Q1 2025 Cablevision Holding SA Earnings Call Transcript
Key Points
- Cablevision Holding SA (CVHSY) reported a significant increase in EBITDA margin to 33.6% in Q1 2025, up from 30.2% in Q1 2024.
- The acquisition of Telefonica Movil Argentina SA (TMA) is expected to enhance Telecom's capabilities and expand coverage and service quality across Argentina.
- Revenues in constant currency grew by 27.8% year-over-year, driven by the incorporation of TMA and price increases.
- The company achieved a net positive income of ARS86.8 billion, despite challenging economic conditions.
- Mobile service revenues increased by 42.9% in real terms, largely due to the TMA acquisition and higher ARPUs in Argentina.
- The commercial balance deteriorated with a $2.2 billion deficit as of March 2025, compared to a $9 billion surplus in the same period last year.
- Net income decreased significantly from ARS1,050.7 billion in Q1 2024 to ARS86.8 billion in Q1 2025, mainly due to lower positive financial results.
- Fixed telephony and data services revenues decreased by 20.3%, impacted by a reduction in legacy copper accesses.
- The company faces challenges from high inflation dynamics and stress from price increases on the subscriber base.
- Political uncertainty ahead of the middle elections poses a critical test for the government's economic program.
Please continue to hold for the Cablevision Holding's conference call. Thank you for your patience.
Good morning and welcome to Cablevision Holding's conference call. Today, the team will discuss first quarter 2025 results as per the earnings release distributed Monday, May 12, 2025.
My name is Nick, and I will be your conference operator for today. This call is for investors and analysts only. Therefore, questions from the media will not be taken at this time. However, if you are a member of the media and have questions, please contact Fig Corporate Communications.
Comments made by the company may contain forward-looking statements about Cablevision Holdings future performance plans, strategies and targets.
Such statements are subject to uncertainties that could cause Cablevision Holdings' actual results and operations to differ materially, such uncertainties include but are not limited to the effects of the impact of new or ongoing industry and economic regulations, possible changes in demand for Cablevision Holdings products and services.
And the effect
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