Economic Results from Providers
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This page: It shows the evolution of providers capex in Brazil. Source: Providers Reports |
Telecom Capex
Brazilian Telecom Total Capex in 3Q25: R$ 8.5 billion |
Telecom Providers Capex
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| R$ Millions | 1Q24 | 2Q24 | 3Q24 | 4Q24 | 1Q25 | 2Q25 | 3Q25 | ∆Qter | ∆Year |
|---|---|---|---|---|---|---|---|---|---|
| Vivo | 1,874 | 2,341 | 2,495 | 2,456 | 1,869 | 2,439 | 2,603 | 6.7% | 4.3% |
| Claro | 1,818 | 2,130 | 2,171 | 2,581 | 1,778 | 2,297 | 2,372 | 3.3% | 9.3% |
| TIM | 1,355 | 925 | 896 | 1,375 | 1,339 | 882 | 974 | 10,4% | 8.7% |
| Oi | 146 | 137 | 109 | 108 | 78 | 41 | - | -47.4% | -70.1% |
| V.tal | 331 | 362 | 383 | 634 | 481 | 568 | 561 | -1.2% | 46.6% |
| Total | 5,524 | 499 | 6,054 | 7,154 | 5,545 | 6,227 | 6,510 | 4.5% | 7.5% |
| Competitives | 1,869 | 7,441 | 2,304 | 2,596 | 2,247 | 2,086 | 1,986 | -4.8% | -13.8% |
| Total | 7,393 | 7,940 | 8,358 | 9,750 | 7,792 | 8,313 | 8,496 | 2.2% | 1.6% |
Competitives Capex
| R$ Millions | 1Q24 | 2Q24 | 3Q24 | 4Q24 | 1Q25 | 2Q25 | 3Q25 | ∆Qter | ∆Year |
|---|---|---|---|---|---|---|---|---|---|
| Algar | 147 | 146 | 155 | 182 | 121 | 102 | 113 | 10.8% | -27.1% |
| Brisanet | 165 | 181 | 282 | 367 | 315 | 170 | 120 | -29.4% | -57.4% |
| Unifique | 59 | 82 | 89 | 138 | 58 | 92 | 76 | -17.8% | -15.3% |
| Vero | 87 | 131 | 152 | 127 | 128 | 120 | 94 | -21.6% | -38.2% |
| Desktop | 81 | 94 | 110 | 137 | 123 | 114 | 88 | -22.8% | -20.0% |
| Alares | 48 | 47 | 56 | 58 | 46 | 54 | 70 | 30.6% | 26.4% |
| Ligga | 38 | 89 | 165 | 245 | 33 | 29 | 16 | -46.6% | -90.6% |
| Giga Mais | 122 | 121 | 79 | 98 | 173 | 129 | 106 | -17.4% | 34.7% |
| Telebrás | 18 | 17 | 13 | 9 | 7 | 10 | 21 | 111.1% | 66.7% |
| Proxxima | 2 | 8 | 9 | 5 | 10 | 9 | 6 | -29.1% | -29.6% |
| SKY | 75 | 75 | 75 | 75 | 58 | 58 | 58 | 0.0% | -22.3% |
| Others | 1,027 | 1,054 | 1,120 | 1,154 | 1,175 | 1,200 | 1,217 | 1.4% | 5.5% |
| Competitives | 1,869 | 2,045 | 2,305 | 2,595 | 2,247 | 2,087 | 1,986 | -4.9% | -23.5% |
| R$ Million | 2020 | 2021 | 2022 | 2023 | 2024 | ∆Year |
|---|---|---|---|---|---|---|
| Vivo | 7,796 | 8,684 | 9,530 | 8,779 | 9,166 | 4.4% |
| Claro | 7,989 | 9,761 | 10,591 | 9,401 | 8,700 | -7.5% |
| TIM | 3,891 | 4,382 | 4,731 | 4,505 | 4,551 | 1.0% |
| Oi | 7,318 | 7,525 | 3,859 | 888 | 500 | -43.7% |
| V.tal | - | - | 4,789 | 2,431 | 1,709 | -29.7% |
| Competitivas | 4,594 | 5,252 | 7,739 | 8,808 | 10,458 | 18.7% |
| Total | 31,588 | 35,604 | 41,239 | 34,812 | 35,084 | 0.8% |
