What were the key takeaways from Liberty Latin A's earnings call?

Did Liberty Latin A beat or miss consensus estimates last quarter?

What is Liberty Latin A's latest dividend and current dividend yield?

What does Liberty Latin A do and what are its main business segments?

What guidance did Liberty Latin A's management provide for the next earnings period?

What is the market's earnings forecast for Liberty Latin A next quarter?

What is the revenue and EPS growth rate for Liberty Latin A year over year?

What were the key takeaways from Liberty Latin A’s earnings call?

- **Postpaid Surge**: 100,000+ postpaid adds, strongest in 3 years, driving 1% YoY revenue growth to $1.1B.
- **Profitability Boost**: 7% YoY OIBDA growth to $433M; 26% margin (OIBDA less P&E) up 22% YoY.
- **Hurricane Recovery**: $81M insurance payout mitigates Jamaica losses; 80% mobile, 40% fixed network restored.
- **Strategic Wins**: 5G launches, MAYA-1.2 upgrade, and 13% postpaid growth in Costa Rica highlight growth initiatives.
- **Cash Flow Outlook**: Q4 FCF expected to rebound despite hurricane costs; $16M Q3 FCF constrained by collections delays.

**【CEO Summary】**
- **Postpaid Growth**: 100,000+ postpaid net adds across the group, strongest in 3 years, driven by Costa Rica and fixed-mobile convergence (FMC) efforts.
- **Revenue Performance**: $1.1B revenue, 1% year-over-year (YoY) growth; adjusted OIBDA $433M, 7% YoY growth. Margins improved to 26% (OIBDA less P&E additions).
- **Hurricane Melissa Impact**: 140,000+ unique users on Starlink Direct-to-Cell (D2C) in Jamaica; 80% mobile traffic restored, 40% fixed network operational. Parametric insurance payout of $81M expected by year-end.
- **Strategic Initiatives**: 5G launches in Barbados and Costa Rica; MAYA-1.2 subsea cable upgrade; postpaid migration reducing churn and boosting ARPU.

**【CFO Financial Commentary】**
- **Topline Growth**: All segments (Caribbean, Panama, Networks) reported YoY revenue growth. Liberty Caribbean led with 3% YoY revenue growth and 10% OIBDA margin expansion to 47%.
- **Cash Flow Challenges**: Q3 adjusted free cash flow (FCF) $16M, down YoY due to delayed government collections and prior-year handset monetization benefits. Q4 FCF expected to rebound despite hurricane costs.
- **Segment Highlights**: 
  - **Cable & Wireless Panama**: B2B revenue up 14% YoY, driving 6% revenue growth and 4% OIBDA expansion.
  - **Liberty Networks**: Wholesale and enterprise growth (5% and 6% YoY) drove 6% revenue and 10% OIBDA growth, highest in 2 years.
  - **Puerto Rico**: 5% YoY revenue decline offset by 7% OIBDA growth via cost-cutting and lower bad debt.

**【Q&A Highlights】**
- **Cost-Cutting Progress**: $284M OIBDA less P&E additions, 22% YoY growth. Puerto Rico cost reduction plan to continue into 2026, targeting FMC penetration (23% current vs. 10% converged customers).
- **Starlink Partnership**: D2C connectivity for 140K+ users during outage; B2B backup solution for fixed network outages.
- **Puerto Rico Margin Expansion**: 30-day network guarantee and 'always-on' Kepon product driving fixed ARPU stability; 40% FMC penetration target.
- **Capital Allocation**: Q4 cash deployment options include buybacks, debt repayment, or dividend, pending Board approval.

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