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TIM (TIMB)
NYSE:TIMB
Earnings Data
Report Date
May 05, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.35Last Year’s EPS
0.29Same Quarter Last Year
Moderate Sell
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple clear wins: above-inflation service revenue growth, strong EBITDA and margin expansion, double-digit operating cash flow growth, leading 5G coverage and network awards, recovery in fixed broadband and meaningful scale in B2B. These positives were balanced against a handful of operational and timing challenges — an accelerated prepaid revenue decline (albeit stabilizing), some Q4 one-offs that boost reported metrics, rising content and network costs tied to 5G expansion, portability/churn risks near-term, and outstanding longer-term tax reform uncertainty. On balance the company delivered its guidance, sustained disciplined capital allocation, and outlined concrete remediation actions (I-Systems acquisition, efficiency program, tower negotiations), so the overall tone is constructive and confident.Company Guidance
Service Revenue Growth Above Inflation
Service revenue grew 5.2% year-on-year, outpacing inflation and reflecting solid top-line performance across the business.
Strong Profitability and Margin Expansion
EBITDA increased 7.5% year-on-year with EBITDA margin expanding to 51%. EBITDA after lease grew 8.3% year-on-year, demonstrating margin sustainability after lease-related costs.
Operating Cash Flow and Cash Conversion
Operating cash flow grew double-digit, rising 15.7% year-on-year and lifting operating cash flow margin to 22.7%. CapEx was essentially flat versus 2024, supporting strong cash conversion.
Significant Shareholder Returns
Shareholder remuneration totaled BRL 4.0 billion in cash dividends plus BRL 750 million in share buybacks, representing a 139% payout ratio.
Mobile / Postpaid Momentum
Mobile services revenues rose 5.4% in the year. Postpaid was the main growth engine: postpaid revenues grew 9.5% in Q4, postpaid base expanded 8.4% (net additions positive), and postpaid ARPU (ex-M2M) reached ~BRL 55, up 3.1% year-on-year.
5G Leadership and Network Quality Recognition
TIM remained the 5G leader in Brazil with coverage in over 1,000 cities (52% more cities than the second player). The company won 6 national awards in the latest Opensignal report for quality and reliability.
Fixed Broadband Recovery (Ultrafibra)
Ultrafibra broadband revenues returned to growth in Q4, up 6.2% year-on-year. The business reached 850,000 customers, FTTH ARPU of ~BRL 95, and near-complete migration from FTTC to fiber.
B2B Traction and Scale
B2B achieved more than BRL 1 billion in total contracted value across verticals (third consecutive year of material traction). Notable scale metrics: agribusiness coverage >26 million hectares, logistics coverage >10,000 km of highways, ~470,000 smart lighting points sold.
Network Modernization and Expansion Plan
Completed network modernization in São Paulo (every site in the state modernized) improving 4G/5G capacity and quality. Plan to swap around 6,500 sites in major capitals through 2027 to raise service standards.
Operational Efficiency and Cost Discipline
OpEx grew 1.8% year-on-year (well below inflation), driven by ongoing efficiency programs, digitalization and AI initiatives. Management reported return on capital above the consensus cost of capital.
TIMB 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
TIMB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $25.30 | $25.22 | -0.32% |
Nov 03, 2025 | $21.75 | $21.88 | +0.62% |
Jul 30, 2025 | $17.13 | $17.48 | +2.06% |
May 05, 2025 | $15.37 | $16.44 | +6.95% |
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 (TIMB) report earnings?
TIM (TIMB) is schdueled to report earning on May 05, 2026, TBA (Confirmed).
What is TIM (TIMB) earnings time?
TIM (TIMB) earnings time is at May 05, 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 TIMB EPS forecast?
TIMB EPS forecast for the fiscal quarter 2026 (Q1) is 0.35.