America Movil SAB de CV (NYSE:AMX)

Q1 2026 America Movil SAB de CV Earnings Call Transcript

Apr 22, 2026 / 03:00PM GMT

Release Date Price: $25.73 (+0.19%)

Transcript

Key Points

Positve

America Movil SAB de CV (AMX) reported a 25% increase in net income to MXN23.4 billion, equivalent to MXN0.39 per share.
The company achieved an 8% expansion in EBITDA, with a consolidated EBITDA margin reaching 40%, one of its highest margins.
Mobile service revenue growth remained resilient, with positive revenue growth at 7.3% and prepaid revenue at 5%.
The company is experiencing strong growth in regions like Eastern Europe, Central America, Peru, and Ecuador, driven by residential demand.
America Movil SAB de CV (AMX) has been successful in gaining number portability in Brazil, enhancing its competitive position.

Negative

The company faces operational challenges in Argentina, particularly in accessing clients in the Buenos Aires metropolitan area.
There is uncertainty regarding the impact of recent M&A activities in Mexico, specifically Telefonica's asset sale, on the market and competition.
Working capital increased in Q1 2026 compared to Q1 2025, partly due to higher inventory levels and leasing of handsets.
The fixed-line market in Argentina has become more challenging due to difficulties in infrastructure expansion in Buenos Aires.
The company is cautious about potential supply chain disruptions and price increases in memory chips, impacting handset availability.

Operator

Good morning. My name is Samantha, and I will be your conference operator today. At this time, I would like to welcome everyone to the America Movil first-quarter 2026 conference call and webcast. (Operator Instructions)

I will now turn the call over to Ms. Daniela Lecuona, Head of Investor Relations.

Daniela Lecuona

America Movil SAB de CV - Head of Investor Relations

Good morning. Thank you all for joining us today to discuss our first quarter of 2026 financial and operating report. We have today on the line Mr. Daniel, our CEO; Mr. Oscar Von Hauske, our COO; and Mr. Carlos Gracia Moreno, our CFO.

Daniel Hajj Aboumrad

America Movil SAB de CV - Chief Executive Officer, Director

Thank you, Daniela. Thank you, everyone, for being in the call. Carlos is going to make a summary of the first quarter results. Carlos?

Carlos Jose Garcia Moreno Elizondo

America Movil SAB de CV - Chief Financial Officer

Thank you, Daniel. Good morning, everyone. Well, the downward

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