EarningsQ2 2026 Earnings Report
MX:TIMBN Q2 2026 EPS Results
Actual EPS$7.27
Consensus EPS$7.46
Beat/MissMissed by -$0.19
One Year Ago EPS$6.18
MX:TIMBN Q2 2026 Revenue Results
Actual Revenue$23.86B
Expected Revenue$23.51B
Beat/MissBeat by +$349.24M
YoY Revenue Growth+18.37%
Earnings Announcement Details
QuarterQ2 2026
Date07/27/2026
TimeAfter Close
Conference CallMonday, July 27, 2026
MX:TIMBN Upcoming Earnings
TIM's next earnings date is estimated for November 3, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:TIMBN Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple encouraging operational and financial indicators — revenue growth, margin expansion, strong cash generation, platform and B2B momentum, successful product launches and AI-driven efficiency gains — while acknowledging near-term execution challenges: mobile base contraction, churn and competitive promotional pressures, bad-debt volatility and integration costs from recent acquisitions. Management provided mitigation plans (new commercial offers, CapEx optimization, asset monetization, AI initiatives) and reiterated confidence in absorbing I-Systems CapEx and supporting dividend policy. Overall, positive fundamental trends and clear strategic actions outweigh the near-term operational headwinds.Company Guidance
Revenue Near BRL 4 Billion and Service Revenue Growth
Total revenue approaching BRL 4 billion in the quarter; service revenue increased around 6% in the first half, reflecting broader contribution across business lines.
Profitability Expansion
EBITDA grew around 7% in the first half and EBITDA after lease increased close to 8%, supported by operational efficiency and margin expansion.
Net Income and Strong Cash Generation
Net income surpassed BRL 1 billion in the quarter, increasing around 6% year-over-year. Operating cash flow surpassed BRL 3 billion in the first half and grew at a double-digit pace.
Mobile Mix Shift Toward Higher‑Value Customers
Postpaid now represents close to 70% of mobile service revenue, supporting a more resilient and higher-value mobile base; mobile service revenue grew mid-single digit (~4.7%) in the first half.
Broadening Revenue Base — Platform and B2B Growth
Platform revenues showed a sharp increase (noted as more than doubled in Q2), and B2B is gaining relevance (around 7% of service revenues / ~6.6% of overall revenue), driven by IoT, private networks and digital solutions.
Strategic M&A and FTTH Momentum (I-Systems)
Acquisition of I-Systems positions TIM to control the broadband network and customer experience, accelerating FTTH strategy while management expects no material incremental CapEx pressure due to planned CapEx optimizations.
New Commercial Initiatives and Convergence
Launched TIM Ultra Combo (fiber + mobile + content) nationwide, TIM Play (content aggregation), TIM Fit (credit-card payable control plan) and a partnership with PicPay to expand digital distribution and cross-sell opportunities.
AI-Enabled Efficiency and Collections Improvement
Artificial intelligence initiatives (collections, network, IT, legal, customer care) engaged more than 2 million customers in collections and delivered meaningful improvements in recovery rates; company reports material productivity gains from early AI implementations.
Recognition and Governance
Company culture recognized by Great Place to Work and continued emphasis on governance practices.
MX:TIMBN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed