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- **Revenue Growth**: Q3 revenue MXN233B (+6.2% const. exch.), driven by mobile (+7.1% yoy) and fixed-line (+4.7% yoy). Free cash flow MXN53B (+47% yoy).
- **Profit Expansion**: EBITDA MXN94B (+6.8% const. exch.), net income MXN23B (+118% yoy). Net debt reduced to MXN454B (1.55x EBITDA).
- **Strategic Moves**: Evaluating Chilean M&A and Brazilian ISP acquisitions. Colombia EBITDA doubles yoy via 5G investments.
- **Market Leadership**: Mexico postpaid #1 with 120+ 5G cities. Brazil prepaid ARPU +7.3% yoy. Chile EBITDA +100% yoy.

**【CEO Opening Remarks】**
- CEO Daniel Hajj Aboumrad introduced the call, handing over to CFO Carlos Garcia Moreno for the financial summary.

**【CFO Financial Commentary】**
- **Economic Overview**: U.S. economic slowdown with Fed rate cut of 25bps in September; long-term interest rates fell 0.4% qoq. Dollar depreciation vs. regional currencies (2.7% vs. MXN, 2.5% vs. COP).
- **Subscriber Growth**: Added 3.04M postpaid clients (+8.1% yoy), led by Brazil (1.5M), Colombia (251K), Peru (198K), Mexico (98K). Fixed-line broadband +526K (Mexico 211K, Brazil 86K).
- **Revenue Performance**: Q3 revenue MXN233B (+4.2% nominal, +6.2% const. exch.). Mobile service revenue +7.1% yoy (prepaid +3.9%, postpaid +9.1%). Fixed-line +4.7% yoy (corporate networks +3.5% vs. +15% prior qtr).
- **Profitability**: EBITDA MXN94B (+4.9% nominal, +6.8% const. exch.). Operating profit MXN50B (+5.6% nominal). Net income MXN23B (+118% yoy) driven by FX gains.
- **Cash Flow**: Free cash flow MXN53B (+47% yoy). Distributed MXN29B (buybacks MXN11B, dividends MXN18B), reduced net debt MXN16B to MXN454B (1.55x EBITDA).

**【Q&A Highlights】**
- **Mobile Prepaid Trends**: Mexico prepaid ARPU growth tied to macro recovery; Brazil ARPU +7.3% yoy. CFO expects mobile revenue growth to continue.
- **M&A Activity**: Evaluating joint bid with Entel for Telefonica Chile assets; exploring ISP acquisitions in Brazil. No binding commitments yet.
- **Market Competition**: Mexico postpaid leadership via 5G coverage (120+ cities) and customer care quality. Colombia #1 in 5G with +7.8% service revenue yoy.
- **Chile Performance**: EBITDA more than doubled yoy through 5G investments and cost control. Chilean market remains price-sensitive.
- **Brazil Prepaid**: ARPU growth driven by 5G adoption and network upgrades. Prepaid disconnections offset by new subscriber ARPU gains.
- **Colombia Dynamics**: Tigo-Telefonica merger expected to consolidate market. América Móvil maintains #1 5G position with +7.4% wireless revenue yoy.

América Móvil, S.A.B. de C.V. (AMX) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

AMX

AMX fundamentals

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