Teleco Blog

26
1/2025

Private Networks, 5G, Tecpar and more

Eduardo Tude

A comparison between the participation of private 4G/5G networks in Brazil and in the world shows that, in Brazil, Agriculture has a strong participation but we have a deficit of private network initiatives for Education.
More details will be presented by Teleco at the 4G and 5G Private Networks Forum in Brazil 2025 on January 30^th.
https://telecomwebinar.com/forum-redes-privativas-4g-e-5g-no-brasil-2025/ (in Portuguese)
5G
Brisanet ended 2024, its first year as a mobile operator, counting 338 thousand cell phones. Congratulations to the company that is managing to advance in this segment.
Band Management Entity (EAF) has started the installation of the Infovia 02 underwater cable which will connect Tefé (AM) to Tabatinga (AM).
Brasil TecPar
Brasil TecPar has announced the entry of a strategic investor into the company. The investment fund Macquarie Capital will make an initial investment of R$ 300 million so getting to own approximately 16% of TecPar shares. It may make additional investments of over R$ 300 million in 12 months and R$ 1.2 billion in up to 48 months.
Brasil TecPar announced the conclusion of the acquisition of OnNet's operations, paying R$ 55.8 million for the remaining 51% of the group's share capital.
2024 Results 2024
Netflix ended 2024 counting 302 million users worldwide, 15.9% more than in 2023. Revenue grew 15.6% in the year and net income 61%, totaling US$ 8.7 billion.
Ericsson's net revenues are expected to decline by 5.9% in 2024 (SEK), with an EBITDA margin of 8.9%. North America accounts for 29% of the company's revenues and Europe/Latin America for 26%.
More highlights
The auction for the sale of Oi's pay TV unit has been moved to February 10^th. The amount proposed by Mileto is an initial installment of R$ 10 million in cash and other variable installments of up to R$ 20 million depending on the number of subscribers.
BNDES approved financing of R$ 800 million for CPFL to install smart energy monitors in homes served by CPFL Paulista (Campinas), CPFL Piratininga and CPFL Santa Cruz.
Vivo has developed an autonomous configuration system to automate the transport and backhaul components of its 5G network. This network can be classified as an autonomous network, operating without human intervention according to the fourth level of the TM Forum model (L4). (Fierce)
Nubank's MVNO (NuCel) has started offering the service to the bank customers.
2025
Jan 30^th: Fórum Redes Privativas 2025
Feb 10^th: TIM's 2024 Results
Feb 20^th: Linkedin Live Previa MWC 2025
Feb 25^th: Vivo's 2024 Results
Mar 3^rd: MWC 2025

19
1/2025

Private Networks increase 68% in 2024

Eduardo Tude

The number of announced 4G/5G private networks grew by 68% in 2024, with strong growth in networks for Industry, Agribusiness, Energy, Oil & Gas and Mining. Check out who they are at:

https://www.teleco.com.br/en/en_redesprivativas.asp

More details will be presented at the 4G and 5G Private Networks Forum in Brazil 2025 on January 30th.

https://telecomwebinar.com/forum-redes-privativas-4g-e-5g-no-brasil-2025/ (in Portuguese)

More highlights

We are very sorry about the closure of the activities of Tele.Síntese, a partner of Teleco, which occurred as a result of the death of its editorial director and team leader, journalist Miriam Aquino.
The auction for the sale of Oi's pay TV unit was scheduled for January 30^th, with Mileto having its binding proposal as a stalking horse. The stalking horse is configured when the company in judicial recovery chooses the buyer who will have the possibility of acquiring the assets on equal terms with the last bid, after competition among interested parties.
Federal deputy Vitor Lippi presented Bill 4.635/2024, which established that tax benefits granted to Internet of Things (IoT) devices to be extended until December 2030.
Marc Murtra has been appointed by the board of Telefónica as chairman of the board and CEO of the Group, replacing José María Alvarez-Pallete.
The global Radio Access Network (RAN) market shrank by 10-20% (year-on-year) in the first 9 months of the year. Several factors contributed to this decline, including coverage expansion and slower growth in mobile data traffic. (DellOro)
In Nov/24, 50 operators from 27 countries had shut down their 2G networks and 67 operators from 35 countries had shut down their 3G networks.

2025

Jan 30^th: Fórum Redes Privativas 2025
Feb 10^th: TIM's 2024 Results
Feb 20^th: Linkedin Live Previa MWC 2025
Feb 25^th: Vivo's 2024 Results
Mar 3^rd: MWC 2025

12
1/2025

Telecom Company Stocks

Eduardo Tude

Ibovespa, which rose 23% in 2023, accumulated losses of 10.4% in 2024, its worst annual performance since 2021. The decline accelerated in December with the worsening perception of fiscal risk, rising inflation and the increase in the dollar and the Selic rate.
This behavior was followed to a greater or lesser extent by the stocks of companies in the telecommunications sector.
The devaluation of the Real and the rise in interest rates may make companies more cautious about taking on debt and impact investments in 2025.

More highlights

Oi has reached an agreement to sell its pay TV operation to Mileto, qualifying its binding proposal as a “stalking horse” for the formal process of selling the asset. The “stalking horse” is configured when the company in judicial recovery chooses the buyer who will be able to acquire the assets on equal terms with the last bid, after competition among interested parties.
A new research from Parks Associates released at CES® 2025 shows that 22% of U.S. households now receive their internet and cell phone services as part of a bundle.

2025

Jan 30^th: Fórum Redes Privativas 2025
Feb 10^th: TIM's 2024 Results
Feb 25^th: Vivo's 2024 Results
Mar 3^rd: MWC 2025

5
1/2025

Accesses in Novembver

Eduardo Tude

Mobile Telehony in November

Vivo led mobile growth in the first 11 months of the year, with net additions of 2.9 million mobile accesses, followed by Claro (1.2 million). Vivo led postpaid net additions and Claro reported smaller losses in prepaid.
MVNOs presented net additions of 1.9 million mobiles accesses in this period, reaching 5.8 million in Nov/24 (it includes 1 million from NLT that didn't report in the month).
Prepaid showed negative net addis in this period (-3.7 million), with -1 million in November. It's possible that it will show new losses in December, the month that serves as the basis for calculating FISTEL payments.
The total number of cell phones showed net adds of 6.5 million if we add to the Anatel's number the value of 1 million accesses from NLT that weren't reported in the month.
Brazil ended Nov/24 counting 38 million 5G mobile accesses, 17.6 million more than in Dec/24.

Fixed services in November

The number of 50.6 million fixed broadband accesses disclosed by Anatel for November is underreported, as it was reported by 8.6 thousand providers, less than the 8.8 thousand that reported having 53 million accesses in Oct/24.
October number, in turn, shows at least one provider with an incorrect value, which would take this number to 52.7 million, that is, net additions of 4.1 million fixed broadband accesses in the accumulated total for the first 10 months of the year.
In Sep/24, 8.9 thousand providers reported having 51.5 million accesses.
It will be necessary to wait for the next release of data from Anatel to have a clearer picture of the growth of fixed broadband in 2024.
Fixed Telephony (-3 million accesses) and Pay TV (-2.2 million accesses) continued to shrink in the first 11 months of the year.

Oi, under judicial recovery since 2016, enters 2025 no longer being a fixed telephone concessionaire and without having a prominent operation in the telecommunications sector.
Therefore, this blog will no longer monitor the evolution of the value of its shares as it has done in recent years.
Oi's ON shares ended 2024 with a loss of 79.1% for the year and PN shares of 52.8%.

2025

Feb 10^th: TIM's 2024 Results
Feb 25^th: Vivo's 2024 Results

Eduardo Tude

President and partner at Teleco (consultancy company), works since 2002 as analyst of Telecom market, coordinating consulting projects, publishing weekly articles, preparing sector reports and presenting workshops.

Telecom Engineer (IME 1978) and MSc. in Telecom Engineering (INPE 81), Tude is member in the Mobile World Congress’s judging commission for the Global Mobile Awards, in Barcelona, and was also a visiting specialist professor at Unicamp.

Tude had many positions in the management of Telecommunication companies in areas like Mobile Systems (Ericsson), Optical Networks (Pegasus Telecom) and Satellites (INPE).

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Private Networks, 5G, Tecpar and more

Private Networks increase 68% in 2024

Telecom Company Stocks

Accesses in Novembver