Vivo and Claro are cellular leaders in 4T12
Vivo was the leader in the 4th quarter of 2012 (4Q12) in which four of the seven cellular indicators followed by Teleco. Claro led two.
 |
| Indicator | Leader in | ||||
| 1Q12 | 2Q12 | 3Q12 | 4Q12 | ||
| Cellulars | Market Share | Vivo | Vivo | Vivo | Vivo |
| Growth | Net Adds | Vivo | TIM | Vivo | Claro |
| Revenue | Net Revenue | Vivo | Vivo | Vivo | Vivo |
| Revenue by Client | ARPU | Vivo | Vivo | Vivo/Oi | Vivo |
| Profitsbility | EBITDA Margin | Vivo | Vivo | Vivo | Vivo |
| Quality | Anatel's Targets | Vivo | ? | ? | ? |
| Coverage | Covered Population | Vivo | Vivo | Vivo | Claro |
Note: The order doesn't show the importance of the indicators. CTBC and Sercomtel weren't included in the analysis.
Since 2007, Teleco keeps track of the cellular operators' performance in Brazil, measured through these seven indicators.
Quality indicator can't be evaluated, because Anatel stopped, in April, to report the figures about the accomplishment of quality targets by operators.
We show in the following the results for each one of these indicators in 4T12.
Market Share: Vivo leads, but loses market share in the quarter
Vivo, the biggest mobile operator in Brazil, ended 4Q12 counting 76.1 million cellulars and market share of 29.08%.
 |
Vivo reduced to 60 days the limit to shut off inactive prepaid accesses. This new rule drove to negative net adds and market share loss in the quarter.
| - | Market Share | Market Share Variation (percentage points) |
||||||||
| 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 | 3Q12 | 4Q12 | p.p. (QUA) | p.p. (4Q12/4Q11) | |
| Vivo | 29.48% | 29.47% | 29.49% | 29.54% | 29.81% | 29.56% | 29.67% | 29.08% | -0.59 | -0.46 |
| TIM | 25.11% | 25.55% | 26.04% | 26.46% | 26.80% | 26.89% | 26.81% | 26.87% | 0.06 | 0.41 |
| Claro | 25.39% | 25.55% | 25.30% | 24.93% | 24.56% | 24.58% | 24.51% | 24.92% | 0.41 | -0.01 |
| Oi | 19.69% | 19.10% | 18.84% | 18.78% | 18.53% | 18.65% | 18.69% | 18.81% | 0.12 | 0.03 |
| - | Market Share Leader in 3Q12 | ||
| Region | States | Area Code | |
| Vivo | I, II and III | 11 (-1) | 28 (-2) |
| Claro | - | 8 | 18 (+3) |
| Tim | - | 5 | 16 |
| Oi | - | 3 (+1) | 5 (-1) |
| Area | Lost the leadership | Gained the leadership |
| Pernambuco | TIM | Oi |
| Pará | Vivo | TIM |
| 64 (Rio Verde - GO) | Vivo | Claro |
| 71 (Salvador) | Oi | Claro |
| 73 (Ilhéus - Ba) | Vivo | Claro |
 |
| Prepaid | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 | 3Q12 | 4Q12 |
| Vivo | 28.2% | 28.0% | 27.8% | 28.0% | 28.3% | 28.0% | 28.0% | 27.2% |
| TIM | 26.1% | 26.7% | 27.2% | 27.6% | 28.1% | 28.1% | 28.1% | 28.3% |
| Claro | 24.6% | 24.7% | 24.5% | 24.1% | 23.7% | 24.0% | 24.1% | 24.7% |
| Oi | 20.9% | 20.3% | 20.2% | 20.1% | 19.6% | 19.6% | 19.5% | 19.5% |
 |
| Postpaid | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 | 3Q12 | 4Q12 |
| Vivo | 35.5% | 36.1% | 36.8% | 36.6% | 36.5% | 36.6% | 36.9% | 36.9% |
| Claro | 29.1% | 29.3% | 28.9% | 28.8% | 28.2% | 27.0% | 26.2% | 25.6% |
| TIM | 20.5% | 20.3% | 20.7% | 21.1% | 21.2% | 21.3% | 21.1% | 21.1% |
| Oi | 14.2% | 13.7% | 12.9% | 13.0% | 13.6% | 14.5% | 15.3% | 15.8% |
Growth: Claro leads net adds in the quarter
Net adds of 2.9 million cellulars in 4Q12 confirmed the trend of reduction in the growth rate in Brazil.
Claro led growth in the quarter.
| - | Net Adds (thousands) | |||||||
| 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 | 3Q12 | 4Q12 | |
| Claro | 1,800 | 2,096 | 1,979 | 2,866 | 1,217 | 1,370 | 481 | 1,791 |
| TIM | 1,821 |
2,676 | 3,685 | 4,873 | 3,134 | 1,656 | 535 | 935 |
| Oi | 2,170 | 67 | 1,332 | 1,642 | 986 | 1,302 | 604 | 862 |
| Vivo | 1,769 | 1,988 | 2,989 | 4,515 | 3,230 | 936 | 1,086 | -668 |
Claro led prepaid net adds, but was surpassed by Vivo inside the postpaid segment.
 |
Vivo's net adds in the quarter were impacted by the reduction of the limit to turn off prepaid inactive accesses to 60 days.
Net Revenue: Vivo keeps advantage over other operators
 |
Note: Oi reports only revenue for cellulars accesses in the retail market (personal mobility). Claro's revenue without elimination of common revenues with Embratel, doesn't include long distance.
Vivo remained in the leadership holding revenue of R$ 5.8 billion in 4Q12 and growth of 10.7% in comparison with 4Q11.
| R$ million | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 | 3Q12 | 4Q12 | Growth Quarter |
Growth 3Q12/3Q11 |
| Vivo | 4,671 | 4,732 | 4,923 | 5,261 | 5,106 | 5,128 | 5,341 | 5,823 | 9.0% | 10.7% |
| TIM | 3,501 | 3,983 | 4,114 | 4,433 | 4,187 | 4,269 | 4,495 | 4,821 | 7.3% | 8.7% |
| Claro | 3,092 | 3,060 | 3,138 | 3,386 | 3,255 | 3,137 | 3,095 | 3,273 | 5.8% | -3.3% |
| Oi | 2,579 | 2,696 | 2,822 | 2,971 | 2,964 | 3,161 | 3,338 | 3,344 | 0.2% | 12.6% |
Note: Vivo's revenues don't include interconnection revenues gotten by Vivo Fixed. Claro's revenue don't include long distance.
The revenues reported by cellular operators are suffering the impact of the reduction of the value of VUM in 2012. Note, however, that they continue to increase each quarter and each year, except Claro.
ARPU: Vivo amplifies the leadership in ARPU
 |
Vivo amplified the leadership in ARPU.
VIvo's data ARPU (R$ 6.8) represented 28.6% of the total ARPU (R$ 23.9) in 4Q12.
| ARPU (R$) | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 | 3Q12 | 4Q12 |
| Vivo | 23.8 | 23.6 | 23.8 |
24.6 |
22.4 |
21.9 |
22.2 |
23.9 |
| Oi | 20.7 | 21.6 | 22.2 | 22.3 | 21.3 | 21.4 | 22.2 | 21.5 |
| TIM | 20.8 | 21.6 | 21.2 | 21.9 | 19.1 | 18.3 | 18.9 | 19.9 |
| Claro | 19.0 | 17.0 | 18.0 | 17.0 | 17.0 | 16.0 | 15.0 | 16.0 |
| ARPU Brazil | 21.2 | 20.9 | 21.0 |
21.5 |
19.9 |
19.3 |
19.5 |
20.4 |
Oi's ARPU is calculated without eliminate revenues from Oi Fixed, that's the opposite of what happens with Vivo. Claro doesn't include long distance revenues inside its ARPU.
The minutes of use by client (MOU) Brazil continue to increase in 4Q12, when compared with the previous quarters.
| Minutes | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 | 3Q12 | 4Q12 |
| TIM | 126 | 127 | 130 | 131 | 126 | 127 | 139 | 150 |
| Vivo | 114 | 119 | 124 | 119 | 114 | 116 | 123 | 129 |
| Claro | 90 | 84 | 109 | 109 | 105 | 107 | 122 | 126 |
| MOU Brazil | 110 | 110 | 121 | 120 | 115 | 117 | 128 | 135 |
Note: Oi doesn't report this indicator.
Profitability: Telefônica/Vivo leads in EBITDA Margin
Vivo/Telefônica Group decided to focus in improving its profitability and got an expressive improvement in EBITDA margin in 4Q12.
 |
Oi Group was placed in the second position.
| EBITDA Margin | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 | 3Q12 | 4Q12 |
| Telefônica/Vivo | 35.4% | 37.1% | 34.1% | 38.5% | 34.2% | 37.5% | 34.4% | 43.3% |
| Oi | 28.6% | 35.0% | 35.5% | 26.4% | 29.6% | 31.0% | 31.1% | 33.3% |
| TIM | 27.5% | 26.8% | 26.5% | 28.0% | 26.2% | 26.7% | 25.5% | 28.4% |
| América Móvil | 26.9% | 26.4% | 25.1% | 24.5% | 25.6% | 24.0% | 24.1% | 20.7% |
Note: Since 2Q11, a modification was done in the criteria to calculate the profitability of the indicators (calculated by TELECO). We started to consider Group's EBITDA margin gathering fixed and mobile operation. It was necessary to make this modification because Vivo, Claro and TIM report the indicator this way only.
Quality: Anatel suspended the divulgation of the indicators
In April, Anatel stopped to report information about quality targets what made impossible to analyze this indicator since 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% |
Vivo and TIM presented the smallest quantity of complaints by 1000 accesses during the 2nd semester of 2012.
 |
Coverage: Claro becomes leader again
Claro got back to the leadership in population (91.2%).
| Covered Population | ||||||||
| Operator | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 | 3Q12 | 4Q12 |
| Claro | 90.2% | 90.6% | 90.6% | 90.6% | 90.6% | 90.6% | 90.6% | 91.2% |
| Vivo | 90.3% | 90.3% | 90.5% | 90.7% | 90.7% | 90.7% | 90.8% | 91.0% |
| Tim | 89.5% | 89.5% | 89.6% | 89.6% | 89.6% | 89.6% | 89.8% | 90.7% |
| Oi | 83.2% | 83.2% | 83.3% | 87.9% | 87.9% | 87.9% | 87.9% | 87.9% |
Source: Anatel
However, Vivo continues to lead in quantity of covered cities.
| Covered Cities | ||||||||
| Operator | 1Q11 | 2Q11 | 3Q11 | 4Q11 | 1Q12 | 2Q12 | 3Q12 | 4Q12 |
| Vivo | 3,659 | 3,665 | 3,683 | 3,702 | 3,704 | 3,705 | 3,713 | 3,733 |
| Claro | 3,486 | 3,568 | 3,568 | 3,568 | 3,568 | 3,568 | 3,568 | 3,629 |
| Tim | 3,209 | 3,209 | 3,212 | 3,212 | 3,212 | 3,212 | 3,237 | 3,351 |
| Oi | 2,913 | 2,913 | 2,979 | 3,316 | 3,316 | 3,316 | 3,316 | 3,316 |
Vivo is the leader in 3G coverage, reaching 3,100 cities in 4Q12, followed by Claro (1,119), Oi (612) and TIM (593).
You could ask:
Send us your commentary! |
Click on: teleco@teleco.com.br Please let us know if you authorize the publication of your commentary.
Note: The opinions expressed in the published articles in this section are their authors' responsibility. |
