In May 2013, cellular growth registered net adds of 974 thousand mobile accesses (688 thousand were postpaid), what's in line with the trends presented in the last 12 months.
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In May 2012, cellular entered in a new phase, showing monthly growth rate falling to a level inferior to 0.4%.
Net adds accumulated in the last 12 months, that in May/12 reached 39.9 million, dropped to 10.6 million in May/13. The drop occurred in prepaid net adds (from 32 million to 3 million).
Postpaid net adds remained stable and started to overtake prepaid. The prepaid participation in the total of mobile accesses in Brazil, which reached 81.78% in May/12, fell to 79.65% in May/13.
Despite the drop in prepaid net adds accumulated in the last 12 months to be bigger at Vivo (the operator reduced the deadline to shut off inactive prepaid accesses to less than 60 days) it occurred also in all operators.
Prepaid net adds registered in May/13 present a scenario similar to the one observed in the last 12 months. TIM led by holding net adds of 383 thousand prepaid accesses, followed by Claro (303 thousands) and Oi (149 thousands). Vivo showed negative net adds (-560 thousands).
TIM and Claro had presented bigger net adds in prepaid, while Vivo and Oi held most of their net adds inside de postpaid segment.
Vivo led postpaid net adds in May/13 (383 thousand accesses), followed by TIM (180 thousands) and Claro (129 thousands). Oi, in opposition to what happened in the last 12 months, presented negative net adds inside this segment (-27 thousand clients).
These results show a scenario of low growth in prepaid, around 2% in the year, having the possibility to vary if operators decide to introduce changes in their policies to shut off prepaid accesses. On the other hand, postpaid is likely to keep growing with rates superior to 15% in the year.
Operators have adopted different strategies to face this new scenario.
Vivo and Oi increase the focus in postpaid and have had bigger growth inside this segment in comparison with prepaid.
Vivo, in particular, chose a more restrict policy to shut off prepaid accesses, what results in the improvement of operational indicators (ARPU and MOU) and savings paying fiscalization fees, with the consequent market share loss inside this segment and growth of churn.
TIM and Claro chose to keep having the bigger growth in prepaid and eventually gaining market share in the total of cellular in Brazil.
Anatel's official strategy points to a drop in the difference between the total of Vivo's mobile accesses and TIM's from 7 million in May/12 to 4 million in May/13. These numbers could be, however, questionable because TIM adopts a bigger deadline to shut off prepaid inactive accesses in comparison with Vivo.
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