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    Cesar Davanco • Santander

    Cesar Davanco's questions to TIMS3 leadership

    Cesar Davanco's questions to TIMS3 leadership • Q4 2024

    Question

    Cesar Davanco from Santander sought to understand how much of the revenue growth guidance would come from price increases and how TIM would position itself competitively. He also asked about plans for re-entering the financial services sector.

    Answer

    CEO Alberto Griselli stated that TIM aims for a balanced growth pattern combining customer base expansion and ARPU growth, rather than being more aggressive on price. He noted ARPU growth comes from both price adjustments and intra-plan migrations. Regarding financial services, he confirmed the company will analyze new market options now that the C6 partnership is concluding.

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    Cesar Davanco's questions to Tim SA (TIMB) leadership

    Cesar Davanco's questions to Tim SA (TIMB) leadership • Q4 2024

    Question

    Cesar Davanco from Santander sought to understand the expected contribution of price increases to the revenue growth guidance and TIM's competitive stance. He also asked about potential new plans in the financial services sector following the termination of the C6 partnership.

    Answer

    CEO Alberto Griselli stated that TIM aims for a balanced growth between customer base expansion and ARPU growth, rather than being more aggressive on price. He emphasized that price adjustments are one component, alongside intra-plan migration. On financial services, he confirmed the company will begin analyzing new market options now that the C6 deal is concluded.

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