Financial Data and Key Metrics Changes - Service revenues grew by 5.4% year over year, with total service revenue increasing by 5.1% in Q2 2025 [4][6] - EBITDA increased by 6.5%, resulting in a margin of 49.5% [4] - Operating cash flow expanded significantly, contributing to a strong financial performance [4][20] Business Line Data and Key Metrics Changes - Mobile services revenue grew at a faster pace of 5.6%, with the highest mobile ARPO in the industry at close to BRL33 per month [6] - Postpaid services accounted for nearly 70% of mobile service revenues, with a year-over-year growth of 12.2% [7] - The company added over 450,000 new postpaid customers in Q2 2025 [6] Market Data and Key Metrics Changes - TIM leads in 5G technology, with 30% of traffic now flowing through its 5G network [5] - In state capitals, 5G accounts for 30% of data traffic, with São Paulo seeing an offload rate of 36% [15] - The number of 5G devices has grown fivefold since 2022, now representing 28% of total devices [14] Company Strategy and Development Direction - The company is focused on network modernization, expanding partnerships, and developing new revenue opportunities [5] - TIM aims to enhance its B2B IoT strategy, particularly in agribusiness, utilities, and logistics [10] - The company is committed to providing integrated solutions that enhance operational efficiency for clients [11] Management's Comments on Operating Environment and Future Outlook - Management acknowledged increased global volatility but remains committed to executing strategic initiatives to meet 2025 targets [5][21] - The company is focused on developing new partnerships, particularly in financial services, and expanding its B2B IoT solutions [22] - Management emphasized a commitment to innovation, operational excellence, and sustainable growth [22] Other Important Information - TIM was recognized as the most sustainable Brazilian company, topping the B3 Sustainability Index [5] - The company has mapped 100 use cases for AI, with several projects focused on operational improvements [16] Q&A Session Summary Question: Outlook for lease lines in the remainder of the year - Management indicated that negotiations with partners are ongoing, and they are optimistic about achieving goals related to lease lines [31][33] Question: Evolution on management's thoughts about the fixed business - Management stated there are no new updates on inorganic progress but is focused on optimizing the organic side of the business [28][30] Question: CapEx and leasing efficiency measures outlook for the second semester - Management confirmed that CapEx efficiency is improving, particularly in network modernization projects [38][40] Question: Sale and marketing expenses outlook - Management noted that marketing expenses will increase due to more campaigns in the second half of the year [42] Question: Mobile revenue growth drivers - Management highlighted that growth is driven by user-generated revenues, roaming agreements, and B2B IoT progress [48] Question: Tower efficiencies and new RFQ partnership - Management explained that they are renegotiating contracts and exploring building new towers as an alternative [50][52] Question: Drivers behind the increase in network and interconnection costs - Management attributed the increase to higher international roaming costs and provider costs due to a new portfolio launch [57] Question: Competitive pressure from new entrants - Management believes the competitive environment is rational, focusing on quality rather than price competition [56]