Equity Profile

AMX

AmÃ©rica MÃ³vil, S.A.B. de C.V.

Communication ServicesWireless Telecommunication Services$69.8B

Feb5Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EST

Company Snapshot

América Móvil, S.A.B. de C.V....

Key Metrics to Watch

Subscriber Growth

Subscriber growth is crucial as it directly impacts revenue and market share in the competitive telecommunications landscape.

Expected to show a steady increase.

Average Revenue Per User (ARPU)

ARPU indicates how much revenue the company generates from each subscriber, reflecting pricing power and customer engagement.

Expected to remain stable or slightly increase.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

AMX Q2-2026 Earnings Preview

Context

Company Snapshot

América Móvil, S.A.B. de C.V. is a leading telecommunications company in Latin America, providing wireless services to millions of customers. As a major player in the communication services sector, its performance is closely tied to consumer spending and technological advancements in wireless communication.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+286.82%

Avg Stock Reaction

-0.12%

Last Quarter Recap

In the last quarter, América Móvil reported an impressive earnings surprise, significantly exceeding analyst expectations. However, the stock experienced a slight decline the following day, indicating mixed market reactions.

Management Promises & Guidance

Continue to expand its subscriber base in key markets.
Focus on improving customer service and network quality.
Enhance digital services to drive additional revenue streams.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about América Móvil's upcoming earnings, given its strong performance in previous quarters. However, there is uncertainty regarding subscriber growth and pricing pressures.

Bull Case

If the company reports strong subscriber growth and stable ARPU, it could signal robust demand and pricing power, driving the stock higher.

Bear Case

Conversely, if subscriber growth slows or ARPU declines, it may raise concerns about the company's competitive position and profitability.

Key Metrics to Watch

Subscriber Growth

Expected to show a steady increase.

Subscriber growth is crucial as it directly impacts revenue and market share in the competitive telecommunications landscape.

Average Revenue Per User (ARPU)

Expected to remain stable or slightly increase.

ARPU indicates how much revenue the company generates from each subscriber, reflecting pricing power and customer engagement.

Operating Margin

Expected to be consistent with previous quarters.

Operating margin is important for assessing the company's efficiency and profitability in its operations.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the subscriber growth rate for this quarter?

Subscriber growth is critical for revenue generation and market positioning, and any slowdown could raise concerns.

How has the Average Revenue Per User (ARPU) changed this quarter?

Changes in ARPU can indicate the company's pricing power and customer retention, impacting overall profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for subscriber growth due to recent investments in network infrastructure and customer service improvements.

Supporting Evidence

Previous quarters have shown a consistent ability to exceed EPS expectations, indicating underlying strength.

The options market is pricing in a larger move than historical averages suggest, indicating potential for a surprise.

Management's focus on digital services could drive additional revenue that analysts are not fully accounting for.

Key Risk

If subscriber growth exceeds 5%, it could shift market sentiment significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around subscriber growth and pricing strategies in a competitive market.

Bull Confirmed If

Subscriber growth of 5% or more would confirm strong demand and market position.

Bear Confirmed If

A decline in ARPU below $15 would raise significant concerns about pricing power.

Pre-Earnings Positioning

Options Market

Implied Move

±5.61%

Historical Avg

±1.2%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±5.6% while AMX has averaged ±1.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

21.6%

Calls (0)P/C Ratio: 2.16Puts (400)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If the company beats expectations, history suggests a potential stock increase of around 1.19%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see muted reactions as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns indicating a potential drop of around 0.22%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on subscriber growth in key markets.
2Any changes to pricing strategies or ARPU.
3Insights into operational efficiencies and cost management.
4Details on new digital services and their expected impact on revenue.
5Management's outlook on competitive pressures in the telecommunications sector.

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Company Snapshot

América Móvil, S.A.B. de C.V....

Key Metrics to Watch

Subscriber Growth

Subscriber growth is crucial as it directly impacts revenue and market share in the competitive telecommunications landscape.

Expected to show a steady increase.

Average Revenue Per User (ARPU)

ARPU indicates how much revenue the company generates from each subscriber, reflecting pricing power and customer engagement.

Expected to remain stable or slightly increase.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

AMX Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+286.82%

Avg Stock Reaction

-0.12%

Last Quarter Recap

Management Promises & Guidance

Continue to expand its subscriber base in key markets.
Focus on improving customer service and network quality.
Enhance digital services to drive additional revenue streams.

Expectations

Wall Street Expectations

Bull Case

If the company reports strong subscriber growth and stable ARPU, it could signal robust demand and pricing power, driving the stock higher.

Bear Case

Conversely, if subscriber growth slows or ARPU declines, it may raise concerns about the company's competitive position and profitability.

Key Metrics to Watch

Subscriber Growth

Expected to show a steady increase.

Subscriber growth is crucial as it directly impacts revenue and market share in the competitive telecommunications landscape.

Average Revenue Per User (ARPU)

Expected to remain stable or slightly increase.

ARPU indicates how much revenue the company generates from each subscriber, reflecting pricing power and customer engagement.

Operating Margin

Expected to be consistent with previous quarters.

Operating margin is important for assessing the company's efficiency and profitability in its operations.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the subscriber growth rate for this quarter?

Subscriber growth is critical for revenue generation and market positioning, and any slowdown could raise concerns.

How has the Average Revenue Per User (ARPU) changed this quarter?

Changes in ARPU can indicate the company's pricing power and customer retention, impacting overall profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for subscriber growth due to recent investments in network infrastructure and customer service improvements.

Supporting Evidence

Previous quarters have shown a consistent ability to exceed EPS expectations, indicating underlying strength.

The options market is pricing in a larger move than historical averages suggest, indicating potential for a surprise.

Management's focus on digital services could drive additional revenue that analysts are not fully accounting for.

Key Risk

If subscriber growth exceeds 5%, it could shift market sentiment significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around subscriber growth and pricing strategies in a competitive market.

Bull Confirmed If

Subscriber growth of 5% or more would confirm strong demand and market position.

Bear Confirmed If

A decline in ARPU below $15 would raise significant concerns about pricing power.

Pre-Earnings Positioning

Options Market

Implied Move

±5.61%

Historical Avg

±1.2%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±5.6% while AMX has averaged ±1.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

21.6%

Calls (0)P/C Ratio: 2.16Puts (400)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If the company beats expectations, history suggests a potential stock increase of around 1.19%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see muted reactions as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns indicating a potential drop of around 0.22%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on subscriber growth in key markets.
2Any changes to pricing strategies or ARPU.
3Insights into operational efficiencies and cost management.
4Details on new digital services and their expected impact on revenue.
5Management's outlook on competitive pressures in the telecommunications sector.