TEO Earnings Prediction
The chart below shows how TEO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TEO sees a +2.17% change in stock price 10 days leading up to the earnings, and a +10.75% change 10 days following the report. On the earnings day itself, the stock moves by -0.96%. This data can give you a slight idea of what to expect for the next quarter's release.
TEO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
967.28M
-11.01%
17.91%
Gross Margin
42.76%
4.47%
3.79%
Operating Margin
-3.10%
-48.07%
-12.43%
Net Margin
6.88%
316.97%
-93.03%
EPS
0.03
200.00%
-91.89%
No Data Available
TEO Earnings Analysis
Telecom Argentina S.A. Corporation (TEO.N) Earnings Conference Call
Positive
{
- "EBITDA margin for the first 6 months of the year was 29.7%, showing improvement in margins despite the challenging macroeconomic environment.",
- "Net income profit of ARS 859 billion, driven by real exchange differences gains included in financial results, indicating strong financial performance.",
- "3% year-over-year increase in mobile subscriber base, with mobile data usage growing by 18%, showcasing strong customer growth and engagement.",
- "Flow's unique customers reached almost 1.5 million, increasing by 11% year-over-year, demonstrating growth in the pay TV business segment.",
- "Strong improvement in financial net debt-to-EBITDA ratio, indicating reduction of relative leverage ratio and highlighting the company's financial strength." }
Negative
- Revenues for the first half of 2024 totaled almost $1.83 billion, but revenues measured in constant pesos decreased by 13% year-over-year, indicating a challenging trend in real terms.
- The EBITDA margin for the first 6 months of the year was 29.7%, indicating a slight decrease from the same period in 2023.
- Despite a high year-over-year inflation rate reaching 272% in June 2024, the company struggled to maintain its subscriber base, resulting in a lag in revenue growth versus inflation.
- Fixed voice subscribers decreased, and there was a reduction in xDSL accesses, highlighting challenges in retaining customers in a competitive environment.
- The company faced pressure from inflation in most cost lines and experienced a reduction in the operating margin during the first half of 2024.
- The net income of ARS 859 billion was mainly due to positive exchange differences from FX stabilization, showing vulnerability to macro variables impacting debt denominated in foreign currency.
TEO FAQs
How does TEO typically perform around its earnings report dates?
Is Telecom Argentina S.A (TEO) Q2 2024 Earnings Call Summary positive or negative?
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TEO Earning Call Sentiment
Telecom Argentina S.A (TEO) Q2 2024 Earnings Call Transcript
1.0x
00:00
00:00
TEO.N
-3.17%Positive
The earnings call presents mixed signals. Financial performance shows strong EBITDA growth and effective cost management, but declining revenues and foreign exchange risks are concerning. The Q&A reveals unclear responses regarding margin declines and debt management, suggesting potential investor unease. The lack of a shareholder return plan further tempers optimism. Given the company's market cap and these factors, the stock price is likely to remain stable, resulting in a neutral prediction.
