05/25/2016


Telecom leaders in Brazil in 1Q16

 

Telecom leaders board in Brazil presented Vivo as the leader in five indicators and Claro in two in 1Q16. In this quarter, Vivo surpassed Oi in fixed telephony market share becoming the leader in this indicator.

 

 

 

 

- Indicator Description
2015
1Q16
1 Revenue Net revenue
Vivo
Vivo
2 Revenue Growth Growth of net revenue accumulated in the year
Vivo
Vivo
3 Mobile Accesses Mobile market share
Vivo
Vivo
4 Fixed Telephones Fixed telephony market share
Oi
Vivo
5 Fixed Broadband Accesses Fixed broadband market share
Claro
Claro
6 Pay TV Accesses Pay TV market share
Claro
Claro
7 Profitability EBITDA margin
TIM
Vivo

 

 

In the first quarter of 2011, Teleco started to follow the performance of Telecom Groups in Brazil through selected indicators. We present below the results for 1Q16. This analysis includes the six bigger operators of the country. The information incorporate GVT in Vivo's results in previous quarters.

.

 

1) Revenue: Vivo reached the leadership

 

Vivo led net revenue with R$ 10.4 billion, followed by Claro (R$ 9.0 billion).

 

 

 

 

2) Revenue Growth: Vivo is the leader

 

Vivou led net revenue growth (0.6%) and was the only positive growth registered in 1Q16.

 

 

 

 

3) Mobile Market Share: Vivo is the leader

 

Vivo, mobile market share leader in Brazil, kept stable market share in this period. TIM was the only company, among the four biggest operators, to increased its market share.

 

 

 

4) Fixed Telephones Market Share: Vivo surpasses Oi

 

Vivo surpassed Oi and conquered the leadership in fixed telephony market share in 1Q16. Vivo started to threaten Oi after the incorporation of GVT.

 

 

 

 

5) Fixed Broadband Market Share: Claro is the leader

 

Claro (Embratel/Net) and Vivo kept, in 1Q16, the same fixed broadband market share registered in 4Q15. Oi continued to lose market share.

 

 

 

 

6) Pay TV Market Share: Claro continues to lead

 

In 1Q16, Claro (Embratel/Net) amplified its leadership in Pay TV market share, while Sky (placed in the 2nd position) lost m. share.

 

 

 

 

7) Profitability: Vivo leads EBITDA Margin

 

Vivo recovered the leadership in EBITDA margin in 1Q16 (31.4%), overtaking TIM (29.1%).

 

Note: It considers Oi's routine EBITDA margin and Vivo's routine EBITDA margin.

 

Claro and Oi presented fall in the EBITDA margin of the quarter.

 

 

You could ask:

  • Which company will lead revenue growth in 2016?
  • Will operators' EBITDA margin grow in 2016?
  • Which operator is inthe best position to become de leader in 2016?

 

 

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