Vivo, Claro and TIM are mobile leaders in 2Q13
In the second quarter of 2013 (2Q13), Vivo was the leader in five of the seven mobile indicators monitored by Teleco. TIM and Claro led in one indicator each.
 |
| Indicator | Leaders in | ||
1Q13 |
2Q13 | ||
| Mobile Accesses | Market Share | Vivo |
Vivo |
| Growth | Net Adds | Claro |
TIM |
| Revenue | Net Revenue | Vivo |
Vivo |
| Revenue by Client | ARPU | Vivo |
Vivo |
| Profitability | EBITDA Margin | Vivo |
Vivo |
| Quality | Complaints to Anatel | Vivo |
Vivo |
| Coverage | Covered Population | Claro |
Claro |
Note: The order doesn't reflect the importance of the indicators, CTBC and Sercomtel weren't included.
Since 2007, Teleco keeps track of carriers performance in Brazil measuring it through these indicators.
In 1Q13, quality started to be evaluated through the indicator of complaints registered by Anatel. The Agency suspended (in April, 2012) the publication of the indicators about the accomplishment of quality targets by operators.
The following shows the results for each one of these indicators in 2Q13.
Market Share: Vivo leads, but loses market share in prepaid
Vivo, the biggest mobile operator in Brazil, ended 2Q13 counting 76.2 million accesses and market share of 28.67%.
 |
TIM was the only company to grow in market share in 2Q13.
| - | Market Share | Market Share Variation (percentage points) |
||||||
| 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 | p.p. (QUA) |
p.p. (2Q13/2Q12) | |
| Vivo | 29.81% | 29.56% | 29.67% | 29.08% | 28.78% | 28.67% | (0.11) | (0.89) |
| TIM | 26.80% | 26.89% | 26.81% | 26.87% | 26.98% | 27.17% | 0.19 | 0.28 |
| Claro | 24.56% | 24.58% | 24.51% | 24.92% | 25.11% | 25.01% | (0.10) | 0.43 |
| Oi | 18.53% | 18.65% | 18.69% | 18.81% | 18.74% | 18.71% | (0.03) | 0.06 |
| - | Market Share Leader in 2Q13 | ||
| Region | State* | Area Codes | |
| Vivo | II and III | 11 | 28 |
| Claro | - | 8 | 17 (-1) |
| Tim | I | 6 | 17 (+1) |
| Oi | - | 2 | 5 |
| Criteria to turn off prepaid accesses: | Vivo |
TIM |
| Validity of recharge overdue for more than | 60 days |
180 days |
| and not registering any type of traffic for more than | 30 days |
90 days |
Note: Claro and Oi don't report their rules about turning off inactive accesses.
According to a study published by Vivo, the company would still be the market share leader in prepaid if it adopted a rule similar to TIM to turn off accesses.
 |
| Prepaid | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2QT13 |
| TIM | 28.1% | 28.1% | 28.1% | 28.3% | 28.5% | 28.8% |
| Vivo | 28.3% | 28.0% | 28.0% | 27.2% | 26.7% | 26.3% |
| Claro | 23.7% | 24.0% | 24.1% | 24.7% | 25.0% | 25.0% |
| Oi | 19.6% | 19.6% | 19.5% | 19.5% | 19.4% | 19.6% |
 |
| Postpaid | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 |
| Vivo | 36.5% | 36.6% | 36.9% | 36.9% | 37.1% | 37.8% |
| Claro | 28.2% | 27.0% | 26.2% | 25.7% | 25.5% | 25.1% |
| TIM | 21.2% | 21.3% | 21.1% | 21.0% | 20.8% | 20.8% |
| Oi | 13.6% | 14.5% | 15.3% | 15.8% | 15.9% | 15.3% |
Growth: TIM became the leader in net adds in the quarter again
TIM led cellular growth in the quarter and Claro, which was the leader in the two previous quarters, fell to the fourth position in 2Q13.
| - | Net Adds (Thousands) | |||||
1Q12 |
2Q12 |
3Q12 |
4Q12 |
1Q13 |
2Q13 |
|
| TIM | 3,134 | 1,656 | 535 | 935 | 856 | 963 |
| Claro | 1,217 | 1,370 | 481 | 1,791 | 1,070 | 164 |
| Oi | 986 | 1,302 | 604 | 862 | 256 | 214 |
| Vivo | 3,230 | 936 | 1,086 | (668) |
(150) |
212 |
The net adds of 1.7 million mobile accesses in 2Q13 confirmed the trend of reduction in the cellular growth rate in Brazil.
TIM became leader by having shown a good performance in prepaid and postpaid. Vivo and Claro presented negative net adds in prepaid and Oi in postpaid.
 |
Vivo led the postpaid segment holding net adds superior to the other three operators counted altogether, but the company got negative net adds of 955 thousands prepaid affected by the reduction in the deadline to turn off prepaid inactive accesses.
Net Revenue: Vivo was the leader, but had negative growth in the quarter
 |
Vivo kept itself in the leadership by holding revenue of R$ 5.5 billion in 2Q13, however, had negative growth (1.7%) in comparison with 1Q13.
| R$ million | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 | Qua Growth | Growth 2Q12/2Q13 |
| Vivo | 5,106 | 5,128 |
5,341 |
5,823 |
5,636 |
5,540 |
(1.7%) | 8.0% |
| TIM | 4,187 | 4,269 | 4,495 | 4,821 | 4,515 | 4,756 | 5,3% | 11.4% |
| Claro | 3,106 | 3,002 | 2,957 | 3,141 | 3,019 | 3,102 | 2.8% | 3.3% |
| Oi | 2,016 | 2,160 | 2,197 | 2,372 | 2,254 | 2,150 | (4.6%) | (0.5%) |
Note: Vivo's revenues don't include revenues of interconnection gotten by Vivo Fixo service. Claro's revenue doesn't include long distance.
Oi had negative growth in the revenue along the quarter and the year.
Mobile operators revenues are suffering the impact of reduction in the value of VUM promoted by Anatel.
ARPU: Vivo amplifies the leadership in ARPU
 |
The more adjusted base, by a more restrict rule to shut off prepaid accesses, contributing for a smaller reduction in Vivo's ARPU.
| ARPU (R$) | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 |
| Vivo | 22.4 |
21.9 |
22.2 |
23.9 |
23.1 |
22.8 |
| Oi | 21.3 | 21.4 | 22.2 | 21.5 | 20.5 | 20.0 |
| TIM | 19.1 | 18.3 | 18.9 | 19.9 | 18.5 | 18.1 |
| Claro | 17.0 | 16.0 | 15.0 | 16.0 | 15.0 | 15.0 |
| ARPU Brazil | 20.0 |
19.4 |
19.5 |
20.4 |
19.3 |
19.0 |
Vivo's ARPU data (R$ 7.4) represented 32.3% of the total ARPU (R$ 22.8) in 1Q13.
ARPU values informed by operators aren't totally comparable because they use different criteria to determine it:
The minutes used monthly by user (MOU) Brazil continue to increase when compared with 2Q12.
| Minutes | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 |
| TIM | 126 | 127 | 139 | 150 | 145 | 148 |
| Vivo | 114 | 116 | 123 | 128 | 123 | 128 |
| Claro | 105 | 107 | 122 | 126 | 121 | 119 |
| MOU Brazil | 115 | 117 | 128 | 135 | 130 | 134 |
Note: Oi doesn't report this indicator.
Profitability: Telefônica/Vivo leads in EBITDA Margin
Telefônica/Vivo Group remained in the leadership in profitability with EBITDA margin of 30.3%, even though smaller than the value registered in the previous quarters.
 |
Since 4Q12, operators are presenting smaller EBTDA margin. The biggest drop in this quarter happened at Oi due to the growth of costs and expenditures such as the allowance for doubtful accounts.
| EBITDA Margin | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 |
| Telefônica/Vivo | 34.2% | 37.5% | 34.4% | 43.3% | 32.1% | 30.3% |
| Oi | 29.7% | 31.0% | 31.1% | 33.3% |
30.5% |
25.4% |
| TIM | 26.3% | 26.7% | 25.5% | 28.4% | 25.9% | 24.9% |
| América Móvil | 26.1% | 24.0% | 24.1% | 20.7% | 24.6% | 23.3% |
Note: In 2Q11, a modification was made in the criteria to calculate the profitability of the indicators evaluated by TELECO, starting to consider Group's EBITDA margin gathering mobile and fixed operations. It was necessary to make this modification because Vivo, Claro and TIM report this indicator this way only.
Quality: Vivo is the leader
Since 1Q13, quality is evaluated through the indicator of complaints registered by Anatel. In April, 2012, the Agency suspended the report of the indicators about the accomplishment of quality targets by operators.
Vivo and TIM presented the smallest number of complaints by 1000 accesses during the first two months of 2Q13. Anatel didn't have published this index for Jun/13 when this commentary was published.
 |
Anatel started to report information about network quality in all the Brazilian cities. From the next quarter on these indicators will be incorporated to the evaluation of quality made for in this commentary every quarter.
Coverage: Claro continues in the leadership
Claro kept the leadership in covered population (91.3%), conquered in 4Q12.
| Covered Population | ||||||
| Operator | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 |
| Claro | 90.6% | 90.6% | 90.6% | 91.2% | 91.3% | 91.3% |
| Vivo | 90.7% | 90.7% | 90.8% | 91.0% |
91.1% |
91.1% |
| Tim | 89.6% | 89.6% | 89.8% | 90.7% | 90.8% | 90.8% |
| Oi | 87.9% | 87.9% | 87.9% | 87.9% | 87.9% | 88.2% |
Source: Anatel
Vivo continues to lead the ranking about number of covered cities.
| Municípios atendidos | ||||||
| Operator | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 |
| Vivo | 3,704 | 3,705 | 3,713 | 3,733 | 3,753 | 3,754 |
| Claro | 3,568 | 3,568 | 3,568 | 3,629 | 3,634 | 3,635 |
| Tim | 3,212 | 3,212 | 3,237 | 3,351 | 3,357 | 3,357 |
| Oi | 3,316 | 3,316 | 3,316 | 3,316 | 3,316 | 3,316 |
Vivo is the leader in 3G coverage, covering 3,131 cities in 2Q13, followed by Claro (1,187), TIM (898) and Oi (864).
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