Research analysts who have asked questions during AMERICA MOVIL SAB DE CV/ earnings calls.
Lucca Brendim
Bank of America
5 questions for AMX
Marcelo Santos
JPMorgan Chase & Co.
5 questions for AMX
Phani Kumar Kanumuri
HSBC
5 questions for AMX
Vitor Tomita
Goldman Sachs Group Inc.
5 questions for AMX
Walter Piecyk
LightShed Partners
5 questions for AMX
Gustavo Farias
UBS Group AG
4 questions for AMX
Carlos Antonio de Legarreta Diaz
Itaú BBA
3 questions for AMX
Ernesto Gonzalez
Morgan Stanley
2 questions for AMX
Valeria Miranda Reyes
GBM
2 questions for AMX
Alejandro Azar Wabi
GBM
1 question for AMX
Alejandro Lavin
Santander
1 question for AMX
Andres Coello
Scotiabank
1 question for AMX
Camila Koga
Bradesco BBI
1 question for AMX
Carlos Sequeira
BTG Pactual
1 question for AMX
Juan Cruz
Morgan Stanley
1 question for AMX
Leonardo Olmos
UBS Group AG
1 question for AMX
Milenna Okamura
Goldman Sachs
1 question for AMX
Recent press releases and 8-K filings for AMX.
- América Móvil, S.A.B. de C.V. has issued Ps.3,500,000,000 aggregate principal amount of 10.125% Senior Notes due 2029 and Ps.6,500,000,000 aggregate principal amount of 10.300% Senior Notes due 2034.
- The 10.125% Senior Notes due 2029 have a maturity date of January 22, 2029, with interest payable semi-annually from July 22, 2025. The 10.300% Senior Notes due 2034 have a maturity date of January 30, 2034, with interest payable semi-annually from July 30, 2025.
- These issuances increase the total aggregate principal amount for the 2029 Notes series to Ps.27,000,000,000 and for the 2034 Notes series to Ps.30,000,000,000.
- The settlement date for these notes was November 25, 2025.
- The notes will be listed on the Mexican Stock Exchange under ticker symbols AMX 0129 for the 2029 Securities and AMX 0134X for the 2034 Securities, with an application also made for listing on the Luxembourg Stock Exchange Euro MTF Market.
- América Móvil reported a 207.4% increase in net profit for the first nine months of 2025, reaching Ps. 67,736 million, with operating revenues growing to Ps. 698,741 million.
- The company recorded a net foreign currency exchange gain of Ps. 16.1 billion for the first nine months of 2025, a significant improvement from a Ps. 58.4 billion loss in the prior year, driven by the appreciation of the Mexican peso against the U.S. dollar.
- Shareholders approved a dividend of Ps. 0.52 per share and the establishment of a Ps. 10 billion share buyback fund.
- Strategic financial activities included the issuance of a US$500 million bond and a 650 million euro bond in June and September 2025, respectively.
- The company also acquired 100% of Claro Chile SpA in July 2025.
- América Móvil reported total revenues of 232.9 billion Mexican pesos for the third quarter of 2025, representing a 4.2% increase in Mexican peso terms and 6.2% at constant exchange rates.
- EBITDA for Q3 2025 reached 93.8 billion Mexican pesos, up 4.9% in Mexican peso terms and 6.8% at constant exchange rates, with an EBITDA margin of 40.3%.
- The company's net income for the quarter totaled 22.7 billion Mexican pesos, resulting in Earnings per Share of 0.38 Mexican pesos and Earnings per ADR of 0.40 US dollars.
- Operationally, América Móvil added over three million postpaid clients and 526 thousand broadband accesses during the third quarter of 2025.
- For the nine months ending September 2025, free cash flow increased 47.0% year-on-year to 53.0 billion Mexican pesos, which supported 28.6 billion pesos in shareholder distributions (including 10.8 billion pesos in share buybacks) and a 15.7 billion pesos reduction in net debt.
- América Móvil reported Q3 2025 revenue of $233 billion pesos, increasing 4.2% in Mexican peso terms and 6.2% at constant exchange rates, with EBITDA reaching $94 billion pesos, up 4.9% in Mexican peso terms.
- The company's net income surged to $23 billion pesos, equivalent to $0.38 per share, and it generated $53 billion pesos in free cash flow, marking a 47% increase year-on-year.
- Operationally, América Móvil added over 3 million postpaid clients and 536,000 broadband accesses during Q3 2025, bringing total accesses to 408 million.
- Mobile service revenue grew 7.1%, with postpaid revenue climbing 9.1% and prepaid revenue expanding 3.9%, while fixed-line service revenue decelerated to 4.7%.
- The company is evaluating potential acquisitions, including a joint bid for Telefónica's assets in Chile and Desktop in Brazil, and distributed $29 billion pesos to shareholders, including $11 billion pesos in share buybacks.
- América Móvil (AMX) and Empresa Nacional de Telecomunicaciones S.A. (ENTEL) signed a non-binding agreement on October 6, 2025, to jointly explore a potential offer to acquire Telefónica S.A.'s Chilean assets.
- The collaboration aims to strengthen the telecommunications sector's competitiveness in Chile, enabling increased investment in high-speed networks and coverage, and promoting digitalization through more efficient asset utilization.
- Any potential offer and subsequent transaction are contingent upon obtaining necessary corporate approvals and regulatory authorizations, including from the National Economic Prosecutor's Office of Chile.
- AMÉRICA MÓVIL reported a net profit of Ps. 43.3 billion for the first six months of 2025, an increase of three times compared to the same period in 2024.
- Total operating revenues for the first six months of 2025 increased by 13.9%, or Ps. 57.0 billion, over the first six months of 2024.
- As of June 30, 2025, the company had 325.7 million wireless voice and data subscriptions and 78.5 million fixed RGUs, totaling 404.1 million RGUs.
- Net debt stood at Ps. 472.0 billion as of June 30, 2025.
- The company spent Ps. 8.7 billion on share repurchases during the first six months of 2025.
Quarterly earnings call transcripts for AMERICA MOVIL SAB DE CV/.
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