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Jun 30, 2025
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Telefônica Brasil Q2 2025 Earnings Report
Telefônica Brasil reported solid Q2 2025 results with growth in revenue, EBITDA, and net income.
Key Takeaways
Telefônica Brasil delivered a strong second quarter with robust performance across mobile and fiber segments. Revenue, EPS, and net income all improved year-over-year, supported by customer growth and ARPU gains.
Revenue rose 7.1% year-over-year to R$14.65 billion.
Net income increased 10.0% to R$1.344 billion.
EPS climbed to R$0.42, up from R$0.37 in Q2 2024.
FTTH and corporate digital services led segment growth.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company reaffirmed its commitment to growth through 5G expansion and fiber deployment while maintaining a high shareholder payout policy.
Positive Outlook
- Strong growth in FTTH and digital services.
- Mobile ARPU reached a record high.
- 5G network now covers 64% of the Brazilian population.
- Commitment to distribute at least 100% of annual net income.
- Capital intensity reduction reflects disciplined investment.
Challenges Ahead
- Free cash flow declined 3.5% year-over-year.
- Other Revenues segment saw a 9.5% drop.
- Capex remains a significant portion of revenue.
- No updated forward EPS or revenue guidance.
- Handsets and Electronics revenue remained flat.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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