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Jun 30
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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.
Telefônica Brasil
Telefônica Brasil
Telefônica Brasil Revenue by Segment
Telefônica Brasil Revenue by Geographic Location
Revenue by Segment
Mobile Services Revenue
CapyFin.comFTTH Revenue
CapyFin.comCorporate Data & Digital Revenue
CapyFin.comHandsets & Electronics Revenue
CapyFin.comOther Revenues Revenue
CapyFin.comRevenue by Geographic Location
Brazil Revenue
CapyFin.com 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.