Voice is no longer the main Brazilian Telecom revenue in 2015
Data/pay TV net revenue represented 52.9% of the telecom services net revenue in Brazil in 2015, overtaking voice net revenue for the first time.
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Claro Group is the smallest dependence from voice revenues, due to its leadership in pay TV and in fixed broadband.
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The fall in voice revenue occurred mainly in mobile voice segment, which in two years dropped from R$ 47.7 billion to R$ 36.6 billion in 2015.
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The growth of communication through messages, using Apps like WhatsApp, and the drop (determined by Anatel) in the values received from VU-M, contributed to the fall in mobile voice revenue. The average VU-M value dropped from R$ 0.334 in 2013 to R$ 0.159 in 2015 and is likely to reach R$ 0.02 in 2019.
In 2015, mobile data became the main revenue, among the non-voice services, surpassing fixed broadband and pay TV.
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The mobile data revenue registered by mobile operators increased 29.8% in 2015, so representing 41.5% of the operators' services revenue. This growth was observed mainly in the data package sales revenue. At Vivo, for example, this revenue soared 51.5% in 2015.
The trend points out that mobile data revenue will overtake mobile voice rev. in 2016, as what happened at Vivo in 4Q15, when data revenue represented 51.4% of the services revenue.
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