Economic Results from Providers
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This page: It shows the evolution of providers net revenue in Brazil. Source: Providers Reports |
Telecom Net Revenue
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Source: Operators and Teleco estimate
Telecom Net Revenue
R$ Million | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | ∆Qter | ∆Year |
---|---|---|---|---|---|---|---|---|
Vivo | 12,721 | 12,733 | 13,112 | 13,535 | 13,546 | 13,679 | 1.0% | 7.4% |
Claro | 11,115 | 11,285 | 11,420 | 11,696 | 11,710 | 12,034 | 2.8% | 6.6% |
TIM | 5,681 | 5,863 | 6,055 | 6,275 | 6,096 | 6,303 | 3.4% | 7.5% |
Oi | 2,536 | 2,454 | 2,422 | 2,306 | 2,199 | 2,144 | -2.5% | -12.6% |
SKY | 1,817 | 1,728 | 1,647 | 1,565 | 1,492 | 1,424 | -4.6% | -17.6% |
Competitives | 8,889 | 8,794 | 9,110 | 9,336 | 9,510 | 9,691 | 1.9% | 10.2% |
Total | 42,759 | 42,857 | 43,766 | 44,713 | 44,552 | 45,275 | 1.6% | 5.6% |
Note: Competitive operators are all the small providers, except Vivo, Claro, Oi, TIM and Sky.
R$ Million | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|---|---|---|---|---|---|
Mobile Tel. | 66,406 | 67,015 | 66,886 | 64,152 | 65,332 | 67,404 | 70,902 | 70,669 | 73,265 | 78,818 | 85,763 |
Fixed Tel. | 28,461 | 23,915 | 26,082 | 24,957 | 22,285 | 19,420 | 16,050 | 15,058 | 13,914 | 12,829 | 11,589 |
Fixed Broadband | 19,815 | 21,565 | 22,581 | 24,456 | 26,615 | 32,910 | 35,642 | 41,822 | 48,193 | 55,252 | 61,708 |
Pay TV | 18,943 | 21,992 | 22,150 | 21,823 | 21,690 | 20,746 | 19,132 | 18,928 | 17,837 | 16,660 | 14,913 |
TOTAL | 133,625 | 134,487 | 137,700 | 135,389 | 135,922 | 140,479 | 141,725 | 146,476 | 153,209 | 163,558 | 173,973 |
Source: Teleco's estimation and operators
Mobile Net Revenue
R$ Million | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | ∆Qter | ∆Year |
---|---|---|---|---|---|---|---|---|
Vivo | 8,819 | 8,927 | 9,279 | 9,643 | 9,583 | 9,724 | 1.5% | 8.9% |
Claro | 6,210 | 6,396 | 6,526 | 6,786 | 6,755 | 7,033 | 4.1% | 10.0% |
TIM | 5,366 | 5,541 | 5,731 | 5,947 | 5,763 | 5,965 | 3.5% | 7.7% |
Total | 20,539 | 21,007 | 21,681 | 22,521 | 22,244 | 22,862 | 2.8% | 8.8% |
Note: Vivo's revenues don't include Vivo Fixo's interconnection revenues, unlike other operators. Claro's revenue doesn't include long distance and the sum of net revenue from services and handsets presents differences in relation to total net revenue.
R$ Million | 2019 | 2020 | 2021 | 2022 | 2023 | ∆Year |
---|---|---|---|---|---|---|
Vivo | 28,666 | 28,421 | 29,376 | 33,070 | 36,669 | 10.9% |
Claro | 16,746 | 17,756 | 19,041 | 22,695 | 25,919 | 14.2% |
TIM | 16,428 | 16,214 | 16,911 | 20,346 | 22,584 | 11.0% |
Oi | 8,717 | 7,846 | 7,450 | 2,119 | - | - |
Total | 70,902 | 70,669 | 73,265 | 78,818 | 85,763 | 8.8% |
Fixed Broadband Net Revenue
R$ Million | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | ∆Qter | ∆Year |
---|---|---|---|---|---|---|---|---|
Vivo | 2,809 | 2,732 | 2,805 | 2,880 | 2,970 | 2,992 | 0.7% | 9.5% |
Claro | 2,460 | 2,555 | 2,697 | 2,981 | 3,082 | 3,148 | 2.2% | 23.2% |
TIM | 157 | 161 | 162 | 164 | 166 | 169 | 1.5% | 4.5% |
Oi | 1,267 | 1,295 | 1,283 | 1,204 | 1,146 | 1,052 | -8.2% | -18.8% |
SKY | 32 | 24 | 17 | 12 | 13 | 20 | 10.7% | -60.3% |
Competitives | 8,378 | 8,262 | 8,558 | 8,782 | 8,962 | 9,141 | 2.0% | 10.6% |
Total | 15,104 | 15,029 | 15,521 | 16,023 | 16,339 | 16,521 | 1.1% | 9.9% |
Source: Teleco's estimation; Oi didn't report results yet. Note: Competitive operators are all the small providers, except Vivo, Claro, Oi, TIM and Sky.
R$ Million | 2019 | 2020 | 2021 | 2022 | 2023 | ∆Year |
---|---|---|---|---|---|---|
Vivo | 8,438 | 8,689 | 9,360 | 10,247 | 11,229 | 9.6% |
Claro | 8,283 | 9,062 | 9,585 | 10,216 | 10,860 | 6.3% |
TIM | 474 | 527 | 574 | 617 | 645 | 4.6% |
Oi | 7,043 | 5,160 | 4,801 | 4,813 | 5,049 | 4.9% |
SKY | 228 | 202 | 168 | 154 | 84 | (45.3%) |
Competitives | 11,176 | 17,795 | 23,311 | 28,731 | 32,041 | 15.5% |
Total | 35,642 | 41,435 | 47,799 | 54,778 | 59,909 | 9.4% |
Source: Teleco's estimation; Oi didn't report results yet
Net Revenue of Competitive Fixed Broadband Providers
R$ Million | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | ∆Qter | ∆Year |
---|---|---|---|---|---|---|---|---|
Algar | 422 | 423 | 441 | 439 | 440 | 440 | (0.0%) | 3.9% |
Alloha Fibra | 399 | 400 | 409 | 409 | 411 | 419 | 2.0% | 4.9% |
Brisanet | 292 | 300 | 311 | 325 | 334 | 346 | 3.6% | 15.4% |
Desktop | 222 | 247 | 255 | 263 | 268 | 280 | 4.4% | 13.6% |
Vero* | 382 | 394 | 406 | 405 | 404 | 412 | 1.9% | 93.6% |
Unifique | 205 | 216 | 231 | 231 | 249 | 255 | 2.3% | 18.3% |
Brasil Tecpar | 155 | 176 | 155 | 169 | 249 | 253 | 2.0% | 43.9% |
Alares | 130 | 131 | 135 | 172 | 175 | 176 | 0.8% | 34.1% |
Telebrás | 97 | 101 | 109 | 110 | 79 | 100 | 27.0% | -1.4% |
Ligga | 122 | 126 | 162 | 206 | 136 | 143 | 5.5% | 13.4% |
Total | 8,378 | 8,262 | 8,558 | 8,782 | 8,962 | 9,141 | 2.0% | 10.6% |
Fixed Telephony Net Revenue
R$ Million | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | ∆Qter | ∆Year |
---|---|---|---|---|---|---|---|---|
Vivo | 702 | 694 | 652 | 634 | 617 | 598 | -3.1% | -13.8% |
Claro | 1,062 | 1,048 | 901 | 893 | 853 | 843 | -1.2% | -19.6% |
TIM | 157 | 161 | 162 | 164 | 166 | 169 | 1.5% | 4.5% |
Oi | 826 | 744 | 724 | 706 | 663 | 699 | 5.4% | -6.1% |
Competitives | 323 | 339 | 353 | 351 | 341 | 329 | -3.5% | -3.1% |
Total | 3,071 | 2,986 | 2,814 | 2,730 | 2,639 | 2,637 | -0.1% | -11.7% |
Source: Teleco's estimation; Oi didn't report results yet. Note: Competitive operators are all the small providers, except Vivo, Claro, Oi, TIM and Sky.
R$ Million | 2019 | 2020 | 2021 | 2022 | 2023 | ∆Year |
---|---|---|---|---|---|---|
Vivo | 5,337 | 4,357 | 3,607 | 3,008 | 2,683 | -10.8% |
Claro | 6,300 | 5,468 | 4,779 | 4,136 | 3,905 | -5.6% |
TIM | 474 | 527 | 574 | 617 | 645 | 4.6% |
Oi | 3,213 | 3,921 | 3,904 | 3,805 | 3,000 | -21.2% |
Competitives | 725 | 784 | 1,051 | 1,262 | 1,356 | 7.4% |
Total | 16,050 | 15,058 | 13,914 | 12,829 | 11,589 | -9.7% |
Pay TV Net Revenue
R$ Million | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | ∆Qter | ∆Year |
---|---|---|---|---|---|---|---|---|
Vivo | 390 | 379 | 376 | 374 | 375 | 365 | -2.6% | -3.7% |
Claro | 1,383 | 1,286 | 1,275 | 1,057 | 1,020 | 1,010 | -1.0% | -21.5% |
Oi | 299 | 287 | 275 | 256 | 233 | 208 | -10.7% | -27.6% |
SKY | 1,785 | 1,704 | 1,630 | 1,553 | 1,480 | 1,405 | -5.1% | -17.6% |
Competitives | 189 | 193 | 199 | 203 | 207 | 222 | 7.1%. | 15.0% |
Total | 4,047 | 3,849 | 3,755 | 3,444 | 3,314 | 3,209 | -32% | -16.6% |
R$ Million | 2019 | 2020 | 2021 | 2022 | 2023 | ∆Year |
---|---|---|---|---|---|---|
Vivo | 1,827 | 1,660 | 1,690 | 1,716 | 1,520 | (11.4%) |
Claro | 7,800 | 6,850 | 6,017 | 5,351 | 4,833 | (9.7%) |
Oi | 976 | 1,629 | 1,545 | 1,349 | 1,117 | (17.2%) |
SKY | 7,909 | 8,263 | 7,982 | 7,523 | 6,673 | (11.3%) |
Competitives | 538 | 502 | 532 | 681 | 783 | 15.0% |
Total | 19,132 | 18,928 | 17,766 | 16,621 | 14,925 | (10.2%) |
Source: Teleco's estimation; Oi didn't report results yet.