Teleco Blog

25
12/2022

5G was the highlight of the year

Eduardo Tude

5G continues to grow faster than 4G in Brazil. In the 15^th month (Oct/22) in which 5G cell phones were reported to Anatel, Brazil had 3.4 million 5G cell phones, that's more than 4G in the same period (2.5 million).
3.5 GHz band started to be liberated in the 12^th month (Jul/22)
Cloud2U, company that acquired 3.5 GHz frenquency in the southeast region, launched, through partnership with Ericsson, a 5G laboratory in São José dos Campos (SP).
5G average download speed reaches 168 Mbps in the world, according to measurements made by Ookla. Upload hits 18 Mbps.

Oi's ON shares had 10% loss in the week. PN had decreased 8.8%. Ibovespa presented gain of 6.7% in the week.
Oi's ON shares accumulated loss of 76. 3% in the year. The loss reached 59.4% for PN shares.

More highlights

Vero announced the acquisition of Fixtell, which has about 30 thousand broadband accesses in Goiás and Brasília.
Vivo and TIM presented their price offer for temporary and onerous cession of the 900 MHz spectrum acquired from Oi Mobile, as established by Cade.
The Ministry of Communication authorized V.tal to issue R$ 2.5 billion in debentures.
74% from all the electricity meters in North America are intelligent now (Berg Insight).
Starlink satellite constellation has reached one million subscribers worldwide.

11
12/2022

MVNOs, Winity and more highlights

Eduardo Tude

MVNOs

MVNOs are growing in Brazil and may end 2022 operating more than 1.5% of total cell phones.
In Oct/22, MVNOs had 3.7 million mobile accesses, 78% were M2M.
MVNOs growth may be accelerated in 2023 with new offers by operators established as a condition for the approval of OI Movel by Vivo, Claro and TIM.
TIM's proposal was homologated in September, but Claro's and Vivo's offer was rejected, for the third time, by Anatel.

Competitives

Brasil TecPar announced the acquisition of Iveloz Telecom and DESKTOP, from IDC Telecom.

Winity and Vivo

Anatel's Specialized Federal Prosecutor's Office (PFE) understood, in its opinion, that the agreement between Winity and Vivo violates the principle of the bidding notice for the 700 MHz band, which was designed to prevent established operators from accessing another portion of the spectrum.
Cade decided to make a consultation about the agreement, through a questionnaire, telecommunications market stakeholders.

Oi signed an agreement with Highline for the sale of its fixed service towers for a total amount of R$ 1.7 billion, of which R$ 1.1 billion will be paid immediately, and another R$ 609 million by 2026.
Oi's ON shares remained stable in the week (0.0%) while PN shares lost 7.5%. The Ibovespa lost 3.9% in the week.
Oi's ON shares accumulated loss of 75% in the year and PN of 61.7%.

More Highlights

2.18 million PCs were sold in 3Q22, 5% less than in 3Q21. (IDC)
Highline announced the acquisition of 79 towers from Algar Telecom.

4
12/2022

Growth in October, 5G and more

Eduardo Tude

Mobile Accesses in Oct/22

Vivo led net additions of total mobile accesses (285 thousand cell phones), thanks to its postpaid performance (+407 thousand).
Claro (140 thousand accesses), MVNOs (78 thousand) and Algar (72 thousand) presented positive net adds in total cell phones, while TIM presented negative net adds (-104 thousand).
Claro was the prepaid leader (+13 thousand), while TIM (-15 thousand) and Vivo (-122 thousand) presented negative net adds.
Claro led 5G growth (205 thousand), followed by Vivo (142 thousand) and TIM (139 thousand).

Brazil ended October counting 4.6 million 5G mobile accesses, 1.9 million of them operated by Claro, 1.6 million by Vivo and 1 million by TIM.
The free kit for migration from satellite dishes to Band Ku has already been delivered to around 10 thousand low-income families.
Anatel's Cybersecurity Working Group proposed that small broadband opertors, such as transport with regional market power and regional operators with 5G spectrum, also be subject to the cybersecurity rules of large providers.
OpenRan in Brazil is "on hold", according to a study by UnB prepared for Anatel.
There were 870 million 5G cell phones in the world in 3Q22 and this number is expected to reach 1 billion by the end of the year. 4G cell phones are expected to reach 5.2 billion in 2022 and start to decline in the coming years. (Ericsson Mobility Report)
The latest measures taken by the United States to ban once and for all the sales of Huawei, ZTE and other companies in the country, is yet another blow to the globalization process and strengthens the emergence of regional or national ecosystems with their own suppliers. I hope that the global standards that allowed the massification of mobile services survive this process.
In October, China reached the total of 2.25 million 5G cell sites what represents 0.6 thousand cell 5G cell sites/inhabitants (Tele.síntese). Brazil has about 100 thousand cell sites, which means 2.1 thousand/inhab.

Growth in Oct/22: Fixed Broadband, Fixed Telephony and Pay TV

With 7.8 thousand providers reporting fixed broadband accesses, Brazil reached 43.8 million in Sep/22, a number still slightly lower than that of Aug/22 (44.0 million), when 7.9 thousand providers reported accesses . With this result, Brazil totaled net adds of 2 million fixed broadband accesses in the first 9 months of the year.
The number of fixed broadband accesses in Oct/22 (43.7 million) is underreported, as the data were reported by 7.4 thousand providers.
Brazil now has 27.5 million fixed telephones in 3Q22, after Claro withdraws the additional 4 million it had reported that month. The net adds of Oct/22 were negative in -140 thousand and in -1.4 million in the accumulated of the year.
Pay TV subscriber base also continues to shrink. The net adds of Oct/22 were negative in -130 thousand and in -870 thousand in the accumulated of the year.

Oi/ V.tal

Oi's cash in Sep/22 reached R$ 3,590 million according to the company and R$ 3,217 according to the trustee.
The Canadian pension fund CPPIB now holds 8.73% of the total common shares of V.tal, through the acquisition of FIP Master quotas from BTG.
The process of grouping Oi's shares, at the ratio of 10 to 1, was approved at the General Meeting.
Oi's ON shares lost 4.8% in the week and PN shares lost 3.7%. The Ibovespa raised by 2.7% in the week.
Oi's ON shares accumulated loss of 73.7% in the tear and PN of 59.4%.

More highlights

Information Service GDP increased 3.6% in 3Q22, when compares with the previous quarter. This growth was bigger than Brazilian GDP (0.4%).
Alexandre Reis Siqueira Freire was appointed as Anatel Director and will take office on December 7^th.
RNP received 27,1 thousand proposals (18 thousand from satellites) in the second call for Internet connection in public schools.
The Decision of the Fust Management Council was published, authorizing the transfer of R$ 29 million to the BNDES to be applied in non-refundable projects.
Amazon Prime Video has overtaken Netflix as the streaming service with the most subscribers in the United States, according to new data released by market research company Parks Associates.
Average Starlink speeds for the US were 52 Mbps download and 7.22 Mbps upload in 3Q22 (OKLA).

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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5G was the highlight of the year

MVNOs, Winity and more highlights

Growth in October, 5G and more