Taiwan Mobile Co., Ltd. (3045) Earnings Call Transcripts

Taiwan Mobile Co., Ltd.'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Taiwan Mobile Co., Ltd. reported a consolidated revenue increase of 3% year-over-year, reaching TWD 30.5 billion, while EBITDA rose by 8% and EBIT increased by 15%. Earnings per share (EPS) reached TWD 1.37, outperforming industry peers. Management highlighted strong performance across all business segments, particularly in Telco+ and New Telco+Tech, which drove significant revenue growth. The company maintained a positive outlook, indicating continued momentum in AI-driven initiatives and operational efficiencies.

Reported metrics

Guidance from management

Management maintained a positive outlook, emphasizing continued growth in AI-driven initiatives and operational efficiencies. They expect the momentum in the Telco+ and New Telco+Tech segments to sustain revenue growth moving forward.

What management said

Sounds good. So like we said during our presentation, we have been focusing on our unique bundles when upgrading users to 5G. And we have been cherishing every opportunity when a customer walks into the store to upsell them to the 5G plan that is both suitable to their needs and also can provide us with the most ARPU lift. That is the reason why we are able to attain on average, 50% ARPU lift when a customer upgrades...

Thank you, Charlie. So in terms of momo's future forward-looking sort of statements because it's also a public company of itself. So it's a bit tricky for us to provide guidance. But as you can observe from the momentum, usually for a company to turn around, it's -- you'll see top line turnaround before bottom line turnaround. So as momo continues to implement our mo-shop+ and also momo Ads strategies, one can only e...

What analysts pressed on

Analysts expressed concerns about the EBITDA margin performance in the Momo business, questioning when a turnaround in profitability could be expected. There were also inquiries regarding the competitive landscape and future growth prospects in the 5G segment.

Main topics on the call

• Strong Revenue Growth in Telco+ Segment — The Telco+ segment saw a remarkable 26% year-over-year revenue increase, driven by government AICT projects and the launch of the AI Data Center business. Management stated, "Growth in this segment has been impressive wi...
• 5G Penetration and ARPU Growth — 5G penetration in the smartphone postpaid base reached 44%, with a 50% uplift in monthly fees upon conversion from 4G. Management noted, "We are able to attain on average, 50% ARPU lift when a customer upgrades from 4G t...
• Momo Business Turnaround — Momo returned to year-over-year revenue growth after four quarters of decline, with a 5% increase in e-commerce GMV. However, EBITDA margins are still under pressure, indicating a need for continued operational improveme...
• Record Low Postpaid Churn Rate — The company achieved a record low postpaid churn rate of 0.51%, reflecting strong customer retention strategies. Management emphasized, "Our churn rate has been on a very, very healthy trajectory."

Read the full Taiwan Mobile Co., Ltd. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 Taiwan Mobile Co., Ltd. earnings call transcripts on record, spanning March 5, 2020 to May 13, 2026. Based on this history, Taiwan Mobile Co., Ltd. reports quarterly. The most recent call on file is dated May 13, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

3045

Exchange

TWSE

Country

TW

Sector

Communication Services

Industry

Wireless Telecommunication Services

Calls on record

25

First call

March 5, 2020

Most recent

May 13, 2026

Reporting cadence

quarterly