América Móvil(AMX)
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H.I.G. Capital Announces Sale of Brazilian Portfolio Company Desktop to Claro
Prnewswire· 2026-03-26 15:00
H.I.G. Capital Announces Sale of Brazilian Portfolio Company Desktop to Claro Accessibility StatementSkip Navigation RIO DE JANEIRO, March 26, 2026 /PRNewswire/ -- H.I.G. Capital ("H.I.G."), a leading global alternative investment firm with $74 billion of capital under management, is pleased to announce that one of its affiliates has signed a definitive agreement to sell its portfolio company Desktop S.A. ("Desktop" or the "Company"), a leading internet service provider in the state of São Paulo, to Cla ...
15 Cheap Stocks Under $50 to Buy Right Now
Insider Monkey· 2026-02-28 21:17
Core Viewpoint - The article discusses the best cheap stocks under $50 to buy right now, highlighting specific companies and their recent performance metrics. Group 1: Market Insights - Ed Yardeni, president of Yardeni Research, expressed concerns about the tech sector, particularly the Mag7, suggesting an underweight position due to increased competition from high spending on data centers [2] - Yardeni noted a shift in sentiment regarding AI, moving from initial euphoria to fatigue and fear, which he considers extreme reactions, emphasizing AI's potential as a productivity tool [3] Group 2: Methodology - The list of stocks was compiled using the Finviz stock screener, focusing on stocks under $50 with a forward P/E below 15, and ranked based on hedge fund sentiment as of Q3 2025 [6][7] Group 3: Company Highlights - **Eni S.p.A. (NYSE:E)**: - Price target raised to EUR 20 from EUR 17 by RBC Capital, maintaining a Sector Perform rating [8] - Reported adjusted net income of €1.20 billion in fiscal Q4, a 35% increase year-over-year, with cash flow from operations at €3 billion, up 4% year-over-year [10] - Announced a binding agreement with Petronas for a jointly-controlled E&P satellite in Indonesia/Malaysia, targeting initial production of over 300 Kboe/d, expected to ramp up to over 500 Kboe/d [11] - **América Móvil (NYSE:AMX)**: - Upgraded to Buy from Neutral by UBS, with a price target increase to $30 from $23.60, citing solid momentum across main regions [13] - Reported fiscal Q4 2025 earnings with total revenue rising to MXN 245 billion and net profit quadrupling year-over-year, adding 2.5 million wireless subscribers [14]
América Móvil(AMX) - 2025 Q4 - Annual Report
2026-02-12 21:55
Washington, D.C. 20549 UNITED STATES SECURITIES AND EXCHANGE COMMISSION America Mobile (Translation of Registrant's name into English) Lago Zurich 245 Plaza Carso / Edificio Telcel, Piso 16 Colonia Ampliación Granada, Alcaldía Miguel Hidalgo 11529, Mexico City Mexico (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F. Form 20-F ☒ Form 40-F ☐ FORM 6-K REPORT OF A FOREIGN PRIVATE ISSUER PURSUANT TO RULE ...
Amer Movil (AMX) Misses Q4 Earnings Estimates
ZACKS· 2026-02-12 13:06
Core Viewpoint - Amer Movil reported quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.43 per share, representing an earnings surprise of -17.65% [1]. Financial Performance - The company posted revenues of $13.38 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.59%, compared to $11.8 billion in the same quarter last year [2]. - Over the last four quarters, Amer Movil has surpassed consensus revenue estimates two times [2]. Stock Performance - Amer Movil shares have increased by approximately 8.8% since the beginning of the year, outperforming the S&P 500's gain of 1.4% [3]. - The current status of estimate revisions translates into a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6]. Earnings Outlook - The current consensus EPS estimate for the coming quarter is $0.42 on revenues of $12.68 billion, and for the current fiscal year, it is $1.72 on revenues of $51.64 billion [7]. - The estimate revisions trend for Amer Movil was mixed ahead of the earnings release, which could change following the recent report [6]. Industry Context - The Wireless Non-US industry, to which Amer Movil belongs, is currently in the bottom 41% of over 250 Zacks industries, indicating potential challenges ahead [8].
América Móvil, S.A.B. de C.V. 2025 Q4 - Results - Earnings Call Presentation (NYSE:AMX) 2026-02-11
Seeking Alpha· 2026-02-11 21:31
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
America Movil Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-11 18:50
Core Insights - America Movil reported strong growth in wireless subscribers, adding 2.5 million in Q4 2025, driven by 2.8 million postpaid additions, despite 298,000 prepaid losses [2][6] - The company ended the quarter with 331 million wireless subscribers, with postpaid subscribers increasing by 8.4% year over year [2][6] - Revenue for Q4 rose 3.4% year over year to MXN 245 billion, with a 6.2% increase on a constant currency basis [8] Subscriber Growth - Brazil led postpaid net additions with 644,000, followed by Colombia (276,000), Peru (148,000), and Mexico (135,000) [1] - In prepaid, Mexico added 197,000 subscribers, Argentina 226,000, and Colombia 224,000, while Brazil and Chile experienced losses of 381,000 and 315,000, respectively [1] Financial Performance - Operating cash flow for full-year 2025 was MXN 213 billion, with free cash flow reaching MXN 82 billion, representing approximately 40% year-over-year growth [6][11] - EBITDA increased by 4.2% in peso terms to MXN 95 billion, and 6.9% at constant exchange rates, with mobile service revenue rising 6.2% [9] - Operating profit totaled MXN 49 billion, up 5.9% in nominal terms and 8.3% at constant exchange rates, contributing to a net profit of MXN 19 billion, about four times the year-ago figure [10] Capital Expenditures and Debt Management - Capital expenditures for 2026 are guided to be approximately 14-15% of revenues, equating to about $6.8 billion to $7.0 billion [14] - Net debt fell by MXN 20 billion to 1.52x net debt/EBITDA, with management targeting a range of 1.3x to 1.5x [12][13] Market Dynamics and Competitive Landscape - The company reviewed a potential bid for Telefónica's Chilean operations but decided against it due to regulatory complexities and valuation considerations [15] - America Movil anticipates further consolidation across Latin America and aims to be prepared for smaller opportunities, particularly in fiber-related assets [16] - The company noted stronger number portability trends in Brazil, influenced by its core postpaid performance and recent handset promotions [17] Broadband and Fixed Services - In fixed services, the company connected 5,240 broadband accesses in the quarter, with significant contributions from Mexico (184,000) and Brazil (133,000) [7] - Fixed broadband revenue grew by 6.4%, with management emphasizing the acceleration in broadband access growth as one of the highest rates in years [7][9]
América Móvil(AMX) - 2025 Q4 - Earnings Call Transcript
2026-02-11 16:02
Financial Data and Key Metrics Changes - The fourth quarter revenue rose 3.4% in Mexican peso terms to MXN 245 billion, and was up 6.2% at constant exchange rates, with service revenue expanding 5.3% [7][8] - EBITDA increased by 4.2% in Mexican peso terms to MXN 95 billion, and was up 6.9% at constant exchange rates [8] - Net profit for the quarter was MXN 19 billion, which was four times larger than the previous year, equivalent to MXN 0.32 per share or $0.35 per ADR [9] Business Line Data and Key Metrics Changes - The company added 2.5 million wireless subscribers in the quarter, with 2.8 million postpaid net gains and 298,000 prepaid losses, ending December with 331 million wireless subscribers [5][6] - The mobile postpaid base grew by 8.4% year-on-year, while broadband accesses expanded by 5.6% [7] - Fixed line service revenue increased by 3.6% year-over-year, with fixed broadband revenue rising by 6.4% [9] Market Data and Key Metrics Changes - The dollar depreciated against most currencies in the region, declining 2.3% versus the Mexican peso and 5.7% versus the Chilean peso [5] - Brazil led in postpaid net additions with 644,000 subscribers, followed by Colombia with 276,000 and Peru with 148,000 [6] Company Strategy and Development Direction - The company aims to maintain a capital expenditure target of around 14%-15% of revenues, approximately $6.8 billion to $7 billion [15][18] - The management is focused on reducing debt and preparing for potential consolidation opportunities in the region, particularly in small companies or fiber operations [40][41] Management's Comments on Operating Environment and Future Outlook - The management noted that the U.S. government shutdown raised uncertainty about economic activity, impacting employment and economic indicators [4] - The competitive landscape in Latin America is changing, with expectations of further consolidation in the market, which could benefit the company [61][65] Other Important Information - The company reported a nearly 40% year-on-year increase in free cash flow, reaching MXN 82 billion after CapEx of MXN 131 billion [10] - Shareholder distributions reached MXN 45 billion, including MXN 12 billion in share buybacks [10] Q&A Session Summary Question: CapEx outlook for 2026 and coming years - The company targets a CapEx of around 14%-15% of revenues, approximately $6.8 billion to $7 billion, for the next few years [15][18] Question: Pre-tax, non-operating expenses - The management acknowledged the increase in non-operating expenses and suggested contacting investor relations for detailed information [22][24] Question: Telefónica's sale of operations in Chile - The company decided not to proceed with a bid for Telefónica's operations due to complexities and regulatory issues, but remains committed to competing in Chile [30][32] Question: Capital allocation strategy - The management emphasized a focus on reducing debt, preparing for M&A opportunities, and returning value to shareholders through buybacks and dividends [40][41] Question: Impact of FX on overall results - The company highlighted the complexity of managing multiple currencies and the importance of constant exchange rates for accurate financial reporting [50][51] Question: Regulatory environment and consolidation in Latin America - The management sees potential for consolidation in the market, which could be beneficial, and noted that asymmetric regulation only exists in Mexico [61][65] Question: Number portability trends in Brazil - The management indicated that both NuCel and strong postpaid operations are contributing to positive number portability trends in Brazil [70][71] Question: Sustainability of broadband growth in Mexico - The management expressed confidence in sustaining broadband growth due to successful promotions and high customer satisfaction with service bundles [78]
América Móvil(AMX) - 2025 Q4 - Earnings Call Transcript
2026-02-11 16:02
Financial Data and Key Metrics Changes - The fourth quarter revenue rose 3.4% in Mexican peso terms to MXN 245 billion, and was up 6.2% at constant exchange rates, with service revenue expanding 5.3% [8][9] - EBITDA increased by 4.2% in Mexican peso terms to MXN 95 billion, and was up 6.9% at constant exchange rates [9] - Net profit for the quarter was MXN 19 billion, which was four times larger than the previous year, equivalent to MXN 0.32 per share or $0.35 per ADR [10] - Free cash flow for the year 2025 was MXN 82 billion, representing a nearly 40% year-on-year increase [11] Business Line Data and Key Metrics Changes - The company added 2.5 million wireless subscribers in the quarter, with 2.8 million postpaid net gains and 298,000 prepaid losses, ending December with 331 million wireless subscribers [5][6] - The mobile postpaid base grew by 8.4% year-on-year, while broadband accesses expanded by 5.6% [8] - Fixed line service revenue increased by 3.6% year-over-year, with fixed broadband revenue rising by 6.4% [10] Market Data and Key Metrics Changes - The dollar depreciated against most currencies in the region, declining 2.3% versus the Mexican peso and 5.7% versus the Chilean peso [5] - Brazil led in postpaid net additions with 644,000 subscribers, followed by Colombia with 276,000 and Peru with 148,000 [6] Company Strategy and Development Direction - The company aims to maintain a capital expenditure target of around 14%-15% of revenues, approximately $6.8 billion to $7 billion for 2026 [16][20] - The management is focused on reducing debt and preparing for potential consolidation opportunities in the region, particularly in small fiber companies [40][41] Management's Comments on Operating Environment and Future Outlook - The management noted that the U.S. government shutdown raised uncertainty about economic activity, impacting employment and economic indicators [4] - The competitive landscape in Latin America is changing, with expectations of further consolidation in the market, which could benefit the company [66] Other Important Information - The company disconnected 79,000 voice lines in the fixed line segment, while adding 77,000 pay TV units [7] - The comprehensive financing costs were roughly half those of the previous year [10] Q&A Session Summary Question: CapEx outlook for 2026 - The company targets a CapEx of around 14%-15% of revenues, approximately $6.8 billion to $7 billion for 2026 [16][20] Question: Pre-tax non-operating expenses - The management acknowledged the increase in pre-tax non-operating expenses and suggested contacting investor relations for detailed information [24][26] Question: Telefónica's sale of operations in Chile - The company decided not to proceed with a bid for Telefónica's operations due to regulatory complexities and high leverage concerns, but remains committed to competing in Chile [32][34] Question: Capital allocation strategy - The management emphasized a focus on reducing debt and preparing for potential M&A opportunities, while also considering shareholder returns through buybacks and dividends [39][41] Question: Impact of FX on results - The management discussed the complexities of managing multiple currencies and emphasized the importance of constant exchange rates for accurate financial reporting [52][54] Question: Regulatory environment and consolidation in Latin America - The management sees potential for consolidation in the market, particularly in mobile and fixed services, and believes this will be beneficial for the company [61][66] Question: Brazilian number portability trends - The management indicated that both NuCel and the company's postpaid operations are contributing to strong number portability trends in Brazil [72][73] Question: Sustainability of broadband growth in Mexico - The management expressed confidence in sustaining broadband growth due to successful promotions and high customer satisfaction with service bundles [80]
América Móvil(AMX) - 2025 Q4 - Earnings Call Transcript
2026-02-11 16:00
Financial Data and Key Metrics Changes - The fourth quarter revenue rose 3.4% in Mexican peso terms to MXN 245 billion, and was up 6.2% at constant exchange rates, with service revenue expanding 5.3% [6][7] - EBITDA increased by 4.2% in Mexican peso terms to MXN 95 billion, and was up 6.9% at constant exchange rates [7] - Net profit for the quarter was MXN 19 billion, which was four times larger than the previous year, equivalent to MXN 0.32 per share or $0.35 per ADR [8][9] - Free cash flow for the year 2025 reached MXN 82 billion, representing a nearly 40% year-on-year increase [9] Business Line Data and Key Metrics Changes - The company added 2.5 million wireless subscribers in the quarter, with 2.8 million postpaid net gains and 298,000 prepaid losses, ending December with 331 million wireless subscribers [4][6] - Postpaid base grew by 8.4% year-on-year, with Brazil leading in postpaid net adds at 644,000 subscribers [5][6] - Fixed line segment connected 5,240 broadband accesses, with broadband revenue growth in Mexico rising from 2% to 4% [5][8] Market Data and Key Metrics Changes - The dollar depreciated against most currencies in the region, with a 2.3% decline against the Mexican peso [4] - The company experienced strong mobile service revenue growth of 6.2%, supported by postpaid revenue that was up 7.6% [7][8] Company Strategy and Development Direction - The company aims to maintain a capital expenditure target of around 14%-15% of revenues, approximately $6.8 billion to $7 billion for 2026 [14][17] - Management indicated a focus on reducing debt and preparing for potential consolidation opportunities in the region, particularly in light of changing competitive dynamics [41][66] Management's Comments on Operating Environment and Future Outlook - Management noted the uncertainty in the U.S. economic activity due to the government shutdown and its impact on employment and economic indicators [3] - The competitive landscape in Latin America is expected to consolidate, which could benefit the company as it prepares for potential opportunities [70][74] Other Important Information - The company disconnected 79,000 voice lines in the quarter, while its access lines exceeded 4.1 million at the end of December [5][6] - Comprehensive financing costs were roughly half those of the previous year, contributing to improved net profit [8] Q&A Session Summary Question: CapEx outlook for 2026 - Management targets CapEx to be around 14%-15% of revenues, approximately $6.8 billion to $7 billion [14][17] Question: Pre-tax non-operating expenses - Management acknowledged the increase in non-operating expenses and suggested further details could be provided later [21][25] Question: Competitive environment in Chile - Management explained their decision not to pursue the Telefónica deal due to regulatory complexities and indicated they remain competitive in Chile [31][32] Question: Capital allocation strategy - Management emphasized the importance of reducing debt while also considering shareholder returns through buybacks and dividends [41][66] Question: Impact of FX on results - Management discussed the complexities of managing multiple currencies and the importance of constant exchange rates for financial reporting [56][58] Question: Regulatory environment and consolidation in Latin America - Management expressed optimism about future consolidation in the market, particularly in mobile and fixed services [70][74] Question: Number portability trends in Brazil - Management attributed strong number portability trends to both NuCel and overall growth in revenues and subscriber quality [78][81] Question: Sustainability of broadband growth in Mexico - Management indicated confidence in sustaining broadband growth due to successful promotions and high customer satisfaction [86][87]
America Movil targets capex around 15% of revenues
Reuters· 2026-02-11 16:00
Core Viewpoint - Mexican telecom giant America Movil is planning a capital expenditure target of 14%-15% of revenues for 2026 and the following years, as stated by finance chief Carlos Garcia [1] Group 1 - America Movil's capital expenditure strategy indicates a focus on maintaining a significant investment level relative to its revenues [1] - The targeted capital expenditure percentage reflects the company's commitment to growth and infrastructure development in the telecom sector [1]