Financial Data and Key Metrics Changes - The company's EBITDA margin for fiscal year 2023 was 28.1%, improved year-over-year due to effective cost management and better inflation pass-through to revenues [3][5] - Total revenues reached approximately $2.5 billion, with revenues in constant pesos decreasing by 9% year-over-year [5][40] - The company reported a net loss of ARS 249 billion in 2023, primarily due to the significant devaluation of the peso affecting financial debt [11][12] Business Line Data and Key Metrics Changes - The mobile subscriber base increased by over 760,000, representing a growth of 3.8% year-over-year, with mobile data usage growing by 11% [19][22] - Pay TV platform Flow saw unique customers reach 1.4 million, a 10% increase compared to the same period in 2022 [7][20] - Fixed voice segment continues to decline, particularly in traditional copper networks, while FTTH accesses are growing rapidly [4][22] Market Data and Key Metrics Changes - The accumulated inflation in Argentina for fiscal year 2023 was 211.4%, with a monthly inflation rate of 20.6% in January 2023 [6] - The company maintained a stable market share in pay TV despite a reduction in the total pay TV customer base [7] - In Paraguay, the company is the second-largest mobile player with 2.3 million customers and a strong EBITDA margin of almost 50% [9] Company Strategy and Development Direction - The focus is on expanding FTTH technology and mobile network development, including 5G deployment in high-density urban areas [3][8] - The company aims to improve service quality and customer satisfaction, with a strategy to enhance NPS since 2019 [8] - The digital business ecosystem is being built with B2B solutions, including cybersecurity and IoT services [39] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about inflation decreasing, which could enhance the ability to pass through costs to prices [35][50] - The company is cautious about CapEx, planning around $500 million but potentially reducing it to $350 million based on cash flow and market conditions [31][44] - The management highlighted the importance of maintaining customer base stability and improving pricing strategies amid competitive pressures [44] Other Important Information - The company successfully refinanced over $600 million of debt in 2023, focusing on local capital markets [28][42] - The company has a net debt of approximately $2.3 billion, with gross debt amounting to $2.6 billion as of December 31, 2023 [12][28] - The company has been granted waivers from creditors regarding compliance with financial ratios due to the economic situation in Argentina [52] Q&A Session Summary Question: What trends are you seeing so far in the first quarter? - Management noted that they are increasing prices monthly and have been able to pass through 75%-80% of inflation to ARPU, maintaining customer base levels [30][44] Question: Is there more room to improve margins through cost-cutting? - Management indicated that while cost-cutting has been effective, further margin improvements will likely come from sales and revenue growth as inflation stabilizes [31][32] Question: How long will it take to recover EBITDA levels post FX depreciation? - Management estimated it could take about one to one and a half years to fully outpace inflation and recover EBITDA levels, depending on government actions regarding inflation [35][50]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 For the month of November 2023 Commission File Number: 001-13464 Telecom Argentina S.A. (Translation of registrant's name into English) General Hornos, No. 690, 1272 Buenos Aires, Argentina (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover of ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 For the month of August 2023 Commission File Number: 001-13464 Telecom Argentina S.A. (Translation of registrant's name into English) General Hornos, No. 690, 1272 Buenos Aires, Argentina (Address of principal executive offices) Yes No X Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitt ...

Telecom Argentina S.A. (NYSE:TEO) Q2 2023 Earnings Conference Call August 10, 2023 11:00 AM ET Company Participants Luis Rial Ubago - Investor Relations Roberto Nobile - Chief Executive Officer Gabriel Blasi - Chief Financial Officer Conference Call Participants Luis Rial Ubago Good morning. On behalf of Telecom Argentina, I would like to thank everybody for participating on this conference call. The participants of today's conference call are Roberto Nobile, Chief Executive Officer; Gabriel Blasi, Chief Fi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 For the month of May 2023 Commission File Number: 001-13464 Telecom Argentina S.A. (Translation of registrant's name into English) General Hornos, No. 690, 1272 Buenos Aires, Argentina (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover of Form ...

As filed with the Securities and Exchange Commission on March 20, 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Table of Contents FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For ...

Financial Data and Key Metrics Changes - The EBITDA margin for the first nine months of 2022 was almost 29%, with pressures mainly from labor costs, partially offset by other cost containment measures [9][38] - Revenues totaled $3.2 billion, with a year-over-year decrease of 12% in constant pesos [14] - Free cash flow generation was solid at $369 million during the nine months of 2022 [10][52] - The company recorded a net loss of P$163 billion, primarily due to a goodwill impairment of P$208 billion [42][47] Business Line Data and Key Metrics Changes - Mobile subscriber base grew to approximately 20 million, with postpaid clients representing 43% of the total [15][21] - Broadband and Pay TV clients totaled 4.2 million and 3.5 million, respectively, with a decline in Pay TV subscribers by 1.7% [15][23] - The Flow platform saw unique customers reach 1.3 million, an increase of 18% year-over-year [11][24] Market Data and Key Metrics Changes - Year-over-year inflation in Argentina was 83% as of September 2022, with a year-to-date inflation rate of 66.1% [17] - The company performed five price increases during 2022 to cope with inflation, with mobile prices increasing by an average of 17% [18][19] Company Strategy and Development Direction - The company is focusing on increasing the frequency and magnitude of price increases to manage inflationary pressures [11][20] - CapEx was approximately $580 million, representing 16% of revenues, with investments directed towards network modernization and expansion [10][49] Management's Comments on Operating Environment and Future Outlook - Management noted that despite price increases, there has not been a significant loss in market share or customer base [20] - The company is optimistic about its growth in mobile and broadband segments, with a solid performance in postpaid mobile clients [28] Other Important Information - The company recorded a goodwill impairment due to deteriorating market conditions, impacting EBIT and net income but not affecting operational cash generation [42][47] - The company has a clear maturity profile for its debt, with manageable maturities and access to local capital markets for financing needs [58] Q&A Session Summary Question: What are the expectations for future growth in the mobile segment? - Management indicated a positive net inflow of postpaid mobile clients from competitors, suggesting a strong competitive position in the mobile market [28] Question: How is the company managing inflationary pressures? - The company is increasing prices more frequently and has managed to contain most cost lines below inflation, which has helped maintain margins [20][40] Question: What is the impact of the goodwill impairment on operations? - The impairment does not affect assets other than goodwill and has no impact on the company's operations, EBITDA, or cash generation capacity [47]

telecom | personal | flow Telecom Argentina 3Q22 Earnings Release November 2022 Best IR Team – Telecom (2022) - Telecom Argentina DISCLAMER 1 This presentation may contain statements that could constitute forward-looking statements, including, but not limited to (i) the Company's expectations for its future performance, revenues, income, earnings per share, capital expenditures, dividends, liquidity and capital structure; (ii) the continued synergies expected from the merger between the Company and Cablevis ...

Financial Data and Key Metrics Changes - The company's consolidated revenues for the first half of 2022 reached ARS 231 million, reflecting a nominal increase of 30% but a real decrease of 10% when adjusted for inflation [21] - EBITDA increased by 45% in nominal terms, generating an EBITDA margin of 31.2%, while the real EBITDA margin was 30.6% [21][22] - The company's net income totaled ARS 31.9 billion, with EBIT being negative in real terms due to decreasing EBITDA [25][26] Business Line Data and Key Metrics Changes - Mobile subscribers in Argentina increased to 20.1 million, up by over 800,000 compared to the first half of 2021 [8] - Service revenues totaled ARS 248 billion, a decrease of 10% in real terms, with mobile revenues accounting for 39% and broadband revenues for 22% [14] - The postpaid subscriber base increased by over 300,000 clients, while prepaid subscribers grew by almost 500,000 clients [12][13] Market Data and Key Metrics Changes - Year-over-year inflation in Argentina as of June 2022 was 64%, with inflation accelerating during the second quarter [10] - The company has implemented multiple price increases across its services, including a 15% increase for postpaid plans and a 16% increase for prepaid plans [11][12] Company Strategy and Development Direction - The company is focusing on cost management to mitigate the impact of rising labor costs and has successfully contained most operating costs [22] - Investments in renewable energy were highlighted, with the company closing an auction for 177,000 megawatts, which will reduce carbon emissions by 20% [6][7] - The company is expanding its FTTH network and has plans for new regional investments to increase market coverage [28] Management's Comments on Operating Environment and Future Outlook - Management anticipates that local inflation will remain high throughout 2022, impacting pricing strategies and cost structures [10] - The company is optimistic about cash flow generation, which remains solid despite the challenges posed by inflation [29] Other Important Information - The company has successfully managed its debt, with gross debt amounting to $2.7 billion and a net debt to EBITDA ratio of 1.94 times [30] - The company has made significant investments in CapEx, amounting to over ARS 38 billion, primarily focused on access network and technology [27] Q&A Session Summary - The Q&A session ended abruptly, and no specific questions or answers were recorded [33]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER For the month of August 2022 Commission File Number: 001-13464 Telecom Argentina S.A. (Translation of registrant's name into English) General Hornos, No. 690, 1272 Buenos Aires, Argentina (Address of principal executive offices) 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 X Form 40-F Indicate by check mark if th ...