Vivo and Claro were mobile leaders in 1Q14
In the first quarter of 2014 (1Q14), Vivo led in five of the seven indicators followed by Teleco and Claro was leader in two.
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| Indicator | Leaders in | |
| 1Q14 | ||
| Mobile Accesses | Market Share | Vivo |
| Mobile Growth | Net Adds | Vivo |
| Mobile Broadband | Market Share | Claro |
| Revenue | Net Revenue | Vivo |
| Revenue Growth | Growth of services revenue | Claro |
| Revenue by Client | ARPU | Vivo |
| Coverage | População covered by 2G, 3G and 4G | Vivo |
Note: The order doesn't refelct the importance of the indicator. CTBC and Sercomtel aren't included in this analysis.
Teleco followed, from 2007 to 2013, the performance of mobile operators measured through seven indicators: mobile accesses, growth, revenue, ARPU, profitability, quality and coverage.
In 2014, Teleco reviewed the indicators considered introducing indicators about mobile broadband and revenue growth. The indicator about coverage was amplified in order to include many technologies and the indicators about quality and profitability were discontinued. Anatel doesn't report quality indicators as it used to do and the EBITDA margin reported nowadays by carriers involves fixed and mobile operations.
The following shows the reports for each one of the seven indicators in 1Q14.
Market Share: Vivo leads
Vivo, the biggest mobile operator in Brazil, ended the 1st quarter of 2014 (1Q14) counting 78.6 million mobile accesses and market share reached 28.68%.
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Vivo was the only operator to have growth in market share in 1Q14.
| - | Market Share | Variation of Market Share (percentage points) |
|||||
| 1Q13 | 2Q13 | 3Q13 | 4Q13 | 1Q14 | p.p. (QUA) | p.p. (1Q14/1Q13) | |
| Vivo | 28.78% | 28.67% | 28.56% | 28.49% | 28.68% | 0.19 | (0.10) |
| TIM | 26.98% | 27.17% | 27.17% | 27.09% | 27.02% | (0.07) | 0.04 |
| Claro | 25.11% | 25.01% | 25.14% | 25.34% | 25.13% | (0.21) | 0.02 |
| Oi | 18.74% | 18.71% | 18.64% | 18.52% | 18.49% | (0.03) | (0.25) |
| - | Market Share Leader in 1Q14 | ||
| Region | Federative Units | Area Codes | |
| Vivo | I, II and III | 11 | 28 |
| Claro | - | 7 | 17 |
| Tim | - | 7 | 17 |
| Oi | - | 2 | 5 |
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| Prepaid | 1Q13 | 2Q13 | 3Q13 | 4Q13 | 1Q14 |
| TIM | 28.5% | 28.8% | 28.8% | 28.9% | 29.1% |
| Claro | 25.0% | 25.0% | 25.3% | 25.7% | 25.5% |
| Vivo | 26.7% | 26.3% | 25.8% | 25.3% | 25.2% |
| Oi | 19.4% | 19.6% | 19.7% | 19.7% | 19.8% |
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| Postpaid | 1Q13 | 2Q13 | 3Q13 | 4Q13 | 1Q14 |
| Vivo | 37.1% | 37.8% | 38.9% | 39.8% | 40.6% |
| Claro | 25.5% | 25.1% | 24.4% | 24.1% | 23.8% |
| TIM | 20.8% | 20.8% | 21.0% | 20.6% | 19.9% |
| Oi | 15.9% | 15.3% | 14.7% | 14.2% | 13.9% |
Growth: Vivo leads net adds in the quarter
Vivo led growth in the quarter, followed by TIM and Oi.
| - | Net Additions (thousands) | ||||
1Q13 |
2Q13 |
3Q13 |
4Q13 |
1Q14 |
|
| Vivo | (150) |
212 |
415 |
630 |
1,220 |
| TIM | 856 | 963 | 697 | 539 | 486 |
| Oi | 256 | 215 | 305 | 203 | 363 |
| Claro | 1,070 | 164 | 960 | 1,272 | 45 |
Vivo was the leader after having a good performance in postpaid and presenting negative net adds inside prepaid segment.
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Negative net adds inside prepaid segment was related to a reduction un sales (gross adds) in the quarter (more details).
Banda Larga Móvel: Claro lidera em market share
Claro was market share leader in mobile broadband in 1Q14, counting 40.9 million accesses (35.7%), followed by Vivo having 29.8 million (26.1%), TIM with 27.9 million (24.4%) and Oi registering 14.4 million (12.5%).
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Claro leads the market share of 3G handsets and Vivo leads broadband terminals and 4G.
Net Revenue: Vivo is the leader
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Vivo kept the leadership with revenue reaching R$ 5.8 billion in 1Q14 and growth of 2.2% in comparison with 1TQ13.
| R$ million | 1Q13 | 2Q13 | 3Q13 | 4Q13 | 1Q14 | Growth Quarter | Growth 1Q14/1Q13 |
| Vivo | 5,636 |
5,540 |
5,739 |
6,086 |
5,759 |
(5.4%) | 2.2% |
| TIM | 4,515 | 4,756 | 4,912 | 5,025 | 4,555 | (9.4%) | 0.9% |
| Claro | 3,148 |
3,210 |
3,278 |
3,669 |
3,329 |
(9.3%) | 5.7% |
| Oi | 2,254 | 2,150 | 2,179 | 2,212 | 2,038 | (7.9%) | (9.6%) |
Note: Vivo's revenues don't include interconnection revenues from Vivo Fixo. Claro's revenue doesn't include long distance or elimination with fixed tel.
The revenues gotten by mobile operators areb suffering the impact from the reduction of VUM promoted by Anatel.
Growth of Services Net Revenue: Claro leads
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Claro was leader in growth of services net revenue, followed by Vivo.
ARPU: Vivo amplified leadership in ARPU
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The more adjusted base, after the establishment of a more restrict rule to turn off prepaid inactive accesses, contributed to Vivo's ARPU growth in comparison with 1Q13.
| ARPU (R$) | 4Q12 | 1Q13 | 2T13 | 3Q13 | 4Q13 | 1Q14 |
| Vivo | 23.9 | 23.2 | 22.9 | 23.7 | 24.8 | 23.3 |
| Oi | 21.5 | 20.5 | 20.0 | 20.5 | 19.9 | 18.5 |
| TIM | 19.9 | 18.5 | 18.1 | 18.6 | 19.2 | 18.0 |
| Claro | 16.0 | 15.0 | 15.0 | 15.0 | 16.0 | 15.0 |
| ARPU Brazil | 20.4 | 19.3 | 19.0 | 19.5 | 20.1 | - |
Vivo's data ARPU (R$ 8.1) represented 34.7% of the total ARPU (R$ 23.3) in 1Q14.
ARPU values informed by operators aren't totally comparable because they use different criteria in its determination:
The minutes of use by client (MOU) in Brazil remained stable when compared with 1Q13.
| Minutes | 1Q13 | 2Q13 | 3Q13 | 4Q13 | 1Q14 |
| TIM | 145 | 148 | 150 | 149 | 140 |
| Claro | 121 | 119 | 133 | 137 | 122 |
| Vivo | 123 | 116 | 125 | 135 | 135 |
| MOU Brazil | 130 | 128 | 136 | 140 | 130 |
Note: Oi doesn't publish this indicator.
Coverage: Vivo in the leadership
Vivo was the leader in covered population in 1Q14, when we consider the group formed by the three technologies. The company leads in population covered by 3G (86.8%). Claro is first in population covered by 2G (91.5%) and 4G (34.1%).
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Vivo also leads in number of cities covered with 2G and 3G. Claro leads in number of cities covered with 4G.
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