NOS, S.G.P.S., S.A (OTCPK:ZONNF) Q2 2025 Earnings Convention Name July 22, 2025 7:00 AM ET
Firm Contributors
Luis Moutinho do Nascimento – Govt Director
Manuel Antonio-Neto-Portugal- Ramalho Eanes – Govt Director
Miguel Nuno Santos Almeida – CEO & Vice-Chairman
Pedro Cota Dias – Company Participant
Convention Name Contributors
Ajay Soni – JPMorgan Chase & Co, Analysis Division
António Seladas – A|S Unbiased Analysis
Mathieu Robilliard – Barclays Financial institution PLC, Analysis Division
Pedro Cota Dias
Whats up, everybody. Thanks for becoming a member of NOS Second Quarter 2025 Outcomes Convention Name. We’ll have a presentation adopted by Q&A, as ordinary. However this time, we’ll begin with Manuel Eanes, who’s the [ Ex-com ] member in cost for B2B. He’ll undergo some slides on Claranet Portugal to present you a bit extra colour since that is the primary quarter that we are literally consolidating the corporate. Then Luis, our CFO, will undergo the remainder of the presentation earlier than Q&A.
I am going to now hand you over to Manuel.
Manuel Antonio-Neto-Portugal-Ramalho Eanes
Thanks, Pedro. Hello, everybody. I might like to present you a fast replace on Claranet and to clarify why we consider that we have now now on IT a a lot larger and higher progress engine.
The primary notice is that the Claranet ‘s acquisition boosts NOS’s publicity to a 4x bigger and faster-growing market. Mainly, the — we estimate the telco market in Portugal to be — the B2B market in Portugal to be price EUR 1.1 billion and the IT market in Portugal to be price round EUR 4.6 billion with principally a lot, a lot increased structural progress.
We consider that this progress is feasible to principally by driving enlargement in 3 key buy areas the place both we have now vital aggressive benefits or have a excessive progress potential. We’ll see that within the subsequent web page. We
