David Lopez

David Lopez asked for details on the Q3 price increase, including its magnitude and the percentage of the customer base affected (hybrid vs. pure postpaid). He also inquired about the possibility of a prepaid price increase next year and the margin profile of the B2B segment, specifically if it is dilutive to overall company margins.

Answer

CEO Alberto Griselli clarified that backbook price adjustments for both control and pure postpaid were implemented at the beginning of the year, personalized to minimize churn. Frontbook adjustments for control occurred mid-year, but not for pure postpaid, which is being assessed for Q1 next year. For prepaid, he noted the difficulty of direct price changes due to the offer structure, focusing instead on prepaid-to-control migration. He stated that B2B offerings typically have EBITDA margins below the company average, making them dilutive to EBITDA margin but accretive to the bottom line (cash flow generation).

David Lopez inquired about the magnitude and percentage of the customer base affected by the Q3 price increase, specifically for hybrid or pure postpaid customers. He also asked about the possibility of a prepaid price increase next year and the margin profile of the B2B segment.

Answer

CEO Alberto Griselli clarified that back book price adjustments for both control and pure postpaid were made at the beginning of the year, personalized to minimize churn. Front book adjustments were made mid-year for control, with pure postpaid adjustments being assessed for Q1 next year. For prepaid, he mentioned exploring control migration and balancing benefits. He stated B2B offerings are typically dilutive to EBITDA margin but accretive to the bottom line (cash flow generation).