Mobile leaders in 2Q20
The mobile leaderboard in the eleven indicators monitored by Teleco, changed in 2Q20, with Vivo leading in eight (8) indicators, Algar in two (2) and Claro in one (1) indicator.
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In 2007, Teleco started monitoring the performance of cellular operators in Brazil, measured through indicators, which is reviewed annually since 2014. In 2019, a new indicator was introduced, postpaid growth without M2M.
In 1Q20, the data revenue indicator was excluded, since data already represents more than 80% of net service revenue. In this quarter, Claro started to be considered with the incorporation of Nextel. In 2Q20, the postpaid market share indicator was replaced by the postpaid one without M2M and the order of presentation of the indicators changed.
| Leader in | 4Q19 | 1Q20 | 2Q20 | ||
1 |
Cell Phones | Market Share | Vivo | Vivo | Vivo |
2 |
Cell Phones Growth | Net Additions | Vivo | Claro | Algar |
3 |
Prepaid | Market Share | TIM | TIM | Vivo |
4 |
Postpaid without M2M | Market Share | Vivo | Vivo | Vivo |
5 |
Postpaid Growth without M2M | Net Additions | Claro | Claro | Algar |
6 |
M2M | M2M Market Share | Vivo | Vivo | Vivo |
7 |
4G | 4G Market Share | Vivo | Vivo | Vivo |
8 |
Revenue | Net Revenue | Vivo | Vivo | Vivo |
9 |
Revenue Growth | Growth of Services Revenue | Claro | Claro | Claro |
10 |
Revenue by Client | ARPU | Vivo | Vivo | Vivo |
11 |
Coverage | Covered Population 2G, 3G and 4G |
Vivo | Vivo | Vivo |
Note: The analysis considers the operators Vivo, Claro, TIM, Oi and Algar. Nextel's results were incorporated into Claro.
The results for each of these eleven indicators in 2Q20 are shown below.
1) Mobile Market Share: Vivo amplifies the leadershiop
Vivo, the largest mobile operator in Brazil, ended 2Q20 with 74.4 million cellulars and continued to gain market share in the quarter.
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Note: Claro includes Nextel's cell phones in all presented quarters.
Claro consolidated itself in 2nd place with the incorporation of Nextel.
| Cell Phones (thousands) | 1Q19 |
2Q19 |
3Q19 |
4Q19 |
1Q20 |
2Q20 |
| Vivo | 73,528 |
73,745 |
73,833 |
74,582 |
74,750 |
74,408 |
| Claro | 59,808 |
59,918 |
59,970 |
57,998 |
58,670 |
58,514 |
| TIM | 55,082 |
54,972 |
54,527 |
54,447 |
52,826 |
52,031 |
| Oi | 37,659 |
37,513 |
37,528 |
36,786 |
36,665 |
36,670 |
| Algar | 1,268 |
1,297 |
1,393 |
1,604 |
2,004 |
2,136 |
Note: Claro includes Nextel in all the quarters.
The leader board in the regions, federation units and registration areas changed only in 2Q20. TIM lost the leadership in the state of Ceará to Oi.
| - | Market Share Leader in 1Q20 | ||
| Region | State | Registered Area (Area Code) | |
| Vivo | I, II and III | 13 | 33 |
| Claro | - | 7 | 14 |
| TIM | - | 4 (-1) | 15 |
| Oi | - | 3 (+1) | 4 |
| Algar | - | - | 1 |
2) Mobile Growth: Algar led net adds in the quarter
Algar led mobile growth in 2Q20 with net adds of 132 thousand cellulars, followed by Oi (5 thousand). Claro, Vivo and TIM presented negative net adds.
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| - | Net Additions (Thousands) | |||||
1Q19 |
2Q19 |
3Q19 |
4Q19 |
1Q20 |
2Q20 |
|
| Vivo | 369 |
216 |
88 |
749 |
168 |
-342 |
| Claro | -86 |
109 |
53 |
-1.972 |
672 |
-156 |
| TIM | -840 |
-111 |
-444 |
-80 |
-1.621 |
-795 |
| Oi | -44 |
-146 |
15 |
-742 |
-121 |
5 |
| Algar | -22 |
29 |
96 |
211 |
400 |
132 |
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Note: Claro includes Nextel's cell phones.
Postpaid net additions are driven by the migration from prepaid to postpaid control plans and the growth of M2M terminals.
3) Prepaid Market Share: Vivo overtakes TIM and becomes the leader
Vivo surpassed TIM in prepaid market share and led in this segment, ending the quarter with 31.0 million prepaid cell phones (26.9%). Claro lost market share (23.4%) and Oi won (21.3%).
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TIM presented, once again, the biggest loss in net adds (-440 thousand) in the quarter, followed by Claro (-156 thousand). Vivo (+226 thousand) and Oi (+106 thousand) had positive net additions.
| Prepaid (Thousand) | 1Q19 |
2Q19 |
3Q19 |
4Q19 |
1Q20 |
2Q20 |
Additions |
| Vivo | 32,506 |
32,030 |
31,534 |
31,408 |
31,024 |
31,291 |
+226 |
| TIM | 34,504 |
33,648 |
33,284 |
32,984 |
31,153 |
30,713 |
-440 |
| Claro | 31,957 |
31,167 |
30,263 |
27,053 |
26,826 |
26,670 |
-156 |
| Oi | 26,705 |
26,168 |
25,670 |
24,479 |
24,163 |
24,269 |
+106 |
| Algar | 836 |
783 |
765 |
758 |
724 |
700 |
-24 |
4) Postpaid Market Share without M2M: Vivo keeps the leadership
Vivo maintained its leadership in postpaid without M2M terminals (33.2 million) and recovered market share in the quarter.
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Note: Claro includes Nextel's cell phones in all the presented quarters.
Claro gained market share despite maintaining the quantity in the quarter.
| Postpaid without M2M (thousand) |
1Q19 |
2Q19 |
3Q19 |
4Q19 |
1Q20 |
2Q20 |
| Vivo | 32,339 |
32,589 |
32,821 |
33,075 |
33,310 |
33,247 |
| Claro | 21,102 |
21,792 |
22,480 |
23,205 |
23,805 |
23,683 |
| TIM | 18,211 |
18,059 |
17,769 |
17,820 |
17,881 |
17,457 |
| Oi | 8,978 |
10,149 |
10,575 |
10,236 |
10,477 |
10,386 |
| Algar | - |
- |
- |
697 |
776 |
824 |
Note: Claro includes Nextel's cell phones in all the presented quarters.
Claro maintained the second position in postpaid ahead of TIM when M2M terminals are included.
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Note: Claro includes Nextel's cell phones in all the presented quarters.
5) Postpaid Growth without M2M: Algar leads the quarter
Algar led postpaid net adds without M2M, led (+48 thousand) in 2Q20. The other operators presented negative net adds.
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6) M2M Market Share: Vivo leads
Vivo is the leader in M2M terminals, but is losing market share to Claro and TIM. Oi continues at a lower level.
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| M2M (thousand) | 1Q19 |
2Q19 |
3Q19 |
4Q19 |
1Q20 |
2Q20 |
Additions |
| Vivo | 8,684 |
9,126 |
9,479 |
10,099 |
10,416 |
9,870 |
-545 |
| Claro | 6,750 |
6,959 |
7,227 |
7,740 |
8,039 |
8,161 |
122 |
| TIM | 2,368 |
3,265 |
3,474 |
3,643 |
3,792 |
3,862 |
69 |
| Oi | 1,976 |
1,196 |
1,283 |
2,071 |
2,025 |
2,016 |
-9 |
| Algar | - |
- |
- |
149 |
504 |
612 |
108 |
Note: Claro includes Nextel's cell phones in all the presented quarters.
Claro led M2M net adds in the quarter (122 thousand), followed by Algar (108) and TIM (69 thousand). Vivo and Oi presented negative net adds.
Most of these net adds are from standard terminals (credit card machines) and not from IoT.
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7) 4G Market Share: Vivo leads
Vivo is the 4G market share leader, followed by Claro, which maintained its second position in market share in 2Q20.
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Note: Claro includes Nextel's cell phones in all the presented quarters.
| 4G (thousand) | 1Q19 |
2Q19 |
3Q19 |
4Q19 |
1Q20 |
2Q20 |
| Vivo | 42,416 |
45,038 |
46,658 |
48,847 |
50,208 |
51,225 |
| Claro | 35,235 |
37,708 |
39,227 |
39,244 |
40,827 |
41,505 |
| TIM | 35,580 |
36,430 |
37,340 |
39,028 |
39,040 |
39,275 |
| Oi | 22,377 |
23,499 |
24,111 |
24,827 |
25,410 |
25,511 |
Note: Claro includes Nextel's cell phones in all the presented quarters.
TIM is the leader in 4G participation in its cellular base (75.5%), followed by Claro (70.9%).
8) Net Revenue: Vivo at the leadership
Vivo remained in the leadership with total net revenue of R$ 6.6 billion in 2Q20.
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Oi had not released its 2Q20 results until the publication of this comment.
Note: Claro includes Nextel's cell phones in all the presented quarters.
| R$ Million | 1Q19 |
2Q19 |
3Q19 |
4Q19 | 1Q20 |
2Q20 |
| Vivo | 7,081 |
6,972 |
7,161 |
7,452 |
7,070 |
6,618 |
| TIM | 3,962 |
4,033 |
4,104 |
4,330 |
3,964 |
3,792 |
| Claro | 3,298 |
3,361 |
3,493 |
3,734 |
4,341 |
4,160 |
| Oi | 2,160 |
2,158 |
2,193 |
2,205 |
2,121 |
- |
Note: Oi had not released its 2Q20 results until the publication of this comment.
9) Growth of Services Net Revenue: Claro is the leader
Claro maintained its leadership in revenue growth in 2Q20 (8.8%), compared to the same quarter of the previous year.
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Note: Oi had not released its 2Q20 results until the publication of this comment.
Vivo and TIM presented negative growth.
10) ARPU: Vivo keeps ARPU leadership
Vivo maintained its leadership in ARPU. Claro increased its ARPU in the period, approaching second place TIM.
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Note: Oi had not released its 2Q20 results until the publication of this comment. Claro includes Nextel since 1Q20.
| ARPU (R$) | 1Q19 |
2Q19 |
3Q19 |
4Q19 |
1Q20 |
2Q20 |
| Vivo | 29.5 |
28.7 |
29.4 |
29.8 |
29.0 |
27.9 |
| TIM | 22.8 |
23.2 |
23.9 |
25.1 |
24.0 |
23 |
| Claro | 18.0 |
18 |
19 |
20 |
23.9 |
23.4 |
| Oi | 16.1 |
16.1 |
16.3 |
16.6 |
16.2 |
- |
Note: The ARPU values reported by the operators are not fully comparable as they use different criteria in their calculation. Oi had not released its 2Q20 results until the publication of this comment.
11) Coverage: Vivo leads
Vivo (96.6%) led the covered population in 2Q20, followed by Claro (96.0%). Vivo is the leader in 3G coverage, available to 96.6% of the population. Claro leads in 2G (94.8%) and TIM in 4G (90.9%).
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Vivo continued to lead in total number of municipalities (4,677), followed by Claro (4,235), TIM (3,813) and Oi (3,610).
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