TIM Group (TIIAY)
OTHER OTC:TIIAY
Earnings Data
Report Date
May 25, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0Last Year’s EPS
-0.12Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong execution and financial discipline: the company delivered guidance for the fourth consecutive year, showing revenue and EBITDA growth, disciplined CapEx, improved cash generation and reduced leverage. High-growth areas (TIM Enterprise cloud, TIM Brasil) and strategic improvements (capital-structure simplification, 1998 concession fee settlement, ESG milestones) are notable positives. Key near-term headwinds include MVNO-related revenue phasing into 2026, the reversal of some nonrepeatable cash gains, a significant accounting one-off (EUR 0.6bn) that hit 2025 EBITDA, and timing/regulatory uncertainty over Sparkle disposal and RAN/rent-sharing approvals. On balance, positives (recurring operational improvements, cash generation, deleveraging and cloud momentum) outweigh the lowlights, which are largely timing or noncash/accounting effects.Company Guidance
Group revenue and EBITDA growth
Group revenues increased 2.7% to EUR 13.7 billion and EBITDA after lease grew 6.5% to EUR 3.7 billion in 2025, reflecting commercial momentum, operating leverage and tight cost control.
Strong cash generation and deleveraging
EBITDA after lease minus CapEx rose 17% to EUR 1.8 billion. Equity free cash flow after lease reached EUR 0.7 billion and year-end net debt after lease decreased to EUR 6.9 billion with leverage at 1.86x, supporting the company’s deleveraging path and capital structure objectives.
Disciplined CapEx
Group CapEx stayed disciplined at EUR 1.9 billion (around 14% of revenues); domestic CapEx intensity was roughly 12% of revenues, consistent with the stated investment framework and targeted 5G / data center investments.
Italy - resilient domestic performance
Italy revenues rose 1.9% to EUR 9.5 billion and domestic EBITDA after lease increased 5.1% to EUR 2.0 billion. Domestic EBITDA after lease minus CapEx grew 18% to EUR 0.8 billion, showing improving profitability despite competitive intensity.
TIM Enterprise acceleration (Cloud-led)
TIM Enterprise total revenues grew 7% to EUR 3.5 billion and service revenues grew 9% year-on-year. Cloud was the main engine, expanding 24% and representing over 40% of Enterprise service revenue, with backlog ~EUR 4.2 billion (>60% secured for 2026).
TIM Brasil — profitable, efficient growth
TIM Brasil delivered mid-single-digit top-line growth, nearly 9% EBITDA after lease growth and margin expansion; strong monetization with the highest ARPU in the market and double-digit cash-generation growth.
Strategic and governance progress
Shareholders approved capital-structure simplification (share capital reduction and savings-share conversion timeline), a 10-for-1 reverse stock split approval sought, and management confirmed the 2026 guidance and forthcoming Capital Market Day to detail strategy/synergies.
Material one-off legal settlement strengthens financial flexibility
Italian Court of Cassation ruling closes a >20-year dispute and triggered approximately EUR 1.0 billion non-appealable compensation (recognized in 2025 EBITDA as other income); cash receipt is expected to materialize in 2026 and will enhance financial flexibility.
ESG and people metrics
Operational ESG milestones: 100% green energy, women at 52.3% of workforce and 33.5% in leadership, digital solutions growth +22% and digital identity services at 34%; Brazil upskilled 60% of workforce with plans to train >20% more in 2026.
Customer monetization and product wins in Consumer
TIM Consumer repricing across >8 million fixed and mobile consumer lines drove wireline ARPU +5.1% and mobile ARPU +0.4% in 2025; TIM Vision service revenues grew ~5% and contributed to retention and monetization.
TIIAY 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
TIIAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $7.64 | $7.65 | +0.22% |
Nov 05, 2025 | $5.67 | $5.61 | -1.23% |
Aug 05, 2025 | $4.79 | $4.91 | +2.50% |
May 07, 2025 | $4.05 | $4.05 | -0.05% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does TIM Group (TIIAY) report earnings?
TIM Group (TIIAY) is schdueled to report earning on May 25, 2026, TBA (Confirmed).
What is TIM Group (TIIAY) earnings time?
TIM Group (TIIAY) earnings time is at May 25, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TIIAY EPS forecast?
TIIAY EPS forecast for the fiscal quarter 2026 (Q1) is 0.