TIM(US:TIMB)2025-11-04 14:00Financial Data and Key Metrics Changes - The company achieved a 5.2% year-over-year increase in service revenues for the first nine months of 2025, with EBITDA rising 6.7% year-over-year and a net income increase of 42.2% year-over-year [3][4] - Operational cash flow reached R$ 4.5 billion, with a disciplined approach to CapEx maintaining investment efficiency [3][11] - The company distributed R$ 1.8 billion in interest on capital and repurchased R$ 369 million in shares, reinforcing its commitment to shareholder remuneration [4][11] Business Line Data and Key Metrics Changes - Mobile service revenues increased by 5.6% annually over nine months, with postpaid expansion being a key contributor [4] - The company added 415,000 postpaid lines in the quarter, with a low postpaid monthly churn rate of 0.8% [4][5] - TIM Ultrafibra showed operational improvements, with broadband ARPU at R$ 94 in the third quarter and a 3.7% year-over-year growth in the client base [5] Market Data and Key Metrics Changes - The company has expanded its 5G network to 1,000 cities across Brazil, leading in download speed and network quality [5][6] - The competitive environment in mobile remains rational, with the company planning price adjustments for the next year [21][22] Company Strategy and Development Direction - The company is focusing on innovation, customer experience, and operational excellence to drive sustainable growth [3] - The B2B segment is a key aspect of the strategic plan, with a focus on expanding revenue streams through IoT solutions and partnerships [8][41] - The company aims to maintain its leadership in network quality while expanding its service offerings [6][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2025 goals and emphasized the importance of mobile postpaid and B2B segments for future growth [12] - The company anticipates continued recovery in prepaid and broadband segments, with a focus on efficiency and shareholder returns [12] Other Important Information - TIM was recognized in the top 10 of the FTSE & Russell Diversity and Inclusion Index, highlighting its commitment to ESG practices [4] - The Revamp My Team app has over 17.7 million unique users, driving digital engagement and e-commerce growth [6][7] Q&A Session Summary Question: About mobile service revenues and competition - Management noted that the slight deceleration in mobile service revenues is consistent with seasonal patterns and not heavily influenced by competition [15][16] Question: Competitive environment and potential price increases - The competitive environment remains positive, with plans for price adjustments in the next year [20][22] Question: Lease efficiency plan and expected impacts - The company is in discussions with partners to optimize lease costs while expanding coverage [24][25] Question: Growth opportunities in B2B and IoT - Management highlighted the focus on specific verticals like agro business and mining, with plans for organic and inorganic growth [40][41] Question: Operating cash flow growth and revenue guidance - Management confirmed guidance for operating cash flow expansion within the expected range [44][47] Question: Price increase magnitude and impact on customer base - The company implemented price adjustments for both control and pure postpaid customers, with plans to assess further adjustments in the next year [50][53]