Mobile leaders in 1Q24
The mobile leaderboard in 1Q24 didn't change when compared to the previous quarter. Vivo maintained the leadership in five (5) of the eleven indicators monitored by Teleco in the year, Claro was the leader in four (4) indicators and TIM maintained the leadership in two (2) indicators.
| Leader in | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | ||
|---|---|---|---|---|---|---|---|
1 |
Mobile Accesses | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo |
2 |
Mobile Growth | Net Additions | Vivo | Claro | Claro | Claro | Claro |
3 |
Prepaid | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo |
4 |
Postpaid without M2M | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo |
5 |
Postpaid growth without M2M | Net Additions | Claro | Claro | Claro | Claro | Claro |
6 |
M2M | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo |
7 |
5G | Market Share | Claro | Claro | Claro | Claro | Claro |
8 |
Revenue | Net Revenue | Vivo | Vivo | Vivo | Vivo | Vivo |
9 |
Revenue Growth | Rev. Services Annual Growth | Claro | TIM | TIM | Claro | Claro |
10 |
Revenue by Client | ARPU | TIM | TIM | Vivo | TIM | TIM |
11 |
Coverage | Covered Population | TIM | TIM | TIM | TIM | TIM |
Note: The analysis considers operators Vivo, Claro, TIM, Algar and MVNOs.
In 2007, Teleco began monitoring 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, in accordance with the division agreed between the parties.
Brazil ended the first quarter of 2024 (1Q24) counting 258.2 million cell phones, an increase of 7.0 million accesses compared to 1Q23.
The results for each of these eleven indicators for 1Q24 are presented below.
1) Mobile Market Share: Vivo is the leader
Vivo, the largest mobile operator in Brazil, ended 1Q24 holding 99.7 million cell phones, but lost market share (38.6%), along with TIM (23.8%). Claro gained 0.1 percentage point of market share in 1Q24.
Brisanet began reporting its mobile accesses in Feb/24 and in 1Q24 the company had 55 thousand cell phones.
| Mobile Accesses (thousand) | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 |
|---|---|---|---|---|---|
| Vivo | 98,051 | 97,755 | 97,587 | 99,075 | 99,663 |
| Claro | 82,844 | 83,671 | 85,032 | 86,951 | 87,652 |
| TIM | 61,721 | 61,225 | 61,254 | 61,248 | 61,420 |
| Algar | 4,559 | 4,605 | 4,484 | 4,116 | 4,120 |
The table of leaders in the regions, federation units and area codes in 1Q24 is presented below. There was no change in relation to 4Q23.
| - | Market Share Leader in 1Q24 | ||
| Region | Federation Units | Area Codes | |
| Vivo | I, II and III | 12 | 35 |
| Claro | - | 11 | 19 |
| TIM | - | 4 | 12 |
| Algar | - | - | 1 |
2) Mobile Growth: Claro leads net adds in the quarter
Claro led mobile growth in the 1st quarter of 2024 with net additions of 0.7 million cell phones, followed by Vivo and MVNOs.
All operators had positive net additions in the quarter.
| - | Net Additions (Thousand) | ||||
| 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | |
|---|---|---|---|---|---|
| Vivo | 72 | -296 | -168 | 1,487 | 588 |
| Claro | -764 | -496 | 29 | 682 | 701 |
| TIM | 8 | 46 | -121 | -286 | 172 |
| Algar | -1 | -1 | 0 | 6 | 4 |
Vivo (0.8 million) led postpaid net additions in the quarter, but presented negative net additions in prepaid (-0.2 million). Claro presented positive net additions in postpaid and prepaid.
3) Prepaid Market Share: Vivo leads
Vivo is the prepaid market share leader with 34.6% and ended the quarter with 37.0 million prepaid payments (34.7%). Claro (33.2%) was the only one to gain market share in the quarter.
| Prepaid (Thousand) | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 |
|---|---|---|---|---|---|
| Vivo | 39,296 | 38,071 | 37,163 | 37,267 | 37,055 |
| TIM | 35,653 | 34,639 | 34,078 | 33,634 | 33,312 |
| Claro | 34,946 | 35,141 | 35,334 | 35,463 | 35,609 |
| Algar | 602 | 599 | 578 | 593 | 594 |
Vivo (-0.2 million) and TIM (-0.3 million) had negative net additions in prepaid in 1Q24.
4) Postpaid Market Share without M2M: Vivo keeps the leadership
Vivo kept the leadership in postpaid without M2M terminals but lost market share (43.2%). Claro (34.6%) remained in the second position followed by TIM.
| Postpaid without M2M (tousand) |
1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 |
|---|---|---|---|---|---|
| Vivo | 43,782 | 44,248 | 44,804 | 45,903 | 46,589 |
| Claro | 34,021 | 34,496 | 35,422 | 36,503 | 37,268 |
| TIM | 21,563 | 21,842 | 22,198 | 22,580 | 22,995 |
| Algar | 598 | 599 | 601 | 606 | 609 |
This table presents few changes when M2M terminals are included in postpaid.
5) Growth of Postpaid without M2M: Claro is the leader
Claro led postpaid net additions without M2M in 1Q24 (0.8 million), followed by Vivo (0.7 million) and TIM (0.4 million).
6) M2M Market Share: Vivo is the leader
Vivo (37.0%) maintained its leadership in market share of M2M terminals in 1Q24, closely followed by Claro (34.2%).
TIM remained stable in this segment with 11.8% market share in 1Q24, but has been threatened by MVNOs (10.3%).
| M2M (thousand) | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 |
|---|---|---|---|---|---|
| Vivo | 14,974 | 15,437 | 15,620 | 15,905 | 16,020 |
| Claro | 13,876 | 14,034 | 14,275 | 14,985 | 14,775 |
| TIM | 4,504 | 4,744 | 4,978 | 5,035 | 5,113 |
| Algar | 3,358 | 3,407 | 3,304 | 2,917 | 2,916 |
MVNOs led M2M net adds in 1Q24 (148 thousand) followed by Vivo (115 thousand). Claro presented negative net adds (-210 thousand).
MVNOs led M2M net adds for IoT.
7) 5G Market Share: Claro leads
Claro (37.7%) maintained its leadership in 5G market share but has been threatened by Vivo (36.9%). TIM increased its market share and it increased to 25.4% in 1Q24.
| 5G (thousand) | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 |
|---|---|---|---|---|---|
| Claro | 3.162 | 4.599 | 6.211 | 7.718 | 9.152 |
| Vivo | 3.094 | 4.350 | 6.123 | 7.615 | 8.952 |
| TIM | 1.936 | 2.477 | 3.776 | 5.207 | 6.167 |
| Total | 8.191 | 11.426 | 16.110 | 20.552 | 24.284 |
8) Mobile Net Revenue: Vivo in the leadership
Vivo remained the leader in mobile net revenue with R$ 9.6 billion in 1Q24, followed by Claro. Both maintained stability.
| R$ Million | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 |
|---|---|---|---|---|---|
| Vivo | 8,819 | 8,927 | 9,279 | 9,643 | 9,583 |
| Claro | 5,366 | 5,541 | 5,731 | 5,947 | 5,763 |
| TIM | 6,210 | 6,396 | 6,526 | 6,786 | 6,755 |
9) Growth of Mobile Services Net Revenue: Claro led in the quarter
Claro led growth in mobile services net revenue in 1Q24/1Q23 with 8.8%, closely followed by Vivo (8.7%).
10) ARPU: TIM is the lader
TIM remained in the leadership in ARPU, despite falling to R$ 30.3 in the quarter. Claro's ARPU has remained stable since 2Q23.
| ARPU (R$) | 4Q22 | 1Q23 | 2Q23 | 3Q23 | 4Q23 |
|---|---|---|---|---|---|
| Vivo | 27,0 | 27,1 | 27,9 | 28,9 | 29,1 |
| TIM | 26,6 | 27,7 | 29,2 | 30,2 | 31,1 |
| Claro | 22 | 23,0 | 24,0 | 24,0 | 24,0 |
Nota: Os valores de ARPU informados pelas operadoras não são totalmente comparáveis por utilizarem critérios diferentes no seu cálculo.
11) Coverage: TIM leads
TIM maintained the leadership and covered 100% of the population. Vivo (97.9%) is placed in the second position ahead of Claro (97.4%).
TIM led in 4G coverage (100%), Vivo in 3G (97.4%), TIM in 5G (48.7%) and Claro in 2G (95.4%).
TIM also led in total covered cities regardless of technology (5,570), followed by Vivo (4,769) and Claro (4,574).
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