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 2Q24: R$ 8.2 billion |
Telecom Providers Capex
 |
| R$ Millions | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | ∆Qter | ∆Year |
|---|---|---|---|---|---|---|---|---|
| Vivo | 1,686 | 2,172 | 2,626 | 2,295 | 1,874 | 2,341 | 24.9% | 7.8% |
| Claro | 2,091 | 2,362 | 2,297 | 2,651 | 1,818 | 2,130 | 17.2% | -9.8% |
| TIM | 1,289 | 926 | 998 | 1,292 | 1,355 | 925 | -31.7% | -0.1% |
| Oi | 226 | 269 | 203 | 190 | 146 | 137 | -6.2% | -49.1% |
| V.tal* | 670 | 640 | 485 | 635 | 331 | 362 | 9.4% | -43.5% |
| Others | 1,885 | 2,003 | 2,024 | 2,352 | 2,093 | 2,271 | 8.5% | 13.4% |
| Total | 7,847 | 8,372 | 8,634 | 9,416 | 7,617 | 8,166 | 7.2% | 13.4% |
* Estimated by Teleco
| R$ Millions | 2019 | 2020 | 2021 | 2022 | 2023 | ∆Year |
|---|---|---|---|---|---|---|
| Vivo | 8,843 | 7,796 | 8,684 | 9,530 | 8,779 | -7.9% |
| Claro | 8,751 | 7,989 | 9,761 | 10,591 | 9,401 | -11.2% |
| TIM | 3,853 | 3,891 | 4,382 | 4,731 | 4,505 | -4.8% |
| Oi | 7,842 | 7,318 | 7,525 | 3,859 | 888 | -77.0% |
| V.tal* | - | - | - | 4,789 | 2,431 | -49.2% |
| Others | 7,985 | 8,485 | 5,252 | 7,271 | 8,265 | 13.7% |
| Total | 33,421 | 31,588 | 35,604 | 40,771 | 34,268 | -16.0% |
* Estimated by Teleco
Competitives Capex
| R$ Millions | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | ∆Qter | ∆Year |
|---|---|---|---|---|---|---|---|---|
| Algar | 92 | 191 | 122 | 157 | 147 | 156 | 6.3% | -18.4% |
| Brisanet | 93 | 87 | 171 | 202 | 165 | 181 | 9.7% | 108.8% |
| Vero | 48 | 49 | 54 | 220* | 87* | 134* | 53.5% | 172.9% |
| Desktop | 74 | 77 | 74 | 88 | 81 | 94 | 15.7% | 21.9% |
| Ligga | 10 | 58 | 29 | 78 | 38 | 89 | 130.7% | 52.1% |
| Unifique | 62 | 68 | 37 | 51 | 59 | 82 | 38.1% | 19.9% |
| Alares | 52 | 52 | 37 | 52 | 48 | 47 | -3.1% | -11.3% |
| Telebrás | 19 | 21 | 56 | 20 | 18 | 17 | -3.5% | -20.7% |
*With Americanet. ** Estimated by Teleco, because Algar didn't disclose results.
