The earnings call reflects a positive quarter for Orange Polska with strong revenue and EBITDA growth, particularly in the mobile and wholesale segments. However, challenges persist in the B2B segment, and there are some risks that need addressing. Overall, the positive aspects significantly outweigh the negative ones.
Company Guidance
In the call transcript discussing Orange Polska's Q3 2025 results, the guidance provided highlighted a range of metrics and strategic insights. The company reported a robust 9.3% year-over-year increase in revenues, with notable growth in IT&IS sales and core telecom services, driving a nearly 3% increase in EBITDA despite a challenging comparable base. The eCapEx for the year-to-date stood at over PLN 1.1 billion, aligning with their annual plans, while organic cash flow remained stable compared to the previous year. The company also achieved significant commercial success, particularly in the mobile segment with net customer additions exceeding 100,000, marking the highest growth in over four years. The wholesale business showed an accelerated dynamic, contributing over PLN 20 million more than previous quarters, with expectations of further growth. The company expressed confidence in meeting its 2025 objectives and enhancing shareholder value through its Lead the Future strategy.
Strong Revenue Growth
Revenues increased by 9.3% year-over-year with a significant spike in IT&IS sales and consistent contribution from core telecom services. Wholesale revenues also showed accelerated growth.
Mobile Segment Performance
Net customer additions in the mobile segment exceeded 100,000, the highest in more than 4 years. Mobile ARPO also showed improvement.
Solid EBITDA Growth
Q3 EBITDA grew by almost 3% year-over-year, driven by a combination of high margin from core business and cost discipline.
Positive Wholesale Prospects
Wholesale revenue growth accelerated with new fiber optics backhaul business contributing to future prospects.
Orange Polska SA (PTTWF) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
PTTWF Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 22, 2025
$2.54
$2.52
-0.79%
Jul 28, 2025
$2.40
$2.38
-0.83%
Apr 23, 2025
$2.42
$2.43
+0.41%
Feb 12, 2025
$1.91
$1.99
+4.19%
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 Orange Polska SA (PTTWF) report earnings?
Orange Polska SA (PTTWF) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).
What is Orange Polska SA (PTTWF) earnings time?
Orange Polska SA (PTTWF) earnings time is at Feb 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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