Teleco Blog

20
8/2023

Brisanet and more highlights

Eduardo Tude

Brisanet

Brisanet presented the highest net profit among the Competitive Companies that released results in 2Q23.
Market received Brisanet's results well, with its shares having appreciated by 16.8% in the week.

Brisanet started commercializing 4G/5G mobile services in Pereiro, in the state of Ceará, where the company is headquartered, and in São Miguel, in the state of Rio Grande do Norte, using the 2.3 GHz band. It intends to extend this service to 40 municipalities until December 2023 and add the FWA offer in 2 to 3 months.
It will offer a Gigabyte cheaper than the competition in a control and postpaid plan with prices starting at R$ 29.90/month.
Anatel may release the 3.5 GHz band in over 100 cities this week.
Brazilian Development Bank intends to finance, using Fust resources, CPEs for 5G fixed broadband (FWA).

Oi's ON shares had loss of 19.4% in the week and PN shares of 11.8%. The Ibovespa fell 2.25%.
Oi's ON share has lost 53.5% in the year and PN has lost 56.1%.

More highlights

Anatel's Board of Directors postponed to September 1st the meeting that will evaluate the RAN Sharing agreement signed between Winity and Vivo.
The TCU postponed for 60 days the decision regarding the date of expiry of the mandate of Baigorri, president of Anatel. The rapporteur voted for the term to end on October 28, 2024, and not in 2026, which would apply if it were considered that his term began when he assumed the presidency and not when he was elected councilor.
There were 1,377 million fixed broadband accesses worldwide in 1Q23, 1.59% more than in 1Q22. (PointTopic)
About a dozen driverless taxis (Robotaxis) caused a traffic jam in San Francisco, due to an overload on the city's mobile networks caused by the Outside Lands music festival, which featured the Foo Fighters and other bands. This episode is an example of the need for private networks for services like this.

Coming Weeks

August 30^th: Evento Telecom Webinar: 5G Brasil Summit 2023
October 3^rd a 5^th: Futurecom
October 23^rd a 25^th: MVNO Nation, Valencia - Spain
https://www.mvnonationlive.com/
Teleco is supporting this event and we can provide “free of charge VIP invitations” to MVNOs. If interested, please contact me: etude@teleco.com.br

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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Brisanet and more highlights