Mitrade Insights is dedicated to providing investors with rich, timely and most valuable financial information to help investors grasp the market situation and find timely trading opportunities.

2021

Best News & Analysis Provider

FxDailyInfo

2022

Best Forex Educational Resources Global

International Business Magazine

Insights

News

América Móvil, S.A.B. de C.V.: 3 Key Takeaways for Long-Term Investors

Source The Motley Fool

Key Points

América Móvil added 3.1 million postpaid subscribers in the third quarter.
Free cash flow increased 41% year over year.
Net debt declined to 400 billion pesos excluding leases.
Motley Fool Issues Rare "Total Conviction" Buy Alert ›

On its third-quarter 2026 earnings call, held on Oct. 21, 2026, América Móvil, S.A.B. de C.V. (NYSE:AMX) reported total revenue of 251 billion Mexican pesos (MXN), a 7.6% year-over-year revenue increase. Subscribers upgrading to premium mobile tiers are driving higher average revenue per user across primary markets. Cash generation funded capital investments while enabling significant net debt reduction.

Three takeaways from the call highlight its operational direction.

1. Postpaid Plan Upgrades Drive Higher Revenue Per User

Customers renewing their contracts are moving to higher-tier mobile plans. This migration increases average revenue per user (ARPU, the monthly revenue earned per active subscriber) without requiring higher acquisition spending.

I can tell you that on the customers that are coming to renew their plan in our customer care centers, are moving. Half of them are moving to a better plan.
-- Daniel Hajj Aboumrad, Chief Executive Officer

2. Strategic Integration Expands Fiber Reach in Key Markets

Management is integrating Desktop, a Brazilian regional fiber-optic internet provider, to capture commercial synergies across 4.8 million homes passed. Expanding fiber coverage strengthens bundled offerings and protects fixed-line revenue.

We are working very hard because we are just taking desktop on October 1. So I think we have a lot of synergies.
-- Daniel Hajj Aboumrad, Chief Executive Officer

3. Cash Generation Supports Substantial Net Debt Reduction

Free cash flow (the cash remaining after paying for operational expenses and capital projects) expanded sharply over prior-year levels. Internal cash generation fully funded capital investments while lowering net debt.

Our free cash flow was 41% higher than that of 2025, which in turn had been 47% greater than that of the year before.
-- Carlos Jose Garcia Moreno Elizondo, Chief Financial Officer

Looking Ahead

Market competition demands constant brand focus. Scale and brand equity through Telcel (the company's Mexican mobile brand) provide lasting structural advantages. Management prioritizes network quality and subscriber retention.

We need to have a vision. Telcel is a very strong brand in Mexico. So all of that, we need to follow that and still do what we have been doing.
-- Daniel Hajj Aboumrad, Chief Executive Officer

Defending market leadership requires disciplined reinvestment in distribution channels and infrastructure. Capital allocation remains tied to network performance and commercial execution.

So we still need to do what we have been doing: reinforce our investment, train our people, more salespeople, more distributors, all of that.
-- Daniel Hajj Aboumrad, Chief Executive Officer

Should you buy stock in América MóvilB. De C.v. right now?

Before you buy stock in América MóvilB. De C.v., consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and América MóvilB. De C.v. wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $337,166!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,339,143!*

Now, it’s worth noting Stock Advisor’s total average return is 904% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

See the 10 stocks »

*Stock Advisor returns as of October 28, 2026.

The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Disclaimer: For information purposes only. Past performance is not indicative of future results.

Recommended Articles

The Fed will sit still on October 28 — but 100 of 100 economists now expect a December hike A Reuters poll run October 16-20 found 94 of 100 economists expecting the Fed to hold at 3.75-4.00% on October 28 — and all 100 expecting a hike in December, against less than half a month earlier. The market is close to the same price, with CME FedWatch at roughly 17% for October and 82.8% for December. With the Fed in blackout since October 17, here are the five dates that decide the rest of the year, what each one is priced for, and the two directions each can take.

Author Irene Q.

Oct 22, Thu

A Reuters poll run October 16-20 found 94 of 100 economists expecting the Fed to hold at 3.75-4.00% on October 28 — and all 100 expecting a hike in December, against less than half a month earlier. The market is close to the same price, with CME FedWatch at roughly 17% for October and 82.8% for December. With the Fed in blackout since October 17, here are the five dates that decide the rest of the year, what each one is priced for, and the two directions each can take.

Big Tech's $800 billion AI bill faces its first real test — free cash flow is the judge Alphabet and Microsoft report after the close on October 28, Amazon on October 29, with hyperscaler AI capex running near $800 billion a year. Meta's negative free cash flow and 9.40% drop on October 22 was the warning; this week's prints decide whether cloud growth and backlog can pay for the buildout. Here are the consensus numbers, the free-cash-flow table and the two-sided test.

Author Irene Q.

Oct 26, Mon

Alphabet and Microsoft report after the close on October 28, Amazon on October 29, with hyperscaler AI capex running near $800 billion a year. Meta's negative free cash flow and 9.40% drop on October 22 was the warning; this week's prints decide whether cloud growth and backlog can pay for the buildout. Here are the consensus numbers, the free-cash-flow table and the two-sided test.

Anthropic files for a $2 trillion IPO — the $80.7 billion loss is the decoy, the $450 billion compute bill is the risk Anthropic publicly filed its S-1 on October 26, revealing $16.29 billion of first-half revenue (+1,304% year over year) and a $80.7 billion net loss — of which $72.4 billion is a non-cash convertible-note charge. The real number is the $450 billion of signed, mostly non-cancelable compute commitments. Here is what the filing says, why NVDA, ARM and MU are the tradeable read-through, and the conditions that decide whether the AI trade passes its first public valuation test.

Author Irene Q.

Oct 27, Tue

Anthropic publicly filed its S-1 on October 26, revealing $16.29 billion of first-half revenue (+1,304% year over year) and a $80.7 billion net loss — of which $72.4 billion is a non-cash convertible-note charge. The real number is the $450 billion of signed, mostly non-cancelable compute commitments. Here is what the filing says, why NVDA, ARM and MU are the tradeable read-through, and the conditions that decide whether the AI trade passes its first public valuation test.

Fed October Rate Decision Preview: Rate Hike Pause Has Become Consensus, How Will US Stocks, Dollar, and Gold React?The Federal Reserve will announce its October interest rate decision at 14:00 Eastern Time on October 28, and Fed Chair Warsh will hold a press conference at 14:30. Markets currently wide

Author TradingKey

Oct 27, Tue

The Federal Reserve will announce its October interest rate decision at 14:00 Eastern Time on October 28, and Fed Chair Warsh will hold a press conference at 14:30. Markets currently wide

Brent's $115 front month sits $4.6 above January — the $14 spread to WTI is the supply-risk premium December Brent trades at $115.29 while January is $110.71, a $4.58 backwardation. The December Brent-WTI spread is $14.2, versus a $3-5 normal. That gap, not the headline, is where the Middle East supply risk is priced. Here is what the curve says, why the December contract's expiry on October 30 will mechanically cut the headline by $4.6, and the 108.81 neckline that decides the next move.

Author Irene Q.

21 hours ago

December Brent trades at $115.29 while January is $110.71, a $4.58 backwardation. The December Brent-WTI spread is $14.2, versus a $3-5 normal. That gap, not the headline, is where the Middle East supply risk is priced. Here is what the curve says, why the December contract's expiry on October 30 will mechanically cut the headline by $4.6, and the 108.81 neckline that decides the next move.

Popular Symbols