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Bullboard - Stock Discussion Forum Telus Corp T.T

Alternate Symbol(s):  TU

TELUS Corporation is a Canada-based communications technology company. The Company provides a range of technology solutions, including mobile and fixed voice and data telecommunications services and products, healthcare software and technology solutions, and digitally led customer experiences. Data services include Internet protocol; television; hosting, managed information technology and cloud... see more

TSX:T - Post Discussion

Telus Corp > More Analysis
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Post by retiredcf on Feb 12, 2023 10:18am

More Analysis

Consolidated revenues were up 3.8% year-over-year to $5.1 billion in the quarter, and Telus booked 112,000 mobile phone net additions. The average revenue per user rose 2.2% (mostly due to higher roaming fees with increased travel). Adjusted earnings per share of $0.23, the same as last year, missed estimates of $0.28. The miss was driven by higher financing costs and employee benefit expenses. Management forecasts its operating revenue to grow 11 to 14% for 2023, with capital spending plans in line with street estimates of $2.6 billion. It wasn't the company's best quarter, but we would not sell based on this. We would rate it a buy. (5iResearch)
Comment by Schussing56 on Feb 13, 2023 7:34am
TD Securities (Disappointing FCF Guidance): We were disappointed with the 2023 guidance (most notably for FCF, but also a bit on implied TTech segment EBITDA margins. We believe the premium valuation for TELUS could be at risk in the future if these growth investments do not start generating better margins and better ROIC soon, especially when it seems like monetization events (IPO or asset ...more  
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