America Movil SAB de CV (MEX:AMXB)

Q2 2026 America Movil SAB de CV Earnings Call Transcript

Jul 22, 2026 / 03:00PM GMT

Release Date Price: MXN22.7 (-0.26%)

Transcript

Key Points

Positve

America Movil SAB de CV (AMX) added 3.5 million postpaid subscribers in the second quarter, with significant contributions from Colombia, Peru, Argentina, and Mexico.
The company connected 531,000 new broadband accesses, with Mexico, Brazil, and Colombia being major contributors.
Second quarter revenue increased by 3.1% year-on-year in Mexican peso terms, reaching MXN241 billion.
Operating profit rose by 9.5% in Mexican peso terms, totaling MXN51.8 billion.
Net income increased by 9.2% from the previous year, amounting to MXN24 billion.

Negative

The prepaid segment experienced a net loss of 3.7 million subscribers, primarily due to base clean-up in Colombia and Argentina.
The company faced a regulatory fine of MXN1.3 billion related to alleged violations of asymmetric measures dating back to 2017.
There is increased competition and promotional activity in Brazil, particularly in the prepaid and postpaid segments.
The company noted a slowdown in the Brazilian economy, which could impact revenue growth.
Capital expenditures amounted to MXN48 billion, which, along with other financial obligations, impacted cash flow.

Operator

Good morning. My name is Caleb, and I will be your conference operator today. At this time, I would like to welcome everyone to the America Movil second-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

Hi. Good morning, everyone. Thank you for joining us today to discuss our second-quarter 2026 financial and operating results. We have on the line Mr. Daniel Hajj, CEO; Mr. Carlos Jose Moreno, CFO; and Mr. Oscar Von Hauske, COO.

Daniel Hajj Aboumrad

America Movil SAB de CV - Chief Executive Officer, Director

Thank you, Daniela. Welcome, everyone, to America Movil's second quarter of 2026 financial and operating report. And Carlos is going to give us a summary of the results.

Carlos Jose Garcia Moreno Elizondo

America Movil SAB de CV - Chief Financial Officer

Thank you, Daniel. Good morning,

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