OI (OIBR4.SA)

Thursday

6:59 AM

Thesis: The ongoing challenges with high debt levels and competitive pressures in the telecommunications market are overshadowing any potential upside from operational improvements.

Revenue Outlook

Metric	FY2024	FY2025E	FY2026E
Revenue	$3.2B	$10.9B	$11.6B
Rev. Growth	-25.3%	+243%	+5.9%
EPS	$117.81	$-2.70	$11.81
EPS Growth	+229%	-102%	+538%
P/E (fwd)	0.0×	—	0.1×

★ Analysts see FY2025 revenue reaching $10.9B — +243% growth in a single year.

What Moves the Stock

1Changes in regulatory policies affecting telecommunications tariffs
2Market share shifts in mobile and broadband segments
3Debt restructuring outcomes and their impact on financial stability
4Consumer adoption rates of broadband services in rural areas
5Mobile services - 40%
6Fixed-line services - 35%
7Broadband internet - 25%
8Digital transformation in telecommunications

FY2024 Snapshot

Revenue: $3.2B
Rev. Growth: -25.3%
Gross Margin: -45.7%
Op. Margin: -122%
Net Margin: 302%
Net Income: $9.6B
NI Growth: +277%
EPS: $117.81
1Y Return: -91.0%

OIBR4.SA Chart

My Notes

"Management has indicated that 'while we see opportunities in rural broadband, the competitive landscape remains a significant hurdle.'"
Moat: Oi's competitive advantage is weakened by high competition and regulatory pressures, limiting its pricing power.
value - investors may seek opportunities in distressed assets with potential for turnaround.
Higher interest rates increase Oi's financing costs, impacting profitability and potentially limiting capital expenditures for network…
Watch on earnings: Mobile subscriber growth rate, Average revenue per user (ARPU), Debt-to-equity ratio.

One Sentence Summary:

Oi: the story is balanced — changes in regulatory policies affecting telecommunications tariffs.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance