1% per year.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, 2025Reported Earnings • May 03First quarter 2024 earnings released: EPS: CHF8.78 (vs CHF8.53 in 1Q 2023)First 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 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%. Lower than top quartile of British dividend payers (6.1%). 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 10Dividend 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 09Full 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 released: EPS: CHF8.94 (vs CHF8.28 in 3Q 2022)Third 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 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 2% 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 released: EPS: CHF7.84 (vs CHF6.51 in 2Q 2022)Second 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 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 • Jun 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.8%. The fair value is estimated to be CHF699, 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 also forecast to grow by 1.1% per annum over the same time period.Reported Earnings • May 05First quarter 2023 earnings releasedFirst 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). 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.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 British dividend payers (5.7%). 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.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Chairman of the Board Michael Rechsteiner was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CHF8.28 (vs CHF9.46 in 3Q 2021)Third quarter 2022 results: EPS: CHF8.28 (down from CHF9.46 in 3Q 2021). Revenue: CHF2.73b (down 1.1% from 3Q 2021). Net income: CHF429.0m (down 12% from 3Q 2021). Profit margin: 16% (down from 18% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat 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 increased by 1% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Jun 02+ 3 more updatesSwisscom AG, Annual General Meeting, Mar 28, 2023Swisscom AG, Annual General Meeting, Mar 28, 2023.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CHF8.63 (vs CHF12.32 in 1Q 2021)First quarter 2022 results: EPS: CHF8.63 (down from CHF12.32 in 1Q 2021). Revenue: CHF2.77b (down 1.2% from 1Q 2021). Net income: CHF447.0m (down 30% from 1Q 2021). Profit margin: 16% (down from 23% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 2.6% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Chairman of the Board Michael Rechsteiner was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS CHF9.46 (vs CHF8.32 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: CHF2.76b (flat on 3Q 2020). Net income: CHF490.0m (up 14% from 3Q 2020). Profit margin: 18% (up from 16% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS CHF7.86 (vs CHF6.62 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CHF2.78b (up 2.7% from 2Q 2020). Net income: CHF407.0m (up 19% from 2Q 2020). Profit margin: 15% (up from 13% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • May 01First quarter 2021 earnings released: EPS CHF12.32 (vs CHF7.63 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CHF2.80b (up 2.4% from 1Q 2020). Net income: CHF638.0m (up 62% from 1Q 2020). Profit margin: 23% (up from 14% in 1Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.Executive Departure • Apr 06Chairman of the Board of Directors Hansueli Loosli has left the companyOn the 31st of March, Hansueli Loosli's tenure as Chairman of the Board of Directors ended after 9.6 years in the role. We don't have any record of a personal shareholding under Hansueli's name. A total of 3 executives have left over the last 12 months.Upcoming Dividend • Mar 30Upcoming dividend of CHF22.00 per shareEligible shareholders must have bought the stock before 06 April 2021. Payment date: 08 April 2021. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (4.4%). In line with average of industry peers (4.4%).Executive Departure • Mar 02CFO, Head of Business Steering Switzerland & Member of Executive Board has left the companyOn the 28th of February, Mario Rossi's tenure as CFO, Head of Business Steering Switzerland & Member of Executive Board ended after 8.2 years in the role. We don't have any record of a personal shareholding under Mario's name. A total of 2 executives have left over the last 12 months.Is New 90 Day High Low • Feb 12New 90-day low: CHF468The company is down 2.0% from its price of CHF477 on 13 November 2020. The British market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF846 per share.Executive Departure • Feb 06Chief Personnel Officer, Head of Group Human Resources & Member of Executive Board has left the companyOn the 31st of January, Hans Werner's tenure as Chief Personnel Officer, Head of Group Human Resources & Member of Executive Board ended after 9.4 years in the role. We don't have any record of a personal shareholding under Hans' name. Hans is the only executive to leave the company over the last 12 months.Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.02%. Over the next year, revenue is forecast to stay flat compared to a 6.7% growth forecast for the Telecom industry in the United Kingdom.Reported Earnings • Feb 06Full year 2020 earnings released: EPS CHF29.54 (vs CHF32.28 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CHF11.1b (down 3.1% from FY 2019). Net income: CHF1.53b (down 8.5% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year.Is New 90 Day High Low • Jan 27New 90-day high: CHF506The company is up 7.0% from its price of CHF471 on 29 October 2020. The British market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF745 per share.Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectationsRevenue exceeded analyst estimates by 2.0%. Over the next year, revenue is expected to shrink by 1.2% compared to a 9.0% growth forecast for the Telecom industry in the United Kingdom.Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS CHF8.32The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: CHF2.76b (down 1.3% from 3Q 2019). Net income: CHF431.0m (up 7.5% from 3Q 2019). Profit margin: 16% (up from 14% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.Is New 90 Day High Low • Oct 21New 90-day low: CHF477The company is down 4.0% from its price of CHF499 on 22 July 2020. The British market is also down 4.0% 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 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF624 per share.業績と収益の成長予測LSE:0QKI - アナリストの将来予測と過去の財務データ ( )CHF 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12/31/202814,6161,6801,8195,818912/31/202714,7101,5141,5575,7721612/31/202614,7481,3911,4086,100163/31/202614,8951,2363,0846,018N/A12/31/202515,0481,2713,0046,012N/A9/30/202514,0511,2482,3365,047N/A6/30/202513,0361,3322,2614,860N/A3/31/202512,0771,4542,6105,069N/A12/31/202411,0171,5422,0994,387N/A9/30/202411,0301,6832,0534,425N/A6/30/202411,0681,6991,8424,160N/A3/31/202411,0241,7241,8444,165N/A12/31/202311,0721,7111,7574,029N/A9/30/202311,0741,7001,6623,975N/A6/30/202311,0341,6661,7774,123N/A3/31/202311,0441,5971,7434,054N/A12/31/202211,0511,6021,5873,876N/A9/30/202211,0191,5101,5723,839N/A6/30/202211,0671,5711,4113,650N/A3/31/202211,1341,6411,5583,812N/A12/31/202111,1831,8321,7744,044N/A9/30/202111,2421,8961,9554,116N/A6/30/202111,2401,8371,9004,097N/A3/31/202111,1661,7732,0874,297N/A12/31/202011,1001,5301,9814,169N/A9/30/202011,1981,6581,8614,081N/A6/30/202011,2331,6281,9624,124N/A3/31/202011,3301,6821,5313,918N/A12/31/201911,4531,672N/A3,981N/A9/30/201911,4811,493N/A4,107N/A6/30/201911,5721,519N/A3,983N/A3/31/201911,6891,531N/A3,867N/A12/31/201811,7141,527N/A3,720N/A9/30/201811,7471,517N/A3,720N/A6/30/201811,7771,520N/A3,802N/A3/31/201811,7161,578N/A3,983N/A12/31/201711,6621,570N/A4,091N/A9/30/201711,6041,675N/A3,764N/A6/30/201711,5641,655N/A3,841N/A3/31/201711,5891,612N/A3,855N/A12/31/201611,6431,604N/A3,722N/A9/30/201611,6701,502N/A3,857N/A6/30/201611,6891,366N/A3,947N/A3/31/201611,6701,375N/A3,752N/A12/31/201511,6781,361N/A3,867N/A9/30/201511,7251,413N/A3,803N/A6/30/201511,7611,679N/A3,735N/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: 0QKIの予測収益成長率 (年間9.1% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0QKIの収益 ( 9.1% ) UK市場 ( 11.4% ) よりも低い成長が予測されています。高成長収益: 0QKI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: 0QKIの収益は今後 3 年間で減少すると予想されています (年間-0.6% )。高い収益成長: 0QKIの収益は今後 3 年間で減少すると予測されています (年間-0.6% )。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: 0QKI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 ( 14.3 %)。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2026/05/21 06:38終値2026/05/21 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 16 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.
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.
Buy Or Sell Opportunity • Mar 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to CHF694. The fair value is estimated to be CHF577, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 8.7%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are forecast to grow by 7.9% per annum over the same time period.
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: 3.7%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (4.1%).
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.
Buy Or Sell Opportunity • Feb 14Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CHF697. The fair value is estimated to be CHF562, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 8.7%. For the next 3 years, revenue is forecast to decline by 0.7% per annum. Earnings are forecast to grow by 7.9% per annum over the same time period.
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.
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.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: CHF7.01 (vs CHF8.63 in 3Q 2024)Third 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 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.
New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 10% Last year net profit margin: 15% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (114% net debt to equity). Profit margins are more than 30% lower than last year (10% net profit margin).
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
Reported Earnings • May 09First quarter 2025 earnings released: EPS: CHF7.08 (vs CHF8.78 in 1Q 2024)First 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 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 3% 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%. Lower than top quartile of British dividend payers (5.9%). 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 16Dividend 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 released: EPS: CHF29.77 (vs CHF33.03 in FY 2023)Full 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 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 released: EPS: CHF8.63 (vs CHF8.94 in 3Q 2023)Third 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 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.
Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: CHF7.35 (vs CHF7.84 in 2Q 2023)Second quarter 2024 results: EPS: CHF7.35 (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 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 fallen by 1% per year.
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
Reported Earnings • May 03First quarter 2024 earnings released: EPS: CHF8.78 (vs CHF8.53 in 1Q 2023)First 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 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%. Lower than top quartile of British dividend payers (6.1%). 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 10Dividend 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 09Full 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 released: EPS: CHF8.94 (vs CHF8.28 in 3Q 2022)Third 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 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 2% 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 released: EPS: CHF7.84 (vs CHF6.51 in 2Q 2022)Second 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 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 • Jun 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.8%. The fair value is estimated to be CHF699, 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 also forecast to grow by 1.1% per annum over the same time period.
Reported Earnings • May 05First quarter 2023 earnings releasedFirst 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). 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.
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 British dividend payers (5.7%). 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.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Chairman of the Board Michael Rechsteiner was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CHF8.28 (vs CHF9.46 in 3Q 2021)Third quarter 2022 results: EPS: CHF8.28 (down from CHF9.46 in 3Q 2021). Revenue: CHF2.73b (down 1.1% from 3Q 2021). Net income: CHF429.0m (down 12% from 3Q 2021). Profit margin: 16% (down from 18% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat 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 increased by 1% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Jun 02+ 3 more updatesSwisscom AG, Annual General Meeting, Mar 28, 2023Swisscom AG, Annual General Meeting, Mar 28, 2023.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CHF8.63 (vs CHF12.32 in 1Q 2021)First quarter 2022 results: EPS: CHF8.63 (down from CHF12.32 in 1Q 2021). Revenue: CHF2.77b (down 1.2% from 1Q 2021). Net income: CHF447.0m (down 30% from 1Q 2021). Profit margin: 16% (down from 23% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 2.6% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Chairman of the Board Michael Rechsteiner was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS CHF9.46 (vs CHF8.32 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: CHF2.76b (flat on 3Q 2020). Net income: CHF490.0m (up 14% from 3Q 2020). Profit margin: 18% (up from 16% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS CHF7.86 (vs CHF6.62 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CHF2.78b (up 2.7% from 2Q 2020). Net income: CHF407.0m (up 19% from 2Q 2020). Profit margin: 15% (up from 13% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • May 01First quarter 2021 earnings released: EPS CHF12.32 (vs CHF7.63 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CHF2.80b (up 2.4% from 1Q 2020). Net income: CHF638.0m (up 62% from 1Q 2020). Profit margin: 23% (up from 14% in 1Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.
Executive Departure • Apr 06Chairman of the Board of Directors Hansueli Loosli has left the companyOn the 31st of March, Hansueli Loosli's tenure as Chairman of the Board of Directors ended after 9.6 years in the role. We don't have any record of a personal shareholding under Hansueli's name. A total of 3 executives have left over the last 12 months.
Upcoming Dividend • Mar 30Upcoming dividend of CHF22.00 per shareEligible shareholders must have bought the stock before 06 April 2021. Payment date: 08 April 2021. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (4.4%). In line with average of industry peers (4.4%).
Executive Departure • Mar 02CFO, Head of Business Steering Switzerland & Member of Executive Board has left the companyOn the 28th of February, Mario Rossi's tenure as CFO, Head of Business Steering Switzerland & Member of Executive Board ended after 8.2 years in the role. We don't have any record of a personal shareholding under Mario's name. A total of 2 executives have left over the last 12 months.
Is New 90 Day High Low • Feb 12New 90-day low: CHF468The company is down 2.0% from its price of CHF477 on 13 November 2020. The British market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF846 per share.
Executive Departure • Feb 06Chief Personnel Officer, Head of Group Human Resources & Member of Executive Board has left the companyOn the 31st of January, Hans Werner's tenure as Chief Personnel Officer, Head of Group Human Resources & Member of Executive Board ended after 9.4 years in the role. We don't have any record of a personal shareholding under Hans' name. Hans is the only executive to leave the company over the last 12 months.
Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.02%. Over the next year, revenue is forecast to stay flat compared to a 6.7% growth forecast for the Telecom industry in the United Kingdom.
Reported Earnings • Feb 06Full year 2020 earnings released: EPS CHF29.54 (vs CHF32.28 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CHF11.1b (down 3.1% from FY 2019). Net income: CHF1.53b (down 8.5% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year.
Is New 90 Day High Low • Jan 27New 90-day high: CHF506The company is up 7.0% from its price of CHF471 on 29 October 2020. The British market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF745 per share.
Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectationsRevenue exceeded analyst estimates by 2.0%. Over the next year, revenue is expected to shrink by 1.2% compared to a 9.0% growth forecast for the Telecom industry in the United Kingdom.
Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS CHF8.32The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: CHF2.76b (down 1.3% from 3Q 2019). Net income: CHF431.0m (up 7.5% from 3Q 2019). Profit margin: 16% (up from 14% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.
Is New 90 Day High Low • Oct 21New 90-day low: CHF477The company is down 4.0% from its price of CHF499 on 22 July 2020. The British market is also down 4.0% 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 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF624 per share.