Liberty Latin America Ltd (NAS:LILAP.PFD)

Q2 2025 Liberty Latin America Ltd Earnings Call Transcript

Aug 7, 2025 / 12:30 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Liberty Latin America Ltd (LILA) reported a 2.2 billion revenue in the first half of 2025, with residential revenue up 2% in Liberty Caribbean and Costa Rica, and 8% in CMW Panama year over year.
The company added 70,000 subscribers in the first half, with significant contributions from Costa Rica, Panama, and Jamaica.
Adjusted EBITDA grew by 8% year over year in the first half, with double-digit growth in Liberty Caribbean, Panama, and Costa Rica.
Liberty Latin America Ltd (LILA) is focusing on lowering capital intensity, achieving a 23% expansion in adjusted EBITDA less P&E additions year over year.
The company is actively working on separating Liberty Puerto Rico to unlock shareholder value, positioning it with a strong and sustainable capital structure.

Negative

Liberty Puerto Rico reported a 5% year-over-year revenue decline, primarily due to lower volumes following the discontinuation of the ACP program.
The B2B segment faced headwinds, particularly in Panama, with a 30% decline in revenue due to lower project-related revenues.
Liberty Networks experienced a 3% year-over-year decline in revenue and adjusted EBITDA, impacted by the timing of non-cash IRU accelerations.
The company reported a $41 million adjusted free cash flow before partner distributions in Q2, a decline of $34 million compared to the prior year.
Liberty Puerto Rico's capital structure is considered unsustainable, with a covenant leverage of 7.9 times, prompting a need for liability management.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LILA.OQ - Liberty Latin America Ltd
Q2 2025 Liberty Latin America Ltd Earnings Call
Aug 07, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and thank you for standing by. Today's call is being recorded. I'll now turn the call over to Summit Data, VP of investor relations for Liberty Latin America.

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Unidentified_2 [2]
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Good morning and welcome to Liberty Latin America's 2nd quarter 2025 investor call.

At this time, all participants are in listen-only mode.

Today's formal presentation materials can be found under the investor relations section of Liberty Latin America's website at www.lalala.com. Following today's formal

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