Equity Profile

TEO

Telecom Argentina S.A.

Communication ServicesIntegrated Telecommunication Services$5.7B

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 mobile and fixed-line telephony, internet, and data services....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability that investors closely watch to gauge financial health.

$0.56

Revenue

Total revenue indicates the company's ability to generate sales and is essential for assessing growth potential.

$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 mobile and fixed-line telephony, internet, and data services. As a key player in the Communication Services sector, the company's 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 meet revenue expectations, leading to a significant drop in stock price the following day. The company has faced challenges in maintaining consistent performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Telecom Argentina to report earnings that align closely with consensus estimates, reflecting cautious optimism amid a competitive market. The focus will be on how the company navigates challenges in the telecommunications landscape.

Bull Case

If Telecom Argentina exceeds EPS and revenue expectations, it could indicate strong demand for its services and improved operational efficiency, potentially boosting investor confidence.

Bear Case

Conversely, if the company misses estimates again, it may raise concerns about its growth trajectory and ability to compete effectively, leading to further declines in stock price.

Key Metrics to Watch

EPS

$0.56

Earnings per share is a critical measure of profitability that investors closely watch to gauge financial health.

Revenue

$1.8B

Total revenue indicates the company's ability to generate sales and is essential for assessing growth potential.

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 will be a key indicator of the company's profitability and could significantly influence market sentiment.

How will revenue compare to the expected $1.8B?

Revenue performance is crucial for understanding the company's growth prospects and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Telecom Argentina's ability to improve operational efficiency and adapt to market changes, leading to better-than-expected results.

Supporting Evidence

The options market is pricing for a much larger move than historical averages suggest, indicating potential overreaction.

Past performance shows that even with misses, the stock has seen positive reactions, suggesting resilience.

Key Risk

If the company reports strong subscriber growth or improved margins, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Telecom Argentina can recover from past performance issues and capitalize on growth opportunities.

Bull Confirmed If

An EPS of $0.60 or higher, along with revenue exceeding $1.85B, would confirm a positive outlook.

Bear Confirmed If

An EPS below $0.50 and revenue under $1.7B would indicate ongoing struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±79.08%

Historical Avg

±5.7%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors are anticipating volatility around 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 the stock could rise by around 6.84%, confirming a positive turnaround narrative.

In-Line / Cautious

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

Miss

A miss could lead to a decline of approximately 6.84%, reinforcing concerns about the company's growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on subscriber growth and retention rates.
2Details on cost management strategies and operational efficiencies.
3Insights into competitive pressures and market share changes.
4Management's outlook on future revenue growth and investment plans.
5Responses to any 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 including mobile and fixed-line telephony, internet, and data services....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability that investors closely watch to gauge financial health.

$0.56

Revenue

Total revenue indicates the company's ability to generate sales and is essential for assessing growth potential.

$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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Telecom Argentina exceeds EPS and revenue expectations, it could indicate strong demand for its services and improved operational efficiency, potentially boosting investor confidence.

Bear Case

Conversely, if the company misses estimates again, it may raise concerns about its growth trajectory and ability to compete effectively, leading to further declines in stock price.

Key Metrics to Watch

EPS

$0.56

Earnings per share is a critical measure of profitability that investors closely watch to gauge financial health.

Revenue

$1.8B

Total revenue indicates the company's ability to generate sales and is essential for assessing growth potential.

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 will be a key indicator of the company's profitability and could significantly influence market sentiment.

How will revenue compare to the expected $1.8B?

Revenue performance is crucial for understanding the company's growth prospects and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Telecom Argentina's ability to improve operational efficiency and adapt to market changes, leading to better-than-expected results.

Supporting Evidence

The options market is pricing for a much larger move than historical averages suggest, indicating potential overreaction.

Past performance shows that even with misses, the stock has seen positive reactions, suggesting resilience.

Key Risk

If the company reports strong subscriber growth or improved margins, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Telecom Argentina can recover from past performance issues and capitalize on growth opportunities.

Bull Confirmed If

An EPS of $0.60 or higher, along with revenue exceeding $1.85B, would confirm a positive outlook.

Bear Confirmed If

An EPS below $0.50 and revenue under $1.7B would indicate ongoing struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±79.08%

Historical Avg

±5.7%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors are anticipating volatility around 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 the stock could rise by around 6.84%, confirming a positive turnaround narrative.

In-Line / Cautious

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

Miss

A miss could lead to a decline of approximately 6.84%, reinforcing concerns about the company's growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on subscriber growth and retention rates.
2Details on cost management strategies and operational efficiencies.
3Insights into competitive pressures and market share changes.
4Management's outlook on future revenue growth and investment plans.
5Responses to any regulatory changes affecting the telecommunications sector.