Equity Profile

TEO

Telecom Argentina S.A.

Communication ServicesIntegrated Telecommunication Services$5.8B

Aug10Mon

Pre-Earnings Brief

UpcomingQ2-2018After Close5:00 PM EDT

Company Snapshot

Telecom Argentina S.A. is a major player in the communication services sector, providing integrated telecommunication solutions across Argentina....

Key Metrics to Watch

EPS

Earnings per share is a key 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, which is vital in a competitive telecommunications 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 major player in the communication services sector, providing integrated telecommunication solutions across Argentina. With a market cap of $6 billion, the company plays a crucial role in connecting consumers and businesses through voice, data, and internet services.

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. The stock reacted negatively, dropping 8.72% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Telecom Argentina's upcoming earnings, with expectations for EPS of $0.56 and revenue of $1.8 billion. However, the company's history of missing estimates raises concerns.

Bull Case

If Telecom Argentina can exceed EPS and revenue expectations, it may signal improved operational efficiency and customer growth, boosting investor confidence.

Bear Case

Conversely, if the company misses estimates again, it could indicate ongoing challenges in the competitive landscape, leading to further declines in stock price.

Key Metrics to Watch

EPS

$0.56

Earnings per share is a key 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, which is vital in a competitive telecommunications 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 improvements, which would be a positive signal for investors.

How does the revenue of $1.8 billion compare to previous quarters?

Revenue growth is critical for assessing the company's market position and ability to compete effectively in the telecommunications sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Telecom Argentina's ability to recover from previous misses, as recent investments in infrastructure could lead to improved customer retention and service quality.

Supporting Evidence

The stock has historically reacted positively to earnings beats, even when expectations are low.

Options pricing suggests a significant move, indicating that investors are anticipating a potential surprise.

Key Risk

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

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will reflect the company's ability to navigate a challenging market and meet investor expectations.

Bull Confirmed If

Achieving an EPS of $0.60 or higher with revenue exceeding $1.85 billion would confirm the bull case.

Bear Confirmed If

An EPS below $0.50 or revenue falling short of $1.7 billion would confirm 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 move, suggesting that investors anticipate 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

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Communication Services

n=30

Fade rate: 13 of 28 (46%)

This setup has occurred 30 times across Communication Services in the last 2 years. 13 of 28 faded and 15 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.1%, with a raw directional average of +2.0% (modestly positive historical bias).

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 significantly, confirming a positive outlook for the company.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may remain volatile as investors reassess future growth prospects.

Miss

Should the company miss estimates, history indicates a potential decline in stock price, as seen in previous quarters.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer growth or retention rates.
2Insights into cost management and operational efficiency improvements.
3Comments on competitive pressures and market share.
4Future guidance on revenue and EPS expectations.
5Details on any new services or technology rollouts.

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Company Snapshot

Telecom Argentina S.A. is a major player in the communication services sector, providing integrated telecommunication solutions across Argentina....

Key Metrics to Watch

EPS

Earnings per share is a key 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, which is vital in a competitive telecommunications 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 meet revenue expectations. The stock reacted negatively, dropping 8.72% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Telecom Argentina can exceed EPS and revenue expectations, it may signal improved operational efficiency and customer growth, boosting investor confidence.

Bear Case

Conversely, if the company misses estimates again, it could indicate ongoing challenges in the competitive landscape, leading to further declines in stock price.

Key Metrics to Watch

EPS

$0.56

Earnings per share is a key 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, which is vital in a competitive telecommunications 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 improvements, which would be a positive signal for investors.

How does the revenue of $1.8 billion compare to previous quarters?

Revenue growth is critical for assessing the company's market position and ability to compete effectively in the telecommunications sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Telecom Argentina's ability to recover from previous misses, as recent investments in infrastructure could lead to improved customer retention and service quality.

Supporting Evidence

The stock has historically reacted positively to earnings beats, even when expectations are low.

Options pricing suggests a significant move, indicating that investors are anticipating a potential surprise.

Key Risk

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

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will reflect the company's ability to navigate a challenging market and meet investor expectations.

Bull Confirmed If

Achieving an EPS of $0.60 or higher with revenue exceeding $1.85 billion would confirm the bull case.

Bear Confirmed If

An EPS below $0.50 or revenue falling short of $1.7 billion would confirm 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 move, suggesting that investors anticipate 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

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Communication Services

n=30

Fade rate: 13 of 28 (46%)

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 significantly, confirming a positive outlook for the company.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may remain volatile as investors reassess future growth prospects.

Miss

Should the company miss estimates, history indicates a potential decline in stock price, as seen in previous quarters.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer growth or retention rates.
2Insights into cost management and operational efficiency improvements.
3Comments on competitive pressures and market share.
4Future guidance on revenue and EPS expectations.
5Details on any new services or technology rollouts.