Teleco Blog

25
5/2025

Capex, 5G and more

Eduardo Tude

Brisanet led in Capex/Net Revenue due to investments in the mobile network. Competitive operators presented values >20% for this indicator while in the largest operators in Brazil and the world this indicator is less than 15%.
Capex in Brazil reached R$ 8.2 billion in 1Q25. Vivo was the leader with R$ 1.9 billion, followed by Claro with R$ 1.8 billion.

Brisanet's mobile customer base registered net additions of 43 thousand cell phones in April, totaling 495 thousand cell phones.
Core market for mobile networks showed annual growth of 32% in 1Q25, led by Huawei, ZTE, Ericsson and Nokia.

V.tal

NIO was officially launched as the new brand of Oi Fibra acquired by V.tal.
V.tal and Meta announced the beginning of the construction of an extension of the Malbec submarine cable to Porto Alegre, with a length of 280 km and capacity of up to 20 Tbps per fiber pair. The cable's anchoring station will be located in the city of Balneário Pinhal, 105 km from Porto Alegre.

More Highlights

The Argentine group Werthein, which controls Sky in Brazil, acquired the broadband provider Zaaz that has around 180 thousand accesses.
The discussion of the new rules for sharing poles proposed by Aneel was postponed due to a request for views in the council.
The main change in relation to the previous rules is that electricity companies could create separate legal entities that would have priority to perform the role of electricity pole manager. Such companies could operate in the telecom market with their own networks.
Anatel's President, Carlos Baigorri, will be a candidate for the position of Deputy Secretary-General of the ITU in the renewal of the governing body that will take place in 2026.
Anatel published the 2024 Management Report.
Itaú has registered an average of 5 million monthly calls to the OpenGateway SIM Swap API, which allows checking information about SIM Card changes on operators networks. (Mobile Time)
Telefónica announced the sale of 100% of its subsidiary in Uruguay to Millicom for an amount of US$ 440 million. Telefónica had recently announced the sale of its operations in Peru, Argentina and Colombia.

Coming weeks

May 29-30^th: MVNO Nation USA
Jun 05^th: Workshop Mercado Brasileiro de Telecomunicações – 1T25
Jun 17^th: IoT Summit Brasil

18
5/2025

1Q25 Results and more

Eduardo Tude

1Q25 Results

Brazil's main telecommunications service providers reported annual net revenue growth in 1Q25 that was higher than inflation.
Brasil Tecpar and Alares reported strong revenue growth due to acquisitions of other providers. Ligga acquired Sercomtel this quarter and V.tal acquired Oi Fibra.
Brisanet's strong growth was partly driven by mobile revenue, but fixed revenue showed organic growth of 11.7%.
The other providers showed growth ranging from 9.8% at Desktop to 3.2% at Algar. Oi's revenue continued its downward trajectory.
Brisanet's mobile gross revenue reached R$ 21 million in 1Q25 and Unifique's hit R$ 10.7 million.
Brisanet intends to expand mobile service to 115 municipalities in the midwest in 2026, in partnership with local providers.
Brasil TecPar announced another acquisition: 55% of Allrede Telecom, which has 215 thousand Fixed Broadband accesses, for R$ 336 million.

Copper Network

Vivo's copper network decommissioning process is likely to last until 2028 and the company expects to get R$ 3 billion revenue from the sale of copper scrap.
Oi intends to stop providing services using its copper network by the end of 2025.

More Highlights

This year, 5.2 million illegal cell phones are expected to be sold in Brazil, corresponding to 14% of the total. (Abinee)
Brazilian Ministry of Communications opened a public consultation for a National Submarine Cable Policy, evaluating the creation of Zones of Interest for Anchoring to attract systems in the North and South regions.
Cade's General Superintendence recommended challenging the request to expand network sharing agreements (RAN sharing) between TIM and Vivo.

Coming Weeks

Jun 5^th: Brazilian Telecommunication Market Workshop – 1Q25 (in Portuguese)
Jun 17^th: IoT Summit Brasil
May 29-30^th: MVNO Nation USA

11
5/2025

Abrint, results 1Q25, MVNO...

Eduardo Tude

The consolidation of fixed broadband providers occurred mainly among those with more than 200 thousand accesses and between 5 thousand and 50 thousand accesses.
The Competitive Group (Providers) grew 12.8% in 2024, but M&A operations impacted the growth of Provider Groups by access range, the same ones used by the Abrint/Teleco Award.
Brazil ended 2024 holding 52.5 million fixed broadband accesses reported by 9 thousand providers, according to data updated this week by Anatel.

Abrint Global Congress 2025

I'd like to thank everyone who visited the Teleco stand at Abrint and congratulate all the finalists of the Abrint/Teleco Award, which recognizes the most outstanding providers in the Brazilian Telecommunications market.
One of the most criticized points at the Abrint Congress was Anatel's decision to revoke (in 2027) Standard No. 4, which regulates internet connection providers. The revocation weakens the position of providers in lawsuits against state tax authorities, with disastrous consequences for many.

Results 1Q25

When comparing 1Q25 with 1Q24, total net revenue grew:

9.8% at Desktop;
6.2% at Claro;
4.9% at TIM;
3.2% at Algar.

MVNOs in 1Q25

MVNO mobiles grew 4.6% in 1Q25/4Q24, with B2B mobile accesses growing 16.1% and M2M 2%. The biggest growth occurred in postpaid without M2M (22.1%), driven by fixed broadband providers.

iez! Telecom announced a partnership with NetSpeed â€‹â€‹to deploy its 5G network in the interior of Minas Gerais.

More Highlightss

Mega decided to adopt the Samm brand.
Algar reached an agreement with Anatel at the TCU to migrate its fixed telephony concession to authorization.

Coming Weeks

June 5^th - Brazilian Telecommunication Market Workshop – 1Q25
June 17^th - IoT Summit Brasil
May 29-30^th - MVNO Nation USA

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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Capex, 5G and more

1Q25 Results and more

Abrint, results 1Q25, MVNO...