NETC Announces Its 2Q08 Results
July 18 2008 - 7:41PM
PR Newswire (US)
SAO PAULO, Brazil, July 18 /PRNewswire-FirstCall/ -- Net Servicos
de Comunicacao S.A. (Bovespa: NETC3 and NETC4; NASDAQ: NETC; and
Latibex: XNET), today announces its results for the second quarter
of 2008 ("2Q08"). The Company continues to pursue its strategy of
accelerated growth, generating adequate return to support this
growth and ensure excellence in the services rendered. Accordingly,
the Company recently launched Net Digital HD Max, the first Pay TV
service in Brazil with content in high definition, which can be
viewed whenever and however desired. This product contains high
definition programming ("HDTV"), combining the convenience of
recording desired content through an internal 160GB hard disc,
which allows for up to 100 hours of recording. In addition to the
Net Digital content, this product offers premium content in high
definition, as was the case with the Euro Cup and will be the case
with the 2008 Beijing Olympic Games, in addition to an exclusive
channel with non-stop programming in high definition. The Company
also launched the new Net Virtua broadband portfolio, which now
offers speeds of 3, 6 and 12 Mbps, thus, reaffirming its leadership
in Brazil's high-speed connection segment by offering 12 Mbps to
all households covered by its bidirectional network. Since the
launch of the "Megaflash" portfolio, Net Virtua was recognized by
InfoExame Magazine for the highest average navigation speed and the
best cost/benefit ratio in Brazil. Net Fone.com, a product that
combines Virtua, with fast, stable and unlimited internet
connection, and Net Fone, the digital voice service and, depending
on the region's technical feasibility, excellent quality signal on
the free channels through its cable network, achieved the mark of
112,000 clients in the quarter. Of this total, 56% received the
free channels' signals through Net's network, and 44% received only
the combination of Virtua and Net Fone. Though launched recently,
product sales have been brisk, showing clients' appreciation of
this new product, which effectively brought a smart alternative in
the Brazilian market. Pay TV subscriber base ended the quarter with
2,709,000 clients, 18% above the same period in the previous year.
The Broadband subscriber base reached 1,798,000 clients in 2Q08, a
61% increase over the 2Q07, and the number of Voice subscribers
climbed 178% over the 2Q07 to a total of 982,000 clients. Net
Revenue in the quarter was R$ 891.1 million, 27% higher than the R$
700.9 million in 2Q07. This growth was driven by the 7% increase in
the Average Revenue per User (ARPU), from R$ 125.65 in 2Q07 to R$
134.87 in 2Q08, as well as by the 50% increase in the Company's
Revenue Generating Units ("RGU"). Operating Costs ended the quarter
at R$ 418.9 million, 26% higher than the R$ 333.0 million in 2Q07.
As a percentage of revenues, they fell slightly, from 47.5% in 2Q07
to 47.0% in 2Q08. The items that most contributed to the increase
were the higher bandwidth consumption for Internet service as a
result of the larger NET Virtua client base, higher expenses with
call center and personnel, required to meet the growing demand for
client service, maintenance and installation, while maintaining the
quality of the services provided. Selling, General and
Administrative expenses (SG&A) totaled R$ 233.0 million, 7%
higher than the R$ 218.4 million in 2Q07. As a percentage of net
revenue, they declined from 31.2% in 2Q07 to 26.1% in 2Q08. Selling
Expenses and General and Administrative Expenses rose 39% and 16%,
respectively, over the 2Q07, offset by the 70% reduction in Other
Revenue/Expenses due to the increase in such expenses in 2Q07, as a
result of the accounting reconciliation conducted at Vivax after it
was acquired by the Company. EBITDA in the quarter totaled R$ 231.8
million, and EBITDA margin remained at 26%, 18% more than the R$
196.5 million in 2Q07. Even considering the Company increased sales
expenses due to a higher number of net additions and high sales of
the new product, Net Fone.com, this result remains within the
Company's positive range for its accelerated growth strategy,
focused on continuous improvement in the quality of services
rendered. DATASOURCE: Net Servicos de Comunicacao S.A. CONTACT:
Adriana Godinho, IR Manager, or Maria Siqueira, IR Analyst,
+55-11-2111-2785, , both for Net Servicos de Comunicacao Web site:
http://ri.netservicos.com.br/
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