Mobile leaders in 1Q22
The mobile leader board, in the indicators monitored by Teleco, showed changes in the first quarter of 2022 (1Q22). Vivo led in nine (8) indicators, Claro in two (2) and TIM in one (1).
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In 2007, Teleco started monitoring the performance of cellular operators in Brazil, measured through indicators which are reviewed annually since 2014. In 2019, a new indicator was introduced, postpaid growth without M2M.
In 1Q20, data revenue indicator was excluded, since data already represents more than 80% of net service revenue. In 2Q20, Claro started to be considered with the incorporation of Nextel. In 2Q20, the postpaid market share indicator was replaced by postpaid without M2M and the order of presentation of the indicators changed. In 1Q22, the 4G market share indicator was replaced by the 5G market share.
| Leader in | 1Q21 | 2Q21 | 3Q21 | 4Q21 | 1Q22 | ||
1 |
Mobile Accesses | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo |
2 |
Mobile Growth | Net Additions | Claro | Algar | Vivo | Vivo | Vivo |
3 |
Prepaid | Market Share | TIM | Vivo | Vivo | Vivo | Vivo |
4 |
Postpaid without M2M | Market Share | Vivo | Vivo | Vivo | Vivo | Vivo |
5 |
Postpaid Growth without M2M | Net additions | Claro | Algar | Claro | Oi | Vivo |
6 |
M2M | M2M Market Share | Vivo | Vivo | Vivo | Vivo | Vivo |
7 |
5G | 5G Market Share | - | - | - | - | Claro |
8 |
Revenue | Net Revenue | Vivo | Vivo | Vivo | Vivo | Vivo |
9 |
Revenue Growth | Growth of Services Revenue | Claro | Claro | Claro | Claro | Claro |
10 |
Revenue by Client | ARPU | Vivo | Vivo | Vivo | Vivo | TIM |
11 |
Coverage | Population Covered by 2G, 3G and 4G |
Vivo | Vivo | Vivo | Vivo | Vivo |
Note: The analysis considers the operators Vivo, Claro, TIM, Oi and Algar.
1Q22 continued to show strong mobile growth in Brazil, with net additions of 3.6 million cell phones in the quarter. Growth occurred in postpaid (+3.2 million) and prepaid (+639 thousand).
The results for each of these eleven indicators are presented below for 1Q22, the last quarter of Oi Mobile, before being merged into Vivo, Claro Oi and TIM.
1) Mobile Market Share: Vivo leads
Vivo, the largest mobile operator in Brazil, ended 1Q22 counting 85.3 million cellulars and a 33.0% of market share. Claro consolidated its 2nd position and TIM continued to lose market share in the quarter.
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These market share positions remain unchanged in 1Q22 with the sale of Oi Mobile: Vivo (37.9%), Claro (32.8%) and TIM (26.7%).
| Mobile Accesses (thousand) | 1Q21 |
2Q21 |
3Q21 | 4Q21 |
1Q22 |
1Q22 after Oi Mobile sale |
| Vivo | 79,682 |
80,965 |
82,253 | 83,921 | 85,302 | 97,927 |
| Claro | 66,338 |
67,775 |
69,217 | 70,541 | 71,804 | 84,701 |
| TIM | 51,728 |
51,341 |
51,614 | 52,066 | 52,305 | 68,862 |
| Oi | 38,564 |
40,333 |
40,702 | 42,041 | 42,078 | - |
| Algar | 2,765 |
2,963 |
3,207 | 3,552 | 3,797 | 3,797 |
The table of leaders in the regions, federation units and registration areas in 1Q22 is shown below.
| - | Market Share Leader in 1Q22 | ||
| Region | Federation Units* | Area Codes | |
| Vivo | I, II and III | 12 | 33 (-1) |
| Claro | - | 8 | 14 |
| TIM | - | 4 | 13 |
| Oi | - | 3 | 5 (+1) |
| Algar | 2 | ||
Vivo lost its leadership in the area code 98 (São Luis) to Oi, but will recover with the incorporation of Oi mobile.
2) Mobile Growth: Vivo led net adds in the quarter
Vivo led mobile growth in 1Q22 with net adds of 1.4 million cell phones, followed by Claro and Algar.
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| - | Net Additions (Thousand) | |||||
1Q21 |
2Q21 |
3Q21 | 4Q21 |
1Q22 |
1Q22 after Oi Mobile sale |
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| Vivo | 1,150 |
1,283 |
1,288 | 1,668 | 1,381 | 1,433 |
| Claro | 3,199 |
1,437 |
1,442 | 1,324 | 1,263 | 1,291 |
| TIM | 295 |
-387 |
273 | 452 | 239 | 197 |
| Oi | 1,913 |
1,770 |
369 | 1,339 | 37 | - |
| Algar | 137 |
198 |
244 | 345 | 245 | 245 |
Vivo led postpaid net adds and Claro was the prepaid net adds leader in 1Q22.
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Postpaid net additions are driven by the migration from prepaid to postpaid control plans and by the growth of M2M terminals.
3) Prepaid Market Share: Vivo was the leader
Vivo maintained its leadership, ending 1Q22 with 34.4 million prepaid subscribers (28.8%). Claro (24.5%) conquered the second place, surpassing TIM.
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These market share positions changed after the sale of Oi Mobile, with TIM resuming 2nd place: Vivo (35.3%), TIM (32.0%) and Claro (31.4%).
| Prepaid (thousand) | 1Q21 |
2Q21 |
3Q21 | 4Q21 |
1Q22 |
1Q22 after Oi Mobile sale |
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|---|---|---|---|---|---|---|---|---|---|
| Vivo | 33,669
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33,872 |
34,163 |
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| TIM | 29,509 |
29,185 |
29,239 |
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| Claro | 28,311 |
28,638 |
28,965 |
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| Oi | 23,503 |
24,421 |
24,683 |
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| Algar | 668 |
652 |
636 | 613 |
600 |
600 |
Claro led prepaid net adds in 1Q22 (+197 thousand), followed by Vivo (+112 thousand). TIM (-111 thousand) and Oi (-33 thousand) showed negative net adds.
4) Postpaid Market Share without M2M: Vivo kept the leadership
Vivo maintained its leadership in postpaid without M2M terminals with a market share of 37.1%, followed by Claro (28.8%).
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These market share positions remain unchanged with the sale of Oi Mobile: Vivo (41.6%), Claro (33.1%) and TIM (24.6%).
| Postpaid without M2M (thousand) |
1Q21 |
2Q21 | 3Q21 |
4Q21 |
1Q22 |
1Q22 after Oi Mobile sale |
| Vivo | 35,321 | 35,911 | 36,609 | 37,167 | 37,949 | 42,549 |
| Claro | 27,370 | 28,066 | 28,688 | 29,164 | 29,515 | 33,926 |
| TIM | 18,279 | 18,150 | 18,296 | 18,882 | 19,232 | 25,158 |
| Oi | 12,804 | 13,787 | 14,070 | 14,765 | 14,938 | - |
| Algar | 566 | 573 | 596 | 601 | 612 | 612 |
This table shows few changes when M2M terminals are included in the postpaid.
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5) Postpaid growth without M2M: Vivo led 1Q22
Vivo led postpaid net adds without M2M in the year (+782 thousand), followed by Claro (+351 million) and TIM (+350 thousand).
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This picture doesn't change with the incorporation of Oi Mobile: Vivo (+864 thousand), Claro (+413 thousand) and TIM (+ 378 thousand).
6) M2M Market Share: Vivo is the leader
Vivo and Claro competed for the leadership in market share in M2M terminals since 1Q21.
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These market share positions change with the sale of Oi Mobile. Claro (36.25) conquered the second position, surpassing Vivo (35.9%).
| M2M (thousand) | 1Q21 |
2Q21 |
3Q21 |
4Q21 |
1Q22 |
1Q22 with Oi sale |
| Vivo | 10,692 | 11,182 | 11,481 | 12,467 | 12,954 | 13,154 |
| Claro | 10,657 | 11,071 | 11,583 | 12,236 | 12,952 | 13,251 |
| TIM | 3,940 | 4,006 | 4079 | 3,983 | 3,983 | 5,407 |
| Oi | 2,257 | 2,124 | 1949 | 2,024 | 1,922 | - |
| Algar | 1,531 | 1,738 | 1975 | 2,337 | 2,584 | 362 |
Note: Claro includes Nextel cell phones in all quarters presented.
Claro led M2M net adds in the quarter (+716 thousand). Most of these net adds are from standard terminals (credit card machines) and not from IoT.
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7) 5G Market Share: Claro is the leader
Claro led 5G market share in 1Q22, followed by Vivo.
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| 5G (thousand) | 3Q21 | 4Q21 | 1Q22 |
| Claro | 240 | 456 | 884 |
| Vivo | 104 | 486 | 739 |
| TIM | - | 284 | 366 |
| Total | 344 | 1,226 | 1,989 |
8) Net Revenue: Vivo is in the leadership
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Note: Oi didn't publish this value when the comment was published.
Vivo maintained its leadership with total net revenue of R$ 7.6 billion in 1Q22, followed by Claro.
| R$ Million | 1Q21 | 2Q21 | 3Q21 | 4Q21 | 1Q22 |
| Vivo | 7,147 | 6,990 | 7,391 | 7,847 | 7,581 |
| Claro | 4,565 | 4,685 | 4,755 | 5,037 | 5,036 |
| TIM | 4,059 | 4,124 | 4,225 | 4,503 | 4,430 |
| Oi | 1,752 | 1,742 | 1,568 | 2,145 | - |
Note: Oi didn't publish this value when the comment was published.
9) Growth of Services Net Revenue: Claro is the leader
Claro maintained in the leadership in growth of services net revenue in 1Q22/1Q21 (10.3%) followed by TIM (8.6%).
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Note: Oi didn't publish this value when the comment was published.
10) ARPU: TIM conquered ARPU leadership
Vivo lost ARPU leadership to TIM in 1Q22.
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| ARPU (R$) | 1Q21 |
2Q21 |
3Q21 |
4Q21 |
1Q22 |
| Vivo | 27.4 | 26.8 | 27.8 | 28.2 | 27.1 |
| TIM | 25.5 | 25.8 | 26.5 | 27.7 | 27.4 |
| Claro | 22 | 22 | 22 | 22 | 22 |
Note: ARPU values reported by operators are not fully comparable because they use different criteria in their calculation.
11) Coverage: Vivo is the leader
Vivo kept the leadership in covered population in 1Q22 (97.7%), practically tied with TIM (97.7). Vivo is the leader in 3G coverage, available to 97.0% of the population. Claro leads in 2G (94.1%) and TIM in 4G (96.5%).
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Vivo continued to lead in total of covered municipalities (5,004), followed by TIM (4,957), Claro (4,503) and Oi (3,611). TIM will surpass Vivo in covered municipalities after the incorporation of Oi.
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