威瑞森上调全年业绩指引,与谷歌签署逾10亿美元AI光纤协议
财联社7月24日讯(编辑 牛占林)美东时间周五,美国电信运营商威瑞森上调了全年业绩指引,并宣布与谷歌达成了一项价值超过10亿美元的协议,将为谷歌的数据中心提供暗光纤连接服务。受此消息提振,威瑞森股价上涨逾3%。
In a conference call on earnings, Verizon CEO Dan Schulman stated that the company is expected to sign additional similar agreements by the end of the year and that the coming years are expected to generate tens of billions of dollars in additional revenue from such deals.
He also revealed that Verizon is currently in the initial stage of converting part of its communication network equipment rooms into data centers, and the new income related to artificial intelligence infrastructure constitutes an additional business, which is expected to be gradually reflected in the company's performance starting from next year.
In a conference call on earnings, Verizon CEO Dan Schulman stated that the company is expected to sign additional similar agreements by the end of the year and that the coming years are expected to generate tens of billions of dollars in additional revenue from such deals.
He also revealed that Verizon is currently in the initial stage of converting part of its communication network equipment rooms into data centers, and the new income related to artificial intelligence infrastructure constitutes an additional business, which is expected to be gradually reflected in the company's performance starting from next year.
The company announced on the same day that it would extend Schulman's term as chief executive officer by one year, with the contract remaining valid until the end of 2028.
随着人工智能基础设施建设的持续升温,大型云服务商对数据中心之间高速且大容量互联的需求不断增加,这也为电信运营商提供了新的变现机会,使得它们能够利用现有光纤网络来创造更多收入。
Under the leadership of CEO Dan Schulman, Verizon is advancing its strategic transformation, including the launch of simpler and easier-to-understand mobile communication plans, a new customer loyalty program, and bundled wireless and broadband sales solutions, thereby improving the company's user growth performance. Previously, the company had lagged behind its primary competitors in terms of new user additions.
威瑞森周五表示,该公司在今年第二季度新增了18.4万名后付费无线用户,具体来说即先使用服务再按月结算账单,这一新增数量高于分析师平均预期的10.39万名。
今年6月,威瑞森对无线业务进行了全面调整,推出名为Simplicity的无限流量套餐,以透明定价取代此前较为复杂的产品体系,并包含公司最快5G网络和移动热点数据服务的使用权限。
业绩指引方面,威瑞森目前预计,2026年调整后每股收益将达到4.99美元至5.04美元,高于此前预计的4.95美元至4.99美元。
公司同时预计,今年自由现金流将增长9%至10%,高于此前预计的至少增长约7%。
财报显示,威瑞森第二季度的营收达到了343亿美元,这低于分析师平均预期的351.6亿美元,主要原因在于设备销售收入下降以及手机升级需求放缓,越来越多的消费者延长了手机的使用周期。
公司第二季度调整后每股收益达到1.30美元,这高于市场预期的1.27美元,主要受益于成本控制措施以及终端设备补贴支出减少。
目前,威瑞森正在借助削减成本、改善用户增长以及提升客户留存率等方面的措施来推进其业务转型工作。本季度业绩也反映出了公司为了增强未来竞争力而采取的一系列举措,其中包括成立新的合资公司、裁减员工以及推出新的产品和服务。
来源:威瑞森上调全年业绩指引 与谷歌签署逾10亿美元AI光纤协议 | 财联社