VEON Ltd（NASDAQ:VEON） 週四股價上漲，此前該公司報告2024年第四季度銷售額同比增長4.7%，達9.98億美元（以當地貨幣計同比增長11.1%），相比去年的9.53億美元。

電信和基礎設施收入在2024年第四季度達到8.72億美元，同比增長0.8%，以當地貨幣計增長5.4%。直接數字收入同比增長42.4%，達到1.26億美元，佔總收入的12.6%，這得益於巴基斯坦和烏克蘭的強勁增長。

所有VEON數字服務和平臺的每月活躍用戶總數同比增長27.2%，達到1.216億。

EBITDA以當地貨幣計同比增長14.1%，達到4.08億美元，受孟加拉國動亂、出售TNS+及總部重組成本的影響。

VEON報告移動訂戶數爲1.52億，同比下降2.7%。4G用戶基礎同比增長5.3%，達到9920萬，過去一年新增500萬用戶，4G滲透率提升到65.3%，支持多玩法用戶覆蓋。

自2021年以來，VEON推進了DO1440策略，並在2024年推出了AI1440，以在應用程序中整合本地語言的AI。到2024年12月，每月活躍用戶達到1.216億，推動了關鍵領域的數字包容性。

截至2024年12月，VEON的多玩法用戶同比增長17.7%，達到4030萬，佔用戶基礎的30.7%。多玩法收入同比增長21.9%，貢獻了總收入的40.4%。

多玩法客戶的ARPU比僅語音客戶高3.7倍，流失率低2.3倍。

截至12月底，總現金和現金等價物爲16.91億美元，其中4.81億美元集中於總部層面。

回購： VEON宣佈其股票回購計劃的第二階段，將回購價值3500萬美元的美國存託憑證（ADS）。

前景展望： 對於2025年，VEON預計以當地貨幣計的基礎收入同比增長12%-14%，EBITDA增長13%-15%，資本支出強度爲17%-19%。

股價走勢： 週四盤前，VEON的股價上漲2.33%，至47.01美元。

圖片來源: Shutterstock

VEON Ltd (NASDAQ:VEON) shares are trading higher on Thursday after it reported fourth-quarter 2024 sales growth of 4.7% year-over-year to $998 million (+11.1% YoY in local currency) compared to $953 million last year.

Telecom and infrastructure revenues reached $872 million in Q4 2024, up 0.8% YoY in reported currency and 5.4% in local currency. Direct digital revenues rose 42.4% YoY to $126 million, making up 12.6% of total revenue, driven by strong growth in Pakistan and Ukraine.

Total digital monthly active users across all VEON digital services and platforms jumped 27.2% YoY to 121.6 million.

EBITDA rose 14.1% YoY in local currency to $408M for the quarter, impacted by unrest in Bangladesh, the sale of TNS+ and HQ restructuring costs.

VEON reported 152 million mobile subscribers, down 2.7% YoY. The 4G user base grew 5.3% YoY to 99.2 million, with 5 million added over the past year, increasing 4G penetration to 65.3% and supporting multiplay adoption.

Since 2021, VEON has advanced its DO1440 strategy and launched AI1440 in 2024 to integrate AI in local languages across apps. By December 2024, monthly active users reached 121.6 million, boosting digital inclusion across key sectors.

As of December 2024, VEON’s multiplay customers grew 17.7% YoY to 40.3 million, making up 30.7% of the user base. Multiplay revenue rose 21.9% YoY, contributing 40.4% of total revenue.

Multiplay customer ARPU generates 3.7x higher ARPU and has 2.3x lower churn than voice-only customers.

As of December’s end, the total cash and cash equivalents were 1.691 billion, with $481 million held at the HQ level.

Buyback: VEON announced the second phase of its share buyback program, repurchasing up to USD 35 million worth of its American Depositary Shares (ADS).

Outlook: For 2025, VEON expects underlying local currency revenue YoY growth of 12%–14%, EBITDA growth of 13%–15%, and Capex intensity of 17%–19%

Price Action: On the last check Thursday, VEON shares were trading higher by 2.33% at $47.01 premarket.

Photo: Shutterstock