11/10/2008


Will Claro overcome Tim in revenue?

 

Claro and Tim presented much close operational and financial economic indicators.

 

3Q08
Claro
Tim
Cellulars (thousands)
35,688
35,220
Pre-paid
80.0%
80.6%
ARPU (R$)
25.0
29.7*
MOU (minutes)
101
101
Churn
2.7%
3.1%
 
Net Revenue (R$ millions)
2,945
3,358*
Ebitda Margin
22.9%
23.8%

* Tim's ARPU and Net Renue inlude Long-Distance (CSP 41)

 

Claro is presenting, however, a growth in Net Adds superior than Tim's. It was the leader in Net Adds in 2007 and is repeating this performance in 2008.

 

 

Tim is presenting, in 2008, Net Adds inferior to Claro's, Vivo's and Oi's.

 

Because of this performance Claro surpassed Tim in market share in August/2008 and increased this difference to Tim in September/08.

 

 

Will the same thing happen to the revenue? Will Claro overcome Tim?

 

 

Tim is keeping the advantage in Net Revenue if compared to Claro. This advantage is concentrated in Net Revenue of services, that in Tim' case, includes the Long-Distance Revenue (about R$ 377.2 million in 3Q08).

 

If there wasn't a long distance, Tim and Claro world present very close revenue, since Claro has surpassed Tim in devices revenue.

 

 

You could ask:

  • Will Claro overcome Tim in revenue?
  • If we counted out Long-Distance revenue, would Claro overcome Tim in revenue in 2008?
  • How 3G revenues will affect this competition between both operators?
  • Is Number portability benefiting these operators?

Commentaries

 

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