Management remarks
Call period: 2026 Q2 · 2026-07-24
Guidance: Daniel Schulman: Consequently, we are raising our full year guidance for free cash flow growth from approximately 7% or more growth to 9% to 10% growth.Demand and orders: Anthony Skiadas: We added over 1 million mobility plus broadband subscribers in the first 6 months of the year, positioning us well on the path to deliver long-term volume-based sustainable revenue growth.Margins: Anthony Skiadas: Adjusted EBITDA margin was 40.1% and represents the highest that we've ever reported.Analyst Q&A
Analyst Michael Rollins asked: So within the guidance, as you're improving service revenue growth, and you just described the better ARPA coming from the Simplicity plans. Can you further unpack the ways in which you're replacing and improving service revenue growth? Management Anthony Skiadas answered: I'll take the revenue question, and then I'll pass it back to Dan on the AI question. So on the revenue, I would say, look, we made good progress in the second quarter. As we mentioned in the prepared remarks, we're up 120 basis points from Q1, and we said Q1 would be the low point of the year. And based on the strength of the core business, we increased the guide to 2.5% to 3% for mobility and broadband revenue. And we said the third quarter would be approaching 3% and Q4 growing around 4%. And underpinning this is our wireless service revenue.管理层陈述
电话会期间：2026 Q2 · 2026-07-24
指引：丹尼尔·舒尔曼：因此，我们将全年自由现金流增长指引从约7%及以上上调至9%至10%。需求与订单：安东尼·斯基阿达斯：我们在今年前6个月新增了超过100万移动及宽带用户，为我们实现长期基于销量的可持续收入增长奠定了良好基础。利润率：安东尼·斯基阿达斯：调整后EBITDA利润率为40.1%，为我们迄今公布的最高水平。分析师问答
分析师迈克尔·罗林斯提问：在你们提升服务收入增长且提到简化套餐带来更高ARPA的情况下，能否进一步说明你们如何替代并改善服务收入增长？管理安东尼·斯基亚达斯回应称，他先解答收入问题，之后会请丹解答AI相关问题；第二季度服务收入较第一季度增长120个基点，第一季度将是全年低点；基于核心业务强劲表现，将移动及宽带收入指引上调至2.5%至3%，预计第三季度接近3%，第四季度增长约4%，该增长由无线服务收入支撑。This earnings research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报研究基于公司业绩公告、监管文件、财务报表，以及财报电话会议记录或官方回放整理。内容仅供参考，不构成投资建议。
