Taiwan Mobile Retakes Monthly and Cumulative EPS Double Crown
Taiwan Mobile October self-reported consolidated revenue 170.7億元, after-tax net profit 15億元, EPS 0.48元. First 10 months self-reported consolidated revenue 1666.4億元, after-tax net profit 144.5億元, EPS 4.74元, up 22% year-on-year, first 10 months net profit has exceeded last year full-year total. Company said, benefiting from strong telecom core business strength and AI operating leverage, consolidated operating profit grew 30% year-on-year, growth rate hit new high this year, after-tax net profit grew 32%. October three-layer growth flywheel ran at full speed, driving telecom revenue, telecom EBITDA, telecom operating profit to rewrite monthly historical highs simultaneously, with year-on-year growth rates reaching 13%, 18% and 40% respectively.
Chunghwa Telecom Revenue and EBITDA Hit Same-Period Highs
Chunghwa Telecom October self-reported consolidated revenue NT$237.5億元, net profit attributable to parent company owners 35.9億元, EBITDA 81億元, EPS 0.46元, operating revenue and EBITDA both hit record highs for same period in history. October consolidated revenue grew 13.4% year-on-year, benefiting from continued hot mobile phone sales following September, telecom business growth, and strong ICT business climb, subsidiaries benefited from continued AI demand growth, contributing sales revenue. ICT business October revenue grew 39.9% year-on-year, benefiting from completion recognition of large IDC data center construction, grid energy storage system project delivery, and completion of overseas subsidiary Taiwan business factory construction projects. First 10 months consolidated revenue 2126.9億元, net profit attributable to parent company owners 365.6億元, EPS 4.71元.
Far EasTone Revenue Hits New High 5G Penetration Exceeds 50%
Far EasTone October benefited from new iPhone launch driving user upgrades to 5G, mobile phone sales outperforming same period last year, and steady growth in enterprise smart ICT business, consolidated revenue 116.18億元, hitting historical high again, year-on-year growth rate reaching 5.3%. Consolidated EBITDA was 34.54億元, refreshing record high for October in history, year-on-year growth rate 5.9%, after-tax net profit was 12.21億元, EPS 0.34元. Cumulative to October this year, consolidated total revenue, consolidated EBITDA and after-tax net profit were 978.48億元, 337.73億元 and 126.13億元 respectively, year-on-year growth rates were 10.3%, 7.1% and 11.3%, cumulative EPS 3.5元. In mobile communications business, October total subscriber base grew steadily, monthly postpaid user 5G penetration reached 50.4%. Enterprise smart ICT business benefited from smooth delivery of cloud projects, revenue maintained double-digit growth, friDay video, event exhibitions and Far EasTone Guardian Network services all maintained double-digit growth.
Telecom Core and Enterprise Businesses Jointly Drive Momentum
Taiwan Mobile said, in telecom core business, new-generation iPhone replacement demand continued, driving monthly sales revenue to maintain double-digit year-on-year growth. Home broadband business grew steadily, driving household business revenue up 16% year-on-year. In enterprise business, AIDC steadily contributed revenue, boosting enterprise service revenue growth. In new technology business, game agency business monthly revenue grew 8% year-on-year, brand e-commerce continued expansion, its agency brand 3COINS 2nd physical store opened on November 5, further expanding operating momentum.