Vivo vs. Claro in the 1st semester 2009
América Móvil is the leader in cellular market share de cellular in Latin America in 2Q09. Together, the companies concentrate 70% of cellulars in the Region. América Móvil's leadership is set due to its domain position in Mexico where it has 58 million cellulars (more details), against 15.9 million from Telefonica.
In Brazil, Vivo
Vivo and Claro presented in the 1st semester of 2009 net adds from 1.87 to 1.75 million cellulars respectively.
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Their market strategies in 2009 have being very similar, with less aggressive plans to prepaid segment, what resulted in fall of MOU, and curves very close to churn.
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In the comparison between the 1st semester of 2009 with the same period of 2008, Vivo presented bigger growth of net revenue (6.5%), despite the bigger growth in Claro's cellular base.
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This result is due to the 52% fall projected by Teleco in the revenue of cell phone sales. Claro's net revenue of services increased 11.5% in this period, against 8.3% from Vivo.
The bet of both operators for 3G has helped revenue growth. The participation of net revenue of data and SVA in Vivo's net revenue of services reached 12.6% in 2Q09. In Claro it reached 11% in 1Q09.
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This rise, however, wasn't enough to avoid ARPU fall in 2009.
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Claro's ARPU continues to be inferior than Vivo's, despite the company had reduced prepaid participation in its base.
Lower ARPU is one of the causes that led Claro to present lower EBITDA margin in comparison with Vivo's.
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