In the first quarter of 2015 (1Q15), Vivo led eight of the ten indicators followed by Teleco. Claro and TIM led other two indicators.
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In 2017, Teleco started to follow mobile operators' performances in Brazil through indicators that are go reviewed annually since 2014.
In 2015, three new indicators were introduced: Prepaid, Postpaid and data Revenue.
| Indicators | Leader in 1Q15 | ||
1 |
Mobile Accesses | Market Share | Vivo |
2 |
Prepaid | Market Share | TIM |
3 |
Postpaid | Market Share | Vivo |
4 |
Mobile Growth | Net Adds | Vivo |
5 |
Mobile Broadband | 3G/4G Market Share | Claro |
6 |
Revenue | Net Revenue | Vivo |
7 |
Data Revenue | Data Rev./Services Rev. | Vivo |
8 |
Revenue Growth | Growth of Services Revenue | Vivo |
9 |
Revenue by Client | ARPU | Vivo |
10 |
Coverage | Population covered with 2G, 3G and 4G |
Vivo |
Note: Analyzes consider only four of the main operators: Vivo, TIM, Claro and Oi.
The following shows the results for each one of these indicators in the first quarter of 2015 (1Q15).
1) Mobile Market Share: Vivo led but it lost the leadership inside region I for TIM
Vivo, the main mobile operator in Brazil, ended 1Q15 counting 81.9 million mobile accesses and market share of 28.9%.
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Vivo and Claro gained market share in 1Q15. TIM and Oi lost it.
| Market Share | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 |
| Vivo | 28.68% | 28.78% | 28.66% | 28.47% | 28.89% |
| TIM | 27.02% | 26.91% | 26.89% | 26.97% | 26.73% |
| Claro | 25.13% | 24.95% | 25.01% | 25.33% | 25.39% |
| Oi | 18.49% | 18.53% | 18.47% | 18.14% | 17.78% |
Vivo resumed the market share leadership in Region I. Vivo that had already lost this region for TIM in 4Q14.
Claro took from Oi the leadership inside area code 71 (Salvador).
| - | Market Share Leader in 4Q14 | ||
| Region | State* | Area Codes | |
| Vivo | I, II and III (+1) | 11 | 28 |
| Claro | - | 7 | 16 (+1) |
| TIM | (-1) | 9 | 19 |
| Oi | - | - | 4 (-1) |
2) Prepaid Market Share
TIM is the prepaid market share leader, but lost market share in 1Q15. Vivo and Claro gained market share along the quarter.
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| Prepaid | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 |
| TIM | 29.1% | 29.2% | 29.4% | 29.7% | 29.3% |
| Claro | 25.5% | 25.4% | 25.5% | 26.0% | 26.2% |
| Vivo | 25.2% | 25.1% | 24.7% | 24.2% | 24.8% |
| Oi | 19.8% | 19.9% | 19.9% | 19.6% | 19.3% |
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| Postpaid | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 |
| Vivo | 40.6% | 41.3% | 41.5% | 41.8% | 41.6% |
| Claro | 23.8% | 23.4% | 23.3% | 23.1% | 22.9% |
| TIM | 19.9% | 19.3% | 18.7% | 18.5% | 18.7% |
| Oi | 13.9% | 13.8% | 13.7% | 13.5% | 13.2% |
| Nextel | 1.07% |
1.61% |
1.97% |
2.23% |
2.62% |
4) Mobile Growth: Vivo led net adds in the quarter
Vivo led mobile growth in 1Q15 registering more than the double of Claro's (operator occupying the second position) net adds.
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| - | Net Adds (Thousands) | |||||
4Q13 |
1Q14 |
2Q14 |
3Q14 |
4Q14 |
1Q15 |
|
| Vivo | 630 |
1,220 |
892 |
466 |
115 |
1,942 |
| Claro | 1,272 | 45 |
27 |
860 |
1,470 |
835 |
| TIM | 539 |
486 |
286 |
674 |
843 |
29 |
| Oi | 203 |
363 |
502 |
346 |
(509) |
(530) |
| Nextel | 124 |
339 |
367 |
268 |
220 |
308 |
Vivo led postpaid and prepaid net adds.
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Claro was placed in the second position in prepaid net adds while TIM and Oi presented negative net adds inside this segment.
TIM was the surprise inside postpaid segment, conquering the second position in net adds in the quarter.
5) Mobile Broadband: Claro led market share
Claro kept the leadership in mobile broadband market share in Brazil in Jan/15. After January, Anatel stopped to release this information.
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Claro led in market share of 3G devices and Vivo was first in 4G and broadband terminals.
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6) Net Revenue: Vivo is the leader
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Vivo remained in the leadership by holding total net revenue of R$ 6.2 billion in 1Q15 and growth of 8.4% in comparison with 1Q14.
| R$ million | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q14 | Growth 1Q15/1Q14 |
| Vivo | 5,759 |
5,824 |
5,938 | 6,219 | 6,243 | 8.4% |
| TIM | 4,555 | 4,628 | 4,698 | 5,017 |
4,390 |
(3.6%) |
| Claro | 3,024 |
3,033 |
2,929 |
3,186 |
3,035 |
0.4% |
| Oi | 2,547 |
2,608 |
2,559 |
2,812 |
2,637 |
3.5% |
Note: Vivo's revenues don't include interconnection revenues from Vivo Fixo. Claro's revenue doesn't include long distance.
7) Data Revenue: Vivo's first
Vivo is the operator in which data represents the biggest part of the service revenue.
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Note: Claro doesn't publish this indicator.
Vivo is also the operator holding the biggest data revenue (R$ 2.5 billion), followed by TIM (R$ 1.2 billion).
8) Growth of Services Net Revenue: Vivo is the leader
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Vivo led the growth of services net revenue in 1Q15, being the only carrier to present growth superior to the inflation of the period (IPCA= 8.1%).
Mobile operators' revenues are suffering the impact of the reduction of VUM value promoted by Anatel.
9) ARPU: Vivo amplifies the leadership
 |
Facts have contributed to avoid a more accentuated drop in Vivo's ARPU such as its more adjusted base, by a more restrict policy to turning off prepaid inactive accesses, and the growth of data revenue. Vivo's data ARPU (R$ 10.2) is getting close to voice ARPU (R$ 14.1).
| ARPU (R$) | 4Q13 | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 |
| Vivo | 24.8 | 23.3 | 23.4 | 23.6 | 24.6 | 24.3 |
| Oi | 19.9 | 18.5 | 17.7 | 17.4 | 18.7 | 17.7 |
| TIM | 19.2 | 18.0 | 17.3 | 17.4 | 18.0 | 17.0 |
| Claro | 16.0 | 15.0 | 15.0 | 15.0 | 15.0 | 13.0 |
| ARPU Brazil | 20.1 | 18.9 | 18.6 | 18.6 | 19.3 | 18.2 |
| Oi Retail | 15.6 |
14.9 |
14.0 |
13.7 |
14.4 |
15.4 |
ARPU values informed by operators aren't totally comparable because carriers use different criteria to calculate the figures. Claro includes only interconnection revenue (VUM) associated to long distance calls.
The minutes of use by client (MOU) in Brazil in 1Q15 registered drop in comparison with 1Q14.
| Minutes | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 |
| Vivo | 135 | 129 | 132 | 141 | 130 |
| TIM | 140 | 137 | 136 | 130 | 120 |
| Claro | 122 | 117 | 122 | 123 | 81 |
| MOU Brazsil | 133 | 128 | 130 | 132 | 111 |
10) Coverage: Vivos in the leadership
Vivo was the leader in covered population in 1Q15, when we consider the group of three technology generations. The company led in population covered with 3G (87.1%) and in population covered with 4G (40.8%). Claro led population covered with 2G (92.0%).
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Vivo also led the number of cities covered with 2G, 3G and 4G.
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