América Móvil (AMXL) Investor Day 2026 summary

Strategic evolution and growth drivers

• Completed geographic expansion in the Americas and Europe, evolving from analog to digital and from voice to data, now positioning as a global IT service provider.

• Focused on market consolidation, mass market growth, B2B/AI wave, and disciplined acquisitions to drive the next phase of growth.

• Leveraging positive regional economic and demographic trends, with strong political and regulatory tailwinds.

• Industry consolidation achieved in key markets, with over 410 million access lines, including 377 million in LATAM as of March 2026.

• Customer-centric approach with personalized offerings, largest retail and care network, and digital transformation initiatives.

Technology and infrastructure investments

• Continued expansion of fiber and mobile networks, reaching over 118,000 sites and 1.5 million km of fiber, with 156,000 km of subsea cables by 2025.

• Network traffic and user demand accelerating, with fixed and mobile data usage rising significantly through 2026.

• Fiber rollout reshaping fixed networks, enabling high-speed broadband to 94% of homes passed by 2026.

• 5G deployment focused on demand and efficiency, with 5G users consuming 80% more traffic and reducing congestion by 50% since 2023.

• Building a federated, sovereign-ready cloud platform with 21 public cloud regions and extensive data center interconnection.

Financial performance and guidance

• Revenue and EBITDA growth driven by economic growth, market consolidation, and new infrastructure (5G & fiber).

• Service revenue and EBITDA growth within guidance, with 2024-2026E CAGR of 4-5% for revenue and 4.5-6% for EBITDA.

• Diversified revenue base across key markets, with strong contributions from CENAM, Brazil, and Europe.

• Mobile service revenue growth led by a shift toward postpaid, while fixed-line growth is increasingly driven by B2B and corporate segments.

• Margin expansion supported by high-performing markets and efficiency initiatives, with EBITDA margin increases across most regions.