Vitor Tomita's questions to AMERICA MOVIL SAB DE CV/ (AMX) leadership • Q3 2025
Question
Vitor Tomita asked about the key drivers behind the recovery of mobile prepaid revenues in Mexico, including macroeconomic factors, and sought an outlook for this positive trend into the fourth quarter. He also inquired about the significant margin expansion observed in Chile, Uruguay, and Paraguay, questioning whether it stemmed from accounting adjustments, one-off events, or operational improvements post-joint venture.
Answer
Daniel Hajj, CEO, explained that the recovery in Mexico's mobile prepaid revenues is strongly linked to the improving economy, with positive trends emerging since late last year and early this year, expressing optimism for continued improvement. Regarding Chile, Uruguay, and Paraguay, Mr. Hajj attributed the substantial EBITDA growth to diligent operational efforts, successful synergy realization, robust subscriber additions, reduced churn, and enhanced ARPUs, confirming no accounting or one-off factors were involved.