Vivo and Claro are leaders in the mobile indicators of 3Q14
In the third quarter of 2014 (3Q14), Vivo led in five of the seven indicators monitored by Teleco and Claro in two.
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| Indicator | Learders | |||
| 1Q14 | 2Q14 | 3Q14 | ||
| Mobile Accesses | Market Share | Vivo | Vivo | Vivo |
| Mobile Growth | Net Additions | Vivo | Vivo | Claro |
| Mobile Broadband | Market Share | Claro | Claro | Claro |
| Revenue | Net Revenue | Vivo | Vivo | Vivo |
| Revenue Growth | Growth of Services Revenue | Claro | Vivo | Vivo |
| Revenue by Client | ARPU | Vivo | Vivo | Vivo |
| Coverage | Population Covered with 2G, 3G and 4G |
Vivo | Vivo | Vivo |
Note: The order doesn't reflect the importance of the indicators. CTBC and Sercomtel aren't included in the analysis.
Teleco monitored from 2007 to 2013 the performance of mobile operators in Brazil measuring it through seven indicators: mobile accesses, growth, revenue, ARPU, profitability, quality and coverage.
In 2014, Teleco reviewed the considered indicators, introducing indicators about mobile broadband and revenue growth. The indicator about coverage was amplified to include many technologies. The indicators about quality and profitability were taken out of the list. Anatel hasn't published indicators about quality regularly. The EBITDA margin reported by operators currently involves fixed and mobile operations besides extraordinary revenues.
The following shows the results for each one of these seven indicators in 3Q14.
Market Share: Vivo leads
Vivo, the biggest mobile operator in Brazil, ended the 3rd quarter of 2014 (3Q14) counting 79.8 million mobile accesses and holding market share of 28.66%.
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Claro gained market share in 3Q14 and the other operators lost it.
| - | Market Share | Market Share varition (percentage points) |
|||||||
| 1Q13 | 2Q13 | 3Q13 | 4Q13 | 1Q14 | 2Q14 | 3Q14 | p.p. (QUA) |
p.p. (3Q14/3Q13) | |
| Vivo | 28.78% | 28.67% | 28.56% | 28.49% | 28.68% | 28.78% | 28.66% | (0.12) | 0.10 |
| TIM | 26.98% | 27.17% | 27.17% | 27.09% | 27.02% | 26.91% | 26.89% | (0.02) | (0.28) |
| Claro | 25.11% | 25.01% | 25.14% | 25.34% | 25.13% | 24.95% | 25.01% | 0.06 | (0.13) |
| Oi | 18.74% | 18.71% | 18.64% | 18.52% | 18.49% | 18.53% | 18.47% | (0.06) | (0.17) |
| - | Market Share Leader in 3Q14 | ||
| Region | Federation Unity | Area Codes | |
| Vivo | I, II and III | 11 | 28 |
| Claro | - | 7 | 15 |
| TIM | - | 7 | 18 |
| Oi | - | 6 | 2 |
TIM is the market share leader inside prepaid segment and amplified this leadership in 3Q14.
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| Prepaid | 1Q13 | 2Q13 | 3Q13 | 4Q13 | 1Q14 | 2Q14 | 3Q14 |
| TIM | 28.5% | 28.8% | 28.8% | 28.9% | 29.1% | 29.2% | 29.4% |
| Claro | 25.0% | 25.0% | 25.3% | 25.7% | 25.5% | 25.4% | 25.5% |
| Vivo | 26.7% | 26.3% | 25.8% | 25.3% | 25.2% | 25.1% | 24.7% |
| Oi | 19.4% | 19.6% | 19.7% | 19.7% | 19.8% | 19.9% | 19.9% |
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| Postpaid | 1Q13 | 2Q13 | 3Q13 | 4Q13 | 1Q14 | 2Q14 | 3Q14 |
| Vivo | 37.1% | 37.8% | 38.9% | 39.8% | 40.6% | 41.3% | 41.5% |
| Claro | 25.5% | 25.1% | 24.4% | 24.1% | 23.8% | 23.4% | 23.3% |
| TIM | 20.8% | 20.8% | 21.0% | 20.6% | 19.9% | 19.3% | 18.7% |
| Oi | 15.9% | 15.3% | 14.7% | 14.2% | 13.9% | 13.8% | 13.7% |
| Nextel | 0.15% |
0.22% |
0.34% |
0.53% |
1.07% |
1.61% |
1.97% |
Growth: Claro leads net additions in the quarter
Claro led the growth in the quarter, followed by TIM.
| - | Net Adds (Thousands) | ||||||
| 1Q13 | 2Q13 | 3Q13 | 4Q13 | 1Q14 | 2Q14 | 3Q14 | |
| Claro | 1,070 | 164 | 960 | 1,272 | 45 | 27 | 860 |
| TIM | 856 | 963 | 697 | 539 | 486 | 286 | 674 |
| Vivo | (150) |
212 |
415 |
630 |
1,220 |
892 |
466 |
| Oi | 256 | 215 | 305 | 203 | 363 | 502 | 346 |
| Nextel | 80 |
41 |
73 |
124 |
339 |
367 |
268 |
Claro was leader after presenting good performance inside postpaid and prepaid segments. TIM led prepaid net adds and Vivo was the leader in postpaid net adds.
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Mobile Broadband: Claro leads market share
Claro kept the market share leadership in mobile broadband in the quarter. Claro led the market of 3G handsets and Vivo is the leader in broadband terminals and 4G.
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Note: It considers only the months of July and August.
Net Revenue: Vivo is the leader
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Vivo remained in the leadership with revenue reaching R$5.9 billion in 3Q14 and growth of 3.5% in comparison with 3Q13.
| R$ million | 1Q13 | 2Q13 | 3Q13 | 4Q13 | 1Q14 | 2Q14 | 3Q14 | Quarter Growth | Growth 3Q14/3Q13 |
| Vivo | 5,636 |
5,540 |
5,739 |
6,086 |
5,759 |
5,824 |
5,938 | 2.0% | 3.5% |
| TIM | 4,515 | 4,756 | 4,912 | 5,025 | 4,555 | 4,628 | 4,698 | 1.5% | (4.3%) |
| Claro | 3,148 |
3,210 |
3,278 |
3,669 |
3,329 |
3,407 |
3,333 |
(2.2%) | 1.7% |
| Oi | 2,763 |
2,710 |
2,757 |
2,790 |
2,547 |
2,609 |
2,559 |
(1.9%) | (7.2%) |
Note: Vivo's revenues don't include interconnection revenues from Vivo Fixo. Claro's revenue doesn't include long distance
Mobile operators' revenues are suffering the impact of the reduction of VUM value promoted by Anatel.
Growth of Services Net Revenue: Vivo leads
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Vivo leads the growth of services net revenue, followed by Claro.
ARPU: Vivo amplifies the leadership in ARPU
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A more adjusted base, with a more restrict rule to turn off prepaid accesses, contributed to the growth of Vivo's ARPU in the comparison between 3Q14 and 3TQ3.
| ARPU (R$) | 4Q12 | 1Q13 | 2Q13 | 3Q13 | 4Q13 | 1Q14 | 2Q14 | 3Q14 |
| Vivo | 23.9 | 23.2 | 22.9 | 23.7 | 24.8 | 23.3 | 23.4 | 23.6 |
| Oi | 21.5 | 20.5 | 20.0 | 20.5 | 19.9 | 18.5 | 17.7 | 17.4 |
| TIM | 19.9 | 18.5 | 18.1 | 18.6 | 19.2 | 18.0 | 17.3 | 17.4 |
| Claro | 16.0 | 15.0 | 15.0 | 15.0 | 16.0 | 15.0 | 15.0 | 15.0 |
| ARPU Brazil | 20.4 | 19.3 | 19.0 | 19.5 | 20.1 | 18.9 | 18.6 | 18.6 |
Vivo's data ARPU (R$ 8.9) represented 37.7% of the total ARPU (R$ 23.6) in 3Q14.
ARPU values informed by the operators aren't totally comparable because they use different criteria in their formulation:
The minutes of use by users (MOU) in Brazil presented drop in comparison with 3Q13.
| Minutes | 1Q13 | 2Q13 | 3Q13 | 4Q13 | 1Q14 | 2Q14 | 3Q14 |
| TIM | 145 | 148 | 150 | 149 | 140 | 137 | 136 |
| Vivo | 123 | 116 | 125 | 135 | 135 | 129 | 132 |
| Claro | 121 | 119 | 133 | 137 | 122 | 117 | 122 |
| MOU Brazil | 130 | 128 | 136 | 140 | 133 | 128 | 130 |
Note: Oi doesn't publish this indicator.
Coverage: Vivo in the leadership
Vivo was the leader in covered population in 3Q14, when we consider the group of three technology generations. The company led in population covered with 3G (86.6%) and Claro was the leader in population covered with 2G (91.8%) and 4G (36.8%).
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Vivo led also in the number of cities covered with 2G, 3G and 4G.
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