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Earnings transcript
Read the complete earnings call transcript.
TU
TELUS Corporation
$12.26
0.09
(0.74%)
| Exchange: | NYSE |
| Market Cap: | 19.142B |
| Shares Outstanding: | 939.259M |
Delayed data
About The Company
| Sector: | Communication Services | |||||
| Industry: | Telecommunications Services | |||||
| CEO: | Darren Entwistle | |||||
| Full Time Employees: | 106800 | |||||
| Address: |
| |||||
| Website: | https://www.telus.com |
Operating primarily in Canada, TELUS Corporation, along with its various subsidiaries, delivers a comprehensive suite of telecommunications and information technology offerings. The company structures its operations into two key divisions: Technology Solutions and Digitally-Led Customer Experiences. The Technology Solutions segment offers a diverse portfolio, including conventional telecommunications like mobile, internet, television, and voice services, alongside related equipment sales and network infrastructure. It also encompasses modern IT services such as hosting, cloud solutions, and managed information technology, extending to specialized areas like data management and analytics-driven smart food-chain technologies, home and business security systems, and healthcare software and tech solutions. The Digitally-Led Customer Experiences segment focuses on enhancing digital customer interactions and facilitating digital transformation for businesses, leveraging technologies such as artificial intelligence and content management. Collectively, TELUS serves an extensive customer base, totaling 16.9 million connections. This substantial figure comprises 9.3 million mobile phone users, 2.1 million connected device subscriptions, 2.3 million internet subscribers, 1.1 million residential voice customers, 1.3 million television viewers, and 804,000 security system subscribers. The organization was founded in 1998, initially operating as TELUS Communications Inc. It officially became TELUS Corporation in February 2005. The company’s main office is situated in Vancouver, Canada.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 20,005,000 | 20,139,000 | 20,506,000 |
| Gross Profit | 12,468,000 | 12,500,000 | 6,922,000 |
| EBITDA | 6,451,000 | 6,678,000 | 6,922,000 |
| Operating Income | 2,362,000 | 2,804,000 | 2,363,000 |
| Net Income | 841,000 | 993,000 | 1,113,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 56,136,000 | 58,023,000 | 59,613,000 |
| Total Liabilities | 38,834,000 | 41,225,000 | 43,034,000 |
| Total Stockholders Equity | 16,112,000 | 15,620,000 | 15,775,000 |
| Total Debt | 27,453,000 | 29,776,000 | 31,459,000 |
| Cash and Cash Equivalents | 864,000 | 869,000 | 2,621,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 4,499,000 | 4,847,000 | 4,866,000 |
| Capital Expenditure | -3,211,000 | -3,387,000 | -2,515,000 |
| Free Cash Flow | 1,288,000 | 1,460,000 | 2,351,000 |
| Net Income | 867,000 | 938,000 | 1,113,000 |
| Net Change in Cash | -110,000 | 5,000 | 1,752,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 21,130,510.921 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 22,147,823.437 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 21,791,006.406 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 7,305,974.440 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 7,657,715.071 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 7,534,343.889 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 1,182,180.250 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 1,256,873.350 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 1,230,670.900 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 4,741,645.771 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 4,969,928.731 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 4,889,859.680 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 0.800 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 0.820 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 0.770 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 3 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 5 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: TELUS demonstrated strong financial results in Q4 2024, with a 7% year-over-year revenue growth as highlighted in the earnings call transcript. This growth outpaces industry averages in the telecommunications sector, reflecting effective operational execution.
- Solid Cash Flow Generation: The company's free cash flow yield (TTM) remains positive, supported by consistent net cash provided by operating activities as per cash flow statements. This indicates a strong capacity to fund operations and dividends without relying heavily on external financing.
- Customer-Centric Innovation: TELUS's focus on product intensity and enhancing customer experience, as emphasized in the Q4 2024 earnings call, positions it favorably against competitors. This strategic priority supports sustained customer retention and revenue growth.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates TU intrinsic value between $12.62 – $14.46 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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Common questions about TU valuation
Is TELUS Corporation (TU) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for TELUS Corporation (TU) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is TU a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether TU trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is TU’s P/E ratio?
You can see TU’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for TU?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is TU a good long-term investment?
Whether TU fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
TU
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Daily snapshot
0.74
Trading Metrics:
| Open: | 12.26 | Previous Close: | 12.17 | |
| Day Low: | 12.19 | Day High: | 12.35 | |
| Year Low: | 11.69 | Year High: | 16.74 | |
| Price Avg 50: | 12.45 | Price Avg 200: | 13.81 | |
| Volume: | 5.56M | Average Volume: | 5.649M |
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Welcome to MARKETSNAP’s SWOT analysis for TELUS, a major player in the telecommunications space that many of you are likely already familiar with. If you’re a long-term investor looking to dive deeper into what makes TELUS tick, you’ve come to the right place. Today, we’re breaking down the strengths, weaknesses, opportunities, and threats for this Canadian telecom giant, while also weaving in some recent developments and financial insights to keep things interesting. Let’s get started with a quick overview of…
