Page 42 - Market Analysis Report of Optical Communications Field in China & Global market 2023

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Vodafone NTT Group announced its results for the first half of the
Vodafone (VOD. US), a British telecommunications company, fiscal year (April September 2022). The current revenue was
announced its 2022 fiscal year results as of March 31, with a 6286.177 billion yen (approximately 44.5 billion US dollars),
total revenue of 45.58 billion euros, higher than the market's an increase of 6.8% from 5887.647 billion yen in the same
expected 45.45 billion euros; The adjusted EBITDA was 15.21 period last year. The current operating profit was 996.539 billion
billion euros, lower than the market expectation of 15.28 billion yen, a decrease of 1.3% from 1009.276 billion yen in the same
euros; Pre tax profit was 3.95 billion euros ($4.12 billion), a period last year. The net profit attributable to the company for
decrease of 10.2% from 4.4 billion euros in the same period last the current period was 696.607 billion yen, an increase of 3.1%
year. The company stated that the macroeconomic environment from 675.833 billion yen in the same period last year.
has brought challenges, especially inflation, and may affect
financial performance in the coming year. The company expects SK Telecom
the adjusted EBITDA for the fiscal year 2023 to be between 15 SK Telecom, the largest telecommunications operator in South
and 15.5 billion euros, lower than the market's expected 15.57 Korea, stated in its financial report that in the fourth quarter
billion euros; The adjusted Free cash flow is about 5.3 billion of last year, the company had a total of 13.4 million users in
euros. The company announced a full year dividend of 9 euro the 5G field, up from 12.5 million in the previous quarter.
cents, which is the same as last year. In 2022, SK Telecom had a net increase of 3.5 million 5G
users. As of the end of the fourth quarter, the operator's 5G
Verizon users accounted for 58% of its total mobile phone users, up
According to the financial report, Verizon Q4's revenue was from 52% at the end of September 2022. In the LTE field, SK
$35.3 billion, an increase of 3.5% year-on-year; The net profit Telecom has 16.36 million users, a decrease from 17.2 million
was 6.7 billion US dollars, a year-on-year increase of 41.4%. in the previous quarter. As of the fourth quarter of 2022, the
By business division, the total revenue of wireless services was telecommunications company had a total of 32.83 million
18.8 billion US dollars, a year-on-year increase of 5.9%; The mobile users, which is the same as the fourth quarter of 2021.
total retail post paid user churn rate is 1.14%, and the retail In the fourth quarter, South Korea Telecom's mobile service
post paid phone user churn rate is 0.89%; Retail post paid users revenue increased by 1.7% year-on-year, reaching 2.6 trillion
saw a net increase of 1434000, and post paid phones saw a net won (2.1 billion US dollars), while ARPU remained unchanged
increase of 217000. Broadband business wired (Fio and DSL) at 30495 won. Enterprise sales increased by 9.7% to 391.8
and fixed wireless broadband networks saw a net increase of billion won, mainly driven by the growth of data centers and
416000, of which fixed wireless networks saw a net increase of cloud businesses. SK Broadband's revenue increased by 2.6%
379000, an increase of 37000 compared to the third quarter of to 4.2 trillion won.
2022, and Fios broadband users saw a net increase of 59000.
In terms of annual performance, Verizon's consolidated Ⅱ. Chinese operators
operating income for the year 2022 was $136.8 billion, a year- China Mobile
on-year increase of 2.4%; The net profit was 21.748 billion US According to China Mobile's annual report, in 2022, the
dollars, a year-on-year decrease of 3.8%; Earnings per share company achieved operating revenue of RMB 937.3 billion,
was $5.06, compared to $5.32 in the same period last year. a year-on-year increase of 10.5%. Among them, the main
Looking ahead to 2023, the company expects wireless service business revenue was RMB 812.1 billion, a year-on-year
revenue to increase by 2.5% to 4.5% in 2023; Adjusted earnings increase of 8.1%. The net profit was 125.5 billion yuan, an
per share are $4.55-4.85, with a market expectation of $4.97; increase of 8.0% year-on-year.
Adjusted EBITDA is between $47 billion and $48.5 billion; From the perspective of revenue composition, China's mobile
Capital expenditure (excluding C-Band) is between $18.25 communication service revenue reached 812.1 billion yuan
billion and $19.25 billion. in 2022, a year-on-year increase of 8.1%. The customer scale
and revenue scale of CHBN have grown comprehensively.
Telefonica The personal market (C) has steadily increased, with revenue
In the fourth quarter of 2022, Telefonica net profit was 525 reaching 488.8 billion yuan, a year-on-year increase of 1.1%;
million euros, while in the fourth quarter of 2021, it lost 1.2 HBN's revenue accounted for 39.8% of communication service
billion euros and had revenue of 10.2 billion euros, a year-on- revenue, an increase of 4.1 percentage points year-on-year.
year increase of 1.8%. The annual revenue was 40 billion euros, Thanks to the rapid expansion of 5G applications, mobile cloud,
a year-on-year increase of 1.8%; The net profit was 2 billion digital content, smart home and other businesses, the revenue
euros, a year-on-year decrease of 73.4%, and the figure for 2021 of Digital transformation reached 207.6 billion yuan, up 30.3%
was inflated due to special projects. In 2023, Telefonica will year on year. In 2022, the incremental contribution of Digital
continue to prioritize investment in connectivity projects transformation revenue to communication service revenue will
reach 79.6%, accounting for 25.6% of communication service
NTT DOCOMO revenue, which is the first engine of the company's revenue

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