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Swisscom AG (ADR) (SCMWY)
OTHER OTC:SCMWY
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.89Last Year’s EPS
0.86Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed achievement of key strategic milestones (dividend increase, maintained credit rating), tangible operational progress (Italy synergies ahead of plan, wholesale and fiber monetization, FTTH/5G coverage, beem and AI adoption), and financial stability (stable group free cash flow, net debt reduction). However, the company continues to face notable headwinds: ongoing telco service revenue declines in both Switzerland and Italy, material integration and financing costs (PPA depreciation and added interest), contract uncertainties (Poste MVNO, tower strategy) and promotional/ARPU pressure. Management presented credible plans and guided to growing group free cash flow in 2026 driven largely by Italian synergies, but execution risk remains in stabilizing core telco revenues and realizing long‑term IT/adjacency growth.Company Guidance
Dividend Increase and Strong Credit Rating
Board proposed an 18% dividend increase to CHF 26 for 2025 and guidance to raise to CHF 27 for 2026; maintained sector-leading credit rating (Moody's A2 / S&P A-).
Stable Group Free Cash Flow and Improved 2026 Guidance
Operating free cash flow was stable at CHF 1.4bn in 2025; 2026 group operating free cash flow guidance increased to CHF 2.0bn (≈ +CHF 100m year-over-year guidance uplift driven by Italian synergies).
Synergy Delivery in Italy Ahead of Plan
Fastweb + Vodafone synergies reached ~EUR 95m in 2025 (overachieving initial targets by ~EUR 35m). 2026 synergy guidance is +EUR 200m (company target EUR 600m run rate by 2029) and 2026 synergy target cited as ~EUR 300m total for the year.
Net Add and Subscriber Momentum
Switzerland: mobile postpaid net adds +44k in Q4 and total mobile net adds ~185k for the year; Italy: wholesale broadband net adds +221k and retail broadband net adds +37k in 2025, with wholesale mobile additions including almost 2m lines (CoopVoce migration).
Network Footprint and Performance
FTTH coverage at 56% in both Switzerland and Italy; Switzerland target 60% by year-end and Italy target 65% by year-end; 5G+ coverage at 89% in both markets with 91% (Switzerland) / 92% (Italy) targets next year; continual wins in independent network tests.
Wholesale and Fiber Monetization Progress
Swiss wholesale wireline access revenue grew ~9% to CHF 203m in 2025; 51% of wholesale active connections already on FTTH, supporting future-proof access revenue growth.
New Products & B2B Platform Traction
Switzerland launched beem (B2B connectivity + security): ~40k users and ~1,000 locations onboarded (ahead of expectations). Swisscom myAI attracted ~67k consumer users; Italy sold >25k AI licenses and grew FASTcloud/IT and energy offerings (energy >100k customers, 141k acquisitions in 2025).
Financial Discipline — Net Debt & Ratings
Net debt reduced by ~CHF 600m year-over-year; reported leverage at 2.4x (2025) with 2026 leverage guidance of 2.3x (subject to tower/lease outcomes); average interest rate ~1.86% and balanced maturity profile.
SCMWY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SCMWY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $87.19 | $89.42 | +2.56% |
Nov 06, 2025 | $70.63 | $73.29 | +3.76% |
Aug 07, 2025 | $71.82 | $71.34 | -0.66% |
May 08, 2025 | $66.49 | $65.28 | -1.82% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Swisscom AG (ADR) (SCMWY) report earnings?
Swisscom AG (ADR) (SCMWY) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Swisscom AG (ADR) (SCMWY) earnings time?
Swisscom AG (ADR) (SCMWY) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SCMWY EPS forecast?
SCMWY EPS forecast for the fiscal quarter 2026 (Q1) is 0.89.