Sign in

    Gabriel Vaz de Lima • Morgan Stanley

    Gabriel Vaz de Lima's questions to Liberty Latin America Ltd (LILA) leadership

    Gabriel Vaz de Lima's questions to Liberty Latin America Ltd (LILA) leadership • Q2 2025

    Question

    Gabriel Vaz de Lima requested more detail regarding the impairment charge that Liberty Latin America took on its Puerto Rico assets during the quarter.

    Answer

    CEO Balan Nair clarified that the impairment was a non-cash accounting adjustment related to spectrum acquired from AT&T. Management explained that the spectrum had a relatively high carrying value, and the recent acquisition of new spectrum from Dish at a different valuation triggered a third-party assessment that resulted in the impairment loss.

    Ask Fintool Equity Research AI

    Gabriel Vaz de Lima's questions to Telefonica Brasil SA (VIV) leadership

    Gabriel Vaz de Lima's questions to Telefonica Brasil SA (VIV) leadership • Q2 2024

    Question

    Gabriel Vaz de Lima asked for an outlook on any relevant trends to monitor for the third quarter, particularly concerning PIX and mobile services.

    Answer

    Executive Christian Gebara indicated that the positive trends seen in recent quarters are expected to continue, driven by the consistent execution of their core strategy. He reiterated the company's focus on driving connectivity, bundling services, expanding new digital businesses, managing costs through digitalization, reducing CapEx intensity, and maintaining its shareholder remuneration policy of paying out 100% or more of net income.

    Ask Fintool Equity Research AI