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02/08/2012 |
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Nesta página: Resultados trimestrais da Claro incluindo receita, margem EBITDA, EBIT, ARPU, MOU e Churn.
| Commentary |
Claro's net adds reached 2 million mobile accesses. MOU and ARPU grew in the quartter and in the year, but ARPU fell. Churn increased and continues to be high, 4.0%. |
It is following presented Claro's quarter results (Telecom Américas).
Operational Performance
| Thousands | 1Q10 | 2Q10 |
3Q10 | 4Q10 | 1Q11 |
2Q11 | 3Q11 | ∆Qter (%) |
∆Year (%) |
| Mobile Accesses | 45,583 | 46,902 | 48,767 | 51,638 | 53,438 | 55,534 | 57,514 | 3.6% | 17.9% |
| Postpaid | 8,758 | 8,934 | 9,356 | 10,243 | 10,930 | 11,555 | 12,072 | 4.5% | 29.0% |
| Porepaid | 36,825 | 37,967 | 39,410 | 41,394 | 42,508 | 43,979 | 45,441 | 3.3% | 15.3% |
| Net Adds | 1,182 | 1,319 | 1,866 | 2,871 | 1,800 | 2,096 | 1,980 | (5.5%) | 6.2% |
| Prepaid | 80.8% | 80.9% | 80.8% | 80.2% | 79.5% | 79.2% | 79.0% | - | - |
Minutes of use (MOU) |
92 | 93 | 100 | 96 | 90 | 84 | 109 | 29.8% | 9.0% |
| ARPU (R$) | 20 | 20.0 | 19.0 | 18.0 | 18.0 | 17.0 | 17.0 | 0.0% | (10.5%) |
| Churn (monthly) | 2.8% | 3.2% | 3.10% | 3.10% | 3.3% | 3.5% | 4.0% | - | - |
* Claro reviewed in 2Q10.
Economic Financial Performance
| Millions R$ | 1Q10* | 2Q10 |
3Q10 |
4Q10 | 1Q11 |
2Q11 | 3Q11 | ∆Qter (%) |
∆Year (%) |
| Net Revenue | 2,769 |
2,902 |
2,589 | 2,772 | 2,958 | 3,060 | 3,138 | 2.5% | 7.0% |
| EBITDA | 877 |
762 |
788 | 724 | 773 | 769 | 724 | (5.8%) | (8.1%) |
| EBITDA Margin | 31.7% |
26.3% |
30.4% | 26.1% | 26.1% | 25.1% | 23.1% | - | - |
| EBIT | 182 |
46 |
- |
- |
- |
- |
- |
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| EBIT Margin | 6.6% |
1.6% |
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* Values gotten according to IFRS, which doesn't include values paid to postpaid distributors and the cost of loyalty programs.



