América Móvil, S.A.B. de C.V. (NYSE:AMX) Q1 2022 Earnings Conference Call April 27, 2022 10:00 AM ET Company Participants Daniela Lecuona – Head-Investor Relations Daniel Hajj – Chief Executive Officer Carlos Garcia Moreno – Chief Financial Officer Oscar Von Hauske – Chief Operating Officer Conference Call Participants Leonardo Olmos – UBS Marcelo Santos – JP Morgan David Joyce – Barclays Carlos Legarreta – GBM Alejandro Chavelas – Credit Suisse Walter Piecyk – Lightshed Partners Operator Good morning, my n ...

Financial Data and Key Metrics Changes - In Q4 2021, total revenue reached 227 billion pesos, reflecting a 7.7% year-on-year increase [8] - Adjusted EBITDA increased by 7.7% year-on-year, slightly above the 7.2% increase in sales [11] - Net profit for Q4 2021 was 196 billion pesos, which is larger than the previous year [12] Business Line Data and Key Metrics Changes - Wireless subscribers increased by 4.8 million in Q4, with Brazil contributing approximately half of the new postpaid subscribers [8] - Prepaid revenue growth was 8.7%, with several operations experiencing growth between 8% and 12% [10] - Fixed line service revenues declined by 0.5%, while corporate networks revenue grew by 6.8% [10][11] Market Data and Key Metrics Changes - The Mexican peso appreciated against most currencies in the region on an annual basis, while it depreciated slightly against the U.S. dollar [9] - Colombia and the Dominican Republic showed strong performance in fixed line services, with revenue growth of 10% [11] Company Strategy and Development Direction - The company plans to invest $8 billion in CapEx for 2022, including 5G deployment across 94% of its operational areas [19] - The focus is on increasing fiber-to-the-home connections and enhancing service offerings in corporate networks [33][38] Management's Comments on Operating Environment and Future Outlook - Management noted that competition in Colombia is strong, but the company is performing well in both prepaid and postpaid segments [46] - The company expects improvements in supply chain issues for handsets in the second half of 2022 [29] Other Important Information - The company is in the process of a tower spin-off, with expectations to finalize it in Q2 2022 [58] - The application for a pay-TV license is still pending, with no specific timeline for approval [61] Q&A Session Summary Question: 5G CapEx and auction details - The company confirmed that the total CapEx for spectrum in 2021 was around $1.1 billion, primarily in Brazil [17] Question: Plans for Verizon shares received - The company currently has no plans to sell the Verizon shares and is receiving a 5% dividend yield [25] Question: Performance of Telmex and fiber connections - Telmex has 52% of its customer base connected with fiber, with plans to accelerate migration from copper to fiber [33] Question: Competitive landscape in Colombia - The company is experiencing good performance in Colombia despite competitive pressures, focusing on quality and customer care [46] Question: Supply constraints for handsets - The company faced supply shortages in 2021, but expects improvements in supply for mid and low-end handsets in 2022 [29] Question: Future of broadband subscribers in Brazil - The company plans to increase fiber coverage and expects to grow its broadband subscriber base despite competitive pressures [42] Question: Share buybacks and shareholder distributions - The company expects shareholder distributions to reach up to $3 billion, including dividends and buybacks [65] Question: ARPU trends in Colombia - ARPU has declined due to competition, but the company is maintaining a solid performance in both prepaid and postpaid segments [68]

América Móvil, S.A.B. de C.V. (NYSE:AMX) Q3 2021 Earnings Conference Call October 20, 2021 10:00 AM ET Company Participants Daniela Lecuona - Head, IR Daniel Hajj - CEO Carlos García Moreno - CFO Oscar Von Hauske - COO Conference Call Participants Marcelo Santos - JPMorgan Fred Mendes - Bank of America Carlos Legarreta - GBM Gilberto Garcia - Barclays Chelsea Colón - Aegon Leonardo Olmos - UBS Walter Piecyk - LightShed Partners Alejandro Gallostra - BBVA Operator Good morning. My name is Lauren and I will b ...

América Móvil, S.A.B. de C.V. (NYSE:AMX) Q2 2021 Results Conference Call July 14, 2021 10:00 AM ET Company Participants Daniela Lecuona - Head, IR Daniel Hajj - CEO Carlos García Moreno - CFO Oscar Von Hauske - COO Conference Call Participants Marcelo Santos - J.P. Morgan Leonardo Olmos - UBS Alejandro Gallostra - BBVA Carlos Legarreta - GBM Arturo Langa - Itaú Operator Good morning. My name is Sade. I will be your conference operator today. At this time, I would like to welcome everyone to the América Móvi ...

Table of Contents As filed with the Securities and Exchange Commission on April 28, 2021 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 20-F Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended December 31, 2020 Commission file number: 1-16269 AMÉRICA MÓVIL, S.A.B. DE C.V. (exact name of registrant as specified in its charter) America Mobile (translation of registrant's name into English) United Mexican States (jurisdictio ...

Financial Data and Key Metrics Changes - In Q1 2021, América Móvil reported revenues of MXN 248 billion, nearly flat in nominal peso terms, with service revenue declining 1.1% year-on-year. However, at constant exchange rates, service revenues increased by 1.2% [9][10] - EBITDA rose by 5.2% to MXN 81.7 billion, with an EBITDA margin expanding almost two percentage points to 32.9% [12] - The company posted a net profit of MXN 1.8 billion, reversing a loss of MXN 29 billion from the previous year [13] - Free cash flow increased from $5.6 billion in 2019 to $9.6 billion in the 12 months to March 2021 [14] Business Line Data and Key Metrics Changes - Mobile postpaid subscriber base increased by 7.8% year-on-year, while fixed broadband accesses grew by 4.7% [9] - Fixed-line service revenue growth turned positive at 0.1%, driven by strong performance in fixed broadband services, which grew nearly 8% annually [11] - Prepaid revenues maintained a growth rate of 2.4% for the third consecutive quarter, with notable improvements in several countries [10] Market Data and Key Metrics Changes - The U.S. economic growth forecast for 2021 was upgraded, leading to an appreciation of the U.S. dollar against most currencies, while various Latin American countries faced renewed COVID waves, impacting economic activity [7] - The Brazilian real depreciated by 20.4% against the Mexican peso, affecting consolidated nominal peso revenues [10] Company Strategy and Development Direction - The company is implementing a structure to separate its tower assets for a planned spin-off, expected to occur by the end of 2021 [18] - América Móvil is focusing on digital transformation to reduce costs and improve efficiency, with ongoing investments in 5G technology [25][48] - The company plans to expand its Claro Box TV service across Latin America, adapting to market trends in streaming and entertainment [43][45] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in competing effectively in Colombia despite aggressive pricing from new entrants, highlighting strong service quality and customer satisfaction [19] - The company anticipates a recovery in revenues as economic conditions improve in Latin America, despite current challenges from COVID-19 [25] - Management is optimistic about achieving performance measures related to the TracFone sale, expecting to close the transaction in Q3 2021 [30] Other Important Information - Net debt decreased by MXN 20 billion in Q1 2021, ending at MXN 627 billion, equivalent to 1.77 times the EBITDA for the last 12 months [13] - The company plans to maintain a dividend of MXN 0.40 per share for 2021, similar to the previous year [56] Q&A Session Summary Question: Update on tower spin-off operation - Management is currently implementing the structure for the tower spin-off and expects to finalize it by the end of 2021 [18] Question: Competitive environment in Colombia - Management believes they are well-prepared to compete in Colombia, emphasizing quality and coverage over just pricing [19] Question: Margin expansion drivers - Margin expansion is driven by cost control and digital transformation efforts, with expectations for continued improvements [24] Question: FTTH deployment strategy in Mexico - The company is expanding its FTTH network, with 4.4 million connections currently and ongoing migration from copper to fiber [26] Question: Update on negotiations with Telmex union - Negotiations are ongoing, with no further details available at this time [31] Question: Consolidation of Oi acquisition - The approval process for the Oi acquisition is progressing, with expectations to consolidate it into financials this year [34] Question: Impact of chip shortage on handset sales - The chip shortage is affecting operations globally, with management placing orders to mitigate the impact [38] Question: Plans for Claro Pay - The company is advancing Claro Pay in multiple countries, with ongoing development [50] Question: Future CapEx outlook - No substantial increase in CapEx is expected for 5G, as current investments are already included in the budget [48] Question: Dividend policy moving forward - The dividend for 2021 is set at MXN 0.40 per share, with future decisions dependent on ongoing transactions [56]