23
2/2025

Submarine Cables, Norte Conectado and more

Eduardo Tude

• The arrival of new submarine cables with greater capacities due to technological advances has caused a drop in prices on the connection between São Paulo and Miami.
• The same occurred in Tabatinga (Amazonas) by the arrival of a river cable from Peru and may become more pronounced when the river cable of the Norte Conectado Program that EAF has just launched comes into operation.
• The drop in prices and the consequent increase in internet density in a municipality is strongly dependent on the existence of high-speed connections and Internet Backbone offered competitively by several providers, as is the case of the Norte Conectado Program.

 

More Highlights

• Brisanet reported net additions of 38 thousand cell phones and 15 thousand new fixed broadband accesses in January.
• Vinícius Caram will be the rapporteur of the new General Competition Targets Plan (PGMC) that will be discussed by Anatel's Council.
• Claro has received authorization from the Brazilian Central Bank so that its financial services company (Claro Pay) can act as a Payment Institution.
• Meta (Facebook) announced the construction of a submarine cable network of over 50 thousand km.

 

Coming Weeks

• Feb 25^th: Vivo's 2024 Results
• Mar 3^rd: MWC 2025 (Barcelona)

I'll be attending MWC 2025 in Barcelona. This year it'll take place during Carnival week and I will bring you the main trends from the event.

 

16
2/2025

Claro and TIM Results, MWC 2025 and more highlights

Eduardo Tude

• Claro's revenue in 4Q24 showed greater annual growth than TIM's in mobile and fixed services.
• The incorporation of Oi Mobile and mobile price adjustments at the beginning of the year boosted the growth of Vivo, Claro and TIM in 2023 and 2024.
• It will be difficult to repeat this growth in 2025, as there is less room for price adjustments.
• América Móvil stated in its earnings release:

• “When you compete only on price you will lose value in the future. You need to compete on quality, coverage, good products and customer service. This means investments, Capex”

• TIM has ended its disputes and partnership with Banco C6. Under the agreement, TIM will transfer to C6 all of its shares and subscription bonuses, worth R$ 520 million (pre-tax).

 

MWC 2025

• I will be attending MWC 2025 in Barcelona. This year it takes place during Carnival week and I'll bring you the main trends of the event.

 

More Highlights

• Mileto Tecnologia won the auction for Oi's pay TV unit. The company will pay R$ 10 million upfront and up to R$ 20 million, depending on the number of subscribers within two years.
• Surf Telecom reached the milestone of 400 partnerships closed with regional providers in Brazil in 2024. It has more than 350 thousand customers intermediated by regional Internet brands and sub-brands, including Desktop, Tá Telecom, Play, Contel, Blink, TIP Brasil and Varejo Chip.
• Anatel's Board of Directors approved a public consultation on the agency's spectrum bidding planning in the short, medium and long term. The intention is to hold the 6GHz band auction in 2026.
• The second reverse auction for mobile coverage to more than 70 unserved locations in 17 states will be held on March 18^th by Seja Digital.
• BNDES increased the budget allocation for support lines with Fust resources for micro, small and medium-sized providers, which went from R$ 200 million to R$ 350 million, creating new modalities.

 

Coming Weeks

• Feb 20^th: LinkedIn Live Previa MWC 2025 (only in Portuguese)
• Feb 25^th: Vivo's 2024 Results
• Mar 3^rd: MWC 2025 (Barcelona)

9
2/2025

2024 results and more

Eduardo Tude

• Big Techs continued to show double-digit growth in 2024, while operators and vendors showed growth of less than 5%.
• TIM and Claro, which release their results this week, are expected to report net revenue growth around 5%, outpacing inflation of 4.83% for the year.

 

More highlights

• Tá Telecom, an MVNO that brings together Internet providers, surpassed the 100 thousand cell phone mark in 2024, more than double what it had in 2023 (47.5 thousand) (Mobile Time).
• Anatel and the IDB have launched the first phase of a strategic partnership to promote green investments and good environmental practices in the telecommunications sector, aligned with the ESG (Environmental, Social and Governance) agenda.
• 46% of U.S. households with internet access no longer have pay TV, illustrating the dominance of video streaming services. Additionally, 12% of households have never subscribed to any type of traditional pay TV. (Parks Associates)
• Myriota IoT satellite constellation has been authorized to operate in Brazil up to 208 non-geostationary satellites, for a period of 15 years exploration of satellite services in Brazil.

 

Events

• Feb 10^th: TIM's 2024 results
• Feb 11^th: Claro's 2024 results
• Feb 20^th: Linkedin Live Previa MWC 2025
• Feb 25^th: Vivo's 2024 result
• Mar 3^rd: MWC 2025

 

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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