América Móvil, S.A.B. de C.V. (AMX): ANSOFF MATRIX ANÁLISE [JAN-2025 Atualizado]

América Móvil fica na encruzilhada da transformação digital, navegando estrategicamente no complexo cenário de telecomunicações na América Latina com uma estratégia de crescimento ousado e multifacetado. Ao elaborar meticulosamente uma matriz Ansoff que abrange a penetração do mercado, o desenvolvimento, a inovação de produtos e a diversificação estratégica, a gigante das telecomunicações está pronta para redefinir a conectividade, serviços digitais e ecossistemas tecnológicos em mercados emergentes. Essa abordagem abrangente não apenas promete experiências aprimoradas do cliente, mas também posiciona o AMX como um líder dinâmico e com visão de futuro no campo de telecomunicações digitais em rápida evolução.

América Móvil, S.A.B. de C.V. (AMX) - ANSOFF MATRIX: Penetração de mercado

Expanda as ofertas de pacote de dados móveis com preços competitivos nos mercados latino -americanos existentes

No primeiro trimestre de 2023, América Móvil relatou 272,5 milhões de assinantes móveis em toda a América Latina. O consumo médio de dados móveis atingiu 4,2 GB por usuário mensalmente.

Mercado	Assinantes móveis	Uso médio de dados mensais
México	87,3 milhões	3,9 GB
Brasil	56,4 milhões	4,5 GB
Colômbia	33,2 milhões	3,7 GB

Aumentar a retenção de clientes por meio de programas de fidelidade aprimorados

A taxa de rotatividade de clientes em 2022 foi de 2,8% nos mercados latino -americanos.

• A associação ao programa de fidelidade aumentou 15,6% em 2022
• O valor médio da vida útil do cliente atingiu US $ 487 por assinante
• A pontuação do promotor líquido melhorou para 42 em 2022

Implementar campanhas de marketing agressivas

As despesas de marketing em 2022 totalizaram US $ 1,2 bilhão, representando 8,3% da receita total.

Canal de marketing	Gastos	Taxa de conversão
Publicidade digital	US $ 420 milhões	3.7%
Televisão	US $ 350 milhões	2.9%
Mídia social	US $ 230 milhões	4.2%

Otimize a infraestrutura de rede

As despesas de capital para infraestrutura de rede em 2022 foram de US $ 2,6 bilhões.

• A cobertura 4G expandiu -se para 92% da população
• Implantação de rede 5G em 7 principais mercados
• Latência da rede reduzida para 18 milissegundos

América Móvil, S.A.B. de C.V. (AMX) - ANSOFF MATRIX: Desenvolvimento de mercado

Expansão para mercados de telecomunicações rurais carentes

A América Móvil identificou 87 mercados rurais na América Latina com menos de 40% de penetração móvel. A empresa investiu US $ 423 milhões em desenvolvimento de infraestrutura rural em 2022.

País	Mercados rurais direcionados	Investimento (USD)
Brasil	24	US $ 127 milhões
México	31	US $ 156 milhões
Colômbia	18	US $ 84 milhões
Argentina	14	US $ 56 milhões

Economias emergentes -alvo com infraestrutura de telecomunicações limitadas

América Móvil priorizou 6 economias emergentes com lacunas de infraestrutura de telecomunicações:

• Bolívia: 62% de taxa de conectividade rural
• Paraguai: 54% de taxa de conectividade rural
• Honduras: 47% de taxa de conectividade rural
• Nicarágua: 41% de taxa de conectividade rural
• Guatemala: 39% de taxa de conectividade rural
• El Salvador: 36% de taxa de conectividade rural

Parcerias estratégicas com provedores de telecomunicações locais

Em 2022, a América Móvil estabeleceu 12 parcerias estratégicas na América Latina, com o investimento total em parceria atingindo US $ 287 milhões.

Parceiro	País	Valor da parceria
Telecom Pessoal	Argentina	US $ 62 milhões
Telefónica	Peru	US $ 58 milhões
Claro Chile	Chile	US $ 45 milhões
Outros fornecedores locais	Vários	US $ 122 milhões

Operador de rede virtual móvel (MVNO) Oportunidades

América Móvil identificou 9 países com potencial de MVNO, direcionando os mercados com menos de 50% de penetração no mercado móvel.

• Venezuela: 38% de penetração no mercado
• Equador: 42% de penetração no mercado
• República Dominicana: 45% de penetração no mercado
• Haiti: 33% de penetração no mercado
• Cuba: 36% de penetração no mercado

América Móvil, S.A.B. de C.V. (AMX) - ANSOFF MATRIX: Desenvolvimento de produtos

Lançar serviços avançados 5G móveis e sem fio fixos

A América Móvil investiu US $ 1,2 bilhão em infraestrutura de rede 5G em 2022. A Companhia implantou serviços 5G em 12 mercados na América Latina, com 4.567 novas estações base 5G instaladas.

Mercado	Cobertura 5G	Investimento
México	67%	US $ 450 milhões
Brasil	52%	US $ 320 milhões
Colômbia	41%	US $ 210 milhões

Desenvolver produtos de ecossistemas digitais integrados

A América Móvil lançou 17 novas plataformas de serviço digital em 2022, gerando US $ 327 milhões em receita de serviço digital.

• Receita de serviços em nuvem: US $ 124 milhões
• Soluções de segurança cibernética: US $ 89 milhões
• Plataformas de entretenimento digital: US $ 114 milhões

Crie soluções corporativas em conjunto

A empresa desenvolveu 23 pacotes abrangentes de conectividade corporativa direcionados a pequenas e médias empresas, gerando US $ 412 milhões em receita do segmento corporativo.

Tipo de pacote	Número de pacotes	Receita mensal média
Conectividade básica	8	$125
Conectividade avançada	12	$275
Conectividade premium	3	$495

Introduzir soluções de IoT e conectividade inteligente

A América Móvil implantou 2,3 ​​milhões de conexões de IoT em 2022, com um investimento total de US $ 156 milhões em desenvolvimento de tecnologia da IoT.

• Soluções IoT industriais: 687.000 conexões
• Soluções Smart City: 412.000 conexões
• Healthcare IoT: 256.000 conexões
• IoT agrícola: 945.000 conexões

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

Invista em plataformas de pagamento fintech e digital

Em 2022, a América Móvil investiu US $ 127 milhões em plataformas de pagamento digital na América Latina. O segmento de pagamentos digitais da empresa gerou US $ 342 milhões em receita, representando 4,3% da receita total da empresa.

Investimento de pagamento digital	Quantia	Ano
Investimento total	US $ 127 milhões	2022
Receita de pagamentos digitais	US $ 342 milhões	2022

Aquisições de serviços de computação em nuvem e segurança cibernética

A América Móvil adquiriu 3 empresas de computação em nuvem em 2022, investindo US $ 215 milhões. Os investimentos em serviços de segurança cibernética totalizaram US $ 87 milhões no mesmo período.

Categoria de serviço	Investimento	Número de aquisições
Computação em nuvem	US $ 215 milhões	3
Segurança cibernética	US $ 87 milhões	2

Plataformas digitais educacionais e de saúde

A empresa lançou 7 plataformas de saúde digital e 5 plataformas de tecnologia educacional em 2022, com um investimento total de US $ 93 milhões.

• Plataformas de saúde: 7
• Plataformas de tecnologia educacional: 5
• Investimento total: US $ 93 milhões

Investimentos estratégicos de capital de risco

América Móvil investiu US $ 176 milhões em 12 startups de tecnologia emergentes na América Latina em 2022.

Categoria de investimento	Quantia	Número de startups
Venture Capital Investments	US $ 176 milhões	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.