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

This metric indicates how well the company is attracting and retaining customers, which is crucial for revenue growth.

N/A

Average Revenue Per User (ARPU)

ARPU helps assess the company's pricing power and customer engagement, impacting overall profitability.

N/A

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 can reflect broader trends in consumer spending and technology adoption.

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 reacted negatively the following day, indicating potential market skepticism.

Management Promises & Guidance

Continued investment in network expansion.
Focus on enhancing customer service and experience.
Commitment to maintaining competitive pricing.

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has shown strong earnings surprises in recent quarters but has faced stock price volatility post-results. Investors are keen to see if this trend continues.

Bull Case

If subscriber growth and ARPU show significant improvement, it could lead to a strong upward revision in revenue forecasts, boosting investor confidence.

Bear Case

Conversely, if the company fails to maintain its growth momentum or if operating margins decline, it could lead to a negative reassessment of its valuation.

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 assessing the company's market position and future revenue potential.

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

ARPU trends will indicate the company's pricing strategy effectiveness and customer engagement.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of recent network investments on subscriber retention and growth, leading to a potential upside surprise.

Supporting Evidence

Recent earnings surprises have been substantial, indicating strong operational performance.

Options pricing suggests higher volatility, reflecting uncertainty that may not be justified.

The company's commitment to customer service improvements could enhance retention rates.

Key Risk

If subscriber growth exceeds 5%, it could challenge current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on the ability to attract new subscribers while maintaining revenue per user.

Bull Confirmed If

A subscriber growth rate exceeding 5% would confirm the bull case.

Bear Confirmed If

A decline in ARPU below previous levels would confirm the bear case.

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 announcement.

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

An in-line report with cautious commentary may lead to muted stock movement, reflecting uncertainty among investors.

Miss

If the company misses expectations, history suggests a potential decline of about 0.22%, indicating market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on network expansion and its impact on subscriber growth.
2Details on customer service initiatives and their effectiveness.
3Any changes in pricing strategy or competitive landscape.
4Insights into cost management and its effect on operating margins.
5Management's outlook on market conditions and consumer spending.

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Company Snapshot

América Móvil, S.A.B. de C.V....

Key Metrics to Watch

Subscriber Growth

This metric indicates how well the company is attracting and retaining customers, which is crucial for revenue growth.

N/A

Average Revenue Per User (ARPU)

ARPU helps assess the company's pricing power and customer engagement, impacting overall profitability.

N/A

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

Continued investment in network expansion.
Focus on enhancing customer service and experience.
Commitment to maintaining competitive pricing.

Expectations

Wall Street Expectations

Bull Case

If subscriber growth and ARPU show significant improvement, it could lead to a strong upward revision in revenue forecasts, boosting investor confidence.

Bear Case

Conversely, if the company fails to maintain its growth momentum or if operating margins decline, it could lead to a negative reassessment of its valuation.

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 assessing the company's market position and future revenue potential.

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

ARPU trends will indicate the company's pricing strategy effectiveness and customer engagement.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of recent network investments on subscriber retention and growth, leading to a potential upside surprise.

Supporting Evidence

Recent earnings surprises have been substantial, indicating strong operational performance.

Options pricing suggests higher volatility, reflecting uncertainty that may not be justified.

The company's commitment to customer service improvements could enhance retention rates.

Key Risk

If subscriber growth exceeds 5%, it could challenge current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on the ability to attract new subscribers while maintaining revenue per user.

Bull Confirmed If

A subscriber growth rate exceeding 5% would confirm the bull case.

Bear Confirmed If

A decline in ARPU below previous levels would confirm the bear case.

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 announcement.

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

An in-line report with cautious commentary may lead to muted stock movement, reflecting uncertainty among investors.

Miss

If the company misses expectations, history suggests a potential decline of about 0.22%, indicating market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on network expansion and its impact on subscriber growth.
2Details on customer service initiatives and their effectiveness.
3Any changes in pricing strategy or competitive landscape.
4Insights into cost management and its effect on operating margins.
5Management's outlook on market conditions and consumer spending.