Equity Profile

TEO

Telecom Argentina S.A.

Communication ServicesIntegrated Telecommunication Services$5.8B

May11Mon

Pre-Earnings Brief

UpcomingQ1-2026After Close5:00 PM EDT

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$0.56

Revenue

Total revenue reflects the company's ability to generate sales and is critical for assessing growth.

$1.8B

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

TEO Q1-2026 Earnings Preview

Context

Company Snapshot

Telecom Argentina S.A. is a leading telecommunications provider in Argentina, offering integrated services such as mobile and fixed-line telephony, internet, and data services. As part of the Communication Services sector, the company plays a crucial role in connecting consumers and businesses, especially as digital communication continues to grow.

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 did not provide specific guidance, but historical performance suggests challenges in meeting analyst expectations. The company has a mixed track record with earnings surprises.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Telecom Argentina to report earnings of $0.56 per share on revenues of $1.8 billion. The stock's performance following earnings reports has been historically volatile, with no consistent trend.

Bull Case

If the company exceeds revenue and EPS expectations, it could signal strong demand for its services and improved operational efficiency, potentially boosting investor confidence.

Bear Case

Conversely, if the company misses its targets, it may raise concerns about competitive pressures and market conditions in Argentina, leading to a negative reaction in the stock.

Key Metrics to Watch

EPS

$0.56

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$1.8B

Total revenue reflects the company's ability to generate sales and is critical for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

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

This figure is critical for assessing the company's profitability and will heavily influence market sentiment.

What are the revenue figures relative to the consensus of $1.8 billion?

Revenue performance will indicate the company's growth trajectory and ability to compete in the market.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for revenue growth due to increased demand for digital services in Argentina, which could lead to better-than-expected results.

Supporting Evidence

The options market is pricing a 9.09% move, indicating expectations of volatility that may not align with historical performance.

Telecom Argentina's recent investments in infrastructure could lead to improved service offerings, enhancing customer retention.

Key Risk

If revenue significantly exceeds $1.8 billion, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching these metrics as they will provide insight into the company's operational health and future prospects.

Bull Confirmed If

Earnings per share exceeding $0.56 and revenue surpassing $1.8 billion would validate the bull case.

Bear Confirmed If

Falling short of the $1.8 billion revenue target would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±9.09%

Historical Avg

±5.7%

Pricing rich

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

Options are pricing ±9.1% while TEO has averaged ±5.7% over the last 4 prints — setup is pricing rich.

Detail

30d HV

36.1%

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

An in-line report may lead to muted reactions, as the market digests management commentary and future guidance.

Miss

If the company misses its targets, history indicates an average decline of about 6.84%, reflecting investor disappointment.

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 in the telecommunications market.
4Management's outlook on future revenue growth and market conditions.
5Any commentary on 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 and fixed-line telephony, internet, and data services....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$0.56

Revenue

Total revenue reflects the company's ability to generate sales and is critical for assessing growth.

$1.8B

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

TEO Q1-2026 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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If the company exceeds revenue and EPS expectations, it could signal strong demand for its services and improved operational efficiency, potentially boosting investor confidence.

Bear Case

Conversely, if the company misses its targets, it may raise concerns about competitive pressures and market conditions in Argentina, leading to a negative reaction in the stock.

Key Metrics to Watch

EPS

$0.56

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$1.8B

Total revenue reflects the company's ability to generate sales and is critical for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

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

This figure is critical for assessing the company's profitability and will heavily influence market sentiment.

What are the revenue figures relative to the consensus of $1.8 billion?

Revenue performance will indicate the company's growth trajectory and ability to compete in the market.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for revenue growth due to increased demand for digital services in Argentina, which could lead to better-than-expected results.

Supporting Evidence

The options market is pricing a 9.09% move, indicating expectations of volatility that may not align with historical performance.

Telecom Argentina's recent investments in infrastructure could lead to improved service offerings, enhancing customer retention.

Key Risk

If revenue significantly exceeds $1.8 billion, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching these metrics as they will provide insight into the company's operational health and future prospects.

Bull Confirmed If

Earnings per share exceeding $0.56 and revenue surpassing $1.8 billion would validate the bull case.

Bear Confirmed If

Falling short of the $1.8 billion revenue target would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±9.09%

Historical Avg

±5.7%

Pricing rich

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

Options are pricing ±9.1% while TEO has averaged ±5.7% over the last 4 prints — setup is pricing rich.

Detail

30d HV

36.1%

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

An in-line report may lead to muted reactions, as the market digests management commentary and future guidance.

Miss

If the company misses its targets, history indicates an average decline of about 6.84%, reflecting investor disappointment.

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 in the telecommunications market.
4Management's outlook on future revenue growth and market conditions.
5Any commentary on regulatory changes affecting the telecommunications sector.