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Walmart Challenges IFT’s 8.4 Million Count With 21.5 Million Audited BAIT Users

It disputes the regulator’s shortened measurement period by revealing an audited 21.5 million-user tally alongside robust quarterly growth

Overview

  • BAIT reported 21.5 million active users as of June 30 using a 180-day activity definition audited by a Big Four firm
  • IFT’s switch to a 90-day traffic-based criterion cut BAIT’s recognized count to 8.4 million and dropped its ranking to fourth
  • BAIT added 1.7 million subscribers in the second quarter of 2025 and generated 2.7 billion pesos in sales during the period
  • Under Walmart’s metrics BAIT surpassed Movistar to claim the third-largest position in Mexico’s mobile market
  • BAIT risks a fine of up to 53 million pesos for failing to submit its quarterly report to the IFT for the first time in 12 quarters