05/02/2024

americamovil.com

América Móvil Claro Others
Annual Annual Embratel
Quarter Quarter Net
    Americel

In this page: América Móvil Group's operational and economic annual data in Brazil, including Revenue, EBITDA margin and EBIT.

Claro's Performance (including Nextel)

 

 

 

Financial Economic Performance of Claro Brasil

 

R$ million 1Q23 2Q23 3Q23 4Q23 1Q24 ∆Qter ∆Year
Total Net Revenue (reported) 11,135 11,306 11,489 11,718 11,728 0.1% 5.3%
Total Net Revenue (Mobile+ Fixed) 11,115 11,285 11,420 11,696 11,710 0.1% 5.4%
Mobile Revenue 6,210 6,396 6,526 6,786 6,755 (0.5%) 8.8%
Services Revenue 5,749 5,913 6,030 6,105 6,236 2.1% 8.5%
Devices Revenue 461 483 496 682 520 (23.8%) 12.8%
Fixed Revenue and other services
4,905   4,889 4,894 4,910 4,955 0.9% 1.0%
EBITDA 4,569 4,646 4,784 5,075 5,080 0.1% 11.2%
EBITDA Margin 41.0% 41.1% 41.6% 43.3% 43.3% - -
EBIT 1,527 1,573 1,686 1,893 1,940 2.5% 27.0%
EBIT Margin 13.7% 13.9% 14.7% 16.2% 16.5% - -

* Note: In 2Q22, it includes Oi's net revenue since May 1st.

Source: América Móvil's report

 

Accesses

 

Thousand 1Q23 2Q23 3Q23 4Q23 1Q24 ∆Qter ∆Year
Mobile Accesses 82,844 83,671 85,032 86,951 87,652 0.8% 5.8%
Fixed Telephones 7,972 7,668 7,524 7,399 - - -
Fixed Broadband 9,799 9,843 9,908 9,972 - - -
Pay TV 6,050 5,161 4,585 4,422 - - -
Total Accesses 106,665 106,343 107,049 108,744 - - -
Total Fixed 23,821 22,672 22,017 21,793 - - -

Source: América Móvil and Anatel

 

 

Operational Performance - Mobile

 

Thousand 1Q23 2Q23 3Q23 4Q23 1Q24 ∆Qter ∆Year
Mobile Accesses 82,844 83,671 85,032 86,951 87,652 0.8% 5.8%
Postpaid 47,898 48,530 49,698 51,488 52,043 1.1% 8.7%
Prepaid 34,946 35,141 35,334 35,463 35,609 0.4% 1.9%
Prepaid (%) 42.2% 42.0% 41.6% 40.8% 40.6% - -
ARPU (R$) 23 24 24 24 24 0.0% 4.3%
Monthly Churn 3.2% 2.5% 2.5% 2.1% 2.4% - -

 

The following shows results reported by Claro Telecom Participações, controller of Claro S.A., that incorporated Embratel and Net since January 1st. 2015.

 

  1Q23 2Q23 3Q23 4Q23 1Q24
Million R$ Revenue EBITDA Revenue EBITDA Revenue EBITDA Revenue EBITDA Revenue EBITDA
Consolidated Claro Brasil - Claro Participações 11,171 42.2% 11,341 42.3% 11,482 4,928 11,765 44.4% 11,775 44.2%
Elimination of intercompany transactions and reclassifications (36) - (35) - 7 - (47) - (148) -
Consolidated Claro Brasil - reported by América Móvil 11,135 41.0% 11,306 41.1% 11,489 41.6% 11,718 43.3% 11,728 43.3%

 

 

Claro Telecom Participações

 

Million R$ 1Q23 2Q23 3Q23 4Q23 1Q24 ∆Year
Net Revenue 11,171 11,341 11,482 11,765 11,175 5.4%
EBITDA 4,717 4,793 4,928 5,229 5,198 11.0%
EBITDA Margin 42.2% 42.3% 42.9% 44.4% 44.4% -

 

 

Commentary

At the end of 2014, the Group completed the merger of Embratel, Net and Claro into a single company (Claro S.A.). Claro Telecom, controller of Claro S.A. will have its shares listed on the stock exchange in 2015.

 

 

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