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Oi (OIBR4) investor relations material
Oi Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Sep, 2025
Executive summary
2Q25 marked the first full quarter under a new operating model, with a strategic shift to ICT, cloud, and digital solutions, and a focus on Oi Soluções and subsidiaries now driving the majority of revenue.
Proposed amendment to the court-supervised reorganization plan aims to generate short-term liquidity and strengthen long-term sustainability, following the non-fulfillment of key assumptions in the previous plan.
Subsidiaries now contribute 39% of revenue, growing 66.8%–67% YoY, supporting diversification and offsetting legacy declines.
Strategic focus on cost reduction, asset sales, and operational break-even for core businesses.
Legacy operations now represent only 11% of revenue, with significant progress in customer migration and network decommissioning.
Significant events and developments
Sale of ClientCo and TV operations completed, marking the first full quarter under the new model and eliminating discontinued operations revenue.
Amendment to the reorganization plan proposes new payment terms for creditors, use of real estate sale proceeds, and appeal bonds to reinforce liquidity.
Launch of new security products and major cloud contracts in Oi Soluções.
Approval of the PRJ, capital increase, and new governance structure implemented.
Reverse stock split (25:1) proposed to meet B3 listing requirements.
Financial highlights
Consolidated revenue for Q2 2025 was R$684 million, down 17.7% YoY, with sequential growth of 8.4% due to asset sales and subsidiary performance.
Subsidiaries contributed R$267 million, up 66.8% YoY; Oi Soluções revenue was R$342 million, with cloud up 11% YoY and UC&C up 22% YoY.
Routine EBITDA was negative R$98 million, a 78% sequential improvement, with margin at 6.0% of revenue.
OPEX (excluding rent and insurance) plus CAPEX fell 54%–70% YoY, reflecting cost discipline and restructuring.
Net loss for the quarter was R$835 million, compared to a profit of R$15,061 million in 2Q24 due to one-off gains.
How does the amendment address the funding gap?
How is Oi Soluções driving digital transformation?
Timeline for positive routine EBITDA?
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Next Oi earnings date
Q3 202513 Nov, 2025
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Frequently asked questions
Oi S.A. is a Brazilian telecommunications company offering a comprehensive range of services both domestically and internationally. The company's service portfolio encompasses fixed telephony, both local and international long-distance services, alongside maintenance and repair services. Oi S.A. also delivers call center and telemarketing services, Internet access, network services, Wi-Fi Internet services, financial services, payment and credit system services, as well as consulting services. Additionally, the company engages in investment management activities. It operates under the Oi brand, along with Claro TV and Oi TV for its subscription television services, providing innovative IT solutions for businesses of all sizes through a cloud computing platform. The company is headquartered in Rio de Janeiro, Brazil, and its shares are listed on the São Paulo Stock Exchange.
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