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Swisscom AG (SCMWY) Q4 2025 Earnings Call Transcript

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Swisscom reported Q4 2025 earnings with EPS of $0.71 (beating estimates by $0.04) and $5.03B revenue (58.77% YoY growth), outperforming expectations by $43M. CEO Christoph Aeschlimann highlighted 2025 achievements, emphasizing commercial, operational, and financial milestones while outlining a "lead, innovate, perform" strategy to boost free cash flow. Fastweb + Vodafone CEO Walter Renna detailed progress in integrating Vodafone Italia, focusing on operational performance and future plans for the Italian market. CFO Eugen Stermetz presented 2025 financial results and issued 2026 guidance, reinforcing Swisscom’s growth trajectory amid expanding European operations. The call concluded with Aeschlimann’s final remarks, followed by a Q&A session with analysts from UBS, Deutsche Bank, and JPMorgan.
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Swisscom AG (SCMWY) Q4 2025 Earnings Call Transcript

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SA Transcripts158.42K FollowersFollow5ShareSaveCommentsQ4: 2026-02-12 Earnings SummaryPlay CallPlay CallSlidesEPS of $0.71 beats by $0.04 | Revenue of $5.03B (58.77% Y/Y) beats by $43.00M Swisscom AG (SCMWY) Q4 2025 Earnings Call February 12, 2026 8:00 AM EST Company Participants Louis Schmid - Head of Investor RelationsChristoph Aeschlimann - CEO & Head of Swisscom - SwitzerlandEugen Stermetz - Group CFO & Head of Group Finance Conference Call Participants Walter Renna - Fastweb SpAPolo Tang - UBS Investment Bank, Research DivisionRobert Grindle - Deutsche Bank AG, Research DivisionAjay Soni - JPMorgan Chase & Co, Research DivisionJoshua Mills - BNP Paribas, Research DivisionJustin Funnell Presentation Louis SchmidHead of Investor Relations Good afternoon, and welcome to Swisscom's Full Year Results Presentation 2025. My name is Louis Schmid, Head of Investor Relations. And with me are our CEO, Christoph Aeschlimann; our CFO, Eugen Stermetz; and Walter Renna, CEO of Fastweb + Vodafone. Let us now start the meeting with the agenda for today on Page 2. As you can see, Christoph presents the first 3 chapters: achievements, where he dives into some of last year's highlights commercially, operationally and financially; strategy update, where he presents Swisscom's framework, lead, innovate, perform to grow free cash flow; and the review of our business in Switzerland, covering achievements 2025 and our focus 2026.

Then Walter Renna, CEO of Fastweb + Vodafone, reviews our business in Italy. He will talk about the integration of Vodafone Italia and the industrial performance of our Italian business and its plans going forward. After Walter's part, Eugen Stermetz, our CFO, will present the financial result 2025, including the guidance 2026. And in the wrap-up chapter, some final remarks from our CEO, Christoph Aeschlimann. After the presentation, we will move directly to the Q&A session. With that, I would like to open the meeting and hand over to Christoph for his part. Christoph AeschlimannCEO & Head of Swisscom - Switzerland Thank you, Louis. Welcome to our 2025

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