Will Claro surpass Tim in revenue?
Vivo kept its leadership in cellular revenue in Brazil in the 2nd semester (2Q09). Tim presented, however, the highest growth in comparison with 1Q09 (9.7%) against Claro's 5.4% and Vivo's -2.1%.
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Note: Still Oi/BrT didn't release its results for 2Q09.
By this result, Tim increased its advantage in relation to Claro. Most part of the addition in Tim's net revenue in 2Q09 was due to, however, the growth in the handset and accessories revenue, the same factor had negative effect in 1Q09.
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Note: Claro's net revenue of cell phones sales was projected by Teleco
Claro continues to be very close to Tim in service net revenue.
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Note: Claro's net revenue of service was projected by Teleco
One of the factors for the fall of Tim's service revenue was the deterioration of its post paid base. Tim's post paid cellular base fell from 6.8 million in 2Q08 to 6.2 million in 2Q09. Despite having surpassed Vivo and Claro in cellular net adds in 2Q09, from 42 thousand of the total net add only 1,729 thousand were post paid. The participation of prepaid in Tim's total of cellulars reached 83.6% in 2Q09.
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These tendencies point out for a strong competition between Claro and Tim in the next months, mainly in relation to the service revenue.
Claro overcame Tim in 2008 in Market Share and is ahead in EBITDA margin in 2009.
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