TIM

PicPay beat internal forecasts in Q1 2026 with net revenue of BRL 3.5bn (+17%) and gross profit of BRL 1.1bn (+44%). Net interest income was BRL 1.7bn with a net interest margin of 20.7%, and adjusted net income was BRL 169m, which lifted the stock 4.79% in after‑hours trading. Management expects further revenue and EPS growth, plans to expand the lending business and is banking on the partnership with TIM, but sees macroeconomic risks and rising non‑performing loans as potential challenges. » Mais em de.investing.com

TIM Brasil reported Q1 2026 net revenue of R$6.8 billion (+6.5%) and normalized EBITDA‑AL of R$2.5 billion (+7.8%), while earnings per share missed analysts' expectations due to higher operating costs. The company is accelerating network modernization (over 1,400 sites) and is seeing strong broadband growth thanks to FTTH migration; Ultrafibra revenue rose 11.4%. A strategic partnership with PicPay expands TIM's financial‑services ecosystem and aims to boost cross‑selling and customer retention. Despite improved operating cash flows, investors reacted negatively to the profit shortfall and cost pressure, causing share-price declines. » Mais em de.investing.com

TIM Brasil reported Q1 2026 revenue of $1.38bn (+6.5% y/y), about 6.15% above estimates, while earnings per share of $0.3453 missed the $0.3583 forecast by 3.63%. EBITDA and operating cash flow rose strongly (EBITDA +7.8%, operating cash flow +16.8%), but higher operating costs weighed on profitability. After the results the stock fell about 3.36% in after-hours trading and is trading below its 52-week high. Management points to partnerships with PicPay and Axia and further price increases in the hybrid-control segment to support future growth, and plans to improve operational efficiency. » Mais em de.investing.com