Mobile leaders in 2015
Vivo was the leader in seven from the ten mobile indicators followed by Teleco along 2015. Claro, TIM and Nextel were leaders in one indicator each.
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In 2007, Teleco started to monitor the performance of mobile operators in Brazil measuring through indicators that are reviewed every year since 2014.
In 2015, three new indicators were introduced: Prepaid, postpaid and data revenue.
| Indicators and leaders | 1Q15 | 2Q15 | 3Q15 | 4Q15 | 2015 | ||
1 |
Mobile Accesses | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo |
2 |
Prepaid | Market Share | TIM | TIM | TIM | TIM | TIM |
3 |
Postpaid | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo |
4 |
Mobile Growth | Net Adds | Vivo | Vivo | Nextel | Nextel | Nextel |
5 |
Mobile Broadband | 3G/4G Market Share | Claro | Claro | Claro | Claro | Claro |
6 |
Revenue | Net Revenue | Vivo | Vivo | Vivo | Vivo | Vivo |
7 |
Data Revenue | Data Rev./Services Rev. | Vivo | Vivo | Vivo | Vivo | Vivo |
8 |
Revenue Growth | Growth of services revenue |
Vivo | Vivo | Vivo | Vivo | Vivo |
9 |
Revenue by Client | ARPU |
Vivo | Vivo | Vivo | Vivo | Vivo |
10 |
Coverage | Population Covered with 2G, 3G and 4G |
Vivo | Vivo | Claro | Vivo | Vivo |
Note: The analysis consider only the four main operators: Vivo, TIM, Claro and Oi.
The following shows results for each indicator in the 4th quarter of 2015 (4Q15) and in the year of 2015.
1) Mobile Market Share: Vivo keeps the leadership
Vivo, the biggest mobile operator in Brazil, ended 2015 counting 73.3 million mobile accesses and market share of 28.4%. This performance was very close to the one registered by the carrier in 2014.
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Claro and Oi gained market share in 4Q15, while Vivo and TIM lost it.
| Market Share | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 | 2Q15 | 3Q15 | 4Q15 |
| Vivo | 28.68% | 28.78% | 28.66% | 28.47% | 28.89% | 29.26% | 28.78% | 28.42% |
| TIM | 27.02% | 26.91% | 26.89% | 26.97% | 26.73% | 26.41% | 26.31% | 25.69% |
| Claro | 25.13% | 24.95% | 25.01% | 25.33% | 25.39% | 25.21% | 25.50% | 25.59% |
| Oi | 18.49% | 18.53% | 18.47% | 18.14% | 17.78% | 17.78% | 17.93% | 18.64% |
In 4Q15, TIM lost the leadership in Ceará and in Pernambuco to Oi and inside area code 34 (Uberlândia) to Algar.
| - | Market Share Leader in 4Q15 | ||
| Region | Federative Unit * |
Local Areas (Area Code) | |
| Vivo | I, II and III | 11 | 27 |
| Claro | - | 7 | 16 |
| TIM | - | 5 (-2) | 17 (-1) |
| Oi | - | 4 (+2) | 6 |
2) Prepaid Market Share
TIM, prepaid leader, lost market share in 4Q15. Claro and Oi gained market share in the quarter.
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| Prepaid | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 | 2Q15 | 3Q15 | 4Q15 |
| TIM | 29.1% | 29.2% | 29.4% | 29.7% | 29.3% | 28.9% | 28.9% | 28.5% |
| Claro | 25.5% | 25.4% | 25.5% | 26.0% | 26.2% | 26.1% | 26.6% | 26.7% |
| Vivo | 25.2% | 25.1% | 24.7% | 24.2% | 24.8% | 25.1% | 24.1% | 22.9% |
| Oi | 19.8% | 19.9% | 19.9% | 19.6% | 19.3% | 19.4% | 20.0% | 21.3% |
3) Postpaid Market Share
Vivo is the postpaid leader and gained market share in the quarter (0.3 points). Nextel (0.1 points) and Claro (0.4 points) also gained participation in the market.
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| Postpaid | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 | 2Q15 | 3Q15 | 4Q15 |
| Vivo | 40.6% | 41.3% | 41.5% | 41.8% | 41.6% | 41.7% | 42.1% | 42.4% |
| Claro | 23.8% | 23.4% | 23.3% | 23.1% | 22.9% | 22.5% | 22.3% | 22.7% |
| TIM | 19.9% | 19.3% | 18.7% | 18.5% | 18.7% | 19.1% | 19.1% | 18.5% |
| Oi | 13.9% | 13.8% | 13.7% | 13.5% | 13.2% | 12.9% | 12.2% | 11.9% |
| Nextel | 1.07% |
1.61% |
1.97% |
2.23% |
2.62% |
2.93% |
3.3% |
3.4% |
4) Mobile Growth: Nextel leads net adds in the quarter and in the year
Nextel led the 2015's growth because the company operates only in postpaid.
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| - | Net Adds (Thousands) | |||||
4Q14 |
1Q15 |
2Q15 |
3Q15 |
4Q15 |
2015 |
|
| Vivo | 115 |
1,942 |
776 |
(3,241) | (6,146) |
(6,670) |
| TIM | 843 |
29 |
(1,149) |
(2,027) | (6,339) |
(9,487) |
| Claro | 1,470 |
835 |
(739) |
(849) | (4,375) |
(5,129) |
| Oi | (509) |
(530) |
(157) |
(769) | (1,401) |
(2,857) |
| Nextel | 220 |
308 |
264 |
291 | 131 |
994 |
Vivo, TIM, Claro and Oi presented negative net adds in the prepaid segment and consequently in the total of mobile accesses.
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Vivo led postpaid growth in 2015.
5) Mobile Broadband: Claro keeps the market share leadership
Claro kept the leadership in mobile broadband segment in Brazil in 2015.
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Claro leads the market share of 3G handsets and Vivo is first in 4G handsets and broadband terminals.
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6) Net Revenue: Vivo is the leader
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Vivo kept the leadership with total net revenue of R$ 25.1 billion in 2015 and growth of 6.2% in relation to 2014. Claro remained stable, with growth of 1.03% in the year.
| R$ million | 4Q14 | 1Q15 | 2Q15 | 3Q15 | 4Q15 | 2015 | 2015 Growth |
| Vivo | 6,203 | 6,229 | 6,212 | 6,286 | 6,409 | 25,137 | 6.2% |
| TIM | 5,017 |
4,390 |
4,193 |
3,947 | 3,941 |
16,471 |
(12.8%) |
| Claro | 3,186 |
3,035 |
3,057 |
2,930 |
3,003 |
12,025 |
(1.03%) |
| Oi | 2,812 |
2,637 |
2,398 |
2,426 |
- |
- |
- |
7) Data Revenue: Vivo is first
Vivo's data revenue overtook voice in 4Q15. It represented 51.4% of the services revenue.
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Note: Claro doesn't release this indicator
Vivo is the operator holding the biggest data net revenue (R$ 11.1 billion) with growth of 34.1% in 2015.
8) Growth of Services Net Revenue: Vivo leads
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* Oi: growth in the first 9 months of the year.
In 2015, Vivo led the growth in services net revenue, being the only one (among these four operators) to present positive growth. The other carriers didn't manage to compensate the drop in voice revenue with the growth of data revenue.
9) ARPU: Vivo keeps the leadership in ARPU
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The growth in Vivo's ARPU was encouraged by a more adjusted base, by the massive cancellation of inactive prepaid accesses, and by the growth of data revenue. In 4Q15, Vivo's data ARPU (R$ 13.2) overtook voice (R$ 12.5).
| ARPU (R$) | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 | 2Q15 | 3Q15 | 4Q15 |
| Vivo | 23.3 | 23.4 | 23.6 | 24.6 | 24.3 | 23.5 | 24.3 | 25.8 |
| TIM | 18.0 | 17.3 | 17.4 | 18.0 | 17.0 | 16.1 | 16.4 |
17.6 |
| Claro | 15.0 | 15.0 | 15.0 | 15.0 | 13.0 | 13.0 | 13.0 |
13.0 |
| Oi | 18.5 | 17.7 | 17.4 | 18.7 | 17.7 | 16.3 | 16.7 |
- |
| ARPU Brazil | 18.9 | 18.6 | 18.6 | 19.3 | 18.2 | 17.5 | 17.8 |
- |
The ARPU values informed by the operators aren't totally comparable because they use different criteria to determine it. Claro includes only the interconnection revenue (VUM) associated with long distance.
The minutes used by client (MOU) in Brazil increased in 4Q15 due to the massive cancellation of inactive prepaid accesses promoted in December.
| Minutes | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 | 2Q15 | 3Q15 | 4Q15 |
| Vivo | 135 | 129 | 132 | 141 | 130 | 131 | 134 | 146 |
| TIM | 140 | 137 | 136 | 130 | 120 | 119 | 119 | 120 |
| Claro | 122 | 117 | 122 | 123 | 81 | 100 | 97 | 121 |
| MOU Brazil | 133 | 128 | 130 | 132 | 111 | 117 | 118 | 130 |
Note: Oi doesn't publish this indicator.
10) Coverage: Vivo recovered the leadership
Vivo recovered the leadership in covered population in 4Q15, when we consider the group of the three technology generations. Claro led in covered population in 2G (92.8%), Vivo in 3G (88.8%) and TIM in 4G (51.5%).
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The positions in the ranking repeat themselves when we consider the number of cities.
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