The earnings call highlighted solid revenue and EBITDA growth, successful price adjustments, and strong performance in Brazil. However, challenges remain with equity free cash flow, pending legal outcomes, and leadership changes.
Company Guidance
In the recent call, TIM provided guidance indicating that for the first half of 2025, they are on track to meet their full-year targets, both operationally and financially. Key metrics highlighted include a year-on-year total revenue growth of 2.7%, service revenue growth of 3.3%, and an EBITDA after lease increase of 5%. CapEx was reported at EUR 0.8 billion, representing about 13% of total revenues, and equity free cash flow was slightly negative at around EUR 0.1 billion, but turned positive in Q2. The company maintains a stable net debt after lease of EUR 7.5 billion, with a leverage ratio below 2.1x. They anticipate an acceleration of domestic EBITDA in the second half, supported by price increases and operational efficiencies. Despite Adrian Calaza's upcoming departure as CFO, TIM remains focused on executing their strategy and confirms guidance for the full year, with potential for better-than-expected cash flow performance.
Revenue and EBITDA Growth
Total revenues grew by 2.7% year-on-year, with service revenues increasing by 3.3%. EBITDA after lease increased by 5%.
Successful Price Adjustments
Price adjustments across Wireline and mobile customer bases were implemented, with a lower-than-expected impact on churn. This confirms the success of the volume to value strategy.
TIM Brazil Performance
TIM Brazil delivered mid-single digit top-line growth, driven by mobile service revenue. EBITDA after lease margin reached nearly 38% of revenues with year-on-year growth of 6%.
Operational Efficiency
Group CapEx intensity was below the full year target, and EBITDA after lease margin increased by 0.5 percentage points compared to the same period last year.
TIM Group (TIIAY) 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
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
Aug 05, 2025
$4.79
$4.91
+2.51%
May 07, 2025
$4.05
$4.05
0.00%
Feb 12, 2025
$3.15
$3.17
+0.63%
Nov 13, 2024
$2.30
$2.30
0.00%
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 Nov 05, 2025, TBA (Confirmed).
What is TIM Group (TIIAY) earnings time?
TIM Group (TIIAY) earnings time is at Nov 05, 2025, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.