西班牙电信智利公司被竞争对手收购后，美洲电信拟定资本开支目标

Core Viewpoint - America Movil's CFO Carlos Garcia announced a preliminary capital expenditure target of 14%-15% of revenue for 2026 and future years, pending final confirmation [1][3][4]. Group 1: Financial Performance - America Movil reported a nearly fivefold increase in net profit, primarily driven by favorable exchange rates that significantly reduced financing costs, with revenue slightly up over 3% [4]. - Analysts from JPMorgan described the quarterly performance as "decent," noting robust operations in Mexico and Colombia, while progress in Brazil was slower [2][4]. Group 2: Strategic Investments - Following the successful $1.2 billion acquisition of the Spanish telecom subsidiary in Chile by NJJ and Millicom, America Movil plans necessary investments to maintain competitiveness in the Chilean market [4]. - The company had previously intended to collaborate with Chile's Entel for the acquisition but decided to seek potential transactions independently after the partnership broke down at the end of 2025 [4]. - Funds originally earmarked for the acquisition of the Spanish telecom subsidiary will now be redirected to reduce group debt and prepare for other acquisition opportunities in the region [4]. - CEO Daniel Hajj expressed expectations for market consolidation and indicated readiness for integration, mentioning negotiations with small fiber suppliers in Latin America and Brazilian internet service provider Desktop [4].