TIM S.A. (TIMS3) Earnings Call Transcripts

TIM S.A.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, TIM S.A. reported service revenue growth of 6.5% year-over-year, driven primarily by mobile services, which grew 5.6%. EBITDA increased significantly, reflecting cost management initiatives, while operational cash flow surged 16.8%. Management maintained its guidance for the year, indicating continued focus on disciplined growth and cash flow generation amid external volatility. The company also highlighted strategic partnerships and advancements in AI as key drivers for future growth.

Reported metrics

Guidance from management

Management maintained its guidance for the year, focusing on disciplined growth and cash flow generation, with expectations for continued double-digit growth in the B2B segment.

What management said

Hello. I'm Vicente Ferreira, Investor Relations Officer of TIM SA. Welcome to our earnings call. We will review our recent results and the evolution of our strategic plan, then open the floor for Q&A with CEO, Alberto Griselli; and CFO, Andrea Viegas. Before we begin, please note that management may make forward-looking statements. So please refer to the disclaimer on the screen and on our Investor Relations website....

I can add one point in terms of margin expansion. So clearly, we are going to expand our margins in the coming quarters. And you have, as Sandra said, something season or something that is more related to the macro environment or the price up like bad debt, and at the same time, there are a number of initiatives that we are working on, on leases and on cost to keep optimizing the productivity of our company. .

What analysts pressed on

Analysts expressed concerns regarding the rising delinquency rates and their potential impact on future growth. There were also questions about the sustainability of prepaid revenue declines and the competitive landscape's pricing dynamics.

Main topics on the call

• Service Revenue Growth — TIM reported a service revenue growth of 6.5% year-over-year, with mobile service revenues increasing by 5.6%. CEO Alberto Griselli stated, "Profitability also evolved positively; EBITDA grew at a solid pace and the EBIT...
• Operational Cash Flow Improvement — Operational cash flow grew by 16.8%, reinforcing the company's cash generation strength. This performance is attributed to "consistent choices around commercial discipline, cost control and capital allocation".
• B2B Revenue Growth — B2B revenues reached approximately BRL 1.1 billion, marking a 30% year-over-year growth. Management indicated that B2B has become a key pillar of their strategy, with expectations for continued double-digit growth.
• AI Initiatives — Management emphasized the transformative potential of AI, stating that early results show productivity gains of over 20% in software development. This initiative is part of a broader strategy to enhance operational effic...

Read the full TIM S.A. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 29 TIM S.A. earnings call transcripts on record, spanning February 12, 2020 to July 28, 2026. Based on this history, TIM S.A. reports quarterly. The most recent call on file is dated July 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TIMS3

Exchange

BOVESPA

Country

BR

Sector

Communication Services

Industry

Wireless Telecommunication Services

Calls on record

29

First call

February 12, 2020

Most recent

July 28, 2026

Reporting cadence

quarterly