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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Telkom
Telkom (TKG) investor relations material
Telkom Q1 2027 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 TU earnings summary3 Aug, 2026
Executive summary
Group revenue grew 2.6% year-over-year to R11,096 million, driven by strong mobile and fiber-related data revenue growth, offsetting declines in traditional fixed revenue.
EBITDA increased by 10% year-over-year to R3,079 million, with margin expanding to 27.7% due to disciplined cost management and lower expenses.
Mobile service revenue led the market, with prepaid service revenue up 9.1% and total mobile subscribers rising 6.1% to 25.3 million; mobile data subscribers up 15.5% to 19.8 million.
Openserve delivered solid revenue growth, with external revenue up 18.2% and a connectivity rate of 53.9%, with homes connected rising 16.6% to 843,563.
BCX revenue declined 10.9% year-over-year, but cybersecurity and cloud services posted robust growth, and turnaround efforts are underway.
Financial highlights
Group revenue reached ZAR 11.1 billion, up 2.6% year-over-year, with group data revenue rising 8.8% to R6,922 million.
Group EBITDA was ZAR 3.1 billion, with margin expanding to 27.7% and double-digit EBITDA growth.
Telkom Consumer revenue rose 5.3% to ZAR 7.3 billion; Openserve revenue increased 5.6% to ZAR 3.3 billion.
BCX revenue declined to ZAR 2.6 billion from ZAR 2.9 billion.
CapEx for the quarter was ZAR 888 million, mainly in mobile and Openserve, with group CapEx intensity at 8%.
Outlook and guidance
Management reaffirmed medium-term guidance, expecting group EBITDA margin within 25%-27% and capex intensity within 12%-15% for the year.
Mobile service revenue is expected to grow mid-single digits or above, with focus on prepaid and underserved regions.
Openserve will prioritize external wholesale revenue growth, network utilization, and operational efficiency.
BCX turnaround is expected to take 18 months, focusing on scalable, high-margin offerings and digital transformation.
CapEx intensity is expected to ramp up to 12%-15% for the full year.
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Latest events from Telkom
- Data-led growth drove higher revenue, margins, and a 65.7% increase in ordinary dividend.TKG
H2 2026 - Revenue, EBITDA, and dividends rose, with strong data-led growth and reduced net debt.TKGH2 2026 (Q&A)
- Earnings per share from continuing operations are set to rise sharply, led by operational gains.TKGQ4 2026 TU
- Data-led and mobile growth lifted revenue and margins, offsetting BCX's revenue decline.TKGQ3 2026 TU
- Adjusted EBITDA up 18.3% and free cash flow positive, driven by mobile and fibre growth.TKGH1 2025 (Q&A)
- Adjusted EBITDA up 18.3% and free cash flow positive, driven by mobile and fibre growth.TKGH1 2025
- Profit rebounded to R1.9bn on mobile and fibre growth, with Swiftnet sale to boost cash.TKGH2 2024
- Strong revenue and margin growth, robust cash flow, and major asset disposal boost returns.TKGH2 2025
- Strong revenue and EBITDA growth, improved cash flow, and resumed dividends after Swiftnet sale.TKGH2 2025 (Q&A)
Next Telkom earnings date
Q2 202717 Nov, 2026
Telkom
Next Telkom earnings date
Q2 202717 Nov, 2026
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Frequently asked questions
Telkom SA SOC Ltd (Telkom) is a comprehensive provider of information and communications technology (ICT) services based in South Africa. The company's portfolio spans integrated voice, broadband and internet, IT and cloud services, as well as equipment and devices. It also offers mobile, convergence, and data center solutions, catering to a wide array of industry sectors including retail, mining, banking, financial services, healthcare, and the public sector among others. Telkom's fixed-line services encompass subscription and various other services like data and internet, while its mobile segment provides voice services, data services, and handset sales. Additionally, Telkom operates significant business units such as Telkom Consumer, Openserve, BCX, and Gyro, each focusing on specific segments like fixed broadband, internet service, converged communications, and IT services.The company is headquartered in Centurion, South Africa, and its shares are listed on the Johannesburg Stock Exchange.