Telefonica Brasil S.A., - ADR (Representing Ord) Aktie News

Telefônica Brasil S.A. ( VIV ) Q3 2025 Earnings Call October 31, 2025 9:00 AM EDT Company Participants João Carneiro - Investor Relations Director Christian Gebara - CEO, Member of Board of Executive Officers & Director David Sanchez-Friera - Chief Financial & Investor Relations Officer and Member of Board of Executive Officers Conference Call Participants Luis Chagas - XP Investimentos Correto...

Post-5G, Telefônica Brasil enters a period of lower CapEx and more stable capital allocation. Operating cash flow keeps rising as premium mobile and fiber lift margins and efficiency. Free cash flow conversion has doubled, turning EBITDA growth directly into shareholder returns.

Telefônica Brasil's net revenue was driven by growth in postpaid plans and fiber optics, considered strategic for the company. The EBITDA margin rose to 40.5%, reflecting efficiency gains. This is due to digitalization and cost control. VIV has a large net cash position, which ensures security given the significant investments still to be made.