VEON Ltd（NASDAQ:VEON） 周四股价上涨，此前该公司报告2024年第四季度销售额同比增长4.7%，达9.98亿美元（以当地货币计同比增长11.1%），相比去年的9.53亿美元。

电信和基础设施收入在2024年第四季度达到8.72亿美元，同比增长0.8%，以当地货币计增长5.4%。直接数字收入同比增长42.4%，达到1.26亿美元，占总收入的12.6%，这得益于巴基斯坦和乌克兰的强劲增长。

所有VEON数字服务和平台的每月活跃用户总数同比增长27.2%，达到1.216亿。

EBITDA以当地货币计同比增长14.1%，达到4.08亿美元，受孟加拉国动乱、出售TNS+及总部重组成本的影响。

VEON报告移动订户数为1.52亿，同比下降2.7%。4G用户基础同比增长5.3%，达到9920万，过去一年新增500万用户，4G渗透率提升到65.3%，支持多玩法用户覆盖。

自2021年以来，VEON推进了DO1440策略，并在2024年推出了AI1440，以在应用程序中整合本地语言的AI。到2024年12月，每月活跃用户达到1.216亿，推动了关键领域的数字包容性。

截至2024年12月，VEON的多玩法用户同比增长17.7%，达到4030万，占用户基础的30.7%。多玩法收入同比增长21.9%，贡献了总收入的40.4%。

多玩法客户的ARPU比仅语音客户高3.7倍，流失率低2.3倍。

截至12月底，总现金和现金等价物为16.91亿美元，其中4.81亿美元集中于总部层面。

回购： VEON宣布其股票回购计划的第二阶段，将回购价值3500万美元的美国存托凭证（ADS）。

前景展望： 对于2025年，VEON预计以当地货币计的基础收入同比增长12%-14%，EBITDA增长13%-15%，资本支出强度为17%-19%。

股价走势： 周四盘前，VEON的股价上涨2.33%，至47.01美元。

图片来源: 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