Q3 2025 America Movil SAB de CV Earnings Call Transcript
Key Points
- America Movil SAB de CV (AMX) added over 3 million postpaid clients in the quarter, with significant contributions from Brazil, Colombia, Peru, and Mexico.
- The company saw a 4.2% increase in third-quarter revenue in Mexican peso terms, and a 6.2% increase at constant exchange rates.
- Mobile service revenue posted its best growth rate in two years at 7.1%, driven by both prepaid and postpaid segments.
- EBITDA increased by 4.9% in Mexican peso terms and 6.8% at constant exchange rates, indicating strong operational performance.
- Free cash flow increased by 47% year-on-year, reaching MXN53 billion, allowing for significant shareholder returns and debt reduction.
- The company recorded net disconnections of 31,000 on the prepaid platform, primarily due to losses in Brazil, Ecuador, and Chile.
- Fixed-line service revenue decelerated to 4.7% from 7.9% in the previous quarter, impacted by a slowdown in corporate networks revenue.
- Despite strong performance, the competitive environment in Mexico remains intense, with significant competition from AT&T and other players.
- In Brazil, while prepaid ARPU is growing, the segment experienced disconnections, indicating potential challenges in customer retention.
- The company is in the early stages of evaluating potential acquisitions in Chile and Brazil, which could pose integration and financial risks if pursued.
Good morning. My name is Kevin, and I will be your conference operator today. At this time, I would like to welcome everyone to the America Movil third quarter 2025 conference call and webcast. (Operator Instructions) I will now turn the call over to Ms. Daniela Lecuona, Head of Investor Relations.
Good morning, everyone. Thank you for joining us today to discuss our third quarter financial and operating report. We have today on the line Mr. Daniel Hajj, our CEO; Mr. Carlos Garcia Moreno, our CFO; and also Mr. Oscar von Hauske, our COO.
Thank you, Daniela. Welcome to America Movil third quarter of 2025 financial and operating report. Carlos is going to make us a summary of the results.
Thank you, Daniel. Good morning, everyone. Well, we
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