Mobile leaders in 3Q22
The mobile leader board in the third quarter of 2022 (3Q22) has changed when compared to the previous quarter. Vivo was the leader in six (6) indicators of the eleven indicators monitored by Teleco. Claro led in three (3) and TIM in two (2).
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In 2007, Teleco started monitoring the performance of cellular operators in Brazil, measured through indicators which are reviewed annually since 2014. In 2019, a new indicator was introduced, postpaid growth without M2M.
In 1Q20, data revenue indicator was excluded, since data already represents more than 80% of net service revenue. In 2Q20, Claro started to be considered with the incorporation of Nextel. In 2Q20, the postpaid market share indicator was replaced by postpaid without M2M and the order of presentation of the indicators changed. In 1Q22, the 4G market share indicator was replaced by the 5G market share. In Apr/22 rhw sale of Oi Mobile to Vivo, Claro and TIM was concluded, accoring to the division agreed by all the parts.
Brazil ended 3Q22 by counting 259 million mobile accesses.
| Leader in | 1Q21 | 2Q21 | 3Q21 | 4Q21 | 1Q22 | 2Q22 | 3Q22 | ||
1 |
Mobile Accesses | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
2 |
Mobile Growth | Net Additions | Claro | Algar | Vivo | Vivo | Vivo | TIM | Claro |
3 |
Prepaid | Market Share | TIM | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
4 |
Postpaid without M2M | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
5 |
Postpaid Growth without M2M | Net additions | Claro | Algar | Claro | Oi | Vivo | TIM | Claro |
6 |
M2M | M2M Market Share | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
7 |
5G | 5G Market Share | - | - | - | - | Claro | Claro | Claro |
8 |
Revenue | Net Revenue | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
9 |
Revenue Growth | Growth of Services Revenue | Claro | Claro | Claro | Claro | Claro | TIM | TIM |
10 |
Revenue by Client | ARPU | Vivo | Vivo | Vivo | Vivo | TIM | TIM | Vivo |
11 |
Coverage | Population Covered by 2G, 3G and 4G |
Vivo | Vivo | Vivo | Vivo | Vivo | TIM | TIM |
Note: The analysis considers the operators Vivo, Claro, TIM and Algar.
We present below the results for each of the eleven indicators for 3Q22.
1) Mobile Market Share: Vivo leads
Vivo, the largest mobile operator in Brazil, ended 3Q22 with 97.3 million cellulars, but lost market share in the quarter due to disconnection of 3 million cell phones acquired from Oi Mobile, mostly prepaid (2.2 million). These cell phones were considered inactive, according to the criteria adopted by Vivo.
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| Mobile Accesses (thousand) | 1Q21 | 2Q21 | 3Q21 | 4Q21 | 1Q22 | 2Q22 | 3Q22 |
| Vivo | 79,682 |
80,965 |
82,253 | 83,921 | 85,302 | 99,199 | 97,328 |
| Claro | 66,338 |
67,775 |
69,217 | 70,541 | 71,804 | 85,735 | 86,629 |
| TIM | 51,728 |
51,341 |
51,614 | 52,066 | 52,305 | 68,695 | 68,796 |
| Oi | 38,564 |
40,333 |
40,702 | 42,041 | 42,078 | - | - |
| Algar | 2,765 |
2,963 |
3,207 | 3,552 | 3,797 | 4,111 | 4,370 |
The table of leaders in the regions, federation units and registration areas in 3Q22 is shown below.
| - | Market Share Leader in 3Q22 | ||
| Region | Federation Units* | Area Codes | |
| Vivo | I, II and III | 14 (-3) | 37 (-2) |
| Claro | - | 10 (+2) | 16 ( +1) |
| TIM | - | 3(+1) | 12 (+1) |
| Algar | 2 | ||
Vivo lost the leadership in states of São Paulo and Maranhão to Claro and in Rio Grande do Norte to TIM. Vivo also lost the leadership inside area codes 84 (Natal) to TIM and 74 (Juazeiro/BA) to Claro.
2) Mobile Growth: Claro led net adds in the quarter
Claro led mobile growth in 3Q222Q22 with net adds of 894 thousand cell phones.
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Vivo lost (-1.9 milhão) mobile accesses in the 3Q22 due to the disconnection of 3 million cell phones acquired from Oi Mobile.
| - | Net Additions (Thousand) | ||||||
1Q21 |
2Q21 |
3Q21 | 4Q21 |
1Q22 |
2Q22 | 3Q22 | |
| Vivo | 1,150 |
1,283 |
1,288 | 1,668 | 1,381 | 13,897 | -1,871 |
| Claro | 3,199 |
1,437 |
1,442 | 1,324 | 1,263 | 13,931 | 894 |
| TIM | 295 |
-387 |
273 | 452 | 239 | 16,390 | 101 |
| Oi | 1,913 |
1,770 |
369 | 1,339 | 37 | - | - |
| Algar | 137 |
198 |
244 | 345 | 245 | 314 | 259 |
Claro led postpaid net adds and TIM was the prepaid net adds leader in 3Q22.
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3) Prepaid Market Share: Vivo was the leader
Vivo kept its leadership, ending 3Q22 with 39.9 million prepaid subscribers (33.8%), but closer to TIM (33.2%) which conquered the second position. Claro (32.0%) was third.
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| Prepaid (thousand) | 1Q21 |
2Q21 |
3Q21 | 4Q21 |
1Q22 |
2Q22 | 3Q22 |
|---|---|---|---|---|---|---|---|
| Vivo | 33,669
|
33,872 |
34,163 | 34,287 | 34,399 | 42,264 | 39,874 |
| TIM | 29,509 |
29,185 |
29,239 | 29,201 | 29,089 | 38,902 | 39,136 |
| Claro | 28,311 |
28,638 |
28,965 | 29,141 | 29,338 | 37,764 | 37,694 |
| Oi | 23,503 |
24,421 |
24,683 | 25,252 | 25,219 | - | - |
| Algar | 668 |
652 |
636 | 613 | 600 | 597 | 595 |
TIM was the only one with positive prepaid net adds in 3Q22 (+234 thousand). Claro (-70 thousand) and Vivo (-2,390 thousand) had negative net adds.
4) Postpaid Market Share without M2M: Vivo kept the leadership
Vivo maintained its leadership in postpaid without M2M terminals, with a market share of 41.7%, very close to that of 2Q22. Claro (33.6%) occupied the second place and TIM (24.0%) the third.
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| Postpaid without M2M (thousand) |
1Q21 |
2Q21 | 3Q21 |
4Q21 | 1Q22 |
2Q22 | 3Q22 |
| Vivo | 35,321 | 35,911 | 36,609 | 37,167 | 37,949 | 43.145 | 43,244 |
| Claro | 27,370 | 28,066 | 28,688 | 29,164 | 29,515 | 34,260 | 34,824 |
| TIM | 18,279 | 18,150 | 18,296 | 18,882 | 19,232 | 25,059 | 24,947 |
| Oi | 12,804 | 13,787 | 14,070 | 14,765 | 14,938 | - | - |
| Algar | 566 | 573 | 596 | 601 | 612 | 613 | 602 |
This table shows few changes when M2M terminals are included in the postpaid.
5) Postpaid growth without M2M: Claro led 3Q22
Claro led postpaid net adds without M2M in the quarter (+564 thousand), followed by Vivo (+99 thousand). TIM (-112 thousand) presented negative net adds in 3Q22.
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6) M2M Market Share: Vivo is the leader
Vivo (38.2%) and Claro (37.5%) compete for the leadership in M2M market share since 1Q21.
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| M2M (thousand) | 1Q21 |
2Q21 |
3Q21 |
4Q21 |
1Q22 |
2Q22 | 3Q22 |
| Vivo | 10,692 | 11,182 | 11,481 | 12,467 | 12,954 | 13,790 | 14,210 |
| Claro | 10,657 | 11,071 | 11,583 | 12,236 | 12,952 | 13,711 | 14,110 |
| TIM | 3,940 | 4,006 | 4079 | 3,983 | 3,983 | 4,734 | 4,712 |
| Oi | 2,257 | 2,124 | 1949 | 2,024 | 1,922 | - | - |
| Algar | 1,531 | 1,738 | 1975 | 2,337 | 2,584 | 2,901 | 3,173 |
Vivo led in M2M net adds in the quarter (+634 thousand). Most of these net adds were from point-of-service terminals (credit card machines) and not from IoT.
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7) 5G Market Share: Claro is the leader
Claro maintains leadership in 5G market share since 1Q22. TIM came in second and Vivo in third this quarter.
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| 5G (Thousand) | 3Q21 | 4Q21 | 1Q22 | 2Q22 | 3Q22 |
|---|---|---|---|---|---|
| Claro | 240 | 456 | 884 | 1,232 | 1,709 |
| Vivo | 104 | 486 | 739 | 549 | 865 |
| TIM | - | 284 | 366 | 1,113 | 1,491 |
| Total | 344 | 1,226 | 1,989 | 2,894 | 4,065 |
8) Net Revenue: Vivo is in the leadership
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Vivo remained in the lead with mobile net revenue of R$ 8.5 billion in 3Q22, followed by Claro.
| R$ Million | 1Q21 | 2Q21 | 3Q21 | 4Q21 | 1Q22 | 2Q22 | 3Q22 |
|---|---|---|---|---|---|---|---|
| Vivo | 7,147 | 6,990 | 7,391 | 7,847 | 7,581 | 8,110 | 8,480 |
| Claro | 4,565 | 4,685 | 4,755 | 5,037 | 5,036 | 5,560 | 5,890 |
| TIM | 4,059 | 4,124 | 4,225 | 4,503 | 4,430 | 5,065 | 5,301 |
| Oi | 1,752 | 1,742 | 1,568 | 2,145 | - | - | - |
9) Growth of Services Net Revenue: TIM is the leader
TIM led in growth of services net revenue in 3Q22/3Q21 (25.8%), followed by Claro (22.5%).
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10) ARPU: Vivo conquered ARPU leadership
The disconnection of 3 million cell phones from Oi Mobile contributed for Vivo to gain leadership in ARPU, surpassing TIM. The ARPU of the three operators was affected by the incorporation of Oi Mobile.
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| ARPU (R$) | 1Q21 |
2Q21 |
3Q21 |
4Q21 |
1Q22 | 2Q22 | 3Q22 |
|---|---|---|---|---|---|---|---|
| Vivo | 27.4 | 26.8 | 27.8 | 28.2 | 27.1 | 25.0 | 26.1 |
| TIM | 25.5 | 25.8 | 26.5 | 27.7 | 27.4 | 25.8 | 25.9 |
| Claro | 22 | 22 | 22 | 22 | 22 | 22 | 21 |
Note: ARPU values reported by operators are not fully comparable because they use different criteria in their calculation.
11) Coverage: TIM is the leader
TIM maintained its leadership in population served in 3Q22 (99.5%). Claro (97.8%) became Vivo (97.7%). TIM leads in 4G coverage (98.1%), Vivo in 3G (97.1%) and Claro in 2G (95.2%).
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TIM also leads in total of covered municipalities regardless of technology (5,467), followed by Vivo (5,011) and Claro (4,805).
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