América Móvil Group in Brazil, formed by Claro (mobile telephony) and Embratel/Net (fixed tel.) repeated in 2013 the good performance shown in 2012. Net revenue increased 8.1%, more than the total of accesses (7.5%).
América Móvil Group grew 1.4% in the world in revenue and 4.1% in accesses.
In Brazil, fixed segment (wireline telephones, broadband and pay TVT) presented once more better performance than mobile service in 2013. Fixed net revenue incrased 9.9%, while mobile tel. dropped 4.3%.
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América Móvil Group is the leader in number of accesses (UGRs) in Brazil and is placed in the second position in net revenue, just behind Telefônica/Vivo.
The Group is the market share leader in Brazil inside the segments of fixed broadband and pay TV. It's second position in market share of mobile telephony and fixed telephony.
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Mobile accesses represented 72% of América Móvil's accesses in Brazil, but the number of fixed accesses jumped 13.6% in 2013, having bigger growth than mobile service (5.3%).
Anatel's SeAC authorization given to Net in the end of 2012 allowed the offer of cable TV coverage to be amplified from 120 cities in 2012 to 188 in 2013.
Claro led the growth of cellulars in Brazil in 2013 by registering net adds of 3.5 million mobile accesses (more details) and is in advantage in the migration of its mobile base to 3G: 58% of its accesses via devices are already 3G.
The operator lost, however, postpaid market share in 2013, being overtaken in net adds inside this segment by Vivo and TIM. If there's no bigger growth in postpaid it will be difficult for Claro to increase ARPU, which continues to be below the Brazilian average (R$ 19.5).
1Q12 |
2Q12 |
3Q12 |
4Q12 |
1Q13 |
2Q13 |
3Q13 |
4Q13 |
|
| ARPU (R$) | 17 |
16 |
15 |
16 |
15 |
15 |
15 |
16 |
| MOU | 105 |
107 |
122 |
126 |
121 |
119 |
133 |
137 |
| Churn month | 3.7% |
3.9% |
3.4% |
3.7% |
3.1% |
3.3% |
3.1% |
3.6% |
An important challenge fpr the Group in Brazil in 2014 will be to improve the profitability of its operations.
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An improvement in EBITDA margin (23.7%) which is below the Group's average (32.5%) can be another factor to put pressure over the group in order to make the merger of its fixed and mobile operations in Brazil.
You couls ask:
Will América Móvil overtake Telefônica/Vivo and become the biggest telecommunication Group in Brazil?
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