Mobile leaders in 2024
The mobile leaderboard in 2024 showed no change when compared to the previous year, 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 | 2023 | 1Q24 | 2Q24 | 3Q24 | 4Q24/2024 | ||
|---|---|---|---|---|---|---|---|
1 |
Mobile Accesses | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo |
2 |
Mobile Growth | Net Additions | Claro | Claro | Vivo | Vivo | Vivo |
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 | Vivo | Vivo | Vivo |
6 |
M2M | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo |
7 |
5G | Market Share | Claro | Claro | Vivo | Vivo | Vivo |
8 |
Revenue | Net Revenue | Vivo | Vivo | Vivo | Vivo | Vivo |
9 |
Revenue Growth | Rev. Services Annual Growth | Claro | Claro | Claro | Claro | Claro |
10 |
Revenue by Client | ARPU | TIM | TIM | TIM | TIM | TIM |
11 |
Coverage | Covered Population | 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 2024 counting 263.4 million mobile accesses, an increase of 7.0 million compared to 2023.
The results for each of these eleven indicators for 2024 are presented below.
1) Mobile Market Share: Vivo leads
Vivo, Brazil's largest mobile operator, ended 2024 with 102.3 million mobile accesses and had market share growth (38.8%), while TIM and Claro lost m. share in 2024.
| Mobile Accesses (Thousand) | 2023 | 1Q24 | 2Q24 | 3Q24 | 2024 |
|---|---|---|---|---|---|
| Vivo | 99,075 | 99,663 | 100,949 | 101,506 | 102,315 |
| Claro | 86,951 | 87,652 | 88,328 | 88,276 | 87,145 |
| TIM | 61,248 | 61,420 | 61,986 | 62,149 | 62,058 |
| Algar | 4,116 | 4,120 | 4,173 | 4,402 | 4,350 |
| Brisanet | - | 55 | 128 | 223 | 338 |
| Unifique | 3 | 13 | 32 | 60 | 95 |
| MVNOs | 4,924 | 5,209 | 5,539 | 6,293 | 7,091 |
| Total | 256,354 | 258,169 | 261,167 | 262,940 | 263,422 |
Brisanet started to report its mobile accesse in Feb/24 and by the end of 2024 it held 338 thousand cell phones.
Datora is the leader among MVNOs couting 2,944 thousand mobile accesses, followed by SURF (2,162 thousand) and by NLT (1,100 thousand).
Apresenta-se a seguir o quadro de líderes nas regiões, unidades de federação e áreas de registro no 4T24.
Below is the leaderboard in the regions, federation units and area codes in 2024.
| - | Market Share Leader in 4Q24 | ||
| Region | Federation Unit | Area Code (DDD) | |
| Vivo | I, II and III | 13 (+1) | 35 (+1) |
| Claro | - | 9 (-1) | 18 (-2) |
| TIM | - | 5 (+1) | 13 (+1) |
| Algar | - | - | 1 |
Claro lost the leadership inside area code 54 (Caxias) for Vivo and in Alagoas for TIM in 4Q24.
2) Mobile Growth: Vivo led net adds in the year
Vivo led mobile growth in 2024 by holding net adds of 3.2 million cell phones, followe by MVNOs (2.2 million), being SURF responsible for 1.2 milion additions.
| - | Net Adds (Thousand) | ||||
| 1Q24 | 2Q24 | 3Q24 | 4Q24 | 2024 | |
|---|---|---|---|---|---|
| Vivo | 588 | 1,286 | 557 | 809 | 3,240 |
| Claro | 701 | 676 | -52 | -1,131 | 194 |
| TIM | 172 | 566 | 163 | -91 | 810 |
| Algar | 4 | 53 | 229 | -52 | 234 |
| Brisanet | 55 | 73 | 95 | 115 | 338 |
| Unifique | 10 | 19 | 28 | 35 | 92 |
| MVNOs | 285 | 330 | 92 | 798 | 2,167 |
| Total | 1,814 | 2,999 | 1,773 | 482 | 7,068 |
Vivo (4.7 million) led postpaid net adds in the year but presented prepaid negative net adds (-1.5 million), together with other operators. MVNOs grew in prepaid.
3) Prepaid Market Share: Vivo is the leader
Vivo amplified its leadership in prepaid market to 35.1% in 4Q24 and closed the year counting 35.8 million repaid cell phones. Claro (32.5%) and TIM (31.2%) lost market share in the year.
| Prepaid (Thousand) | 2023 | 1Q24 | 2Q24 | 3Q24 | 2Q24 |
|---|---|---|---|---|---|
| Vivo | 37,267 | 37,055 | 36,977 | 36,478 | 35,816 |
| Claro | 35,463 | 35,609 | 35,377 | 35,035 | 33,249 |
| TIM | 33,634 | 33,312 | 33,014 | 32,468 | 31,857 |
| Algar | 593 | 594 | 562 | 556 | 517 |
| MVNOs | 470 | 498 | 509 | 666 | 727 |
MVNOs led prepaid growth in 2024 counting net adds of 257 thousand accesses, being 253 thousand from Surf.
Vivo (-1.5 million), Claro (-2.2 million) and TIM (-1.8 million) had prepaid negative net adds in 2024.
4) Postpaid Market without M2M: Vivo kept the leadership
Vivo kept the leadership in postpaid without M2M terminals in 2024 but lost in market share in the year, along with Claro and TIM. Market share loss was caused by the growth of Brisanet, Unifique and MVNOs.
This table presents few changes when M2M terminals are included in the postpaid plan.
5) Postpaid Growth without M2M: Vivo led it
Vivo led postpaid net adds without M2M in 4Q24 (3.2 million), followed by Claro (2.4 million) and by TIM (1.7 million).
| Postpaid without M2M (thousand) |
2023 | 1Q24 | 2Q24 | 3Q24 | 2024 | 2024 Net Adds |
|---|---|---|---|---|---|---|
| Vivo | 45,903 | 46,589 | 47,410 | 48,183 | 49,077 | 3,174 |
| Claro | 36,503 | 37,268 | 37,821 | 38,190 | 38,897 | 2,394 |
| TIM | 22,580 | 22,995 | 23,453 | 23,881 | 24,238 | 1,658 |
| Algar | 606 | 609 | 610 | 632 | 650 | 44 |
| MVNOs | 238 | 246 | 354 | 428 | 594 | 356 |
| BRISANET | - | 55 | 128 | 223 | 338 | 338 |
| UNIFIQUE | 3 | 9 | 26 | 51 | 84 | 81 |
Surf led MVNO growth in this segment by holding net adds of 295 thousand postpaid accesses without M2M, boosted by fixed broadband providers.
6) M2M Market Share: Vivo was the leader
Vivo (36.8%) led market share of M2M terminals but lost market share in the year, along with Claro and Algar.
TIM and MVNO's occupied the third position. The main MVNOs have TIM as origin provider.
| M2M (thousand) | 2023 | 1Q24 | 2Q24 | 3Q24 | 2024 | 2024 Net Adds |
|---|---|---|---|---|---|---|
| Vivo | 15,905 | 16,020 | 16,562 | 16,845 | 17,422 | 1,517 |
| Claro | 14,985 | 14,775 | 15,130 | 15,051 | 14,999 | 14 |
| TIM | 5,035 | 5,113 | 5,518 | 5,800 | 5,963 | 928 |
| Algar | 2,917 | 2,916 | 3,001 | 3,214 | 3,184 | 267 |
| DATORA* | 2,436 | 2,494 | 2,607 | 2,757 | 2,867 | 461 |
| SURF* | 455 | 479 | 514 | 813 | 1,144 | 689 |
| NLT* | 832 | 951 | 992 | 967 | 1,051 | 219 |
| TELECALL* | 504 | 573 | 596 | 637 | 669 | 165 |
| EMNIFY* | 19 | - | - | 26 | 39 | 20 |
* MVNOs
Vivo led M2M net additions in 2024 (1.52 million) together with the group of MVNOs operators (1.55 million). MVNOs growth is concentrated in M2M to IoT.
7) 5G Market Share: Vivo's first
Vivo (40.2%) ended 2024 as 5G market share leader increasing the advantage over Claro which was the leader in 2023.
5G mobile accesses reached 40.0 million and got addition of 19.5 million in the year.
| 5G (thousand) | 2023 | 1Q24 | 2Q24 | 3Q24 | 2024 | 2024 Net Adds |
|---|---|---|---|---|---|---|
| Vivo | 7,615 | 8,952 | 11,029 | 13,825 | 16,083 | 8,365 |
| Claro | 7,718 | 9,152 | 10,674 | 12,407 | 13,691 | 6,076 |
| TIM | 5,207 | 6,167 | 7,560 | 8,563 | 10,116 | 4,909 |
| Unifique | 3 | 13 | 32 | 60 | 95 | 92 |
| Brisanet | 0 | 1 | 5 | 17 | 23 | 23 |
| Total | 20,552 | 24,284 | 29,299 | 34,872 | 40,008 | 19,466 |
8) Mobile Net Revenue: Vivo in the leadership
Vivo remained as leader in mobile net revenue by holding R$ 10.4 billion in 4Q24, followed by Claro which led growth in the year. Operators have being increasing their mobile revenue since 1Q24.
| R$ Million | 2023 | 1Q24 | 2Q24 | 3Q24 | 4Q24 | 2024 | 2024 Growth |
|---|---|---|---|---|---|---|---|
| Vivo | 36,668 | 9,583 | 9,724 | 10,068 | 10,378 | 39,753 | 8.4% |
| Claro | 25,918 | 6,755 | 7,033 | 7,224 | 7,504 | 28,516 | 10.0% |
| TIM | 22,584 | 5,763 | 5,965 | 6,086 | 6,303 | 24,117 | 6.8% |
Note: It includes service and devices sales revenues
9) Growth of Mobile Services Net Revenue: Claro was the leader in 2024
Claro led the growth of mobile services net revenue in 2024 with 9.4%, followed by Vivo (8.4%).
10) ARPU: TIM was the leader
TIM, which maintained its leadership, increased ARPU to R$ 32.3 in 4Q24.
Vivo's ARPU presented slight drop in the quarter and Claro's remained stable while TIM's had growth.
| ARPU (R$) | 4Q23 | 1Q24 | 2Q24 | 3Q24 | 4Q24 |
|---|---|---|---|---|---|
| Vivo | 29.1 | 29.2 | 29.6 | 30.3 | 30.1 |
| Claro | 24.0 | 24.0 | 24.0 | 25.0 | 25.0 |
| TIM | 31.1 | 30.3 | 31.2 | 31.7 | 32.3 |
Note: ARPU values informed by operators aren't comparable due to the use different criteria to calculate them.
11) Coverage: TIM's the leader
TIM kept the leadership and reached 100% of the population. Claro climbed to the second position (98.1%) ahead of Vivo (98.0%).
TIM led coverage in 4G (100%), Vivo led it in 3G (97.5%), Vivo in 5G (61.3%) while Claro led 2G (95.5%).
TIM was also the leader in the total of covered cities independently of the technology (5,570), followed by Vivo (4,945) and Claro (4,699).
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