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

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.

Telefônica Brasil now offers record margins, sector-leading growth, and robust cash generation, making it a compelling buy after strong Q2 2025 results. Its operational efficiency, expanding fiber and digital businesses, and low churn drive superior profitability and position it as a leader in Latin America. Despite recent stock highs, the company trades at a persistent valuation discount, with...

Telefônica Brasil S.A. (NYSE:VIV ) Q2 2025 Earnings Conference Call July 29, 2025 9:00 AM ET Company Participants Christian Mauad Gebara - CEO, Member of Board of Executive Officers & Director David Melcon Sanchez-Friera - Chief Financial & Investor Relations Officer and Member of Board of Executive Officers Joao Pedro Soares Carneiro - Corporate Participant Conference Call Participants Bernard...

Telecommunications operator Telefonica Brasil reported on Monday a 10% increase in its net profit for the second quarter from the same quarter last year.

Telefonica Brasil is up nearly 50% year-to-date after a weak 2024, driven by robust operational results and optimism about macro trends like currency strength and peaking rates. Revenue and EBITDA are growing above inflation, margins are expanding, and leverage remains very low at just 0.5x, supporting consistent free cash flow generation. Management has reiterated a 100% payout policy for 2025...

Telefônica Brasil leads Brazil's telecom market with strong postpaid, fiber, and digital solutions, driving the country's digital transformation and expanding its B2B and fintech ecosystem. Q1 2025 showed solid growth: 116M+ total accesses, 7.7% postpaid increase, nearly tripled 5G coverage, 8.1% EBITDA growth, and net profit up 18.1% YoY. Attractive valuation with EV/EBITDA FWD at 4.5x versus ...

Telefônica Brasil S.A. (NYSE:VIV ) Q1 2025 Earnings Conference Call May 13, 2025 9:00 AM ET Company Participants João Pedro Soares Carneiro – Director-Investor Relations Christian Gebara – Chief Executive Officer David Melcon – Chief Financial and Investor Relations Officer Conference Call Participants Bernardo Guttman – XP Marcelo Santos – JPMorgan Gustavo Farias – UBS Lucca Brendim – Bank of ...