Far EasTone Telecommunications Co., Ltd. (4904) Earnings Call Transcripts

Far EasTone Telecommunications Co., Ltd.'s Latest Earnings Call - Q1 FY2026

In the first quarter of fiscal year 2026, Far EasTone Telecommunications reported record-high revenue of TWD 27.81 billion, reflecting a year-over-year growth of 6.8%. The company achieved a net income of TWD 3.71 billion, translating to an EPS of TWD 1.03, marking a 14.4% increase in net income compared to the previous year. Management highlighted strong performance across all business segments and indicated that all key performance indicators exceeded guidance, suggesting a robust outlook for the remainder of the year.

Reported metrics

Guidance from management

Management maintained a positive outlook for the remainder of 2026, emphasizing continued investment in 5G and ICT solutions, while also highlighting strong free cash flow and CapEx in line with guidance.

What management said

Good afternoon, everyone, and welcome. We have with us today our President Chee and CFO Sharon. Both will share updates on our performance for this quarter. Before we begin, I would like to remind everyone to pay close attention to the safe harbor statement on the first page of the presentation. Thank you for your attention, and now let's proceed with Chee's presentation. Thank you.

What analysts pressed on

Analysts expressed concerns regarding the potential impact of rising hardware costs on future EBITDA margins, particularly in relation to AI-related projects. Additionally, there were inquiries about the incremental revenue opportunities from the 5G SA build-out and LEO satellite services.

Main topics on the call

• Record Revenue Growth — Far EasTone achieved a record revenue of TWD 27.81 billion, a 6.8% increase year-over-year. CEO Chee Ching stated, "this growth is driven by almost every area, I think all of the areas contributed."
• Strong EBITDA Performance — The company reported an EBITDA of TWD 10.08 billion, representing a 6.3% growth year-over-year. This is noted as the highest quarterly EBITDA in the company's history.
• Mobile Business Resilience — Mobile service revenue grew 3% year-over-year, marking the 20th consecutive quarter of growth. The postpaid churn rate improved to 0.68%, indicating effective customer retention strategies.
• ICT Segment Growth — The ICT & Fixed Business segment grew 12.8% year-over-year, contributing significantly to overall revenue. Management noted that "the public sector also has a higher percentage" of contract growth in this area.

Read the full Far EasTone Telecommunications 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 26 Far EasTone Telecommunications Co., Ltd. earnings call transcripts on record, spanning February 19, 2020 to August 6, 2026. Based on this history, Far EasTone Telecommunications Co., Ltd. reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

4904

Exchange

TWSE

Country

TW

Sector

Communication Services

Industry

Wireless Telecommunication Services

Calls on record

26

First call

February 19, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly