Telefônica Brasil S.A. (VIV)

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Telefônica Brasil's net revenue was driven by growth in postpaid plans and fiber optics, considered strategic for the company. The EBITDA margin rose to 40.5%, reflecting efficiency gains. This is due to digitalization and cost control. VIV has a large net cash position, which ensures security given the significant investments still to be made.

Telefônica Brasil now offers record margins, sector-leading growth, and robust cash generation, making it a compelling buy after strong Q2 2025 results. Its operational efficiency, expanding fiber and digital businesses, and low churn drive superior profitability and position it as a leader in Latin America. Despite recent stock highs, the company trades at a persistent valuation discount, with high margins, low leverage, and an attractive, rising dividend yield.

Telefônica Brasil S.A. (NYSE:VIV ) Q2 2025 Earnings Conference Call July 29, 2025 9:00 AM ET Company Participants Christian Mauad Gebara - CEO, Member of Board of Executive Officers & Director David Melcon Sanchez-Friera - Chief Financial & Investor Relations Officer and Member of Board of Executive Officers Joao Pedro Soares Carneiro - Corporate Participant Conference Call Participants Bernardo Guttmann - XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A.

Sao Paulo, Brazil--(Newsfile Corp. - July 28, 2025) - Telefônica Brasil (B3: VIVT3) (NYSE: VIV) announces its results for 2Q25. Strong operating performance led to robust Revenue, EBITDA and Net Income growth.

Telefonica Brasil (VIV) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Investors interested in stocks from the Diversified Communication Services sector have probably already heard of Telefonica Brasil (VIV) and Telus (TU). But which of these two stocks presents investors with the better value opportunity right now?

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Investors need to pay close attention to VIV stock based on the movements in the options market lately.

Telefonica Brasil is up nearly 50% year-to-date after a weak 2024, driven by robust operational results and optimism about macro trends like currency strength and peaking rates. Revenue and EBITDA are growing above inflation, margins are expanding, and leverage remains very low at just 0.5x, supporting consistent free cash flow generation. Management has reiterated a 100% payout policy for 2025–2026, with potential upside to 120% supported by healthy cash reserves and recent buybacks.

Telefônica Brasil leads Brazil's telecom market with strong postpaid, fiber, and digital solutions, driving the country's digital transformation and expanding its B2B and fintech ecosystem. Q1 2025 showed solid growth: 116M+ total accesses, 7.7% postpaid increase, nearly tripled 5G coverage, 8.1% EBITDA growth, and net profit up 18.1% YoY. Attractive valuation with EV/EBITDA FWD at 4.5x versus the sector average of 8.1x, strong margins (EBITDA 31.3%, net 10.1%), and projected EPS growth above 20% in coming years.

St. Petersburg, FL, May 27, 2025 (GLOBE NEWSWIRE) -- Belpointe PREP, LLC (“Belpointe OZ,” “we,” “us,” “our” or the “Company”) (NYSE American: OZ), a publicly traded qualified opportunity fund, is pleased to announce that construction of its premier mixed-use development in St. Petersburg, Florida, VIV, is approximately 85% complete. With final construction activities underway, the project is currently anticipated to begin leasing later this year.

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Telefônica Brasil S.A. (NYSE:VIV ) Q1 2025 Earnings Conference Call May 13, 2025 9:00 AM ET Company Participants João Pedro Soares Carneiro – Director-Investor Relations Christian Gebara – Chief Executive Officer David Melcon – Chief Financial and Investor Relations Officer Conference Call Participants Bernardo Guttman – XP Marcelo Santos – JPMorgan Gustavo Farias – UBS Lucca Brendim – Bank of America Vitor Tomita – Goldman Sachs Phani Kanumuri – HSBC Operator Good morning, ladies and gentlemen, welcome to Vivo's First Quarter 2025 Earnings Call.