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    Unknown AnalystGoldman Sachs Group Inc.

    Unknown Analyst's questions to America Movil SAB de CV (AMX) leadership

    Unknown Analyst's questions to America Movil SAB de CV (AMX) leadership • Q4 2024

    Question

    An analyst from Goldman Sachs asked about the competitive impact of Walmex's MVNO in Mexico and questioned if the recent decline in equipment sales revenue is expected to continue.

    Answer

    CEO Daniel Hajj Aboumrad attributed the drop in equipment sales to a slowing economy and a stronger dollar making devices more expensive. He characterized the Walmex MVNO as an established competitor focused on the low-ARPU segment, stating that the primary headwind for prepaid is the broader economic slowdown rather than a change in the competitive landscape.

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    Unknown Analyst's questions to Energy Transfer LP (ET) leadership

    Unknown Analyst's questions to Energy Transfer LP (ET) leadership • Q4 2024

    Question

    An analyst from Goldman Sachs asked for the key drivers in the 2025 guidance, including acquisition synergies, and inquired about the status of older, lower-priced sale and purchase agreements (SPAs) for the Lake Charles LNG project.

    Answer

    Executive Dylan Bramhall cited a full year of the WTG acquisition and the second-half ramp-up of the Flexport project as key drivers for 2025 guidance. Executive Marshall "Mackie" McCrea confirmed that the company is actively renegotiating its older Lake Charles LNG contracts from 2019-2020 to reflect the current higher-cost environment, noting that customers understand the need for adjustments.

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