Mobile Leaders in 3Q23
The mobile leaderboard showed no changes this quarter. Vivo led in five (5) from the eleven indicators, Claro led in four (4) and TIM in two (2) indicators.
In 2007, Teleco started to monitor the performance of mobile operators in Brazil measured through indicators, which began to be reviewed annually from 2014 onwards. 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. Since 2Q20 Claro is considered with the incorporation of Nextel. In 2Q20, postpaid market share indicator was replaced by postpaid without M2M and the order in which the indicators were presented was changed. In 1Q22, 4G market share indicator was replaced by 5G market share indicator. In Apr/22, the sale of Oi Mobile to Vivo, Claro and TIM was completed, according to the division agreed between the parties (more details). In 1Q23, coverage indicator changed to 4G coverage.
Brazil ended 3Q23 with 252.9 million mobile accesses, a drop of 990 thousand compared to 2022.
| Leader in | 1Q22 | 2Q22 | 3Q22 | 4Q22/2022 | 1Q23 | 2Q23 | 3Q23 | ||
|---|---|---|---|---|---|---|---|---|---|
1 |
Mobile Accesses | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
2 |
Mobile Growth | Net Adds | Vivo | TIM | Claro | Vivo | Vivo | Claro | Claro |
3 |
Prepaid | Market Share | Vivo | 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 Adds | Vivo | TIM | Claro | Vivo | Claro | Claro | Claro |
6 |
M2M | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
7 |
5G | Market Share | Claro | Claro | Claro | Claro | Claro | Claro | Claro |
8 |
Revenue | Net Revenue | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
9 |
Growth of Mobile Revenue | Annual Growth of Mobile Services Rev. | Claro | TIM | TIM | Claro | Claro | Claro | Claro |
10 |
Revenue by Client | ARPU | TIM | TIM | Vivo | Vivo | TIM | TIM | TIM |
11 |
4G Coverage | Covered Population |
Vivo | TIM | TIM | TIM | TIM | TIM | TIM |
Note: The analysis considers the operators Vivo, Claro, TIM and Algar.
The results for each of these eleven indicators for 3Q23 are presented below.
1) Mobile Market Share: Vivo is the leader
Vivo maintained the leadership in mobile market share, but has been losing market this year. It ended 3Q23 counting 97.6 million accesses.
Only Claro gained market share in the first 9 months of the year. TIM registered the biggest loss in the year (-1.2 million).
| Mobile Accesses (thousand) | 1Q22 |
2Q22 | 3Q22 | 4Q22 | 1Q23 | 2Q23 | 3Q23 |
|---|---|---|---|---|---|---|---|
| Vivo | 85,302 | 99,199 | 97,328 | 97,979 | 98,051 | 97,755 | 97,587 |
| Claro | 71,804 | 85,735 | 86,629 | 83,260 | 82,844 | 83,671 | 85,032 |
| TIM | 52,305 | 68,695 | 68,796 | 62,485 | 61,721 | 61,225 | 61,254 |
| Oi | 42,078 | - | - | - | - | - | - |
| Algar | 3,797 | 4,111 | 4,370 | 4,550 | 4,559 | 4,605 | 4,484 |
| MVNOs | 2,944 | 1,642 | 3,657 | 3,675 | 3,953 | 4,229 | 4,584 |
Vivo lost leadership in area code 11 (SP Metro) and area code 82/State (Alagoas) to Claro and in area code 83/State (Paraíba) to TIM.
| - | Market Share Leader in 3Q23 | ||
| Region | State* | Area Code | |
| Vivo | I, II and III | 13(-2) | 35 (-3) |
| Claro | - | 10 (+1) | 19 (+2) |
| TIM | - | 4 (+1) | 12 (+1 |
| Algar | 1 | ||
2) Mobile Growth: Claro led net adds in the quarter.
Once again, Claro led mobile growth this quarter with net additions reaching 1,361 thousand accesses.
MVNOs and TIM presented positive net additions and Algar and Vivo had negative additions in the quarter.
| - | Net Additions (Thousand) | ||||||
1Q22 |
2Q22 | 3Q22 | 4Q22 | 1Q23 | 2Q23 | 3Q23 | |
|---|---|---|---|---|---|---|---|
| Vivo | 1,381 | 13,897 | -1,871 | 651 | 72 | -296 | -168 |
| Claro | 1,263 | 13,931 | 894 | -3,369 | -416 | 827 | 1,361 |
| TIM | 239 | 16,390 | 101 | -6,311 | -764 | -496 | 29 |
| Oi | 37 | - | - | - | - | - | - |
| Algar | 245 | 314 | 259 | 180 | 9 | 46 | -121 |
| MVNOs | 394 | -1,303 | 2,016 | 17 | 279 | 275 | 356 |
In 3Q23, Claro led net additions in postpaid (1.17 million) and prepaid (0.2 million). TIM and Vivo had prepaid losses in the quarter.
3) Prepaid Market Share: Vivo is the leader
Vivo remained in the leadership, ending 3Q23 counting 37.2 million prepaid payments, but has been losing market share.
Claro (32.3%) surpassed TIM (31.8%) in 2Q23, taking the second place and moving to 32.8% market share in 3Q23.
| Prepaid (Thousand) | 1Q22 | 2Q22 | 3Q22 | 4Q22 | 1Q23 | 2Q23 | 3Q23 |
|---|---|---|---|---|---|---|---|
| Vivo | 34,399 | 42,264 | 39,874 | 39,306 | 39,296 | 38,071 | 37,163 |
| TIM | 29,089 | 38,902 | 39,136 | 35,240 | 35,653 | 34,639 | 34,078 |
| Claro | 29,338 | 37,764 | 37,694 | 36,307 | 34,946 | 35,141 | 35,334 |
| Oi | 25,219 | - | - | - | - | - | - |
Algar |
600 | 597 | 595 | 607 | 602 | 599 | 578 |
4) Postpaid Market Share without M2M: Vivo remains leader
Vivo maintained its leadership in postpaid, without M2M terminals, with a market share of 43.4%. Claro (34.3%) remained in the second position.
| Postpaid without M2M (thousand) |
1Q22 | 2Q22 | 3Q22 | 4Q22 | 1Q23 | 2Q23 | 3Q23 |
|---|---|---|---|---|---|---|---|
| Vivo | 37,949 | 43,145 | 43,244 | 43,947 | 43,782 | 44,248 | 44,804 |
| Claro | 29,515 | 34,260 | 34,824 | 33,376 | 34,021 | 34,496 | 35,422 |
| TIM | 19,232 | 25,059 | 24,947 | 22,921 | 21,563 | 21,842 | 22,198 |
| Oi | 14,938 | - | - | - | - | - | - |
| Algar | 612 | 613 | 602 | 599 | 598 | 599 | 601 |
This table presents few changes when M2M terminals are included in postpaid.
5) Postpaid Growth without M2M: Claro led
Claro led postpaid net additions without M2M in 2Q23 (+0.9 million), followed by Vivo (+0.6 million) and TIM in third place with 0.4 million net additions.
6) M2M Market Share: Vivo was the leader
Vivo (37.1%) maintained its leadership in market share of M2M terminals in 3Q23. Vivo and Claro have been losing market share.
TIM's market share reached 11.8% in 3Q23, followed by MVNOs (9.2%) and Algar (7.9%).
| M2M (thousand) | 1Q22 |
2Q22 |
3Q22 | 4Q22 | 1Q23 | 2Q23 | 3Q23 | Quarter Growth |
|---|---|---|---|---|---|---|---|---|
| Vivo | 12,954 | 13,790 | 14,210 | 14,726 | 14,974 | 15,437 | 15,620 | 183 |
| Claro | 12,952 | 13,711 | 14,110 | 13,577 | 13,876 | 14,034 | 14,275 | 241 |
| TIM | 3,983 | 4,734 | 4,712 | 4,324 | 4,504 | 4,744 | 4,978 | 234 |
| Oi | 1,922 | - | - | - | - | - | - | - |
| Algar | 2,584 | 2,901 | 3,173 | 3,345 | 3,358 | 3,407 | 3,304 | -103 |
| MVNOs | 1,845 | 871 | 2,803 | 3,064 | 3,320 | 3,565 | 3,880 | 315 |
MVNOs led M2M net additions in 3Q23 (+315 thousand), followed by Claro (+241 thousand) and TIM (+234 thousand). Most of the providers' net additions were from IoT.
Claro led M2M net additions (0.38 million) for IoT, followed by MVNOs (0.32 million).
7) 5G Market Share: Claro led
Claro (38.6%) has maintained the leadership in 5G market share since 1Q22, but has been threatened by Vivo, which holds 38.0% market share and occupied second position in 3Q23.
5G mobile accesses rocketed 296% in 3Q23/3Q22.
| 5G (thousand) | 1Q22 | 2Q22 | 3Q22 | 4Q22 | 1Q23 | 2Q23 | 3Q23 |
|---|---|---|---|---|---|---|---|
| Claro | 884 | 1,232 | 1,709 | 2,469 | 3,162 | 4,599 | 6,211 |
| Vivo | 366 | 1,113 | 1,491 | 1,966 | 3,094 | 4,350 | 6,123 |
| TIM | 739 | 549 | 865 | 1,320 | 1,936 | 2,477 | 3,776 |
| Total | 1,989 | 2,894 | 4,065 | 5,755 | 8,191 | 11,426 | 16,110 |
8) Mobile Net Revenue: Vivo in the leadership
In 3Q23, Vivo remained in the lead in mobile net revenue (R$ 9.3 billion), followed by Claro.
| R$ Million | 1Q22 | 2Q22 | 3Q22 | 4Q22 | 1Q23 | 2Q23 | 3Q23 |
|---|---|---|---|---|---|---|---|
| Vivo | 7,581 | 8,110 | 8,480 | 8,899 | 8,819 | 8,927 | 9,279 |
| Claro | 5,036 | 5,560 | 5,890 | 6,208 | 6,210 | 6,396 | 6,526 |
| TIM | 4,430 | 5,065 | 5,301 | 5,551 | 5,366 | 5,541 | 5,731 |
| Oi | 1,987 | 1,928 | 191 | - | - | - | - |
9) Growth of Mobile Services Net Revenue: Claro led in the quarter
Claro led the growth in net revenue from mobile services in 3Q23/3Q22 with 9.7%, followed by Vivo with 9.0% growth.
10) ARPU: TIM in the leadership
TIM's ARPU has been growing since 3Q22 and reached R$ 30.2 in 3Q23. Claro maintained its ARPU constant in the quarter.
| ARPU (R$) | 1Q22 | 2Q22 | 3Q22 | 4Q22 | 1Q23 | 2Q23 | 3Q23 |
|---|---|---|---|---|---|---|---|
| Vivo | 27.1 | 25.0 | 26.1 | 27.0 | 27.1 | 27.9 | 28.9 |
| TIM | 27.4 | 25.8 | 24.9 | 26.6 | 27.7 | 29.2 | 30.2 |
| Claro | 22 | 22 | 21 | 22 | 23 | 24 | 24 |
Note: ARPU values reported by operators are not fully comparable as they use different criteria in their calculation.
11) 4G Coverage: TIM leads
TIM led 4G coverage reaching 99.6% of the population, followed by Vivo (96.2%) and Claro (95.9%).
TIM also led total cities covered with 4G (5,500), followed by Vivo (4,748) and Claro (4,414).
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