Vivo and TIM led cellular market in 4Q11
Vivo amplified, again, its leadership in the seven cellular indicators followed by Teleco, in the fourth quarter of 2011 (4Q11). Vivo led five and TIM two.
| Indicator | Leader in | ||||
1Q11 |
2Q11 |
3Q11 | 4Q11 | ||
| Cellulars | Market Share | Vivo |
Vivo |
Vivo | Vivo |
| Growth | Net Adds | Oi |
TIM |
TIM | TIM |
| Revenue | Net Revenue | Vivo |
Vivo |
Vivo | Vivo |
| Revenue by Client | ARPU | Vivo |
Vivo |
Vivo | Vivo |
| Profitability | EBITDA Margin | Vivo |
Vivo |
Oi | Vivo |
| Quality | Anatel's Targets | TIM |
Vivo |
TIM | TIM |
| Coverage | Covered Population | Vivo |
Claro |
Claro | Vivo |
Note: The order doesn't' show the importance of the indicators. CTBC and Sercomtel aren't included. Oi includes BrT.
Since 2007, Teleco keeps track of the performance gotten by the cellular operators in Brazil, measuring it through seven indicators. The following present the results in each of these indicators in 4Q11.
Market Share: Vivo leads and gains market share in the quarter
Vivo, the biggest cellular operator in Brazil, ended 2011 counting 71.6 million mobile accesses and market share reached 29.54%.
 |
Vivo and TIM gained market share in 4Q11. Claro and Oi lost it. TIM was the only carrier to gain market share in the year.
| - | Market Share | Variação do Market Share (pontos percentuais) |
|||||
4Q10 |
1Q11 |
2Q11 |
3Q11 |
4Q11 |
p.p. (QUA) | p.p. (2011/2010) | |
| Vivo | 29.71% |
29.48%
|
29.47%
|
29.49%
|
29.54%
|
0.05
|
-0.17 |
| TIM | 25.14% |
25.11% |
25.55% |
26.04% |
26.46% |
0.42
|
1.32 |
| Claro | 25.44% |
25.39% |
25.55% |
25.30% |
24.93% |
-0.37 | -0.51 |
| Oi | 19.35% |
19.69% |
19.10% |
18.84% |
18.78% |
-0.06 |
-0.57 |
| - | Market Share Leader in 2011 | ||
Region |
State* |
Area Code |
|
| Vivo | I, II e III | 12 | 29 |
| Claro | - | 6 | 16 (-1) |
| Tim | - | 5 | 16(+1) |
| Oi | - | 4 | 6 |
In 4Q11, Vivo lost market share in the postpaid segment despite of leading net adds in this segment in the whole year.
 |
In prepaid, Tim is gaining market share and may overtake Vivo in 2012. Inside this segment, the difference which separates both companies dropped from 4.1 million (registered in 2010) to 660 thousand in 2011.
 |
Growth: TIM becomes leader
TIM led cellular growth in the quarter (4.9 million) and in the year (13.1 million).
| - | Net Adds (thousands) |
||||
1Q11 |
2Q11 |
3Q11 |
3Q11 |
Accumulated in the year |
|
| TIM | 1,821 |
2,676 |
3,685 |
4,873 |
13,056 |
| Vivo | 1,769 |
1,988 |
2,989 |
4,515 |
11,261 |
| Claro | 1,800 |
2,096 |
1,979 |
2,866 |
8,742 |
| Oi | 2,170
|
67 |
1,332 |
1,642 |
6,211 |
Vivo was second in total and prepaid net adds.
 |
Claro and Oi's were inferior in comparison with TIM and Vivo's.
Net Reevenue: Vivo kept the advantage over the other operators
 |
Note: Oi will report its results 4Q11/2011 only in 03/29/2012.
Vivo remained in the leadership by holding revenue of R$ 5.3 billion in 4Q11 and growth of 7.1% in the quarter.
| R$ Billion | 4Q10 | 1Q11 | 2Q11 | 3Q11 | 4Q11 | Quarter Growth | Growth 4Q11/4Q10 |
| Vivo | 4,772 | 4,671 | 4,732 | 4,923 | 5,271 | 7.1% |
10.5% |
| TIM |
3,671 |
3,501 |
3,983 |
4,114 |
4,431 |
7.&% |
20.7% |
| Claro | 3,071 | 2,958 | 3,060 | 3,138 | 3,235 | 3.1% |
5.3% |
| Oi | 2,745 | 2,517 | 2,784 | 2,840 | 2,840 | - |
¨- |
Vivo reviewed its revenue eliminating intra-company revenues and so considering as mobile revenue the long distance calls made from cell phone.
TIM the biggest revenue growth of the year: 20.7%, almost the double of Vivo's growth which reached 10.5%.
ARPU: Vivo amplifies its leadership in in 4Q11
 |
Note: Vivo reviewed its revenue eliminating intra-company revenues and so considering as mobile revenue the long distance calls made from cell phone. Oi will report its results 4Q11/2011 only in 03/29/2012.
The growth of data revenue, encouraged by investments in 3G, helped Vivo to amplify the leadership in ARPU. Vivo's ARPU of data (R$ 6.4) represented 26.0% of the total ARPU (R$ 24.6) in 4Q11.
| ARPU (R$) | 4Q10 | 1Q11 | 2Q11 | 3Q11 | 4Q11 |
| Vivo | 25.2 | 23.6 |
23.5 |
23.9 |
24.6 |
| Oi | 23.5 | 20.7 | 21.6 | 22.2 | - |
| TIM | 23.3 | 20.8 | 21.6 | 21.2 | 21.9 |
| Claro | 18.0 | 18.0 | 17.0 | 17.0 | 17.0 |
| ARPU Brazil | 22.8 | 21.2 | 21.5 | 21.8 |
- |
Note: Vivo reviewed its revenue eliminating intra-company revenues and so considering as mobile revenue the long distance calls made from cell phone. Oi will report its results 4Q11/2011 only in 03/29/2012.
The Brazilian minutes of use by user (MOU) increased 5.3% in 4Q11 over 4Q10.
| Minutes | 4Q10 | 1Q11 | 2Q11 | 3Q11 | 4Q11 |
| TIM | 129 |
126 |
127 |
130 |
131 |
| Vivo | 118 | 114 | 119 | 124 | 119 |
| Claro | 96 | 90 | 84 | 109 | 109 |
| MOU Brazil | 114 | 110 | 110 | 122 | 120 |
Note: Oi doesn't report this indicator.
Profitability: Vivo leads EBITDA Margin
Vivo/Telefônica Group led profitability in 4Q11, as good results of the integration of fixed and mobile operations.
 |
Oi will report its 4Q11/2011 results only in 03/29/2012 and will hardly overtake Vivo/Telefônica in this indicator in 4Q11.
| EBITDA Margin | 4Q10 | 1Q11 | 2Q11 | 3Q11 | 4Q11 |
| Vivo/Telefonica | 37.7%
|
35.4%
|
37.1%
|
34.1% | 38.5%
|
| Oi | 31.2% |
28.6% |
35.0% |
35.6% |
- |
| TIM | 30.6% | 27.5% | 26.8% | 26.4% | 27.8% |
| Claro/Embratel/Net | 26.0% |
28.6% |
28.0% |
26.7% |
24.5% |
Note: In 2Q11, a modification was made in the criteria to profitability of the indicators calculated by TELECO, we started to consider Group's EBITDA margin gathering fixed and mobile operations. It was necessary to make this modification because Vivo, Claro and TIM report this indicator only in this way.
Quality: TIM led in 3Q11
TIM led quality by accomplishing 99.8% of Anatel's targets in 4Q11 and in 2011, followed closely by Vivo that hit 98.7% and 99.5% respectively.
Accomplished Quality Targets |
|||||
| - | 1Q11 |
2Q11 |
3Q11 |
4Q11 |
2011 |
| TIM | 99.8% |
99.9% |
99.9% |
99.8% |
99.8% |
| Vivo | 99.7% |
100% |
99.4% |
98.7% |
99.5% |
| Claro | 97.0% | 95.5% | 92.8% | 83.3% | 92.1% |
| Oi | 74.2% | 91.4% | 86.9% | 88.9% | 85.4% |
Among these four operators, Vivo presented the smallest index of complaints in 4Q11 and the best performance in solving these complaints (IDA).
Coverage: Vivo recovered the leadership
Vivo recovered the leadership in covered population (90.7%), overtaking Claro, but the difference between both operators continues to be small.
| Covered Population | |||||
| Operator | 4Q10 | 1Q11 | 2Q11 | 3Q11 | 4Q11 |
| Vivo | 90.2% | 90.3% | 90.3% | 90.5% | 90.7% |
| Claro | 90.1% | 90.2% | 90.6% | 90.6% | 90.6% |
| Tim | 89.5% | 89.5% | 89.5% | 89.6% | 89.6% |
| Oi | 83.2% | 83.2% | 83.2% | 83.3% | 83.3% |
Source: Anatel
Vivo continues to lead in the number of covered cities.
| Covered Cities | |||||
| Operator | 4Q10 | 1Q11 | 2Q11 | 3Q11 | 4Q11 |
| Claro | 3,478 | 3,486 | 3,568 | 3,568 | 3,568 |
| Vivo | 3,646 | 3,659 | 3,665 | 3,683 | 3,702 |
| Tim | 3,205 | 3,209 | 3,209 | 3,212 | 3,212 |
| Oi | 2,913 | 2,913 | 2,913 | 2,979 | 3,212 |
Vivo led 3G coverage in 2011, ending the year covering 2,516 cities, followed by Claro (657), TIM (488) and Oi (250).
You could ask:
How will ARPU and MOU evolve in 2012?
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