05/16/2012

Cellular Operators in Brazil

 

This page: Revenue data and other services of Cellular Operators in Brazil and quantity of SMS sent.


 

Operators Data Revenue

The growth in data revenue is the way operators all around the world found to avoid the drops in the ARPU (Average Revenue Per User). With the competition, the tendency points out to a fall in voice ARPU.

 

In the main 3G operators in the world, data revenue represents already more than 20% of the service net revenue. The following presents information to cellulars operators in Brazil.

 

Claro Doesn't release this information systematically, however, the company declared that data represeted 11% of its ARPU in 1Q09.

 

Note: Data revenue includes SMS.

 

 

 

Gross Revenue Data

 

R$ Millions 1Q11 2Q11 3Q11 4Q11 1Q12
Vivo 1,450 1,642 1,800 1,978 1,939
Tim 640 734 834 958 1,000
Oi 400 477 540 570 -

The Data Revenue includes SMS, WAP, Internet access, downloads and other services of add value that use data connection.

 

 

Data Revenue as % of the Services Revenue

 

% 1Q11 2Q11 3Q11 4Q11 1Q12
Vivo 22.5% 25.0% 25.7% 26.2% 26.8%
TIM 13.8% 14.6% 15.7% 16.7% 18.1%
Oi 15.2% 16.2% 17.8% 18.0% -

 

 

 

Vivo's Data Net Revenue/Vivo's Vas

 

R$ Millions 1Q11 2Q11 3Q11 4Q11 1Q12
Net Revenue Data/VAS 1,450 1,642 1,800 1,978 1,939
SMS + MMS 32.7%  32.3%  33.7%  35.5%  33.9% 
Mobile Internet 54.2%  52.2%  50.2%  48.4%  50.3% 
Others 13.1%  15.5%  16.0%  16.1%  15.8% 

 

 

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