Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.
Please consider a small donation if you think this website provides you with relevant information
| Statement |
|---|
| We are growing in Mexico, something that it's been very good in 2023 against 2022 is our postpaid basis starting to grow very good in 2023 |
| I think we have a very good margin over 40 |
| So we are going and finance is a very good business |
| So we are doing good |
| So all overall we are doing good |
| -- number portability is doing also good |
| But I think the ARPUs in prepaid, we have been doing good |
| We're growing very good |
| And secondly, we did some packages that include streaming video platforms included in the broadband, has been very well accepted in the market |
| Mobile service revenue expanded 4.2%, much in line with the prior quarter, and that's on the Fixed-line platform grew 3.0%, continuing the accelerated trend of sales throughout the year |
| This was the fifth consecutive quarter with positive growth on both platforms and ensure that for the full year 2023, revenue increased on the 2 platforms, mobile and fixed |
| And I think we're growing good in all these countries |
| Our is a very good business |
| In the mobile, the operations in Argentina are good, and we're growing our RGUs in Argentina, like 26% |
| In Central America it accelerated to 6.6%, having posted every quarter over the last year faster growth rates than the preceding one |
| So -- and another part is that we change all the processes of installation and repair to have a better customer experience is why we got a very good net adds |
| And in the B2B, we increased our capacity, more data centers, and we're growing revenues, very good revenues growing in B2B |
| And in the -- we have a very good growth in the fixed broadband |
| So -- and let's see, with all these technologies, new technologies that we have been putting all the digitalization, I think we are this year in very good shape |
| So that allow us to have better customers, high ARPU customers |
| And in Brazil, in Brazil, we're doing very good in ARPUs growing 7%, increasing our postpaid base, growing a lot machine-to-machine also doing good in corporate |
| So we think that Argentina is very important for us and that in the next years, maybe we can see a much better economy, and we're going to be much stronger than what is today, Argentina.. |
| But it's a very good market, B2B excellent |
| I don't know for next year, but I -- what I can tell you is that we have the best network by far in Latin America, all around Latin America, and that gives us a good advantage right now -- we do big investments, good investments |
| So 3.1% increase in ARPU, I think it's good because in Mexico, we have the highest ARPUs there |
| So I think that there's many very positive things that we can say about the overall investment in Europe on Austria in Europe |
| So we are -- I think we are in a very good shape right now with all the investments that we have been doing the last 3 years and the last 5 years because we have been investing this amount of money |
| The operations improving |
| I think it was very good the way we consolidate |
| Revenue from corporate networks led the way on the fixed-line platform, expanding 8.1% from the year-earlier quarter, followed closely by broadband revenue that posted a 6.6% increase |
| Statement |
|---|
| We have completely unusual and counterintuitive situation whereby the inclusion of Argentina does not lead to adding a small amount or a smaller amount than what we had before, it actually leads to a net decline in revenues and EBITDA |
| It has some challenges as well |
| PayTV revenue declined slightly, 1.1%, its smallest decline in over a year |
| In particular, as you can see on the slide as well, revenue actually decreases by 3.7 billion Pesos when Argentina is included in our results and EBITDA is also reduced by 1.4 billion pesos |
| Other than the above-mentioned unusual accounting effects, the inclusion of Argentina generates 8 billion pesos in foreign exchange losses and overall results in 8 billion pesos downward impact on net income to 16.8 billion pesos |
| It's -- it's a difficult operating environment, and there's plenty to do over the next 2 to 3 years |
| But then things turned: new inflation readings appeared to be softer and the Fed put out the message that no new action on reference rates was expected for at least the remainder of the year |
| A huge rally in interest rates followed, with the ten-year Treasury yield plummeting back to where it had been in mid-July |
| Well, the fourth quarter of 2023 turned out to be an extremely volatile one, with interest rates surging in the first month of the quarter to record highs not seen in over 16 years |
| And that means that we didn't really have accounts payable that we needed new accounts a -- so we had an issue because we did have to increase working capital in '21 as opposed to 2020 on account of... |
| Carlos Garcia Moreno The other thing to note is if you start out with 2021, then a bad year because we reduced significantly CapEx in 2020 because of the pandemic |
| Now importantly, Argentina has gone through a period of high inflation the last several years |
| Given the magnitude of the Argentine peso depreciation, the application of the above-mentioned norm generates unusual effects |
| This was in continuing with the trend that began early in the third quarter as inflation pressures brought about new increases in reference rates by the Fed |
| your line is not so good, Andre |
| I'm just curious if that can sustain going forward |
| Do you see some factors that we need to monitor, such as impacting customer of everything that's happening in the country, higher delinquency rates, lower frequency of the charges in prepaid |
| Mobile service revenue growth remained stable in Mexico at 4.5%, whereas in Brazil it slowed down from the prior quarter to 7.1% |
Please consider a small donation if you think this website provides you with relevant information