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    Livea M • JPMorgan Chase & Co.

    Livea M is an Analyst at JPMorgan Chase & Co., specializing in equity research within the financial sector. She covers a portfolio of major publicly listed banking and insurance firms, delivering sector-specific insights and investment recommendations, though details on tracked company names and exact performance metrics remain undisclosed publicly. Beginning her analyst career in the early 2020s, Livea M has contributed to JPMorgan's research division since joining the firm, leveraging her strong academic background and industry certifications to support clients and senior stakeholders. She holds professional finance credentials including FINRA Series 7 and Series 63 licenses, underscoring her technical proficiency and regulatory compliance in securities analysis.

    Livea M's questions to Grupo Televisa SAB (TV) leadership

    Livea M's questions to Grupo Televisa SAB (TV) leadership • Q2 2025

    Question

    Livea M from JPMorgan inquired about the full-year CapEx guidance, the target for homes passed, and the outlook for broadband net additions and churn in the second half of 2025.

    Answer

    Co-CEO Alfonso de Angoitia Noriega confirmed that the 2025 CapEx guidance has been lowered from $665 million to $600 million. Francisco Valim, CEO of IZZI, added this was due to efficient supplier negotiations and a focus on high-value customers, which has lowered churn to historical lows. He anticipates continued low churn and modest quarter-over-quarter revenue and subscriber growth for the cable business.

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