The earnings call detailed significant growth and strategic advancements in Oi Soluções and cost savings through legacy demobilization. Despite these positive strides, the overall revenue decline and cash burn issues present ongoing challenges. The sentiment is cautiously optimistic with substantial progress in some areas overshadowed by revenue and cash flow concerns.

Company Guidance

During the First Quarter 2025 Earnings Call, Oi SA provided comprehensive guidance on its financial and operational performance. The company highlighted significant developments, such as the strengthening of Oi Soluções, which is the core revenue driver with 60% of total revenue, despite a 21% year-on-year decline. Oi Soluções' cloud services grew by 8%, while UC&C and IoT services increased by 30% and 12% respectively. Meanwhile, domestic subsidiaries saw a 19% revenue increase, driven by new ventures like Oi Services. Overall, Nova Oi reported revenues of R$631 million, marking a 27% year-on-year decline, primarily due to a reduction in non-core revenues. Operational efficiency measures led to a 19% reduction in OpEx and investments. Despite these efforts, consolidated net revenue fell by 34.3% compared to the previous year, largely due to the exit of fiber and TV operations. The company aims to complete legacy demobilization by year-end, projecting savings of approximately R$2.5 billion. The cash balance stood at R$1.5 billion, with an 18% cash burn in the quarter, signaling ongoing financial challenges. Oi continues to focus on transitioning to digital solutions and optimizing its cost structure to enhance profitability.

Oi Soluções Revenue Growth

Oi Soluções strengthened its presence in the cloud computing segment, growing at an annual rate of over 30% at the end of 2024. The company won bids and signed contracts totaling R$53 million in new revenue in early 2025.

Cost Savings through Legacy Demobilization

The company achieved a cost saving of about R$1 billion from January 2024 to March 2025 through the demobilization of the legacy network, with an estimated total accumulated saving of approximately R$2.5 billion by the end of 2025.

Reduction in Operating Expenses

There was a 19% reduction in operating expenses and investments in the first quarter of 2025 due to the company's focus on operational efficiency and selective capital allocation.

Growth in Subsidiary Revenues

Revenues from domestic subsidiaries grew by 19% year-on-year, driven by the start of operations of Oi Services following the sale of ClientCo.

ICT Solutions Growth

ICT services within Oi Soluções experienced growth, with cloud services revenue increasing by 8% year-on-year, UC&C revenues growing by 30%, and IoT revenues increasing by 12%.

Oi SA (OIBRQ) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

OIBRQ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 12, 2025	2025 (Q3)	- / -	1.474	―	―	―
Aug 13, 2025	2025 (Q2)	- / -	96.992	―	―	―
May 14, 2025	2025 (Q1)	- / 1.76	-1.84	195.60% (+3.60)
Mar 26, 2025	2024 (Q4)	-1.78 / -	-3.298	―
Nov 06, 2024	2024 (Q3)	-1.73 / 1.47	-19.263	107.65% (+20.74)
Aug 14, 2024	2024 (Q2)	-1.85 / 96.99	-5.73	1792.71% (+102.72)
May 08, 2024	2024 (Q1)	- / -1.84	-8.194	77.54% (+6.35)
Mar 27, 2024	2023 (Q4)	-3.65 / -3.30	-112.842	97.08% (+109.54)
Nov 08, 2023	2023 (Q3)	- / -19.26	-19.79	2.66% (+0.53)
Aug 10, 2023	2023 (Q2)	- / -5.73	-3.502	-63.62% (-2.23)

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

OIBRQ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 13, 2025	$0.10	$0.10	0.00%
May 14, 2025	$0.10	$0.10	0.00%
Mar 26, 2025	$0.10	$0.10	0.00%
Nov 06, 2024	$3.96	$4.01	+1.26%

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 Oi SA (OIBRQ) report earnings?

Oi SA (OIBRQ) is schdueled to report earning on Nov 12, 2025, After Close (Confirmed).

What is Oi SA (OIBRQ) earnings time?

Oi SA (OIBRQ) earnings time is at Nov 12, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

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What is OIBRQ EPS forecast?

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