)
Telefônica Brasil (VIVT3) investor relations material
Telefônica Brasil Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved strong growth across all key business lines, driven by robust commercial performance, customer experience focus, and enhanced profitability, especially in mobile postpaid, fiber, and B2B segments.
Mobile postpaid accesses grew 7.3% year-over-year to 69.8 million, now 68% of total mobile base with 103 million connections.
Fiber (FTTH) connections rose 12.7% year-over-year, reaching 7.6 million homes and a footprint of 30.5 million.
Total accesses grew 1.2% YoY to 116.6 million, with mobile accesses at 102.9 million (+1.4% YoY).
New businesses now represent 11.7% of total revenues, up 2 percentage points year-over-year.
Financial highlights
Total revenues increased 6.5% year-over-year to R$14.95bn, with mobile and fixed services both contributing.
EBITDA grew 9% year-over-year to R$6.49bn, margin expanded to 43.4%.
Net income rose 13.4% to R$4.3 billion for the first nine months; EPS up 15.6% YoY.
Free cash flow approached R$7 billion, margin at 15.6%.
CapEx totaled R$6.9 billion for the first nine months, up 3% year-over-year; CapEx/revenue ratio declined to 15.7%.
Outlook and guidance
Positive trends expected in mobile service revenues despite competitive market.
Commitment to distribute at least 100% of net income as shareholder remuneration from 2024 to 2026.
Asset sales from concession migration to ramp up, with project completion expected by 2028.
Ongoing share buyback program of R$1.75bn to be completed by February 2026.
Asset sales expected to deliver R$4.5bn over the next years, with value capture concentrated in 2026 and 2027.
Next Telefônica Brasil earnings date
Next Telefônica Brasil earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)