América Móvil, S.A.B. de C.V. (AMX): ANSOFF Matrix Analysis [Jan-2025 Mise à jour]

América Móvil se dresse au carrefour de la transformation numérique, naviguant stratégiquement dans le paysage complexe des télécommunications à travers l'Amérique latine avec une stratégie de croissance audacieuse et multiforme. En fabriquant méticuleusement une matrice Ansoff qui couvre la pénétration du marché, le développement, l'innovation des produits et la diversification stratégique, le géant des télécommunications est sur le point de redéfinir la connectivité, les services numériques et les écosystèmes technologiques sur les marchés émergents. Cette approche globale promet non seulement des expériences client améliorées, mais positionne également AMX comme un leader dynamique et avant-gardiste dans le domaine des télécommunications numériques en évolution rapide.

América Móvil, S.A.B. de C.V. (AMX) - Matrice Ansoff: pénétration du marché

Développez les offres de packages de données mobiles avec des prix compétitifs sur les marchés latino-américains existants

Au T1 2023, América Móvil a rapporté 272,5 millions d'abonnés mobiles en Amérique latine. La consommation moyenne de données mobiles a atteint 4,2 Go par utilisateur par mois.

Marché	Abonnés mobiles	Utilisation mensuelle moyenne des données
Mexique	87,3 millions	3,9 Go
Brésil	56,4 millions	4,5 Go
Colombie	33,2 millions	3,7 Go

Augmenter la rétention de la clientèle grâce à des programmes de fidélité améliorés

Le taux de désabonnement des clients en 2022 était de 2,8% sur les marchés latino-américains.

• L'adhésion au programme de fidélité a augmenté de 15,6% en 2022
• La valeur moyenne à vie du client a atteint 487 $ par abonné
• Le score du promoteur net s'est amélioré à 42 en 2022

Mettre en œuvre des campagnes de marketing agressives

Les dépenses de marketing en 2022 ont totalisé 1,2 milliard de dollars, ce qui représente 8,3% des revenus totaux.

Canal de marketing	Dépenses	Taux de conversion
Publicité numérique	420 millions de dollars	3.7%
Télévision	350 millions de dollars	2.9%
Réseaux sociaux	230 millions de dollars	4.2%

Optimiser l'infrastructure réseau

Les dépenses en capital pour les infrastructures de réseau en 2022 étaient de 2,6 milliards de dollars.

• La couverture 4G s'est étendue à 92% de la population
• Déploiement du réseau 5G sur 7 marchés majeurs
• Latence du réseau réduit à 18 millisecondes

América Móvil, S.A.B. de C.V. (AMX) - Matrice Ansoff: développement du marché

Extension sur les marchés des télécommunications rurales mal desservies

América Móvil a identifié 87 marchés ruraux en Amérique latine avec moins de 40% de pénétration mobile. La société a investi 423 millions de dollars dans le développement des infrastructures rurales en 2022.

Pays	Marchés ruraux ciblés	Investissement (USD)
Brésil	24	127 millions de dollars
Mexique	31	156 millions de dollars
Colombie	18	84 millions de dollars
Argentine	14	56 millions de dollars

Cibler les économies émergentes avec une infrastructure de télécommunications limitée

América Móvil a priorisé 6 économies émergentes avec des écarts d'infrastructure de télécommunications:

• Bolivie: taux de connectivité rural de 62%
• Paraguay: taux de connectivité rurale à 54%
• Honduras: taux de connectivité rurale de 47%
• Nicaragua: taux de connectivité rurale de 41%
• Guatemala: taux de connectivité rurale de 39%
• El Salvador: taux de connectivité rurale à 36%

Partenariats stratégiques avec les fournisseurs de télécommunications locaux

En 2022, América Móvil a établi 12 partenariats stratégiques en Amérique latine, les investissements en partenariat total atteignant 287 millions de dollars.

Partenaire	Pays	Valeur de partenariat
Télécom personnel	Argentine	62 millions de dollars
Téléfónica	Pérou	58 millions de dollars
Claro Chili	Chili	45 millions de dollars
Autres fournisseurs locaux	Divers	122 millions de dollars

Opportunités de l'opérateur de réseau virtuel mobile (MVNO)

América Móvil a identifié 9 pays avec un potentiel MVNO, ciblant les marchés avec moins de 50% de pénétration du marché mobile.

• Venezuela: 38% de pénétration du marché
• Equateur: 42% de pénétration du marché
• République dominicaine: 45% de pénétration du marché
• Haïti: 33% de pénétration du marché
• Cuba: 36% de pénétration du marché

América Móvil, S.A.B. de C.V. (AMX) - Matrice Ansoff: développement de produits

Lancez les services sans fil mobile 5G avancés et fixe avancés

América Móvil a investi 1,2 milliard de dollars dans l'infrastructure de réseau 5G en 2022. La société a déployé des services 5G sur 12 marchés en Amérique latine, avec 4 567 nouvelles stations de base 5G installées.

Marché	Couverture 5G	Investissement
Mexique	67%	450 millions de dollars
Brésil	52%	320 millions de dollars
Colombie	41%	210 millions de dollars

Développer des produits d'écosystème numérique intégrés

América Móvil a lancé 17 nouvelles plates-formes de services numériques en 2022, générant 327 millions de dollars de revenus de services numériques.

• Revenus de services cloud: 124 millions de dollars
• Solutions de cybersécurité: 89 millions de dollars
• Plateformes de divertissement numérique: 114 millions de dollars

Créer des solutions d'entreprise groupées

La société a développé 23 packages complets de connectivité d'entreprise ciblant les petites et moyennes entreprises, générant 412 millions de dollars de revenus du segment des entreprises.

Type de package	Nombre de packages	Revenus mensuels moyens
Connectivité de base	8	$125
Connectivité avancée	12	$275
Connectivité premium	3	$495

Présenter des solutions IoT et Smart Connectivity

América Móvil a déployé 2,3 millions de connexions IoT en 2022, avec un investissement total de 156 millions de dollars en développement technologique IoT.

• Solutions IoT industrielles: 687 000 connexions
• Smart City Solutions: 412 000 connexions
• IoT de soins de santé: 256 000 connexions
• IoT agricole: 945 000 connexions

América Móvil, S.A.B. de C.V. (AMX) - Matrice Ansoff: diversification

Investissez dans des plateformes de paiement fintech et numérique

En 2022, América Móvil a investi 127 millions de dollars dans des plateformes de paiement numérique en Amérique latine. Le segment des paiements numériques de la société a généré 342 millions de dollars de revenus, ce qui représente 4,3% du total des revenus de l'entreprise.

Investissement de paiement numérique	Montant	Année
Investissement total	127 millions de dollars	2022
Revenus de paiements numériques	342 millions de dollars	2022

Acquisitions de services de cloud computing et de cybersécurité

América Móvil a acquis 3 sociétés de cloud computing en 2022, investissant 215 millions de dollars. Les investissements des services de cybersécurité ont totalisé 87 millions de dollars au cours de la même période.

Catégorie de service	Investissement	Nombre d'acquisitions
Cloud computing	215 millions de dollars	3
Cybersécurité	87 millions de dollars	2

Plateformes numériques éducatives et de soins de santé

La société a lancé 7 plateformes de soins de santé numériques et 5 plateformes de technologies éducatives en 2022, avec un investissement total de 93 millions de dollars.

• Plateformes de soins de santé: 7
• Plateformes technologiques éducatives: 5
• Investissement total: 93 millions de dollars

Investissements stratégiques en capital-risque

América Móvil a investi 176 millions de dollars dans 12 startups de technologie émergentes en Amérique latine en 2022.

Catégorie d'investissement	Montant	Nombre de startups
Investissements en capital-risque	176 millions de dollars	12

América Móvil, S.A.B. de C.V. (AMX) - Ansoff Matrix: Market Penetration

You're looking at the core business strategy for América Móvil, S.A.B. de C.V. (AMX), which is pushing existing services into existing markets. This is about getting more from the customers you already have or are directly adjacent to. Here's the quick math on what's happening in the key markets based on the third quarter of 2025 results.

Aggressively migrate prepaid users to higher-value postpaid plans in Mexico and Brazil.

• Postpaid revenue growth accelerated to 9.1% in the third quarter of 2025.
• The company added over three million postpaid clients in the third quarter of 2025.
• Brazil contributed 1.5 million of those new postpaid clients in Q3 2025.
• Mexico added 98 thousand postpaid clients in the third quarter of 2025.
• The overall postpaid base increased 8.1% year-over-year as of the third quarter of 2025.
• Conversely, the prepaid platform recorded net disconnections of 31 thousand in Q3 2025, with losses in Brazil, Ecuador, and Chile offsetting gains elsewhere.

Offer bundled fixed-mobile-TV services (quad-play) at a discount to increase customer stickiness.

While I don't have the exact discount percentage you mentioned, the push for integrated services is clear through fixed-line growth, which is essential for quad-play offers. América Móvil is investing in fiber and offering bundles that include streaming services in Mexico. The fixed-line segment saw gains in broadband accesses, which directly supports these bundled offers. Here are the Q3 2025 fixed broadband additions:

Market	New Broadband Accesses (Q3 2025)
Mexico	211 thousand
Brazil	86 thousand
Argentina	56 thousand
Colombia	51 thousand

Launch targeted promotional campaigns to capture market share from competitors in key urban centers.

The growth in postpaid and prepaid additions in major markets like Mexico and Brazil reflects the impact of these efforts. In the prepaid segment for Q3 2025, Mexico saw net subscriber additions of 136 thousand, while Brazil experienced net disconnections, indicating a mixed result from competitive pressures in that specific segment.

Increase data allowances and speeds on existing 5G networks to reduce churn.

Reducing churn is a key outcome of network quality improvements. Looking at the latest available churn data from the second quarter of 2025:

• In Mexico, churn remained steady at 3.0%.
• In Brazil, churn edged up slightly to 2.6% from 2.4% in the prior period.

The company is focused on 5G deployment, and a partnership with Meta is optimizing video traffic, which reduces data usage by 15% across 15 Latin American countries, enhancing network efficiency.

Optimize retail distribution and digital sales channels to lower customer acquisition cost.

The success in adding 3 million postpaid customers in Q3 2025, with postpaid revenue climbing 9.1%, is the direct result of effective customer acquisition, whether through retail or digital channels. The company reported that Subscriber Acquisition Cost (SAC) is calculated as the sum of handset subsidies, marketing expenses, and commissions to distributors for handset activation, as of the first quarter of 2025.

Overall service revenue for the group in Q3 2025 was up 6.2% at constant exchange rates, reaching 196,307 million Mexican pesos.

Finance: review the Q4 2025 subscriber migration targets against the Q3 actuals by next Tuesday.

América Móvil, S.A.B. de C.V. (AMX) - Ansoff Matrix: Market Development

Expand fiber-to-the-home (FTTH) infrastructure into smaller, underserved cities across existing Latin American countries.

During the second quarter of 2025, América Móvil added 462 thousand broadband accesses across its footprint. Mexico contributed 231 thousand of these additions, Brazil added 66 thousand, and Central America added 51 thousand. Year-over-year, fixed broadband accesses grew by 4.5% as of the end of Q2 2025. The momentum continued into the third quarter of 2025, with 526 thousand new broadband accesses added, including 211 thousand in Mexico, 86 thousand in Brazil, 56 thousand in Argentina, and 51 thousand in Colombia. By the end of September 2025, the company reported 79 million fixed-line Revenue Generating Units (RGUs), with year-over-year broadband accesses growth at 5.1%.

Metric	Q2 2025 Net Additions	Q3 2025 Net Additions	Q3 2025 Total RGUs
Total Broadband Accesses	462 thousand	526 thousand	79 million
Mexico Contribution	231 thousand	211 thousand	N/A
Brazil Contribution	66 thousand	86 thousand	N/A

Enter the US Hispanic market with low-cost mobile virtual network operator (MVNO) services leveraging existing infrastructure agreements.

Bid for new 5G spectrum licenses in Central American countries like Guatemala or Costa Rica.

In January 2025, Costa Rica concluded a 5G spectrum auction where Liberty and Claro were winners. Each operator paid $16.3 million for licenses across the 700MHz, 2.3GHz, 3.5GHz, 26GHz, and 28GHz bands. Following this, Claro launched its mobile 5G network in Costa Rica, providing initial coverage to 1.3 million people.

Partner with regional utility companies to offer Internet of Things (IoT) solutions for smart city projects.

Leverage the Claro brand to enter new Caribbean island nations with established telecom services.

For the Caribbean segment, total revenue for the third quarter of 2025 was $475 million, with service revenue at $420 million. In Puerto Rico specifically, service revenue increased by 1.4% year-over-year in Q3 2025, reversing a negative trend observed since the first quarter of 2023. Fixed-line revenue in The Caribbean segment was $182 million in Q3 2025.

• Q3 2025 Fixed Line Revenue (The Caribbean): $182 million
• Q3 2025 Total Revenue (The Caribbean): $475 million
• Puerto Rico Fixed-line PayTV Revenue Growth (YoY Q3 2025): 41.8%

América Móvil, S.A.B. de C.V. (AMX) - Ansoff Matrix: Product Development

You're looking at how América Móvil, S.A.B. de C.V. can drive revenue by launching entirely new offerings, which is the Product Development quadrant of the Ansoff Matrix. This means leveraging your existing massive customer base-which stood at 402 million access lines as of March 2025-to introduce specialized, high-value services. The company has signaled a commitment to this with a capital expenditure forecast of US$6.7 billion for 2025, down from US$7.1 billion budgeted for 2024, suggesting a focus on deploying existing investment rather than broad new infrastructure builds.

For the enterprise segment, a premium, low-latency 5G service tier targeting industrial automation and remote operations directly taps into the existing strength in corporate networks. In the fourth quarter of 2024, corporate networks revenue was up 12.3% year-over-year, and in the first quarter of 2025, that growth was 10.1% year-over-year. This shows a clear, established revenue stream to build upon with a specialized, higher-margin product. This focus on enterprise solutions is key, especially as overall service revenue growth was 15.8% in Q1 2025.

Developing a proprietary FinTech suite-mobile payments and micro-lending-is a natural extension given the sheer scale of your mobile base. As of March 2025, América Móvil, S.A.B. de C.V. had 324 million wireless subscribers, with 134 million of those being contract clients. Integrating new financial services here means immediate access to a massive transaction volume base. The total revenue for the trailing twelve months ending in 2025 was reported at $48.01 Billion USD.

Launching a dedicated cloud computing and data center service (IaaS/PaaS) for SMEs relies on the existing fixed-line momentum. Fixed-line service revenue grew 6.7% year-over-year in Q1 2025, and broadband revenue specifically increased 9.8% year-over-year in the same period. You ended Q1 2025 with 35 million broadband accesses. This infrastructure is the foundation for offering IaaS/PaaS to the SME market.

Creating a subscription-based digital content platform tailored for Latin American audiences is a way to boost Average Revenue Per User (ARPU) across the entire subscriber base. The company has shown an ability to grow its postpaid segment, which added 2.4 million subscribers in Q1 2025 alone. This content play aims to increase stickiness, similar to how PayTV revenue grew 8.7% in Q4 2024, even as the company disconnected 30 thousand PayTV units in Q3 2024.

Finally, offering advanced cybersecurity packages as an add-on for both residential and business fixed-line customers leverages the existing fixed-line footprint. The fixed-line platform service revenue grew 5.9% at constant exchange rates in Q3 2024. This is a high-margin service that can be bundled with existing fixed broadband offerings. The company's net debt to EBITDAaL ratio was 1.56 times at the end of Q2 2025, indicating a relatively stable balance sheet to support the development and marketing of these new service layers.

Here are some relevant financial metrics for context:

Metric	Value/Period	Source Data Point
2025 Capex Forecast	US$6.7 billion	2025
Q1 2025 Total Revenue	232.04 billion pesos	Q1 2025
Q1 2025 Service Revenue Growth (YoY)	15.8%	Q1 2025
Q4 2024 Corporate Networks Revenue Growth (YoY)	12.3%	Q4 2024
Q1 2025 Broadband Revenue Growth (YoY)	9.8%	Q1 2025
Total Wireless Subscribers	324 million	March 2025
Q1 2025 Postpaid Net Additions	2.4 million	Q1 2025
Q2 2025 Net Debt/EBITDAaL Ratio	1.56 times	Q2 2025

You need to map the expected revenue contribution from these new products against the $6.7 billion capital allocation for the year. Finance: draft 13-week cash view by Friday.

América Móvil, S.A.B. de C.V. (AMX) - Ansoff Matrix: Diversification

You're looking at how América Móvil, S.A.B. de C.V. can move beyond its core telecom services, which is classic diversification. The scale of their existing operation gives you a good baseline for what any new venture might require in terms of capital deployment.

Consider the financial capacity. For 2025, América Móvil's board approved capital expenditures (CapEx) of US$6.7 billion. This is part of a larger three-year guidance totaling US$22 billion for the entire operation. To put that in context, the Chief Digital Intelligence Officer noted that América Móvil spends between US$8 billion and US$9 billion each year on infrastructure and technology. This existing spend level suggests that any significant new venture, like a major renewable energy stake or a dedicated VC fund, needs to be sized appropriately against this capital base.

The core business is still showing strong growth, which funds these moves. For the third quarter of 2025, total revenues hit 232.9 billion Mexican pesos, with service revenue expanding at a 6.2% pace at constant exchange rates. EBITDA for that quarter was 93.8 billion Mexican pesos, yielding an EBITDA margin of 40.3%. Net income for Q3 2025 was 22.7 billion Mexican pesos.

Here's a look at the current operational scale you'd be building upon:

Metric	Value (Latest Reported Period)	Period/Notes
Total Revenue	234 billion Mexican pesos	Q2 2025
Net Profit	22.3 billion Mexican pesos	Q2 2025
Fixed Revenue Generating Units (RGUs)	78.2 million	Q1 2025
New Fixed Broadband Accesses Added	462 thousand	Q2 2025
Net Debt (Excluding Leases)	$23.5 billion	Q2 2025
Net Debt-to-EBITDA Ratio	1.56x	Q2 2025

Diving into the specific diversification vectors, you see how existing assets can be repurposed:

For powering infrastructure with renewable energy, América Móvil already has a commitment to migrate to renewables and has a Sustainable Financing Framework in place. The company has made significant investments in transitioning legacy networks to fiber-to-the-home (FTTH), where 83.7% of fixed broadband in Mexico is already connected to fiber. This existing infrastructure modernization shows a clear path for integrating new energy assets to power data centers and cell towers.

Investing in artificial intelligence (AI) and machine learning (ML) startups via a venture capital arm aligns with the internal focus on digital intelligence. The company has a Chief Digital Intelligence Officer whose mandate includes finding partners to accelerate adoption of solutions that solve real problems this year. This suggests an appetite for external, early-stage technology plays.

The other three areas-e-health, smart home systems, and logistics/fleet management-all rely on the company's extensive physical and digital footprint:

• The fixed-line network, which added 462 thousand new broadband accesses in Q2 2025, provides the necessary last-mile connectivity for e-health platforms and smart home devices.
• The company has an existing extensive GPS and IoT network infrastructure, as evidenced by its massive subscriber base, which saw 2.9 million postpaid clients added in Q2 2025 alone. This network forms the backbone for any regional logistics service.
• Fixed-line revenue in Mexico alone was 62.8 billion pesos (US$3.04bn) in a recent period, serving over 11 million accesses. This established customer base is the initial target market for any new smart home security offering.

If onboarding takes 14+ days, churn risk rises.

Finance: draft 13-week cash view by Friday.