Telefonica Brasil SA (VIV) 管理层会议纪要
Morgan Stanley·2025-06-10 10:45
June 10, 2025 03:49 AM GMT Telefonica Brasil SA | Latin America M Idea Management Meeting Notes VIV highlighted a broad-based strategy to sustain FCF growth that could drive upside to our numbers. Key Takeaways VIV highlighted 5 pillars to boost FCF: 1) ARPU uplift, 2) Churn reduction, 3) Regulatory tailwinds, 4) Leasing cost optimization, and 5) Lower CAPEX intensity. We hosted a webcast with VIV senior management and present our takes below (key charts on the Appendix ). Product initiatives: VIV highlight ...