Orange Polska S.A. (PTTWF) Q1 2026 Earnings Call Transcript
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SA Transcripts159.4K FollowersFollow5ShareSaveCommentsFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsPlay Earnings CallPlay Earnings Call Orange Polska S.A. (PTTWF) Q1 2026 Earnings Call April 23, 2026 5:00 AM EDT Company Participants Leszek Iwaszko - Director of Investor Relations DepartmentLiudmila Climoc - CEO & President of Management BoardJacek Kunicki - CFO, In Charge of Finance, Executive Director of Finance & Management Board Member Conference Call Participants Dawid Gorzynski - Biuro Maklerskie PKO Banku Polskiego, Research DivisionPawel Puchalski - Santander Brokerage Poland, Research DivisionAli Naqvi Presentation Leszek IwaszkoDirector of Investor Relations Department Good morning. Thank you for standing by, and let me welcome you to Orange Polska conference call in which we will summarize our results in the first quarter of 2026. My name is Leszek Iwaszko, and I'm in charge of Investor Relations. The format of the call will be a presentation by the management team followed by a Q&A session. Speakers for today will be our CEO, Liudmila Climoc; and CFO, Jacek Kunicki. Let me now pass the floor to Liudmila to begin the presentation. Liudmila ClimocCEO & President of Management Board Thank you, Leszek. Good morning, and welcome to our conference summarizing first quarter of 2026. I will start with Slide 4. I'm very happy to report that we have started the year very well, both commercially and financially. Our commercial performance was solid as we achieved healthy growth of customer bases and ARPO across all subscription services. I'm particularly pleased that in the third quarter, Orange was a leader in mobile number portability. This is a big advantage [ to ] our competitors. Moreover, in line with our balanced volume value approach, we uplifted prices for all our services in first quarter, which will fuel our growth for future. It was also another good quarter for our wholesale operations. We generated a very solid 6% revenue growth despite the multiyear national roaming