SEC Form 6-K filed by America Movil S.A.B. de C.V.

Mexico City - América Móvil, S.A.B. de C.V. (“América Móvil”) [BMV: AMX] [NYSE: AMX, AMOV], announced today its financial and operating results for the second quarter of 2026.

Highlights

Relevant Events

Acquisition of WOW in Peru

Today we announced an agreement to acquire 100% of WOW Peru from Liberty Latin America and Narvik Capital Partners, subject to approval by the Peruvian competition authority. WOW has a fiber broadband network with presence in regions outside Lima, which complements Claro Peru’s existing infrastructure. This transaction supports our long-term commitment in Peru and strategy of expanding access to high-quality digital connectivity.

Access Lines

3.5M postpaid net adds

In the second quarter we added 3.5 million postpaid subscribers with Brazil leading the way with 1.5 million subscribers. Colombia followed with 250 thousand, Peru with 173 thousand, Argentina with 154 thousand and Mexico with 101 thousand subscribers. In the prepaid segment we registered 3.7 million net losses as Colombia and Argentina cleaned-up their base.

531k new broadband accesses

In the fixed-line segment we connected 531 thousand new broadband accesses. Mexico was the main contributor with 170 thousand accesses, followed by Brazil with 83 thousand and Colombia with 74 thousand. As regards Pay TV we added 110 thousand units, with most of them coming from Argentina, Eastern Europe and Central America.

At the end of June we had 414.5 million access lines of which 334.3 million were wireless subscribers— including 149.8 million postpaid subscribers—and 80.2 million were fixed-line RGUs: 37.8 million broadband accesses, 13.9 million Pay TV units and 28.4 million landlines.

Postpaid base +9.1% YoY and broadband accesses +6.1% YoY

Mobile postpaid and fixed-broadband accesses remained the main drivers of growth of our customer base, increasing by 9.1% and 6.1% respectively compared with the year-earlier quarter.

América Móvil Consolidated Results

Throughout the second quarter, with the Iran war raging, oil prices remained elevated, peaking mid-May at a price roughly 70% higher than prior to the war. This brought about greater concerns regarding inflation worldwide and the expectation—and in some cases the reality—of higher interest rates including those at the long end of the yield curve (the 30 year U.S. Treasury notes reached their highest yield in nearly 20 years). However, in spite of the supporting dollar rates, the U.S. dollar did not grow stronger against most currencies in our region of operations—including Latam currencies and the Euro—and in fact depreciated 6.6% vs. the Colombian peso.

Second quarter revenue was up 3.1% year-on-year in Mexican peso terms to 241 billion Mexican pesos, as service revenue increased 3.4% with EBITDA rising at a slightly faster pace, 3.8%, to 96 billion pesos. At constant exchange rates service revenue was up 5.1% while EBITDA increased 5.3%—it would have increased 6.7% absent a one-off charge in Mexico. Compared to the year-earlier quarter the Mexican peso appreciated significantly vs. the U.S. dollar and the Euro—12.3% and 9.6% respectively—while remaining flat vs. the Brazilian real and depreciating 3.3% vs. the Colombian peso.

Mobile service revenue maintained the pace observed the prior quarter, 6.5%, while fixed-line service revenue accelerated to 2.7% from 1.7% the prior quarter. On the mobile platform postpaid revenue expanded 7.2% as in the preceding quarter, with prepaid revenue growth rising 5.3%, a slightly faster pace than in the prior quarter. Mexico, Colombia and the Central American block were the best performers in terms of improved mobile service revenue growth.

Regarding fixed-line revenue the more rapid pace was driven by broadband and Pay TV revenue which improved from 4.2% to 5.4% and from 3.1% to 4.6% respectively. Mexico, Peru, Eastern Europe and Central America all contributed to the improvement in broadband revenue growth. As for the recovery in the Pay TV segment, Brazil was the top performer, moving up from a 4.7% pace to 7.5%.

Operating profit totaled 51.8 billion which was up 9.5% in Mexican peso terms. Our comprehensive financing costs rose to 10.4 billion pesos partly reflecting lower foreign exchange gains than the ones observed a year before.

Our net income totaled 24.3 billion pesos, a 9.2% increase from the year-earlier quarter. It was equivalent to 40 peso cents per share and 47 dollar cents per ADR.

Throughout the first half of the year our capital expenditures amounted to 48.1 billion pesos; our share buybacks to 4.6 billion and the service of our labor obligations to 8.4 billion pesos. These were all covered by our cash flow which, together with net dividend income of 1.1 billion pesos, allowed us to reduce our net debt in cash flow terms by 30.9 billion pesos.

Excluding capitalized lease obligations, net debt totaled 402 billion pesos at the end of June, which represented 1.31 times LTM EBITDAaL.

Mexico

101k postpaid net adds 

Telcel gained 247 thousand wireless subscribers in the second quarter including 101 thousand postpaid subscribers. Our wireless base stood at 84.5 million subscribers at the end of June, 0.5% higher than a year earlier. Telcel remained a net gainer in mobile number portability. On the fixed-line side Telmex added 170 thousand new broadband accesses and disconnected 20 thousand landlines, bringing its fixed-line base to nearly 23 million RGUs.

Mobile service revenue +6.6% YoY 

Revenue increased 3.2% year-on-year to 86.9 billion pesos, with service revenue growing 4.4%. In the mobile segment service revenue growth accelerated to 6.6% from 5.7% in the first quarter. Notably, the improvement was broad-based, with prepaid service revenue growing 5.7%, up from 4.6% in the previous quarter, and postpaid service revenue rising 7.7%, its strongest performance in several quarters.

Broadband revenue +6.3% YoY 

Service revenue at Telmex was essentially flat year-on-year, reflecting mixed trends across business lines. Broadband revenue increased 6.3%, accelerating from 4.6% in the first quarter, while corporate revenue declined 7.8%.

EBITDA excluding one-off +4.3% YoY 

EBITDA for the period totaled 35.2 billion pesos, up 0.6% from a year earlier. The quarter’s results reflect a one-off charge associated with a regulatory fine on Telmex. Without the impact of this fine, EBITDA would have increased 4.3% year-on-year. The EBITDA margin for the period was 40.6% of revenue.

Mobile registration period extended  

The registration period for wireless lines, which had been scheduled to conclude on July 1^st, was extended by the Comisión Reguladora de Telecomunicaciones. The deadline will depend on the last digit of the phone number and will run between August 15^th to December 31^st, 2026. Prepaid customers who do not complete registration by the applicable deadlines will have their service suspended. Service will be restored once registration is completed. We continue to encourage customers to complete the registration process before the new deadline.

BRAZIL

1.5M postpaid net adds 

Wireless net additions totaled 1.5 million postpaid subscribers including 680 thousand M2M units. Our wireless base reached 92.3 million subscribers at the end of June, representing a 4.4% year-on-year increase. Claro remains the market leader in both prepaid and postpaid net additions through June and is also the leader in mobile number portability.

83k new broadband accesses 

In the fixed-line segment in spite of adding 83 thousand new broadband accesses and 3 thousand Pay TV units we ended up with 49 thousand less fixed-line RGUs. At the end of June we had 21.8 million fixed-line RGUs.

Claro’s convergent customer base combining fixed-line and mobile services increased 15% year-over-year and remains a key driver of customer retention and revenue growth.

Fixed-line service revenue +4.1% YoY 

Revenue grew 5.4% year-on-year to BRL 13.5 billion, with service revenue increasing 5.3%. Mobile service revenue rose 6.1% with postpaid revenue increasing 7.1%. These results reflect the strength of our commercial performance despite an increasingly competitive environment and heightened promotional activity across the industry. Fixed-line service revenue growth accelerated from 2.6% in the first quarter to 4.1% in the current period. This acceleration was mainly driven by Pay TV revenue which increased 7.5% year-on-year, and corporate networks revenue, which grew 13.0%. Meanwhile, broadband revenue increased 2.3% compared to the same period last year.

EBITDA +5.1% YoY 

EBITDA increased 5.1% year-on-year to BRL 5.9 billion, while the EBITDA margin remained virtually unchanged from the second quarter of last year at 44.0%.

COLOMBIA

250k postpaid net adds 

We finished June with nearly 41 million wireless subscribers after adding 250 thousand postpaid subscribers in the quarter and disconnecting 2.5 million prepaid subscribers as part of a base cleanup. On the fixed-line platform we added 74 thousand broadband accesses and 3 thousand Pay TV units, while disconnecting 27 thousand landlines. Our fixed-line base had 9.8 million RGUs at the end of June, 1.3% more than a year before.

Mobile service revenue +10.5% YoY 

Revenue for the quarter increased 5.8% year-on-year to 4.4 trillion Colombian pesos, with service revenue rising 7.5%, slightly above the growth rate reported in the previous quarter. Mobile service revenue also accelerated, increasing 10.5% year-on-year and translating into 6.6% ARPU growth.

Postpaid revenue +10.2% YoY 

Postpaid revenue delivered its strongest performance in more than seven years, growing 10.2% on the back of Claro’s 5G network. In the fixed-line segment service revenue increased 3.0% year-on year, while broadband revenue rose 3.9%, up from 3.0% growth in the first quarter.

EBITDA 12.5% YoY 

Quarterly EBITDA increased 12.5% to 1.8 trillion Colombian pesos, as the EBITDA margin climbed from 39.4% to 41.9% on better operating leverage and continued cost-control efforts.

5G services in 78 cities and towns 

We continued the rollout of our 5G network expanding coverage to 78 cities and towns in Colombia. Improved network quality and speeds have contributed to an enhanced customer experience. This, in addition to our efforts to strengthen Claro’s value proposition, have enabled us to remain a net gainer in mobile number portability.

PERU

173k postpaid net adds 

We added 173 thousand postpaid subscribers and disconnected 72 thousand prepaid users in the period. At the end of June we had 13.3 million wireless subscribers, 3.8% more than a year earlier. Claro remained the leader in mobile number portability during the period. On the fixed-line platform we added 32 thousand RGUs—including 46 thousand broadband accesses—and reached 2.1 million fixed-line RGUs, 9.1% more than a year before.

Postpaid revenue +6.5% YoY 

Revenue reached 1.9 billion soles in the second quarter, an 8.1% year-on-year increase. Service revenue grew 6.5%, compared with 4.8% in the first quarter. In the mobile segment service revenue increased 3.4%, with postpaid revenue rising 6.5%.

Broadband revenue +8.0% YoY 

Fixed-line service revenue was the main driver of this acceleration, supported by broadband revenue growth of 8.0%, up from 5.9% in the prior quarter. Corporate networks revenue was also an important contributor as its revenue expanded 68.2% related to an important one-time project.

EBITDA +7.5% YoY 

EBITDA rose 7.5% to 729 million soles. The EBITDA margin was 39.3% of revenue, slightly lower than in the year-ago quarter, reflecting a higher contribution from handset sales, which carry lower margins than service revenues.