2025-11-26The Capital Cycle (Marathon)BullBarbarous Relics (November 2025)Detail →
2025-03-31Southeastern Asset ManagementBull1Q25 International Fund CommentaryDetail →
2025-03-31Southeastern Asset ManagementBull1Q25 Global Fund CommentaryDetail →
2024-12-31Southeastern Asset ManagementBull4Q24 International Fund CommentaryDetail →
2024-12-31Southeastern Asset ManagementBull4Q24 Global Fund CommentaryDetail →
2024-06-30Southeastern Asset ManagementBull2Q24 International Fund CommentaryDetail →
2024-06-30Southeastern Asset ManagementBull2Q24 Global Fund CommentaryDetail →
Earnings Callsⓘ
Q2 2026August 6, 2026
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This quarter's results beat expectations, primarily driven by the Coltel integration and efficiency gains, delivering record cash flow and EBITDA.
Service revenue reached $2 billion, up 5.4% organically; adjusted EBITDA reached $1 billion, up 9.1% organically; eFCF reached $327 million, a record.
Colombia integration is proceeding smoothly, with service revenue up 11% organically; pre-to-post migration drove a 31% increase in postpaid subscribers; B2B digital services grew 14%; Home grew 3%, 80% of which came from the World Cup.
Management raised its full-year eFCF guidance to approximately $1.1 billion (from at least $0.9 billion previously), and improved its leverage target to below 2.5x.
Risks: Intense competition in Chile is pressuring pricing and subscriber retention; Ecuador's H2 margin may contract due to the brand launch.
Q1 2026May 12, 2026
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Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name