Page 44 - Market Analysis Report of Optical Communications Field in China & Global market 2022

C H I N A
C H I N A
period last year. The fiber broadband user group exceeded its euros, with a comparable increase of 8.5% for OIBDA. The
non fiber broadband user group. The operator's customer growth group obtained free cash flow of 2.474 billion euros in the first
momentum for 5G wireless and fiber optic networks is strong, nine months of this year, a year-on-year increase of 68%. The
with wireless service revenue increasing by 5.6%, the best strong revenue growth in the third quarter was driven by double-
growth in a decade. digit growth in Brazil (+29%) and Hispam (+18.2%), as well as
Spain (+0.2%) and Germany (+6%).
Vodafone In the third quarter, Telefónica continued to be committed to
In the first half of fiscal year 2023, Vodafone achieved a total providing the best service to customers and managing growing
revenue increase of 22.9 billion euros (first half of fiscal year traffic networks. In terms of optical fiber, Telefónica continued to
2022: 22.5 billion euros), an adjusted EBITDAaL decrease of maintain its global leading position (excluding China), with over
2.6% to 7.2 billion euros (first half of fiscal year 2022: 7.6 billion 166 million real estate units connected through ultra high-speed
euros), an operating profit increase of 12.0% to 2.9 billion euros, networks (+6%), with a total of 87.2 million units connected
and a basic earnings per share of 3.52 euro cents, compared to through the company's own network. Of the total number of
3.40 euro cents for the previous year. ultra high speed networks, 62.2 million are fiber to the home
During the reporting period, Vodafone's performance in Europe (FTTH), and the vast majority (59.4 million) are connected
and Africa was resilient and continued to take portfolio actions. through Telefónica's network.
At the same time, the operator's fiber to home joint venture in As of the end of the third quarter, Telef ó nica's access base was
Germany will further enhance its leading position in Europe in 383.5 million, an increase of 5% over the same period last year,
gigabit fixed networks. including a 17% increase in high-value access such as optical
Looking ahead to fiscal year 2023, in view of the deteriorating fiber, and an 8% increase in mobile contracts.
global macroeconomic environment, especially energy costs
and broader inflation, Vodafone has adjusted its guidance on NTT DOCOMO
financial performance for fiscal year 2023, with the adjusted As the largest mobile communication operator in Japan, NTT
EBITDAaL adjusted from € 15-15.5 billion to € 15-15.2 billion, DOCOMO achieved operating revenue of 2899.8 billion yen
and the adjusted free cash flow adjusted from € 5.3 billion to € 5.1 in the second quarter of fiscal year 2022, an increase of 19.1%
billion. compared to the first quarter; Operating profit of 576.5 billion
yen; Profit attributable to shareholders was 419.8 billion yen, up
Verizon 20.6% from the first quarter.
In the third quarter of 2022, Verizon's total comprehensive The operator plans to achieve zero carbon by 2030, and plans to
operating revenue was $34.2 billion, a year-on-year increase of release a "sustainable model" of renewable material production
4.0%. Total wireless service revenue increased by 10.0%, and in February 2023; In November 2022, it is planned to implement
net revenue was $5 billion, a decrease of 23.3% compared to the a sleep mode to track traffic data in real time to promote
third quarter of 2021. Adjusted EBITDA was $12.2 billion, a communication network energy conservation. During the same
year-on-year decrease of 0.4%. The total revenue from wireless period, network applications will be released to encourage
services was $18.8 billion, up 10% year-on-year; The total net ecological action by visualizing the carbon dioxide emissions of
increase in broadband was 377000, including a net increase of daily activities.
342000 fixed wireless users. In the third quarter of 2022, fixed
wireless coverage exceeded 40 million households, of which 5G SK Telecom
ultra wideband coverage exceeded 30 million households. In the third quarter of 2022, SK Telecom achieved revenue of
Verizon is expanding its 5G network to cover every major 4.343 trillion won, operating revenue of 465.6 billion won, and
market and accelerating the construction of its C-band network, net revenue of 245.6 billion won. Compared to the same period
which is expected to reach 200 million network service points in last year, SK Telecom's consolidated revenue and operating
the first quarter of 2023. revenue increased by 3% and 18.5%, respectively, thanks to the
Verizon expects wireless services revenue to increase by 8.5% growth of its fixed and mobile telecommunications businesses
to 9.5%, services and other revenue to increase by negative 1% and new growth businesses, including media and enterprises.
to flat, adjusted EBITD growth rate to be negative 1.5% to flat, Net income decreased by 66.7%, mainly due to the exclusion of
adjusted earnings per share to increase from $5.10 to $5.25, SK Huynix's equity method benefits.
and capital expenditure excluding C-Band to be between $16.5 The number of 5G users reached 12.47 million, and it is
billion and $17.5 billion. Additional expenditures related to the expected to achieve the year-end target of 13 million; Media
company's C-band 5G network deployment are expected to revenue increased by 20.6% year-on-year to 395.6 billion won;
range from $5 billion to $6 billion. Corporate revenue increased 8.9% year-on-year (YoY) to 378.5
billion won.
Telefónica SA
In the third quarter of 2022, Telefónica Group's revenue reached Ⅱ. Chinese operators
10343 million euros, achieving a net income of 1.486 billion

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