TMT Online ObServer "Not AI, but equally negative: IT Services/Software ..."

研报英文原文证据摘录

TMT Online ObServer "Not AI, but equally negative: IT Services/Software ..."

Industry 4.0 investments at Manaus and Extrema plants. Net income reached

R$123mn (+91% YoY) and the company paid R$41mn in dividends related to

2025 earnings.

FigureSource:Company3: Multilaserdata. 1Q26 ResultsMultilaser

Other news:

Mexico's mobile registry reaches 48mn lines (~33% of total), with ~2mn/day

pace needed to meet July 1 deadline. According to El Economista, the CRT said

48mn mobile lines have been registered under Mexico's mobile registry as of

May 13, representing ~33% of the total market. With ~48 days remaining, ~2mn

lines per day would be required for full registration before the July 1 deadline,

after which unregistered lines will be deactivated.

AMX CEO pushes for spectrum price reform in Mexico. According to El

Economista, AMX CEO Daniel Hajj said at the GSMA M360 forum that Mexico's

spectrum prices should be benchmarked against current international levels

rather than historical references. Mexico remains the only country in the

Americas without a 5G spectrum auction and the only one to have seen

operators return band concessions, constraining the country's 5G rollout.

Spectrum costs equate to 5.6% of Telcel's revenue (vs 17.3% for AT&T Mexico).

ESPN and TelevisaUnivision enter agreement to provide an additional Spanish-

language telecast for Super Bowl LXI.

Amazon launches Alexa for Shopping AI assistant, with "Buy for Me" capability

beyond its marketplace. According to TechCrunch, Amazon launched Alexa for

Shopping, a new AI shopping assistant powered by Alexa+ that replaces Rufus

(its 2024 AI assistant). The assistant offers personalized recommendations,

product comparison, price tracking, and recurring order scheduling across

mobile, desktop, and other devices.