Mobile leaders in 3Q19
Vivo was the leader in 9 (nine) of the twelve mobile indicators followed by Teleco in the 3rd quarter of 2019 (3Q19). Claro led in two indicators and TIM in one.
In 2007, Teleco started to monitor the performance of mobile operators in Brazil measured by indicators, which are reviewed annually from 2014. In 2019 a new indicator was introduced, postpaid growth without M2M.
| Leader in | 1Q19 | 2Q19 | 3Q19 | ||
1 |
Mobile accesses | Market Share | Vivo | Vivo | Vivo |
2 |
Prepaid | Market Share | TIM | TIM | TIM |
3 |
Postpaid | Market Share |
Vivo | Vivo | Vivo |
4 |
Mobile Growth |
Net Adds |
Vivo | Vivo | Vivo |
5 |
Postpaid growth without M2M | Net Adds | Claro | Claro | Claro |
6 |
4G |
4G Market Share |
Vivo | Vivo | Vivo |
7 |
IoT | M2M Market Share | Vivo | Vivo | Vivo |
8 |
Revenue | Net Revenue |
Vivo | Vivo | Vivo |
9 |
Data Revenue |
Data Revenue/Services Rev. |
Vivo | Vivo | Vivo |
10 |
Revenue Growth | Growth of Services Revenue |
Claro | Claro | Claro |
11 |
Revenue by Client |
ARPU |
Vivo | Vivo | Vivo |
12 |
Coverage | Population Covered by 2G, 3G and 4G |
Vivo | Vivo | Vivo |
Note: The analysis considers only the four largest operators: Vivo, TIM, Claro and Oi. Nextel is included in some indicators for information.
Below are the results for each of these twelve indicators in 3Q19. Note that there was no change in the indicator leaders in 2019.
1) Mobile Market Share: Vivo amplifies the leadership
Vivo, the largest mobile operator of Brazil, ended 3Q19 with 73.8 million mobile accesses and continues to gain market share.
|
| Mobile Market Share |
Claro has remained in the 2nd place, followed by TIM, which lost market share this quarter.
| Market Share | 1Q18 |
2Q18 |
3Q18 |
4Q18 |
1Q19 |
2Q19 |
3Q19 |
| Vivo | 31,85% |
32,02% |
31,77% |
31,92% |
32,13% |
32,29% |
32,36% |
| Claro | 24,95% |
25,10% |
25,17% |
24,61% |
24,63% |
24,71% |
24,74% |
| TIM | 24,55% |
24,06% |
24,01% |
24,40% |
24,07% |
24,07% |
23,90% |
| Oi | 16,45% |
16,53% |
16,61% |
16,45% |
16,45% |
16,43% |
16,45% |
In 3Q19, Vivo conquered the leadership in area code 17 (S. José do Rio Preto) from Claro.
| - | Market Share Lader in 3Q19 | ||
| Region | State* | Area Codes | |
| Vivo | I, II and III | 13 | 33 (+1) |
| Claro | - | 7 | 15 (-1) |
| TIM | - | 5 | 14 |
| Oi | - | 2 | 4 |
| Algar | 1 | ||
2) Prepaid Market Share: TIM keeps the leadership
TIM (27.4%) maintained its leadership in prepaid market share in 3Q19. Claro (24.8%) continues to lose market share and is in the 3rd position, behind Vivo (25.9%).
 |
| Prepaid Market Share |
Claro reported the largest loss in net adds in the quarter (-905 thousand) followed by Oi (-498 thousand), Vivo (-496 thousand) and TIM (-364 thousand).
| Prepaid | 1Q18 |
2Q18 | 3Q18 |
4Q18 |
1Q19 |
2Q19 |
3Q19 |
| TIM | 27,2% |
26,4% |
26,45% |
27,55% |
27,25% |
27,15% |
27,36% |
| Vivo | 25,90% |
26,0% |
25,3% |
25,28% |
25,67% |
25,85% |
25,92% |
| Claro | 25,86% |
26,2% |
26,50% |
25,40% |
25,19% |
25,11% |
24,83% |
| Oi | 20,4% |
20,7% |
21,0% |
21,01% |
21,09% |
21,12% |
21,10% |
3) Postpaid Market Share: Vivo keeps the leadership
Vivo maintained its postpaid leadership (39.7%), but has gradually been losing market share in the year. Claro gained market share by leading postpaid net adds in the quarter (+928 thousand accesses).
 |
| Postpaid Market Share |
| Postpaid | 1Q18 |
2Q18 |
3Q18 |
4Q18 |
1Q19 |
2Q19 |
3Q19 |
| Vivo | 41,4% |
41,3% |
41,1% |
40,5% |
40,1% |
40,0% |
39,7% |
| Claro | 23,5% |
23,4% |
23,2% |
23,6% |
23,9% |
24,3% |
24,6% |
| TIM | 20,4% |
20,5% |
20,5% |
20,3% |
20,1% |
20,5% |
20,0% |
| Oi | 10,2% |
10,2% |
10,3% |
10,5% |
10,7% |
10,9% |
11,1% |
Claro maintained in the second postpaid position ahead of TIM when M2M terminals are excluded from the postpaid amount.
 |
| Postpaid Market Share without M2M |
4) Mobile Growth: Vivo led net additions in the quarter
Vivo was the mobile growth leader in 3Q19 holding net adds of 88 thousand accesses. TIM continues to present losses (444 thousand accesses).
 |
| Mobile Net Addtions (3Q19) |
| - | Net Additions (Thousands) | ||||||
1Q18 |
2Q18 |
3Q18 |
4Q18 |
1Q19 |
2Q19 |
3Q19 |
|
| Vivo | 158 |
164 |
-830 |
-1.272 |
369 |
216 |
88 |
| Nextel | 153 |
135 |
109 |
116 |
125 |
65 |
29 |
| Claro | -213 |
195 |
-50 |
-2.537 |
-34 |
44 |
24 |
| TIM | -740 |
-1340 |
-312 |
-319 |
-840 |
-111 |
-444 |
| Oi | -160 |
79 |
45 |
-1.203 |
-44 |
-146 |
15 |
TIM was unable to offset prepaid losses with postpaid net adds in 3Q19.
 |
Postpaid net adds are driven by the migration from prepaid to postpaid control plans and the growth of M2M terminals.
5) Postpaid growth without M2M: Claro leads in the quarter
Claro led in postpaid net adds without M2M (660 thousand), followed by Oi (426 thousand). TIM presented negative growth (-290 thousand).
 |
| Postpaid Net Adds without M2M (3Q19) |
Most of this growth is from prepaid users who have migrated to control plans.
6) Market Share 4G: Vivo leads
Vivo is the 4G market share leader, followed by TIM, which is losing market stake.
 |
| 4G Market Share |
The tendency points that Claro will gain 4G market share, as it is 2nd in mobile market share. Vivo led 4G net adds (1.6 million), followed by Claro (1.5 million), TIM (0.9 million) and Oi (0.6 million).
7) M2M Market Share: Vivo leads
Vivo is the leader in M2M terminal market share, followed by Claro. TIM increased its market share to 15.7% in 2Q19, due to the incorporation of Porto Seguro Conecta (MVNO). Oi continues at a lower level.
 |
| M2M Market Share |
Vivo led M2M net adds in the quarter (353 thousand accesses), followed by Claro (268 thousand) and Oi (87 thousand). Most of these net additions are from standard terminals (credit card machines) and not from IoT.
 |
| M2M Net Addtions (3Q19) |
8) Net Revenue: Vivo in the leadership
Vivo remained in the leadership with total net revenue of R$ 7.2 billion in 3Q19.
 |
| Mobile Net Revenue (R$ Billion) |
Claro continued leading revenue growth in 3Q19 (9.3%), followed by Vivo (6.6%).
| R$ Million | 1Q18 |
2Q18 |
3Q18 |
4Q18 |
1Q19 |
2Q19 |
3Q19 |
Growth 3Q19/3Q18 |
| Vivo | 6.765 |
6.816 |
6.720 |
7.048 |
7.081 |
6.972 |
7.161 |
6,6% |
| TIM | 3.914 |
3.956 |
4.024 |
4.235 |
3.962 |
4.033 |
4.104 |
2,0% |
| Claro | 3.064 |
3.122 |
3.197 |
3.264 |
3.298 |
3.361 |
3.493 |
9,3% |
| Oi | 2.174 |
2.159 |
2.185 |
2.221 |
2.160 |
2.158 |
2.193 |
0,4% |
9) Data Revenue: Vivo leads
Vivo's data revenue represented 80.0% of its mobile services revenue.
 |
| Data/Services Revenue (%) |
Note: Claro doesn't report this indicator
Vivo was the operator with the highest digital data/services revenue in 3Q19 (R$ 5.2 billion), followed by TIM (R$ 3.0 billion) and Oi (R$ 1.6 billion).
10) Growth of Services Net Revenue: Claro leads
 |
| Growth of Services Net Revenue (3Q19/3Q18 ) |
Claro led the growth of services net revenue in 3Q19, followed by Vivo and Tim.
11) ARPU: Vivo kept the leadership in ARPU
 |
| ARPU (R$) | 1Q18 |
2Q18 |
3Q18 |
4Q18 |
1Q19 |
2Q19 |
3Q19 |
| Vivo | 28,4 |
28,3 |
27,9 |
29,6 |
29,5 |
28,7 |
29,4 |
| TIM | 21,6 |
21,9 |
22,6 |
23,7 |
22,8 |
23,2 |
23,9 |
| Claro | 16,0 |
17,0 |
17,0 |
17,0 |
18,0 |
18 |
19 |
| Oi | 15,8 |
16,1 |
16,1 |
16,5 |
16,1 |
16,1 |
16,3 |
Note: ARPU values informed by operators aren't the same due to differences criteria for calculation.
12) Coverage: Vivo leads
Vivo led in covered population in 3Q19, thanks to its 3G coverage, available to 95.5% of the population. Claro leads in 2G (93.4%) and TIM in 4G (89.7%).
 |
| Population Covered by Technology in 3Q19 |
Vivo continued to lead in total of covered cities and in cities covered with 2G and 3G. TIM led in cities covered with 4G.
 |
| Population Covered by Technology in 3Q19 |
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