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    Camila Koga • Bradesco BBI

    Camila Koga's questions to Telefonica Brasil SA (VIV) leadership

    Camila Koga's questions to Telefonica Brasil SA (VIV) leadership • Q4 2024

    Question

    Camila Koga from Bradesco BBI asked for an explanation for the slight quarter-over-quarter decrease in mobile service revenue and the outlook for the segment.

    Answer

    Executive Christian Gebara explained the comparison was against a very strong Q3 2024. He highlighted that postpaid revenue grew a robust 9.1% in Q4, but the overall mobile service revenue was impacted by a softer prepaid segment due to strong customer migration to hybrid plans and the absence of a prepaid price hike in Q4 2024, unlike in Q4 2023. He expressed optimism for future growth, citing sub-1% churn, recent front-book price increases of 7-8%, and upcoming back-book price adjustments in April.

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    Camila Koga's questions to America Movil SAB de CV (AMX) leadership

    Camila Koga's questions to America Movil SAB de CV (AMX) leadership • Q3 2024

    Question

    Camila Koga of Banco Bradesco BBI attempted to ask a question, which appeared to be about a partnership with Nubank, but her connection was unclear.

    Answer

    The executives were unable to understand the question due to a poor connection. Executive Daniel Hajj Aboumrad used the opportunity to highlight strong performance in other key markets, including Peru, Central America, the Dominican Republic, and Eastern Europe, emphasizing market share gains and network upgrades. Executive Daniela Lecuona requested the analyst to follow up via email.

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