15
1/2017

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Fixed Broadband (November), Prepaid (December), Oi and other highlights

Eduardo Tude

 

Fixed Broadband in 2016 (Jan-Nov)

  • Brazil presented net adds of 84 thousand fixed broadband accesses, accumulating 1.2 million net adds between January and November 2016.
  • Claro (Embratel/Net) led net adds (312 thousand accesses) in this period, followed by Vivo (196 thousand). Oi registered net adds of 44 thousand accesses, less than TIM (70 thousand) and SKY (47 thousand).
  • Other operators (except Claro, Vivo and Oi) present together more than half of the net adds (687 thousand accesses).

 

Prepaid in December

  • Anatel’s preliminary data indicate that Brazil lost 5.3 million prepaid accesses in December, less than 12.1 million registered in Dec/15.
  • Shrinkage of prepaid base is likely to continue in 2017, as users abandon the second chip. However, the losses may be smaller than the 20 million accesses counted in 2016 and the 28 million in 2015.

 

Oi

  • TIM Brazil released note in which reaffirms no intention to promote merger with Oi.
  • The District Court of Amsterdam, in the Netherlands, informed that until January 26th it will issue a decision over the bankruptcy request of Oi's subsidiaries in that country.
  • The value of incumbents’ reversible assets will be calculated by two independent consultancies hired by Anatel. The calculations will be audited by a third company.
  • Oi’s ON stocks had raised 12.3% in the week and PN 10.9%.

 

Other highlights

  • Android answered for 93.5% of the smartphones sales in Brazil in the period between September and November of 2016, as informs Kantar Worldpanel. IoS got 3.1% and Windows 1.6%.
  • Fiamma Zarife is the new Twitter’s new General Director for Brazil.
  • iPhone is completing 10 years and it increases the pressure over Apple to came up with a new revolutionary product.
  • 260 million PCs were sold in the world in 2016, 5.7% less than in 2015 (IDC).
  • New policies of Verizon and AT&T can indicate that unlimited data plans days are close to an end inside the US market, due to the growth in consumption provoked mainly by streaming. In Brazil, the issue is matter of Anatel’s public consultation.
  • European Community released a proposal for a regulation on privacy and electronic communication, which aims to modernize the rules for telecom operators and OTTs so these companies will be able to monetize clients’ data services with third-party sponsorship and advertisers.

 

 

8
1/2017

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0

Mobile Accesses in November, Oi and other highlights

Eduardo Tude

 

Mobile Accesses in November

 

  • Brazil registered positive net adds (+987 thousand mobile accesses) in November, what didn’t occur since February 2016.
  • Claro was responsible for this positive result. It showed +840 thousand prepaid accesses as additions in November, after losing 3.2 million in October. Vivo, TIM and Oi presented negative net adds inside this segment in November.
  • Claro was also the leader of postpaid growth in the month (449 thousand), followed by Vivo (374 thousand) and by TIM (201 thousand). November’s postpaid growth was the record growth for the year of 2016 (+1.1 million).
  • There’s big expectation about the mobile telephony performance in December. Will net adds be similar to the values registered in the previous year?
  • In Dec/15 prepaid showed net adds of -12 million and postpaid reached +275 thousand

 

Oi

 

  • Oi is trying, in court, to reduce the value paid for the use of GlobeNet’s submarine cable capacity between Brazil and the United States.
  • When Oi sold GlobeNet to a fund managed by BTG, in 2013, it acquired minimum capacity of 2.4 terabytes for 15 years, paying US$ 242 million each year. The operator wants to reduce this value to US$ 115 million, value that corresponds to the real use, which is below the hired minimum capacity.
  • Anatel approved the entrance of the investment fund Société Mondiale in Stocks (Société) in Oi Group control block and the inauguration of new members in Oi S.A.’s Managament Council.
  • Oi’s ON stocks presented growth of 1.9% in the week and PN raised 2.2%.

 

Other Highlights

 

  • Amos Genish announced his departure from Telefonica Brasil’s Council in order to take up the position of “Chief convergence officer” at Vivendi. He’s responsible for the strategies of convergence between Vivendi’s content, platforms and distribution.
  • Anatel reported its Regulatory Agenda for 2017/2018.
  • Streaming services (video and music), development of apps and Data Centers starts to collect ISS in the city where the company has its headquarters, according to Complementary Law N. 157, sanctioned on December 29th 2016.
  • In the Consumer Electronics Show, took place in Las Vegas, the highlights were the new smartphones models, virtual reality, autonomous cars and other IoT devices. 
  • AT&T announced that it will offer 1 Gbps mobile broadband accesses, following the examples of Verizon, Sprint and T-Mobile.
  • Samsung estimates in US$ 44.1 billion its total revenue in 4Q16, less than the US$ 45.3 billion registered in 4Q15.

 

 

 

1
1/2017

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0

TV assinatura e tel. fixa em nov/17, concessão, Oi, tributos, TV analógica e drones

Eduardo Tude

Feliz ano novo

 

O setor entra mais otimista em 2017. A expectativa de 57% dos que responderam à enquete da Teleco é que 2017 seja melhor ou muito melhor para o setor.

 

TV por assinatura em novembro

 

A TV por assinatura voltou a perder assinantes em novembro (-96 mil), sendo -71 mil do DTH e -29 mil da TV a cabo. As perdas totalizam 353 mil assinantes nos últimos 12 meses.

 

A Oi liderou o crescimento no mês (+12 mil) e SKY (-63 mil), Vivo (-20 mil) e Claro (-9mil) apresentaram perdas.

 

Telefonia fixa em novembro

 

O Brasil perdeu 175 mil telefones fixos em novembro, sendo -104 mil das concessionárias e -71 mil das autorizadas. As perdas totalizam 1,8 milhões assinantes nos últimos 12 meses.

 

A Oi apresentou as maiores perdas no mês (-98 mil), seguida pela Claro (-39 mil) e Vivo (-19 mil).

 

Concessão de telefonia fixa

 

A Anatel adiou para 30 de junho de 2017 a data de renovação dos contratos de concessão de telefonia fixa. Nesta data, a Anatel já deve ter aprovado as regras para transformação destes contratos em autorização mediante troca de compromissos por investimentos em banda larga fixa.

 

O PL 3453, que regula esta transição, aguarda decisão do Supremo para ir diretamente à sanção presidencial ou ser votado primeiramente pelo plenário do Senado.

 

O debate sobre os valores dos bens reversíveis continuou quente na semana, com Juarez Quadros (Presidente da Anatel), esclarecendo que eles valem R$ 18 bilhões e não R$ 100 bilhões como tem sido noticiado.

 

Oi

 

A Oi terminou 2016 com R$ 2,1 bilhões de valor de mercado, maior que os R$ 1,9 bilhões do final de 2015.

 

As ações ON da Oi apresentaram valorização de 2,3% na semana e as PN de 0,9%.

 

Mais tributos

 

O valor pago por assinantes de telefonia fixa e de celulares pós-pago deve subir a partir de janeiro com a cobrança de ICMS (25 a 37% conforme o estado) sobre o valor da parcela referente a assinatura, conforme decisão do STF.

 

TV analógica

 

O calendário de desligamento da TV analógica está sendo revisto. Cogita-se fazer o desligamento de todo o estado de São Paulo em 27 de setembro de 2017. (Valor econômico).

 

Drones

 

A Anatel esclareceu que os drones de empresas ou pessoas físicas precisam ter os seus transmissores de RF homologados pela Anatel, de modo evitar interferências em outros serviços de telecomunicações.

 

Além da homologação da Anatel, o drone deve possuir uma autorização da ANAC ou o "Certificado de Autorização de Voo Experimental (CAVE)", que permite o uso de aeronaves apenas em operações experimentais sem fins lucrativos e sobre áreas pouco povoadas.

 

 

 

Eduardo Tude

Presidente e sócio da empresa de consultoria Teleco, atua desde 2002 como analista do mercado de Telecom, coordenando projetos de consultoria, publicando artigos semanais, preparando relatórios setoriais e apresentando workshops.

Engenheiro de Telecom (IME 78) e Mestre em Telecom (INPE 81) é membro da Comissão julgadora do Global Mobile Awards do Mobile World Congress em Barcelona e atuou como professor especialista visitante da Unicamp (2013).

Ocupou várias posições de Direção em empresas de Telecom em áreas como Sistemas Celulares (Ericsson), Redes Ópticas (Pegasus Telecom) e Satélites (INPE).

Histórico

2017

2016

2015

2014

2013

2012

2011

2010

2009

2008

2007

2006

Produtos Teleco

CONSULTORIA TELECO

Inteligência em Telecom

Estudos e Base de Dados

Relatórios

Celular Brasil 2016

Telecom e Capex

Venda de Planilhas

Dados históricos do Mercado Brasileiro

Workshops

Market Update

28 de Março

Regulamentação de Telecom

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