Equity Profile

TEO

Telecom Argentina S.A.

Communication ServicesIntegrated Telecommunication Services$5.8B

Aug10Mon

Pre-Earnings Brief

UpcomingQ2-2018After Close5:00 PM EDT

Company Snapshot

Telecom Argentina S.A. is a leading telecommunications provider in Argentina, offering integrated services such as mobile, fixed-line, and broadband....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and revenues.

$0.56

Revenue

Revenue figures will provide insight into the company's growth and market demand for its services.

$1.8B

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

TEO Q2-2018 Earnings Preview

Context

Company Snapshot

Telecom Argentina S.A. is a leading telecommunications provider in Argentina, offering integrated services such as mobile, fixed-line, and broadband. As part of the Communication Services sector, the company plays a crucial role in connecting consumers and businesses, especially in a rapidly evolving digital landscape.

Earnings Scorecard·Last 4Q

EPS Beat Streak

EPS Beat Rate

Avg EPS Surprise

-50.00%

Avg Stock Reaction

+1.11%

Last Quarter Recap

In the last quarter, Telecom Argentina reported an EPS of $8.00, but the revenue figures were not disclosed. The stock reacted negatively, dropping 8.72% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Telecom Argentina's upcoming earnings, expecting it to meet or slightly exceed consensus estimates.

Bull Case

If the company can report strong revenue growth and manage costs effectively, it could lead to a positive stock reaction and renewed investor confidence.

Bear Case

Conversely, if earnings fall short of expectations or if there are concerns about market competition or regulatory challenges, the stock could face significant downward pressure.

Key Metrics to Watch

EPS

$0.56

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and revenues.

Revenue

$1.8B

Revenue figures will provide insight into the company's growth and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS meet or exceed the consensus estimate of $0.56?

This will be a critical indicator of the company's profitability and could significantly influence investor sentiment.

What are the revenue figures, and how do they compare to the expected $1.8B?

Revenue performance will reflect market demand and the company's competitive position, impacting future growth expectations.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for Telecom Argentina to capitalize on increased demand for digital services, given the ongoing digital transformation in Argentina.

Supporting Evidence

The options market is pricing a significant move, suggesting that investors expect volatility that may not align with the consensus.

Historical data shows that the company has often reacted positively even after missing earnings expectations, indicating potential resilience.

Key Risk

If the company reports strong subscriber growth or new service adoption rates, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will set the tone for investor confidence and future growth prospects.

Bull Confirmed If

Reporting EPS above $0.56 alongside revenue exceeding $1.8B would confirm a strong recovery and growth trajectory.

Bear Confirmed If

Falling short of the $0.56 EPS and $1.8B revenue expectations would raise concerns about the company's operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±61.9%

Historical Avg

±5.7%

Pricing rich

The options market is pricing in a significant potential move in the stock following the earnings report, indicating heightened uncertainty among investors.

Options are pricing ±61.9% while TEO has averaged ±5.7% over the last 4 prints — setup is pricing rich.

Detail

30d HV

57.6%

Calls (600)P/C Ratio: 0.06Puts (0)

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Mixed flows

Institutional

8.78%

of float

Insider

0.07%

of float

Holders

institutions

Top Holders· as of Dec 2025

Oaktree Capital Management LP
2,347,508 sh · $26.6M
1.87%
-10.7%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Telecom Argentina beats expectations, history suggests the stock could see an average one-day move of around +6.84%, confirming a bullish outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance from management.

Miss

Should the company miss earnings expectations, history indicates a potential average decline of around +6.84%, which could lead to increased skepticism about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on subscriber growth and service adoption rates.
2Management's commentary on competitive pressures and market conditions.
3Insights into cost management strategies and operational efficiencies.
4Future guidance on revenue growth and capital expenditures.
5Any developments in regulatory changes affecting the telecommunications sector.

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Company Snapshot

Telecom Argentina S.A. is a leading telecommunications provider in Argentina, offering integrated services such as mobile, fixed-line, and broadband....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and revenues.

$0.56

Revenue

Revenue figures will provide insight into the company's growth and market demand for its services.

$1.8B

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

TEO Q2-2018 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 4Q

EPS Beat Streak

EPS Beat Rate

Avg EPS Surprise

-50.00%

Avg Stock Reaction

+1.11%

Last Quarter Recap

In the last quarter, Telecom Argentina reported an EPS of $8.00, but the revenue figures were not disclosed. The stock reacted negatively, dropping 8.72% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Telecom Argentina's upcoming earnings, expecting it to meet or slightly exceed consensus estimates.

Bull Case

If the company can report strong revenue growth and manage costs effectively, it could lead to a positive stock reaction and renewed investor confidence.

Bear Case

Conversely, if earnings fall short of expectations or if there are concerns about market competition or regulatory challenges, the stock could face significant downward pressure.

Key Metrics to Watch

EPS

$0.56

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and revenues.

Revenue

$1.8B

Revenue figures will provide insight into the company's growth and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS meet or exceed the consensus estimate of $0.56?

This will be a critical indicator of the company's profitability and could significantly influence investor sentiment.

What are the revenue figures, and how do they compare to the expected $1.8B?

Revenue performance will reflect market demand and the company's competitive position, impacting future growth expectations.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for Telecom Argentina to capitalize on increased demand for digital services, given the ongoing digital transformation in Argentina.

Supporting Evidence

The options market is pricing a significant move, suggesting that investors expect volatility that may not align with the consensus.

Historical data shows that the company has often reacted positively even after missing earnings expectations, indicating potential resilience.

Key Risk

If the company reports strong subscriber growth or new service adoption rates, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will set the tone for investor confidence and future growth prospects.

Bull Confirmed If

Reporting EPS above $0.56 alongside revenue exceeding $1.8B would confirm a strong recovery and growth trajectory.

Bear Confirmed If

Falling short of the $0.56 EPS and $1.8B revenue expectations would raise concerns about the company's operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±61.9%

Historical Avg

±5.7%

Pricing rich

The options market is pricing in a significant potential move in the stock following the earnings report, indicating heightened uncertainty among investors.

Options are pricing ±61.9% while TEO has averaged ±5.7% over the last 4 prints — setup is pricing rich.

Detail

30d HV

57.6%

Calls (600)P/C Ratio: 0.06Puts (0)

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Mixed flows

Institutional

8.78%

of float

Insider

0.07%

of float

Holders

institutions

Top Holders· as of Dec 2025

Oaktree Capital Management LP
2,347,508 sh · $26.6M
1.87%
-10.7%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Telecom Argentina beats expectations, history suggests the stock could see an average one-day move of around +6.84%, confirming a bullish outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance from management.

Miss

Should the company miss earnings expectations, history indicates a potential average decline of around +6.84%, which could lead to increased skepticism about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on subscriber growth and service adoption rates.
2Management's commentary on competitive pressures and market conditions.
3Insights into cost management strategies and operational efficiencies.
4Future guidance on revenue growth and capital expenditures.
5Any developments in regulatory changes affecting the telecommunications sector.