Mobile Leaders in 3Q24
The mobile leaderboard in the third quarter of 2024 (3Q24) showed no change when compared to the previous quarter, with Vivo leading in eight (8) of the eleven indicators monitored by Teleco, TIM maintaining the leadership in two (2) indicators and Claro leading in one (1) indicator.
Leader in | 1T23 | 2T23 | 3T23 | 4T23 | 1T24 | 2T24 | 3T24 | ||
---|---|---|---|---|---|---|---|---|---|
1 |
Mobile Accesses | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
2 |
Mobile Growth | Net Additions | Vivo | Claro | Claro | Claro | Claro | Vivo | Vivo |
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 Additions | Claro | Claro | Claro | Claro | Claro | Vivo | Vivo |
6 |
M2M | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
7 |
5G | Market Share | Claro | Claro | Claro | Claro | Claro | Vivo | Vivo |
8 |
Revenue | Net Revenue | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo | Vivo |
9 |
Revenue Growth | Rev. Services Annual Growth | Claro | TIM | TIM | Claro | Claro | Claro | Claro |
10 |
Revenue by Client | ARPU | TIM | TIM | Vivo | TIM | TIM | TIM | TIM |
11 |
Coverage | Covered Population | TIM | 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, the 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, the postpaid market share indicator was replaced by the postpaid non-M2M indicator and the order in which the indicators were presented was changed. In 1Q22, the 4G market share indicator was replaced by the 5G market share indicator. In April/22, the sale of Oi mobile to Vivo, Claro and TIM was completed, in accordance with the division agreed between the parties.
Brazil ended 3Q24 counting 262.3 million mobile accesses, an increase of 9.3 million compared to 3Q23.
The results for each of these eleven indicators for 3Q24 are presented below.
1) Mobile Market Share: Vivo leads
Vivo, Brazil's largest mobile operator, ended 3Q24 with 101.5 million mobile accesses and remained stable in market share (38.7%), as did TIM (23.7%). Claro's market share shrank to 33.7%.
Brisanet began to disclose its mobile accesses in Feb/24 and in 3Q24 it had 223 thousand mobile accesses (an increase of 92 thousand cell phones).
Mobile Accesses (Thousand) | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | 3Q24 |
---|---|---|---|---|---|---|---|
Vivo | 98,051 | 97,755 | 97,587 | 99,075 | 99,663 | 100,949 | 101,506 |
Claro | 82,844 | 83,671 | 85,032 | 86,951 | 87,652 | 88,328 | 88,276 |
TIM | 61,721 | 61,225 | 61,254 | 61,248 | 61,420 | 61,986 | 62,149 |
Algar | 4,559 | 4,605 | 4,484 | 4,116 | 4,120 | 4,173 | 4,402 |
Brisanet | - | - | - | - | 55 | 128 | 223 |
MVNOs | 3,953 | 4,229 | 4,584 | 4,924 | 5,209 | 5,539 | 5,631 |
Below is the leaderboard in the regions, federation units and area codes in 2Q24, Claro lost its leadership in the state of Ceará to Vivo.
- | Market Share Leader in 2Q24 | ||
Region | Federation Unit | Area Code (DDD) | |
Vivo | I, II and III | 13 (+1) | 34 |
Claro | - | 10 (-1) | 20 |
TIM | - | 4 | 12 |
Algar | 1 |
2) Mobile Growth: Vivo led net adds in the quarter
Vivo led mobile growth in the third quarter of 2024 with net additions of 0.6 million mobiles, ahead of Algar (0.23 million) and TIM (0.16 million).
- | Net Additions (Thousand) | ||||||
1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | 3Q24 | |
---|---|---|---|---|---|---|---|
Vivo | 72 | -296 | -168 | 1.487 | 588 | 1.286 | 557 |
Claro | -764 | -496 | 29 | 682 | 701 | 676 | -52 |
TIM | 8 | 46 | -121 | -286 | 172 | 566 | 163 |
Algar | -1 | -1 | 0 | 6 | 4 | 53 | 229 |
Brisanet | 55 | 73 | 95 | ||||
MVNOs | 278 | 276 | 355 | 340 | 285 | 330 | 92 |
Vivo (1.1 million) led postpaid net additions in the quarter, but presented negative prepaid net adds (-0.5 million), along with the other operators.
3) Prepaid Market Share: Vivo leads
Vivo, which leads in prepaid market share, remained stable by holding 34.7% of the market and ended the quarter with 36.5 million prepaid customers. Claro (33.3%) grew in the quarter and TIM (30.9%) continued to lose market share.
Prepaid (Thousand) | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | 3Q24 |
---|---|---|---|---|---|---|---|
Vivo | 39,296 | 38,071 | 37,163 | 37,267 | 37,055 | 36,977 | 36,478 |
Claro | 34,946 | 35,141 | 35,334 | 35,463 | 35,609 | 35,377 | 35,035 |
TIM | 35,653 | 34,639 | 34,078 | 33,634 | 33,312 | 33,014 | 32,468 |
Algar | 602 | 599 | 578 | 593 | 594 | 562 | 556 |
Vivo (-499 thousand), Claro (-342 thousand) and TIM (-546 thousand) had negative net additions in prepaid in 3Q24.
4) Postpaid Market Share without M2M: Vivo keeps the leadership
Vivo maintained its leadership in postpaid without M2M terminals and its market share (43.2%) remained stable. Claro (34.2%) remained in second place, followed by TIM (21.4%).
Postpaid without M2M (thousand) |
1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | 3Q24 |
---|---|---|---|---|---|---|---|
Vivo | 43,782 | 44,248 | 44,804 | 45,903 | 46,589 | 47,410 | 48,183 |
Claro | 34,021 | 34,496 | 35,422 | 36,503 | 37,268 | 37,821 | 38,190 |
TIM | 21,563 | 21,842 | 22,198 | 22,580 | 22,995 | 23,453 | 23,881 |
Algar | 598 | 599 | 601 | 606 | 609 | 610 | 632 |
This table presents few changes when M2M terminals are included in the postpaid plan.
5) Growth of postpaid without M2M: Vivo was the leader
Vivo led in postpaid net additions without M2M in 3Q24 (0.8 million), followed by Claro (0.43 million) and TIM (0.37 million).
6) M2M Market Share: Vivo was the leader
Vivo (37.1%) increased its market share in the leader in M2M terminals in 3Q24, followed by Claro (33.1%).
TIM increased its market share and in 3Q24 it reached 12.8%.
M2M (thousand) | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | 3Q24 |
---|---|---|---|---|---|---|---|
Vivo | 14,974 | 15,437 | 15,620 | 15,905 | 16,020 | 16,562 | 16,845 |
Claro | 13,876 | 14,034 | 14,275 | 14,985 | 14,775 | 15,130 | 15,051 |
TIM | 4,504 | 4,744 | 4,978 | 5,035 | 5,113 | 5,518 | 5,800 |
Algar | 3,358 | 3,407 | 3,304 | 2,917 | 2,916 | 3,001 | 3,214 |
DATORA* | 2,138 | 2,239 | 2,398 | 2,436 | 2,494 | 2,607 | 2,757 |
NLT* | 626 | 650 | 706 | 832 | 951 | 992 | 967 |
SURF* | 340 | 364 | 425 | 455 | 479 | 514 | 893 |
TELECALL* | 298 | 402 | 459 | 572 | 649 | 680 | 2 |
* MVNOs
Vivo led in M2M net additions in 3Q24 (283 thousand), closely followed by TIM (282 thousand) and Algar (213 thousand).
7) 5G Market Share: Vivo was the leader
Vivo (39.6%) led in 5G market share in 3Q24, holding 39.6% market share. Claro's market share fell to 35.6% in 3Q24. TIM's market share has also been decreasing, which fell to 24.6% this quarter.
In total, 5G mobile accesses reached 34.9 million and had additions of 5.6 million in the quarter.
5G (thousand) | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | 3Q24 |
---|---|---|---|---|---|---|---|
Vivo | 3,094 | 4,350 | 6,123 | 7,615 | 8,952 | 11,029 | 13,825 |
Claro | 3,162 | 4,599 | 6,211 | 7,718 | 9,152 | 10,674 | 12,407 |
TIM | 1,936 | 2,477 | 3,776 | 5,207 | 6,167 | 7,560 | 8,563 |
Total | 8,191 | 11,426 | 16,110 | 20,552 | 24,284 | 29,299 | 34,872 |
8) Mobile Net Revenue: Vivo was in the leadership
Vivo remained the leader in mobile net revenue holding R$ 10.1 billion in 3Q24, followed by Claro. Operators have been increasing mobile revenue since 1Q24.
R$ Million | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | 3Q24 |
---|---|---|---|---|---|---|---|
Vivo | 8,819 | 8,927 | 9,279 | 9,643 | 9,583 | 9,724 | 10,068 |
Claro | 6,210 | 6,396 | 6,526 | 6,786 | 6,755 | 7,033 | 7,224 |
TIM | 5,366 | 5,541 | 5,731 | 5,947 | 5,763 | 5,965 | 6,086 |
9) Growth of Mobile Services Net Revenue: Claro led in the quarter
Claro led in growth of mobile services in net in 3Q24/3Q23 with 10.7%, followed by Vivo (8.5%).
10) ARPU: TIM is the leader
TIM, which maintains the leadership in ARPU, grew in 3Q24, reaching R$ 31.7 in the quarter. Vivo and Claro also increased ARPU in this quarter.
ARPU (R$) | 4Q22 | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | 3Q24 |
---|---|---|---|---|---|---|---|---|
Vivo | 27.0 | 27.1 | 27.9 | 28.9 | 29.1 | 29.2 | 29.6 | 30.3 |
Claro | 22 | 23.0 | 24.0 | 24.0 | 24.0 | 24.0 | 24.0 | 25.0 |
TIM | 26.6 | 27.7 | 29.2 | 30.2 | 31.1 | 30.3 | 31.2 | 31.7 |
Note: ARPU values reported by the operators aren't fully comparable as they use different criteria in their calculation.
11) Coverage: TIM was the leader
TIM maintained its leadership and covered 100% of the population. Vivo (98.0%) came in second place, ahead of Claro (97.9%).
TIM led in 4G coverage (100%), Vivo in 3G (97.4%), TIM in 5G (52.0%) and Claro in 2G (95.4%).
TIM also led in total number of covered municipalities regardless the technology (5,570), followed by Vivo (4,942) and Claro (4,585).
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