Voice is no longer the main revenue source to Brazilian operators


Voice (fixed and mobile) represented 42.2% of the Brazilian operators' net revenue in 1Q17, representing less than 50% of the net revenue of the four main operators of the country.



Note: Revenue with devices sales aren't included in this analysis. Data includes VAS.


Not only the growth of broadband (fixed and mobile) revenues are contributing in this process but also the drop in voice revenues, result of the competition and the reduction in interconnection tariffs promoted by Anatel. Fixed voice revenue decreased 9% in comparison between 1Q17 and 1Q16, and mobile voice fell 20%.


Claro is the most advanced operator in this process, having no-voice services representing 63.6% of the net revenue in 1Q17, due to its performance in the fixed segment. Claro's fixed broadband and pay TV represented 70.6% of its revenue in this segment in the quarter.





For Oi and Vivo, voice is no longer the main revenue source among fixed services in 1Q17. The growth of Vivo's mobile data revenue was fundamental so no-voice services could represent 61.7% of the total net revenue in 1Q17.



Note: Claro doesn't report this indicator.


For TIM, in which 95% of the revenue comes from mobile, mobile data represented more than 50% of the company's services revenue in 1Q17.



You could ask:

  • What changes if voice is longer the main operators' revenue source?
  • Will this process accelerate operators digital transformation?
  • How the transformations in Pay TV service, with the growth of video streaming, can affect this process?
  • How will voice plans be in the future?




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