Mobile Leaders in 2Q24
Mobile leaders board based on the second quarter of 2024 (2Q24) didn't change when compared with the previous quarter. Vivo became leader in eight (8) from eleven indicators monitored along the year by Teleco. TIM kept the leadership in two (2) indicators and Claro led one (1) indicator.
| Leader in | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | ||
|---|---|---|---|---|---|---|---|---|
1 |
Mobile Accesses | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
2 |
Mobile Growth | Net Additions | Vivo | Claro | Claro | Claro | Claro | Vivo |
3 |
Prepaid | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
4 |
Postpaid without M2M | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
5 |
Postpaid growth without M2M | Net Additions | Claro | Claro | Claro | Claro | Claro | Vivo |
6 |
M2M | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
7 |
5G | Market Share | Claro | Claro | Claro | Claro | Claro | Vivo |
8 |
Revenue | Net Revenue | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
9 |
Revenue Growth | Rev. Services Annual Growth | Claro | TIM | TIM | Claro | Claro | Claro |
10 |
Revenue by Client | ARPU | TIM | TIM | Vivo | TIM | TIM | TIM |
11 |
Coverage | Covered Population | TIM | TIM | TIM | TIM | TIM | TIM |
Note: The analysis considers operators Vivo, Claro, TIM, Algar and MVNO.
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 2Q24 counting 260.1 million cell phones, a growth of 8.6 million mobile accesses in comparison with 2Q23.
In this quarter MVNOs weren't considered in the analysis because NLT, which had 951 thousand cell phone in 1Q24, didn't report its numbers to Anatel in Jun/24.
The results for each of these eleven indicators for 2Q24 are presented below.
1) Mobile Market Share: Vivo leads it
Vivo, the biggest mobile operator in Brazil, closed 2Q24 counting 100.9 million cell phones and gained market share (38.8%) again. Claro (34.0%) and TIM (23.8%) kept stable market share in 2Q24.
Brisanet began reporting its mobile accesses in Feb/24 and in 2Q24 it counted 128 thousand cell phones (increasing 73 thousand accesses).
| Mobile Accesses (thousand) | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 |
|---|---|---|---|---|---|---|
| Vivo | 98,051 | 97,755 | 97,587 | 99,075 | 99,663 | 100,949 |
| Claro | 82,844 | 83,671 | 85,032 | 86,951 | 87,652 | 88,328 |
| TIM | 61,721 | 61,225 | 61,254 | 61,248 | 61,420 | 61,986 |
| Algar | 4,559 | 4,605 | 4,484 | 4,116 | 4,120 | 4,173 |
The table below present the leaders board by region, federation units and area code in 2Q24. Vivo lost the leadership inside area code 54 (Caxias do Sul) to Claro.
| - | Market Leader in 2Q24 | ||
| Region | Federation Units | Area Codes | |
| Vivo | I, II and III | 12 | 34 (-1) |
| Claro | - | 11 | 20 (+1) |
| TIM | - | 4 | 12 |
| Algar | 1 | ||
2) Mobile Growth: Vivo led net adds in the quarter
Vivo led cell phone growth in the 2nd quarter of 2024 with net adds of 1.3 million mobile accesses, almost the double of Claro's (0.7 million) and TIM's (0.6 million).
Note: MVNOs were not included in the analysis of this indicator, as NLT's data wasn't reported to Anatel.
| - | Net Additions (Thousand) | |||||
| 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | |
|---|---|---|---|---|---|---|
| Vivo | 72 | -296 | -168 | 1,487 | 588 | 1,286 |
| Claro | -764 | -496 | 29 | 682 | 701 | 676 |
| TIM | 8 | 46 | -121 | -286 | 172 | 566 |
| Algar | -1 | -1 | 0 | 6 | 4 | 53 |
Vivo (1.4 million mobile accesses) led postpaid net additions in the quarter, but presented negative prepaid net adds (-0.1 million). All operators presented negative net additions in prepaid.
3) Prepaid Market Share: Vivo leads it
Vivo is the leader in prepaid market share with 34.7% and ended the quarter with 37.0 million prepaid accesses. Claro (33.2%) remained stable and TIM (31.0%) lost market share in the quarter.
| Prepaid (Thousand) | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 |
|---|---|---|---|---|---|---|
| Vivo | 39,296 | 38,071 | 37,163 | 37,267 | 37,055 | 36,977 |
| TIM | 35,653 | 34,639 | 34,078 | 33,634 | 33,312 | 33,014 |
| Claro | 34,946 | 35,141 | 35,334 | 35,463 | 35,609 | 35,377 |
| Algar | 602 | 599 | 578 | 593 | 594 | 562 |
Vivo (-0.08 million accesses), Claro (0.2 million) and TIM (-0.3 million) got negative prepaid net adds in 2Q24.
4) Postpaid Market Share without M2M: Vivo keps the leadership
Vivo maintained its leadership in postpaid without M2M terminals but lost market share (43.2%). Claro (34.5%) remained in the second place, followed by TIM.
| Postpaid without M2M (thousand) |
1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 |
|---|---|---|---|---|---|---|
| Vivo | 43,782 | 44,248 | 44,804 | 45,903 | 46,589 | 47,410 |
| Claro | 34,021 | 34,496 | 35,422 | 36,503 | 37,268 | 37,821 |
| TIM | 21,563 | 21,842 | 22,198 | 22,580 | 22,995 | 23,453 |
| Algar | 598 | 599 | 601 | 606 | 609 | 610 |
This table presents few changes when M2M are included in postpaid.
5) Postpaid Growth without M2M: Vivo led it
Vivo led postpaid net adds without M2M in 2Q24 (0.8 million), followed by Claro (0.6 million) and by TIM (0.5 million).
Note: MVNOs weren't included in the analysis of this indicator, as NLT's data wasn't reported to Anatel.
6) M2M Market Share: Vivo leads it
Vivo (37.8%) increased its market share in the M2M terminals leadership in 2Q24, followed by Claro (34.5%).
Note: MVNOs weren't included in the analysis of this indicator, as NLT's data wasn't reported to Anatel.
TIM raised its market share in 2Q24, reahing 12.6%.
| M2M (thousand) | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 |
|---|---|---|---|---|---|---|
| Vivo | 14,974 | 15,437 | 15,620 | 15,905 | 16,020 | 16,562 |
| Claro | 13,876 | 14,034 | 14,275 | 14,985 | 14,775 | 15,130 |
| TIM | 4,504 | 4,744 | 4,978 | 5,035 | 5,113 | 5,518 |
| Algar | 3,358 | 3,407 | 3,304 | 2,917 | 2,916 | 3,001 |
| DATORA* | 2,122 | 2,220 | 2,373 | 2,406 | 2,462 | 2,574 |
| NLT* | 626 | 650 | 706 | 832 | 951 | - |
| SURF* | 340 | 364 | 425 | 455 | 479 | 514 |
| TELECALL* | 259 | 357 | 402 | 504 | 573 | 596 |
* MVNOs
Vivo led M2M net adds in 2Q24 (542 thousand accesses) followed by TIM (405 thousand) and Claro (355 thousand).
Note: MVNOs weren't included in the analysis of this indicator, as NLT's data wasn't reported to Anatel.
7) 5G Market Share: Vivo leads it
Vivo (37.7%) became the leader in 5G market share in this quarter overcoming Claro (36.5%). TIM increased its share and reached 25.8% in 2Q24.
| 5G (Thousand) | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 |
|---|---|---|---|---|---|---|
| Claro | 3,162 | 4,599 | 6,211 | 7,718 | 9,152 | 10,674 |
| Vivo | 3,094 | 4,350 | 6,123 | 7,615 | 8,952 | 11,029 |
| TIM | 1,936 | 2,477 | 3,776 | 5,207 | 6,167 | 7,560 |
| Total | 8,191 | 11,426 | 16,110 | 20,552 | 24,284 | 29.267 |
8) Mobile Net Revenue: Vivo in the leadership
Vivo remained as leader in mobile net revenue holding R$ 9.7 billion in 2Q24, followed by Claro. All operators increased mobile revenue in the quarter.
| R$ Million | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 |
|---|---|---|---|---|---|---|
| Vivo | 8,819 | 8,927 | 9,279 | 9,643 | 9,583 | 9,724 |
| Claro | 5,366 | 5,541 | 5,731 | 5,947 | 5,763 | 5,965 |
| TIM | 6,210 | 6,396 | 6,526 | 6,786 | 6,755 | 7,033 |
9) Growth of Mobile Services Net Revenue: Claro led it in the quarter
Claro led the growth of mobile services net revenue in 2Q24/2Q23 reaching 10.0%, followed by Vivo (8.9%)
10) ARPU: TIM is the leader
TIM, which has been keeping the ARPU leadership, resumed growth in 2Q24 reaching R$ 31.2 in the quarter. Claro's ARPU remaind stable since 2Q23.
| ARPU (R$) | 4Q22 | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 |
|---|---|---|---|---|---|---|---|
| Vivo | 27.0 | 27.1 | 27.9 | 28.9 | 29.1 | 29.2 | 29.6 |
| TIM | 26.6 | 27.7 | 29.2 | 30.2 | 31.1 | 30.3 | 31.2 |
| Claro | 22 | 23.0 | 24.0 | 24.0 | 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 it
TIM kept the leadership and reached 100% of the population. Vivo (98.0%) is placed in the second position before Claro (97.9%).
TIM led 4G coverage 4G (100%). Vivo led in 3G coverage (97.4%), TIM in 5G (52.0%) and Claro in 2G (95.4%)
TIM also led in the total of covered cities regardless the technology (5,570), followed by Vivo (4,942) and by Claro (4,585).
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