Bezeq The Israel Telecommunication Corp Ltd (IL:BEZQ)
TASE:BEZQ
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Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
8.4Last Year’s EPS
15Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive operational and financial picture: revenue, EBITDA and net profit grew modestly, fiber and 5G adoption showed strong momentum, yes and Bezeq International delivered notable turnarounds, and capital returns plus an AA rating support confidence. Key risks include a roaming-related hit to Pelephone (war-driven), some one-time drivers of free cash flow (tax refund/working capital), ongoing competitive pressures, and regulatory uncertainty around structural separation. On balance, the positive growth drivers and strategic initiatives outweigh the transitory and structural challenges.Company Guidance
Group revenue and profitability growth
Core revenue grew 2.6% year-over-year to over ILS 2.0 billion; comparable EBITDA rose 1.2% and comparable net profit increased over 4%, driven by higher revenues across the group.
Strong free cash flow expansion (with caveat)
Group free cash flow grew 74% in Q1; Fixed Line free cash flow rose 84% to ILS 404 million. Management noted a material contribution from a tax refund and working capital timing.
Fiber deployment and broadband momentum
Reached 3.0 million homes passed for fiber with a 35% take-up; fiber subscribers were up ~19% and there are over 1.0 million active fiber subscribers (65% of total broadband base). Retail broadband ARPU increased 3.7% year-over-year to ILS 139 and broadband revenue grew 8%.
Mobile: strong 5G adoption and subscriber growth
Pelephone added 34,000 postpaid subscribers (strongest quarterly net adds since Q2 2018); 5G postpaid subscribers rose by 50,000 to ~1.45 million (61% of postpaid). 5G Max plans grew to 184,000; target of >300,000 5G Max subs by year-end.
yes turnaround and record metrics
yes revenues grew 7.5% to ILS 343 million (highest quarterly level since Q1 2019); comp EBITDA grew 14% and the business returned to comparable net profit after several quarters of losses. yes fiber subscribers rose to 137,000 and 89% of yes customers migrated to IP.
Bezeq International growth
Bezeq International business customer revenues increased 10% to ILS 263 million; comp EBITDA grew 18% and comparable net profit was ILS 8 million versus a ILS 2 million net loss year-over-year, driven by cloud and equipment sales.
Capital structure, shareholder returns and rating
Net debt decreased by ILS 122 million to ILS 4.6 billion (net debt/comp EBITDA 1.4x). Israeli rating agency reaffirmed a strong AA rating with stable outlook. Declared cash dividend of ILS 549 million and initiated an ILS 150 million buyback (≈50% completed).
Strategic infrastructure initiatives
Signed an MOU for an international subsea cable system and outlined plans to invest in multiple cables (example cited: ILS 250 million for 50% of first cable), targeting material revenue/IRR upside by positioning Israel as a regional digital hub.
IL:BEZQ 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
IL:BEZQ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | 827.00 | 789.30 | -4.56% |
Mar 09, 2026 | 869.04 | 859.57 | -1.09% |
Nov 11, 2025 | 670.10 | 666.88 | -0.48% |
Aug 06, 2025 | 585.84 | 596.97 | +1.90% |
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 Bezeq The Israel Telecommunication Corp Ltd (IL:BEZQ) report earnings?
Bezeq The Israel Telecommunication Corp Ltd (IL:BEZQ) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is Bezeq The Israel Telecommunication Corp Ltd (IL:BEZQ) earnings time?
Bezeq The Israel Telecommunication Corp Ltd (IL:BEZQ) earnings time is at Aug 12, 2026, TBA (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 the P/E ratio of Bezeq The Israel Telecommunication Corp Ltd stock?
The P/E ratio of Bezeq is N/A.
What is IL:BEZQ EPS forecast?
IL:BEZQ EPS forecast for the fiscal quarter 2026 (Q2) is 8.4.
