Telus Profit, Revenue Dragged Down by Weakness in Mobile Equipment Sales

Dow Jones
Feb 12
 

By Adriano Marchese

 

Telus's profit and revenue fell in the fourth quarter as modest growth in service revenue was outweighed by weaker mobile-equipment sales and other income.

The Canadian telecom company on Thursday posted a decline in net income to 290 million Canadian dollars ($213.6 million), or C$0.19 a share, down from C$320 million, or C$0.24 a share, in the comparable quarter a year ago.

On an adjusted basis, which strips out exceptional items and one-off costs, earnings came to C$0.20 a share, below forecast of C$0.25 a share, according to a poll on FactSet.

Operating revenue and other income fell to C$5.26 billion from C$5.38 billion, missing forecasts which expected a slight rise to C$5.39 billion.

Telus technology solutions, its core telecom and technology segment, saw a 4% decline, largely due to lower mobile-equipment revenue.

Mobile phone net additions were 50,000 in the quarter, down 20,000 from a year ago, and just below the 50,800 expected by analysts. Mobile phone average revenue per user fell 1.6% as customers shifted to cheaper base-rate plans, roaming weakened, and competition among the big telcos continued to pressure pricing.

Internet net additions were 35,000, a decrease of 2,000.

Looking ahead to 2026, Telus said it expects consolidated service revenues, and adjusted earnings before interest, taxes, depreciation and amortization to both grow between 2% and 4%. Consolidated free cash flow is expected to grow 10% to about C$2.45 billion, while capital expenditures are expected to decline by 10%.

 

Write to Adriano Marchese at adriano.marchese@wsj.com

 

(END) Dow Jones Newswires

February 12, 2026 08:18 ET (13:18 GMT)

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