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CDL

Carlos de Legarreta

Research Analyst at Itau Unibanco Holding S.A.

Mexico City, Mexico

Carlos de Legarreta is Vice President of Equity Research at Itau BBA, specializing in Latin American telecommunications and media sector analysis. He actively covers leading companies such as Telefônica Brasil, Grupo Televisa, and Megacable Holdings, and has earned a remarkable 100% success rate with an average return of 19.11% on his publicly tracked stock ratings. De Legarreta began his career in equity research in the early 2010s, with prior roles at other financial institutions, and he has been a prominent voice on earnings calls and sector outlooks since joining Itau BBA. He holds advanced financial credentials and is known for in-depth fundamental analysis and high conviction recommendations within the communication services and telecom industries.

Carlos de Legarreta's questions to TIMS3 leadership

Question · Q4 2024

Carlos de Legarreta from Itau BBA asked for the rationale behind the decrease in selling and marketing expenses and requested timing for receiving the cash proceeds from the C6 partnership termination.

Answer

CEO Alberto Griselli attributed the reduction in selling and marketing costs primarily to digitalization efforts, such as the adoption of PIX for payments and enhanced digital customer service channels. CFO Andrea Viegas responded that details on the timing and balance sheet effects of the C6 settlement would be disclosed in future quarters.

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Fintool

Fintool can predict TIMS3 logo TIMS3's earnings beat/miss a week before the call

Carlos de Legarreta's questions to TIM (TIMB) leadership

Question · Q4 2024

Carlos de Legarreta from Itau BBA asked for the rationale behind the decrease in selling and marketing expenses despite revenue growth. He also followed up on the C6 partnership, asking about the expected timing for receiving the cash proceeds.

Answer

CEO Alberto Griselli attributed cost efficiencies to widespread digitalization, citing the adoption of PIX for payments and increasing use of digital channels for customer service. CFO Andrea Viegas responded on the C6 timing, stating that details on the financial effects will be disclosed in future quarters as the settlement is finalized.

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Fintool

Fintool can predict TIM logo TIMB's earnings beat/miss a week before the call