Q2 2025 America Movil SAB de CV Earnings Call Transcript
Key Points
- America Movil SAB de CV (AMXOF) reported a 13.8% year-on-year increase in second-quarter revenue, totaling MXN234 billion.
- The company added 2.9 million postpaid clients, with significant contributions from Brazil, Colombia, and Mexico.
- Fixed-broadband accesses increased by 4.5% year over year, with significant growth in Mexico.
- EBITDA improved by 11.2% in Mexican peso terms and 5.1% at constant exchange rates, with margins remaining nearly flat sequentially.
- Net debt fell by MXN7.3 billion pesos over the quarter, indicating strong cash flow management.
- The company experienced net disconnections of 1.1 million prepaid subscribers, with significant losses in Brazil, Chile, and Central America.
- Lines and PayTV units declined by 164,000 and 61,000 respectively during the quarter.
- The depreciation of right of use associated with leases increased by 24.5%, impacting operating profit growth.
- The company faced challenges with the new telecommunications law in Mexico, which includes increased fines and new regulatory obligations.
- There was a litigation provision booked in Colombia, affecting margins, with payments expected to continue until the end of the year.
Hello, everyone. The America Movil second-quarter 2025 conference call and webcast will begin shortly. (Operator Instructions). Thank you for your patience.
Good morning, my name is Nadia, and I'll be your conference operator today. At this time, I would like to welcome everyone to the America Movil second-quarter 2025 conference call and webcast. (Operator Instructions) Thank you.
Now I will turn the call over to Ms. Daniela Lecuona, Head of Investor Relations.
Thank you. Good morning, everyone. Thank you for joining us today to discuss our second-quarter financial and operating results. We have on the line Mr. Daniel Hajj, CEO; Mr. Carlos Garcia Moreno, CFO; and also Mr. Oscar Von Hauske, COO.
Thank you, Daniela. Welcome, everyone. Carlos is going to make a summary of the second-quarter results.
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