Telecommunication sector: Is 2007 being better than 2006?
The year 2007 started slow, with low cellular growth, but it has been changing since May, at least to the operators, is being better than 2006.
The 1st semester of 2007 Cellular, Broad Band and Pay TV had from Jan-Jun/07 net adds better than Jan-Jun/06.
Note: Fixed : concessionaires accesses
Even on fixed telephony, where the quantity of fixed accesses in service of the concessionaires is decreasing, the reduction from Jan-Jun/07 was lesser than the same period of 2006.
The same situation happens when it is analysed the gross revenue of these operators. The services: Cellular, Broad Band and Pay TV presented revenue growth, while fixed telephony (local and long distance) presented a little reduction.
* Fixed Telephony , Broad Band and data referred to revenue Telemar (Oi), BrT, Telefonica and Embratel with these services.
The operators can also improve their profit in 2007 as you can see by the evolution of EBITDA margin of fixed telephony operators, cellular and Pay TV (Net/Vivax).
If the year is being good for the operators, the same doesn't happen with suppliers. Abinee predicted R$ 16.2 billions the earning of the year in telecommunication industry against R$ 16.7 billions in 2006. This decrease is because of some reductions of investments of operators and exportations. Teleco predicts that the investments of fixed and cellular telephony operators in the 1st sem/07 were 16% lesser than 1st sem/06. In this time exportations decreased 20% because of cell phone exportations decrease (more details).
In the beginning of the year, Teleco listed What to follow in 2007. Some of the subjects pointed on the commentary had a solution in the 1st sem/07. Others, still wait a definition.
Main facts from Jan-Jul/07:
What to follow in the 2nd sem/07:
You could ask:
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