Telefônica Brasil S.A. (VIV) Q3 2025 Earnings Call Transcript
Telefônica Brasil S.A. ( VIV ) Q3 2025 Earnings Call October 31, 2025 9:00 AM EDT Company Participants João Carneiro - Investor Relations Director Christian Gebara - CEO, Member of Board of Executive Officers & Director David Sanchez-Friera - Chief Financial & Investor Relations Officer and Member of Board of Executive Officers Conference Call Participants Luis Chagas - XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A.
Telefônica Brasil: From Yield Play To Defensive Compounder
Post-5G, Telefônica Brasil enters a period of lower CapEx and more stable capital allocation. Operating cash flow keeps rising as premium mobile and fiber lift margins and efficiency. Free cash flow conversion has doubled, turning EBITDA growth directly into shareholder returns.
Here's Why Telefonica Brasil (VIV) is a Strong Value Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Should Value Investors Buy Telefonica Brasil (VIV) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Telefônica Brasil: Valuation Remains Attractive Despite The Rally
Telefônica Brasil now offers record margins, sector-leading growth, and robust cash generation, making it a compelling buy after strong Q2 2025 results. Its operational efficiency, expanding fiber and digital businesses, and low churn drive superior profitability and position it as a leader in Latin America. Despite recent stock highs, the company trades at a persistent valuation discount, with high margins, low leverage, and an attractive, rising dividend yield.
Telefônica Brasil S.A. (VIV) Q2 2025 Earnings Call Transcript
Telefônica Brasil S.A. (NYSE:VIV ) Q2 2025 Earnings Conference Call July 29, 2025 9:00 AM ET Company Participants Christian Mauad Gebara - CEO, Member of Board of Executive Officers & Director David Melcon Sanchez-Friera - Chief Financial & Investor Relations Officer and Member of Board of Executive Officers Joao Pedro Soares Carneiro - Corporate Participant Conference Call Participants Bernardo Guttmann - XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A.
3 Reasons Growth Investors Will Love Telefonica Brasil (VIV)
Telefonica Brasil (VIV) is well positioned to outperform the market, as it exhibits above-average growth in financials.
VIV vs. TU: Which Stock Is the Better Value Option?
Investors interested in stocks from the Diversified Communication Services sector have probably already heard of Telefonica Brasil (VIV) and Telus (TU). But which of these two stocks presents investors with the better value opportunity right now?
Why Telefonica Brasil (VIV) is a Top Value Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Are Investors Undervaluing Telefonica Brasil (VIV) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Is the Options Market Predicting a Spike in Telefonica Brasil Stock?
Investors need to pay close attention to VIV stock based on the movements in the options market lately.
Telefonica Brasil: Still Attractive After H1 Rally, But Lower Rates Needed For More
Telefonica Brasil is up nearly 50% year-to-date after a weak 2024, driven by robust operational results and optimism about macro trends like currency strength and peaking rates. Revenue and EBITDA are growing above inflation, margins are expanding, and leverage remains very low at just 0.5x, supporting consistent free cash flow generation. Management has reiterated a 100% payout policy for 2025–2026, with potential upside to 120% supported by healthy cash reserves and recent buybacks.
