Half Year 2025 Telkom SA SOC Ltd Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Jonathan Kennedy-Good - Prescient Securities - Analyst : Hi, It's Jonathan Kennedy-Good from Prescient Securities. Just wanted to get an update from you on capacity on the mobile network given the very, very strong growth there and what is driving the strong uptick in mobile broadband subscribers? And then just a quick one. I noticed there was a payment to Google of about ZAR1 billion. Just wanted to know whether that's a once-off or whether we should model that in continuing into next year and exactly what that is for? Thank you.

Question: Nadim Mohamed - SBG Securities - Analyst : Good morning everyone and well done and an excellent set of results. Just two questions from my side. Just following up from Jono's question, we've seen substantial margin improvement in Mobile in my numbers, they might be wrong, from 26.8% in the last quarter to (inaudible) in this quarter. Could you give us some sense of what drove that? Was it purely about roaming costs, were there other contributors? Or is it substantial operating leverage? And then secondly, just seeing that next generation is now increasingly a bigger proportion of your revenue, I mean, over what time horizon do you expect your top line to start accelerating from the sort of low single digits that you're achieving right now? That's all. Thank you.