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Telecom Italia (TIT) investor relations material
Telecom Italia Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
H1 2025 revenues reached €6,597m, up 2.7% year-over-year on an organic basis, with EBITDA margin improving to 30.3% and net profit from continuing operations at €4m; Sparkle classified as discontinued operations.
Group and domestic results are on track, supported by stable competition in Italy and rational market behavior in Brazil.
Monetization of the '98 Concession Fee via advance payment/factoring, with dispute resolution expected by year end.
Management changes announced, including CFO and Chief Public Affairs Officer resignations; credit rating profile improved.
Net loss for the period was €38m, a significant improvement from a €503m loss in the prior year.
Financial highlights
Group H1 2025 revenues were €6.6bn, up 2.7% year-over-year; service revenues up 3.3%.
EBITDA After Lease (AL) for H1 2025 was €1,697m, up from €1,573m in H1 2024; EBITDA margin at 30.3%.
CAPEX net of licences was €874m in H1 2025, representing 12.6% of revenues.
Equity Free Cash Flow After Lease was negative €121m in H1 2025; net financial debt after lease at June 30, 2025 was €7,498m, leverage at 2.06x.
Net cash and cash equivalents at period end were €1,472m, up from €596m year-over-year.
Outlook and guidance
Full year 2025 guidance confirmed, with expected acceleration in Q4 driven by price increases, business seasonality, and cost transformation.
2025–2027 guidance: Group revenues to grow 2–3% CAGR, EBITDA AL 1–2% CAGR, CAPEX to remain ~13% of revenues.
Equity Free Cash Flow After Lease expected to grow 5–6% CAGR through 2027; leverage targeted below 2.0x.
No breaches or violations of debt covenants as of June 30, 2025, and no difficulties expected in the near future.
Guidance incorporates IFRS 16 and recent changes in reporting per IFRS 5 for discontinued operations.
How did NetCo disposal impact 1H24 organic data?
What is driving the decrease in Domestic EBITDA?
What are EIB loan covenants and commitments?
Clarify concession fee factoring terms
TIM Enterprise: Cloud sovereignty competitive edge?
Update on future capital allocation priorities
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Next Telecom Italia earnings date
Q3 20256 Nov, 2025
Next Telecom Italia earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Gruppo TIM
TIM S.p.A, commonly referred to as TIM Group and previously Telecom Italia, is an American telecommunications services provider. The company was founded as the result of a merger between several smaller state-owned telecommunications companies and is today one of the largest companies in the sector in Italy. The company provides mobile, broadband, and other related services to private individuals as well as businesses of various sizes. TIM Group still uses the name Telecom Italia in parts of its communications. It is headquartered in Naples, Italy, and its shares are traded on the BIT.
Telecom Italia
The company’s roots can be traced all the way back to 1925 when the Italian phone and telecommunications network was reorganized under the umbrella of a company named STIPEL. in 1964 Società Idroelettrica Piemontese (SIP), run by the Italian state, acquired all Italian telephone companies. During the coming decades, other state-run companies were founded to better serve regional customers. In 1994, SIP and other smaller state-owned telephone companies merged to form Telecom Italia, which would later go on to become the TIM Group. The state had a monopoly on the telephone industry in Italy until 1996, and Telecom Italia was privatized in 1997. The company was rebranded as TIM in 2015 after several restructurings and mergers. Even if TIM is now a public company, the Italian State has the ability to intervene in the decision-making process of the company if it’s deemed to be in the national interest.
Telecommunications Services
TIM Group, also known as Telecom Italia, is a prominent telecommunications company based in Italy. Its core offerings include a wide range of telecommunication services, notably in mobile and fixed telephony, internet services, and digital television. The company is particularly known for its extensive mobile network, providing coverage and connectivity to a vast customer base in Italy. Additionally, TIM Group has a significant presence in the broadband internet sector, offering high-speed internet services to both residential and business customers. Today, TIM Group is one of the dominating forces in the Italian telecommunications industry. It is also one of the largest companies of its kind in Europe together with names like Deutsche Telekom and Vodafone.
For Businesses and Private Individuals
TIM Group caters to a diverse clientele, including both private individuals and companies. For individual consumers, they offer mobile and fixed telephony, high-speed internet access, and digital television services. These offerings are tailored to meet the communication and entertainment needs of households. In contrast, for businesses, TIM Group provides specialized services such as business-grade broadband, dedicated mobile plans, and advanced communication solutions. These services are designed to support the varying operational and connectivity requirements of companies, ranging from small enterprises to large corporations.
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