Analyst
JPMorgan
Equibles does not estimate personal net worth.
Marcelo Santos is recorded as Analyst at JPMorgan. Marcelo Santos has spoken on 7 earnings calls and 1 other investor event across 3 companies, most recently for Laureate Education, Inc. on October 29, 2026. Those appearances were for America Movil Sab De CV (AMX), Laureate Education, Inc. (LAUR) and Tim S.A. (TIMB). The companies whose calls Marcelo Santos spoke on are classified in the Communication Services and Consumer Defensive sectors.
“The first is going back to the guidance. I think you were forecasting enrollment growth of around 4% to 5%, right, for the year, and you're growing faster than that now.”
“I think the first question I wanted to approach is the M&A pipeline and outlook for buybacks. I think in the investor day in New York, you mentioned that that was a priority.”
“The first is a bit more long-term strategic. You have a lot of plans to open campuses. You're deploying distance learning. So how do you see the sustainability of growth in the coming years, given these initiatives?”
“I have to, the first is if you could provide us an update on the CapEx plan for 2026. There was a lot of changes in currencies. The Mexican peso got getting stronger.”
“The first question is regarding the higher delinquency. You said that you expect this to continue in the next quarter.”
JPMorgan
Analyst
Transcript header (unverified)
Telecom Services · Communication Services
Education & Training Services · Consumer Defensive
TIMB
Telecom Services · Communication Services
