08/25/2016


Telecom Leaders in Brazil in 2Q16

 

In the 2nd quarter of 2016 (2Q16) Brazilian Telecom leaders board presented the same result registered in the previous quarter, with Vivo as leader in two indicators, Claro leading in two and Oi, Nextel and TIM in one each.

 

 

 

- Indicator Description
Leader in 1Q16
Leader in 2Q16
1 Revenue Net Revenue
Vivo
Vivo
2 Revenue Growth Net revenue growth accumulated in the year
Vivo
Nextel
3 Mobile Accesses Mobile Market Share
Vivo
Vivo
4 Fixed Telephones Fixed Telephones Market Share
Vivo
Oi
5 Fixed Broadband Accesses Fixed Broadband Market Share
Claro
Claro
6 Pay TV Accesses Pay TV Market Share
Claro
Claro
7 Profitability EBITDA Margin
Vivo
TIM

 

 

In the 1st quarter of 2011, Teleco started to monitor the performance of Telecom Groups in Brazil through selected indicators. The results about 2T16 are presented below. The six biggest operators of the country are included in this analysis.

 

On 05/28/15 Telefônica concluded the acquisition of GVT which became subsidiary of Telefônica Brasil. The information presented below incorporate GVT in Vivo's results in previous quarters.

 

 

1) Revenue: Vivo is the leader

 

Vivo led net revenue by holding R$ 10.5 billion in 2Q16, followed by Claro. After acquiring GVT, Telefônica consolidated itself as the biggest telecom group of the country.

 

 

 

2) Revenue growth: SKY keeps the leadership

 

Nextel was the leader in net revenue growth (16.7%). Together, Nextel and Vivo (0.8%) were the only carriers to have positive growth when comparing 2Q16 with 2Q15. Claro, Oi, Sky and TIM showed negative growth.

 

 

In comparison with the previous quarter, Nextel (29.7%) also presented the biggest growth.

 

 

3) Mobile Market Share: Vivo is the leader

 

Vivo, mobile market share leader in Brazil, led net adds in 2Q16 and gained market share in this period.

 

Claro overtook TIM in this quarter and reached the second position with 25.36% of the market share.

 

 

 

4) Fixed Telephones Market Share: Oi is the leader

 

Oi, fixed telephony market leader, was losing market share and was surpassed by Vivo in 1Q16 but it resumed the leadership in 2T16.

 

 

 

5) Fixed Broadband Market Share: Claro

 

Claro continued to amplify its leadership in fixed broadband market share in 2T16. Vivo and Oi are losing market share.

 

 

Even after incorporating GVT, Vivo get recovered from the trend that pointed to market share loss inside this segment.

 

 

6) Pay TV Market Share: Embratel/Net

 

Claro remained in the leadership in 2Q16 holding more than 52% of the pay TV market share.

 

 

Vivo consolidated itself in the third position after the incorporation of GVT.

 

 

7) Profitability: TIM leads EBITDA Margin

 

TIM competes with Vivo for the leadership in EBITDA margin and in 2Q16 it was the leader with 31.5%, followed by Vivo (31.4%).

 

Note: It considers Oi's routine EBITDA Margin.

 

Oi presented significative fall in its EBITDA Margin.

 

 

You could ask:

  • Which operator will lead revenue growth in 2016?
  • What's the impact of the Brazilian economic crisis in this scenario?
  • Will operators improve their EBITDA margin in 2015?
  • Which operator will be in the best position to lead in 2016?

 

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