NYSE · Telecommunications

TELECOM ARGENTINA SA TEO

Telecom Argentina S.A., together with its subsidiaries, provides telecommunications services in Argentina, Paraguay, Uruguay, Chile and the United States. The company offers mobile telecommunications services, including voice communications, high-speed mobile internet content and applications download, online streaming, and other services; and sells mobile communication devices, such as handsets, modems, MiFi and wingles, and smartwatches.

Telecommunications Equipment

Company profile

Business mix

  • The company offers mobile telecommunications services, including voice communications, high-speed mobile internet content and applications download, online streaming, and other services.
  • It also offers internet connectivity products, including virtual private network services, traditional internet protocol links, and other products; and programming and other cable television services.
  • In addition, the company provides telephone services, including local, domestic, and international long-distance telephone services, as well as public telephone services.
  • Further, it offers infrastructure, interconnection, datacenter, internet, value added, and international long-distance services.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 23.63 FCF 14.15% Buyback N/A
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oaktree Capital Management Howard Marks 0.3% $19.0M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $11.9M Estimated from net reduced shares
Net share change / base shares -38.7% -1,022,019 / 2,644,263
Oaktree Capital Management Howard Marks 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -0.6% 13F value change -$4.2M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -10.7% 13F value change +$8.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -30.9% 13F value change -$8.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,644,263 Last 3 periods -1,022,019 (-38.7%) Total shares 1,622,244 Value $19.0M

Recent mentions

No public mentions.