Equity Profile

TEO

Telecom Argentina S.A.

Communication ServicesIntegrated Telecommunication Services$6.1B

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 including fixed-line, mobile, and broadband....

Key Metrics to Watch

EPS

Earnings per share is a crucial indicator of profitability and will show how well the company is managing costs and generating income.

$0.56

Revenue

Total revenue reflects the company's ability to attract and retain customers in a competitive market.

$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 including fixed-line, mobile, and broadband. As a key player in the Communication Services sector, its performance is closely tied to consumer spending and technological advancements in connectivity.

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 did not provide revenue figures or guidance. The stock reacted negatively, dropping 8.72% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Telecom Argentina to report earnings that meet or slightly exceed expectations, with a consensus EPS of $0.56 and revenue of $1.8B. Investors are closely watching for any signs of growth in subscriber numbers and service expansion.

Bull Case

If Telecom Argentina can exceed the EPS estimate and show strong revenue growth, it could signal effective management and a solid competitive position in the market.

Bear Case

Conversely, if the company fails to meet earnings expectations or reports declining subscriber growth, it could raise concerns about its future performance and lead to a negative market reaction.

Key Metrics to Watch

EPS

$0.56

Earnings per share is a crucial indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.8B

Total revenue reflects the company's ability to attract and retain customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.56?

A beat on EPS could indicate stronger profitability and operational efficiency, which would be positively received by investors.

What is the revenue outlook for the upcoming quarters?

Understanding revenue trends is crucial for assessing the company's growth potential and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent investments in infrastructure that could drive subscriber growth, despite current economic challenges.

Supporting Evidence

The options market is pricing a significant move, suggesting that traders expect more volatility than historical performance would indicate.

Telecom Argentina's recent service expansions may not be fully reflected in analyst estimates.

Key Risk

If revenue growth comes in below $1.7B, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter hinges on whether Telecom Argentina can demonstrate growth in profitability and revenue amidst a competitive landscape.

Bull Confirmed If

An EPS of $0.60 or higher with revenue exceeding $1.85B would confirm a strong bull case.

Bear Confirmed If

An EPS below $0.50 or revenue falling short of $1.7B would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±61.86%

Historical Avg

±5.7%

Pricing rich

The options market is pricing in a significant potential move for the stock, indicating heightened uncertainty or anticipation surrounding the earnings report.

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 a potential stock increase of around 6.84%, confirming a positive outlook.

In-Line / Cautious

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

Miss

A miss on earnings could lead to a decline, with historical patterns indicating an average drop of about 6.84%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on subscriber growth and retention rates.
2Details on cost management and operational efficiencies.
3Insights into competitive pressures and market share.
4Future guidance on revenue and EPS expectations.
5Comments on regulatory impacts or changes in the telecommunications landscape.

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Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a crucial indicator of profitability and will show how well the company is managing costs and generating income.

$0.56

Revenue

Total revenue reflects the company's ability to attract and retain customers in a competitive market.

$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 did not provide revenue figures or guidance. The stock reacted negatively, dropping 8.72% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Telecom Argentina can exceed the EPS estimate and show strong revenue growth, it could signal effective management and a solid competitive position in the market.

Bear Case

Conversely, if the company fails to meet earnings expectations or reports declining subscriber growth, it could raise concerns about its future performance and lead to a negative market reaction.

Key Metrics to Watch

EPS

$0.56

Earnings per share is a crucial indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.8B

Total revenue reflects the company's ability to attract and retain customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.56?

A beat on EPS could indicate stronger profitability and operational efficiency, which would be positively received by investors.

What is the revenue outlook for the upcoming quarters?

Understanding revenue trends is crucial for assessing the company's growth potential and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent investments in infrastructure that could drive subscriber growth, despite current economic challenges.

Supporting Evidence

The options market is pricing a significant move, suggesting that traders expect more volatility than historical performance would indicate.

Telecom Argentina's recent service expansions may not be fully reflected in analyst estimates.

Key Risk

If revenue growth comes in below $1.7B, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter hinges on whether Telecom Argentina can demonstrate growth in profitability and revenue amidst a competitive landscape.

Bull Confirmed If

An EPS of $0.60 or higher with revenue exceeding $1.85B would confirm a strong bull case.

Bear Confirmed If

An EPS below $0.50 or revenue falling short of $1.7B would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±61.86%

Historical Avg

±5.7%

Pricing rich

The options market is pricing in a significant potential move for the stock, indicating heightened uncertainty or anticipation surrounding the earnings report.

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 a potential stock increase of around 6.84%, confirming a positive outlook.

In-Line / Cautious

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

Miss

A miss on earnings could lead to a decline, with historical patterns indicating an average drop of about 6.84%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on subscriber growth and retention rates.
2Details on cost management and operational efficiencies.
3Insights into competitive pressures and market share.
4Future guidance on revenue and EPS expectations.
5Comments on regulatory impacts or changes in the telecommunications landscape.