Telia CEO Allison Kirkby Says Cautious On Outlook Due To Recessionary Concerns

The transcript discusses the performance of a telco business, highlighting strong EBITDA growth despite challenges in the advertising sector. It addresses share price struggles linked to credit concerns and rising interest rates. The company is ahead in 5G rollout and maintains its CapEx plans. Cost transformation is ongoing, with AI playing a role in efficiency improvements, though inflation poses challenges.

What is the main reason for the company's cautious outlook despite strong telco performance?

• Decline in 5G coverage

• High competition in the telco sector

• Challenges in the advertising-funded TV business

• Increased operational costs

What factor is primarily affecting the company's share price according to the transcript?

• Decreasing market share

• Anemic EBITDA growth

• Lack of innovation

• Rising interest rates and credit profile

What is the company's current debt leverage range?

• 3 to 3.5 times EBITDA

• 1 to 1.5 times EBITDA

• 2 to 2.5 times EBITDA

• 4 to 4.5 times EBITDA

How has the company positioned itself in terms of 5G rollout compared to its competitors?

• Lagging behind

• On par with competitors

• Far ahead of competition

• Just starting the rollout

What is the company's approach to capital expenditure in light of foreign currency fluctuations?

• Halting all CapEx

• Reducing CapEx drastically

• Maintaining CapEx within a set range

• Increasing CapEx significantly

What is the company's strategy to manage the impact of salary inflation on cost transformation?

• Striking wage deals and using AI

• Outsourcing operations

• Increasing product prices

• Reducing workforce

What is the expected long-term impact of AI on the company's operations?

• No significant impact

• Immediate cost reduction

• Incremental efficiency and customer experience improvements

• Complete automation of all processes