Telenor ASA Q3 2023 Earnings Call Transcript - Thomson StreetEvents

Telenor ASA Q3 2023 Earnings Call Transcript

Telenor ASA Q3 2023 Earnings Call Transcript - Thomson StreetEvents
Telenor ASA Q3 2023 Earnings Call Transcript
Published Oct 25, 2023
16 pages (9729 words) — Published Oct 25, 2023
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Abstract:

Edited Transcript of TEL.OL earnings conference call or presentation 25-Oct-23 7:00am GMT

  
Brief Excerpt:

...Frank Maao Hi, and good morning, everyone, and welcome to Telenor's third quarter results call. I am Frank Maao, Head of Investor Relations here, and with me here today is Sigve Brekke, our CEO; along with Tone Hegland Bachke, our CFO. As for today's agenda, Sigve will give an overview of our strategic and operational progress for the quarter, and Tone will take us through the key factors driving our financial performance and also give us an update on our outlook. After that, we will open up the line for analyst questions. For the sake of good order, I would like to note that within today's presentation, references to growth rates will be on organic like-for-like currency basis, unless otherwise stated. And please note that both the report and the presentation that accompanies this call have been published on our website. With that, I'll now turn it over to Sigve. Sigve Brekke ...

  
Report Type:

Transcript

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Company:
Ticker
TEL.OL
Time
7:00am GMT
Format:
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Andreas Joelsson - Danske Bank A/S, Research Division - Analyst : A question on the pricing strategy for Sigve. You mentioned that you have a more-for-more strategy right now. Just wondering how you see this evolve going forward with 5G and other opportunities, and perhaps subscribers choosing unlimited offering more and more? So I just wonder


Question: Christer Roth - DNB Markets, Research Division - Analyst : Congrats on the great quarter. Yes, I was wondering if you could talk about CapEx a bit? You've seen some upward pressure on CapEx with the increased guidance from some of your Nordic peers including the company, your sharing networks with -- in Sweden. So I was just wondering, you're also guiding CapEx down ['25], and you're guiding for '24 at this point. But if you could maybe give us some more color on how you're thinking about the shape of that path to '24 towards '25 given the upward pressure for instance in Sweden? Just to get some more details, that would be very much appreciated.


Question: Christer Roth - DNB Markets, Research Division - Analyst : And a quick follow-up on working capital. So it was a strong quarter this quarter. Anything special in there? It was better than last year. How should we think about that into Q4 and the next couple of quarters?


Question: Usman Ghazi - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst : Just one, please. I mean this is -- this just -- might be over the last 2 quarters just sensed from commentary, a bit more caution around Bangladesh, specifically with respect to the political regulatory risk/exposure. I mean, is Telenor's commitment to kind of GP still as high as it was? And if so, I mean, what -- can you help us understand what actions you might be taking to reduce this kind of -- my sense of kind of heightened risk around the Bangladesh operation? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 25, 2023 / 7:00AM, TEL.OL - Q3 2023 Telenor ASA Earnings Call

Table Of Contents

Telenor ASA Q4 2024 Earnings Call Transcript – 2025-02-06 – US$ 54.00 – Edited Transcript of TEL.OL earnings conference call or presentation 6-Feb-25 8:00am GMT

Telenor ASA Q3 2024 Earnings Call Transcript – 2024-10-30 – US$ 54.00 – Edited Transcript of TEL.OL earnings conference call or presentation 30-Oct-24 8:00am GMT

Telenor ASA Q2 2023 Earnings Call Transcript – 2023-07-20 – US$ 54.00 – Edited Transcript of TEL.OL earnings conference call or presentation 20-Jul-23 7:00am GMT

Telenor ASA Annual Shareholders Meeting Transcript – 2023-05-10 – US$ 54.00 – Edited Transcript of TEL.OL shareholder or annual meeting 10-May-23 11:00am GMT

Telenor ASA Q1 2023 Earnings Call Transcript – 2023-05-04 – US$ 54.00 – Edited Transcript of TEL.OL earnings conference call or presentation 4-May-23 7:00am GMT

ngs Call Transcript – 2023-02-02 – US$ 54.00 – Edited Transcript of TEL.OL earnings conference call or presentation 2-Feb-23 8:00am GMT

Telenor ASA Q3 2022 Earnings Call Transcript – 2022-10-26 – US$ 54.00 – Edited Transcript of TEL.OL earnings conference call or presentation 26-Oct-22 7:00am GMT

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Thomson StreetEvents. "Telenor ASA Q3 2023 Earnings Call Transcript" Oct 25, 2023. Alacra Store. May 02, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2023-Telenor-ASA-Earnings-Call-T15769454>
  
APA:
Thomson StreetEvents. (2023). Telenor ASA Q3 2023 Earnings Call Transcript Oct 25, 2023. New York, NY: Alacra Store. Retrieved May 02, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2023-Telenor-ASA-Earnings-Call-T15769454>
  
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