AMX · AMX Q2 FY2026 earnings call record财报电话会记录

“Mobile service revenue maintained the pace it has observed over several quarters, 6.5%, while fixed-line service revenue accelerated to 2.7% from 1.7% the prior quarter, with the downward trend in fixed-line growth coming to an end.”

“Regarding fixed-line service revenue in the residential segment, both broadband and Pay TV revenue growth somewhat more rapidly than in the preceding quarter, 4.2%-5.4%, up from 3.1%-4.6% respectively.”

“As for the recovery in the Pay TV segment, Brazil was the top performer, moving up from a 4.7% pace to 7.5% pace.”

“Throughout the first half of the year, our capital expenditures amounted to MXN 48 billion, our share buybacks to MXN 4.6 billion, and the service of our labor obligations to MXN 8.4 billion.”

“These were all covered by our cash flow, which together with net dividend income of MXN 1.1 billion, allow us to reduce our net debt in cash flow terms by MXN 3.9 billion.”

“Excluding capitalized lease obligations, net debt totaled MXN 402 billion at the end of June, which represented 1.31 times last 12 months EBITDA after leases.”

“Right now, I think the economy is going back and our prepaid customers are consuming, are recharging more, and are charging higher prepaid cards, okay?”

“Difficult to say, we have a lot of our prepaid customers are consuming.”

“I was wondering, given the current weakness we've seen in the US dollar and how this could benefit your investment needs, do you see any downside risk to your full-year CapEx guidance?”

“We are in the target that we have, $7 billion, and it's what, $7 billion, a little bit more, a little bit less, but we are in that target and we're not gonna move on that.”

“It's some more fiber, more than 3 million houses passes with fiber, 0.5 million customers, and make a lot of synergy with us.”

“Sorry if this was touched on before, but the fiber acquisition and maybe potential other acquisitions, I assume is not going to negatively impact what has been a good trajectory in terms of capital return with dividends as well as share repurchase.”