Vivo leads in five indicators and TIM in one in 2Q12
In the second quarter of 2012 (2Q12), Vivo led in five of the seven cellular indicators that Teleco keeps track of. TIM led growth.
| Indicator | Leader in | |||
| 4Q11 | 1Q12 | 2Q12 | ||
| Celullars | Market Share | Vivo |
Vivo | Vivo |
| Growth | Net Adds | TIM |
Vivo | TIM |
| Revenue | Net Revenue | Vivo |
Vivo | Vivo |
| Revenue by Client | ARPU | Vivo |
Vivo | Vivo |
| Profitability | EBITDA Margin | Vivo |
Vivo | Vivo |
| Quality | Anatel's Target | TIM |
Vivo | ? |
| Coverage | Covered Population | Vivo |
Vivo | Vivo |
Note: The order doesn't reflect the importance of the indicators. CTBC and Sercomtel weren't included in the analysis.
It wasn't possible to evaluate the indicator Quality, because Anatel suspended (in April) the report of the indexes of Quality Targets.
Since 2007, Teleco follows cellular operators' performance in Brazil measured through these seven indicators.
We present below the results for each one of these indicators in 2Q12.
Market Share: Vivo leads and gains market share in the quarter
Vivo, the biggest cellular carrier in Brazil, ended 2Q12 counting 75.7 million mobile accesses and market share of 29.56%.
 |
Vivo was the only one, from the four main operators, to lose market share in the quarter.
| - | Market Share | Market Share Variation (percentage points) |
||||||
1Q11 |
2Q11 |
3Q11 |
4Q11 |
1Q12 |
2Q12 |
p.p. (QUA) | p.p. (1Q12/4Q11) | |
| Vivo | 29.48%
|
29.47%
|
29.49%
|
29.54%
|
29.81%
|
29.56%
|
-0.25
|
0.02 |
| TIM | 25.11% |
25.55% |
26.04% |
26.46% |
26.80% |
26.89% |
0.09
|
0.43 |
| Claro | 25.39% |
25.55% |
25.30% |
24.93% |
24.56% |
24.58% |
0.02 | -0.35 |
| Oi | 19.69% |
19.10% |
18.84% |
18.78% |
18.53% |
18.65% |
0.12 |
-0.13 |
| - | Market Share Leader in 2011 | ||
Region |
States* |
Area Codes |
|
| Vivo | I, II and III | 12 (-1) | 30(+1-1) |
| Claro | - | 7 (+1) | 15 (+1-1) |
| Tim | - | 5(+2-1) | 16 (+1-1) |
| Oi | - | 3 (-1) | 6 |
| Area | Lost the Leadership |
Reached the Leadership |
| Pará | Vivo | TIM |
| Alagoas = area code 82 | TIM | Claro |
| Ceará | Oi | TIM |
| 11(São Paulo/SP) | Vivo | TIM |
| 64 (Rio Verde/GO) | Claro | Vivo |
 |
| Prepaid | 1Q11 |
2Q11 |
3Q11 |
4Q11 |
1Q12 |
2Q12 |
| Vivo | 28.2% |
28.0% |
27.8% |
28.0% |
28.3% |
28.0% |
| TIM | 26.1% |
26.7% |
27.2% |
27.6% |
28.1% |
28.1% |
| Claro | 24.6% |
24.7% |
24.5% |
24.1% |
23.7% |
24.0% |
| Oi | 20.9% |
20.3% |
20.2% |
20.1% |
19.6% |
19.6% |
 |
| Postpaid | 1Q11 |
2Q11 |
3Q11 |
4Q11 |
1Q12 |
2Q12 |
| Vivo | 35.5% |
36.1% |
36.8% |
36.6% |
36.5% |
36.6% |
| Claro | 29.1% |
29.3% |
28.9% |
28.8% |
28.2% |
27.0% |
| TIM | 20.5% |
20.3% |
20.7% |
21.1% |
21.2% |
21.3% |
| Oi | 14.2% |
13.7% |
12.9% |
13.0% |
13.6% |
14.5% |
Claro lost 1.2 percentage points in prepaid market share in 2Q12.
Growth: TIM leads net adds in the quarter
TIM led growth in the quarter, even though reporting net adds (1.7 million) smaller than the figures gotten in the previous quarters.
| - | Net Adds (thousands) |
|||||
1Q11 |
2Q11 |
3Q11 |
4Q11 |
1Q12 |
2Q12 |
|
| TIM | 1,821 |
2,676 |
3,685 |
4,873 |
3,134 |
1,656 |
| Vivo | 1,769 |
1,988 |
2,989 |
4,515 |
3,230 |
936 |
| Claro | 1,800 |
2,096 |
1,979 |
2,866 |
1,217 |
1,370 |
| Oi | 2,170
|
67 |
1,332 |
1,642 |
986 |
1,302 |
Despite of the leadership in total of cellulars, TIM was placed in the second position in prepaid net adds and was third in postpaid net adds.
 |
Claro led prepaid, but presented negative postpaid net adds.
Oi led postpaid, surpassing Vivo.
The drop in Vivo's net adds occurred inside prepaid, segment in which the operator cleaned its client being overtaken by TIM.
Net Revenue: Vivo keeps the advantage over other operators
 |
Note: Oi reports only the revenue for handsets sold in retail (personal mobility). Claro's revenue, which doesn't eliminate common revenues with Embratel, doesn't include long distance.
Vivo kept the leadership by holding revenue of R$ 5.1 billion in 2Q12 and growth of 0.4% in comparison with 1Q12.
| R$ Billion | 1Q11 |
2Q11 |
3Q11 |
4Q11 |
1Q12 |
2Q12 |
Quarter Growth | Growth 1Q12/1Q11 |
| Vivo | 4,671 | 4,732 | 4,923 | 5,261 | 5,106 | 5,128 |
0.4% |
8.4% |
| TIM | 3,501 |
3,983 |
4,114 |
4,431 |
4,187 |
4,270 |
1.9% |
7.2% |
| Claro | 3,092 | 3,060 | 3,138 | 3,235 | 3,255 | 3,137 |
-3.6% |
2.5% |
| Oi Varejo | 1,703 |
1,896 |
1,947 |
2,062 |
2,106 |
2,228 |
5.9% |
17.5% |
Note: It doesn't include Oi's handsets revenue in the corporative market. Claro's revenue doesn't eliminate common revenues with Embratel, doesn't include long distance.
Operators' handset revenue were very impacted by the reduction of VUM in this quarter.
Oi had the biggest revenue growth in the last 12 months. The carrier reports only retail revenue (personal mobility), which doesn't include corporative handsets.
ARPU: Vivo kept the leadership in 2Q12
 |
Vivo kept the leadership in ARPU stimulated by data revenue growth. Vivo's data ARPU (R$ 6.0) represented 27.4% of total ARPU (R$ 21.4) in 2Q12.
| ARPU (R$) | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 |
| Vivo | 23.8 |
23.5 |
23.9 |
24.6 |
22.4 |
21.9 |
| Oi | 20.7 | 21.6 | 22.2 | 22.3 | 21.3 | 21.4 |
| TIM | 20.8 | 21.6 | 21.2 | 21.9 | 19.1 | 18.3 |
| Claro | 19.0 | 17.0 | 17.0 | 17.0 | 17.0 | 16.0 |
| Brazilian ARPU | 21.2 | 21.0 | 21.1 |
21.5 |
19.9 |
19.4 |
| Oi Retail | - |
17.7 |
17.3 |
16.9 |
15.9 |
15.6 |
Note: Oi retail doesn't include Oi's handsets revenue inside the corporative market.
Oi's ARPU is calculated not making eliminations of revenues from Oi Fixed, the opposite happens to the other operators.
The minutes of use (MOU) in Brazil increased 2Q12, when compared with 1Q12 and 2Q11.
| Minutes | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 |
| TIM | 126 |
127 |
130 |
131 |
126 |
127 |
| Vivo | 114 | 119 | 124 | 119 | 114 | 116 |
| Claro | 90 | 84 | 109 | 109 | 105 | 107 |
| MOU Brazil | 110 | 110 | 121 | 120 | 115 | 117 |
Note: Oi doesn't report this indicator.
Profitability: Telefônica/Vivo leads EBITDA Margin
Vivo/Telefônica Group kept the leadership in profitability in 2Q12, getting the results of the integration of the mobile and fixed operations.
 |
Oi Group stayed in the second position.
| EBITDA Margin | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 |
| Vivo/Telefonica | 35.4%
|
37.1%
|
34.1% | 38.5%
|
34.2%
|
37.5%
|
| Oi | 28.6% |
35.0% |
35.5% |
26.4% |
29.6% |
31.0% |
| TIM | 27.5% | 26.8% | 26.4% | 27.8% | 26.2% | 26.7% |
| América Móvil | 27.1% |
28.0% |
26.7% |
24.5% |
25.6% |
24.0% |
Note: Since 2Q11, modifications were made in the criteria count the profitability of the indicators calculated by TELECO, staring to be considered the group's EBITDA margin gathering mobile and fixed operations. This modification was necessary because Vivo, Claro and TIM report this indicator only this way.
Quality: Anatel suspended the report of indicators
In April, Anatel stopped to report the information about the accomplishment of quality targets, what made impossible to analyze this indicator for 2Q12.
Accomplished Quality Targets |
||||||
| - | 1Q11 |
2Q11 |
3Q11 |
4Q11 |
1Q12 |
Apr/12 |
| Vivo | 99.7% |
100% |
99.4% |
98.7% |
99.9% |
99.7% |
| TIM | 99.8% |
99.9% |
99.9% |
99.8% |
98.6% |
100% |
| Oi | 74.2% | 91.4% | 86.9% | 88.9% | 92.4% | 89.4% |
| Claro | 97.0% | 95.5% | 92.8% | 83.3% | 79.8% | 84.5% |
In July, Anatel adopted new quality criteria to punish TIM, Claro and Oi by suspending cell phone sales. After the return of the sales, which happened in 08/03, Anatel announced that will monitor the following indicators quarterly by state.
Network:
Attendance:
Interruptions in Cellular Service:
Coverage: Vivo in the leadership
Vivo remained in the leadership in covered population (90.7%) and in covered cities.
| Covered Population | ||||||
| Operator | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 |
| Vivo | 90.3% | 90.3% | 90.5% | 90.7% | 90.7% | 90.7% |
| Claro | 90.2% | 90.6% | 90.6% | 90.6% | 90.6% | 90.6% |
| Tim | 89.5% | 89.5% | 89.6% | 89.6% | 89.6% | 89.6% |
| Oi | 83.2% | 83.2% | 83.3% | 87.9% | 87.9% | 87.9% |
Source: Anatel
| Covered Cities | ||||||
| Operator | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 |
| Vivo | 3,659 | 3,665 | 3,683 | 3,702 | 3,704 | 3,705 |
| Claro | 3,486 | 3,568 | 3,568 | 3,568 | 3,568 | 3,568 |
| Oi | 2,913 | 2,913 | 2,979 | 3,316 | 3,316 | 3,316 |
| Tim | 3,209 | 3,209 | 3,212 | 3,212 | 3,212 | 3,212 |
Vivo was the leader in 3G coverage, reaching 2,831 cities in 2Q12, followed by Claro (929), TIM (530) and Oi (346).
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