Vivo, Claro and Oi are mobile leaders in 4Q13
In the fourth quarter of 2013 (4Q13), Vivo led four of the seven indicators followed by Teleco about mobile telephony. Claro was the leader in two and Oi in one.
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| Indicator | Leaders in | ||||
1Q13 |
2Q13 | 3Q13 | 4Q13 | ||
| Mobile Accesses | Market Share | Vivo |
Vivo |
Vivo | Vivo |
| Growth | Net Adds | Claro |
TIM |
Claro | Claro |
| Revenue | Net Revenue | Vivo |
Vivo |
Vivo | Vivo |
| Revenue by Client | ARPU | Vivo |
Vivo |
Vivo | Vivo |
| Profitability | EBITDA Margin | Vivo |
Vivo |
Oi | Oi |
| Quality | Complaints to Anatel | Vivo |
Vivo |
Vivo | Vivo |
| Coverage | Covered Population | Claro |
Claro |
Claro | Claro |
Note: The order doesn't reflect the importance of the indicators. CTBC and Sercomtel weren't included in this analysis.
Since 2007, Teleco follows the performance of mobile operators measuring it through thse seven indicators.
Since 1Q13, quality is evaluated through the indicator of complaints made to Anatel. In April 2012, Anatel suspended the report of the indicators about the accomplishment of quality targets by operators.
The following shows the results for each onde os these indicators in 4Q13.
Market Share: Vivo leads, but loses market share in prepaid
Vivo, the biggest mobile operator in Brazil, ended 2013 counting 77.2 million mobile accesses and market share of 28.49%.
 |
Claro was the only one to show growth in market share in 4Q13.
| - | Market Share | Market Share Variation (percentage points) |
||||||||
| 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 | 3Q13 | 4Q13 | p.p. (Qua) | p.p. (4Q13/4Q12) | |
| Vivo | 29.81% | 29.56% | 29.67% | 29.08% | 28.78% | 28.67% | 28.56% | 28.49% | (0.07) | (0.59) |
| TIM | 26.80% | 26.89% | 26.81% | 26.87% | 26.98% | 27.17% | 27.17% | 27.09% | (0.08) | 0.22 |
| Claro | 24.56% | 24.58% | 24.51% | 24.92% | 25.11% | 25.01% | 25.14% | 25.34% | 0.20 | 0.42 |
| Oi | 18.53% | 18.65% | 18.69% | 18.81% | 18.74% | 18.71% | 18.64% | 18.52% | (0.12) | (0.29) |
| - | Market Share Leader in 4Q13 | ||
| Region | States | Area Code | |
| Vivo | II and III | 11 | 28 |
| Claro | - | 7 (-1) | 17(-1) |
| Tim | I | 7 | 17 |
| Oi | - | 2 (+1) | 5(+1) |
Vivo was overtaken by Claro in prepaid market share in 4Q13, starting to occupy the third position inside this segment. TIM continues to lead prepaid market.
 |
| Prepaid | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 | 3Q13 | 4Q13 |
| TIM | 28.1% | 28.1% | 28.1% | 28.3% | 28.5% | 28.8% | 28.8% | 28.9% |
| Claro | 23.7% | 24.0% | 24.1% | 24.7% | 25.0% | 25.0% | 25.3% | 25.7% |
| Vivo | 28.3% | 28.0% | 28.0% | 27.2% | 26.7% | 26.3% | 25.8% | 25.3% |
| Oi | 19.6% | 19.6% | 19.5% | 19.5% | 19.4% | 19.6% | 19.7% | 19.7% |
 |
| Postpaid | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 | 3Q13 | 4Q13 |
| Vivo | 36.5% | 36.6% | 36.9% | 36.9% | 37.1% | 37.8% | 38.9% | 39.8% |
| Claro | 28.2% | 27.0% | 26.2% | 25.7% | 25.5% | 25.1% | 24.4% | 24.1% |
| TIM | 21.2% | 21.3% | 21.1% | 21.0% | 20.8% | 20.8% | 21.0% | 20.6% |
| Oi | 13.6% | 14.5% | 15.3% | 15.8% | 15.9% | 15.3% | 14.7% | 14.2% |
Growth: Claro leads net adds in the quarter and in the year
Claro led growth in the quarter, followed by Vivo and TIM.
| - | Net Adds (thousands) | |||||||
| 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 | 3Q13 | 4Q13 | |
| Claro | 1,217 | 1,370 | 481 | 1,791 | 1,070 | 164 | 960 | 1,272 |
| Vivo | 3,230 | 936 | 1,086 | (668) |
(150) |
212 |
415 |
630 |
| TIM | 3,134 | 1,656 | 535 | 935 | 856 | 963 | 697 | 539 |
| Oi | 986 | 1,302 | 604 | 862 | 256 | 215 | 305 | 203 |
Claro led for having presented a good performance inside prepaid segment.
 |
Vivo was the postpaid leader by holding net adds superior to all the other operators altogether, but also reported negative net adds of -924 thousand prepaid accesses.
Net Revenue: Vivo and Claro lead growth in the quarter
 |
Vivo kept the leadership after having revenue of R$6.1 billion in 4Q13 and growth of 6.0% in comparison with 3Q13.
| R$ million | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 | 3Q13 | 4Q13 | Growth Qua | Growth. 4Q13/4Q12 |
| Vivo | 5,106 | 5,128 |
5,341 |
5,823 |
5,636 |
5,540 |
5,739 |
6,086 |
6.0% | 4.5% |
| TIM | 4,187 | 4,269 | 4,495 | 4,821 | 4,515 | 4,756 | 4,912 | 5,025 | 2.3% | 4.2% |
| Claro | 3,106 | 3,002 | 2,957 | 3,141 | 3,019 | 3,102 | 3,164 | 3,488 | 10.2% | 11.0% |
| Oi | 2,016 | 2,160 | 2,197 | 2,372 | 2,254 | 2,150 | 2,179 | 2,212 | 1.5% | (6.7%) |
Note: Vivo's revenues don't include interconnection revenue of the Vivo Fixed. Claro's revenue don't include long distance.
Claro presented the biggest growth in the quarter and also in the comparison between 4Q13 with 4Q12.
Mobile oprators revenues are suffering the impact of the reduction of VUM promoted by Anatel.
ARPU: Vivo amplifies ARPU leadership
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A more adjusted base, with a more restrict rule to turn off prepaid accesses, contributed for the growth of Vivo's ARPU.
| ARPU (R$) | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 | 3Q13 | 4Q13 |
| Vivo | 22.4 | 21.9 | 22.2 | 23.9 | 23.2 | 22.9 | 23.7 | 24.8 |
| Oi | 21.3 | 21.4 | 22.2 | 21.5 | 20.5 | 20.0 | 20.5 | 19.9 |
| TIM | 19.1 | 18.3 | 18.9 | 19.9 | 18.5 | 18.1 | 18.6 | 19.2 |
| Claro | 17.0 | 16.0 | 15.0 | 16.0 | 15.0 | 15.0 | 15.0 | 16.0 |
| ARPU Brazil | 20.0 | 19.4 | 19.5 | 20.4 | 19.3 | 19.0 | 19.5 | 20.1 |
Vivo's data ARPU (R$ 8.0) represented 32.3% of the total ARPU (R$ 24.8) in 4Q13.
ARPU avlues informed by operators aren't totally comparable because they use different rule to make its determination:
The minutes pf use use by client (MOU) in Brazil continue to show growth in the quarter.
| Minutes | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 | 3Q13 | 4Q13 |
| TIM | 126 | 127 | 139 | 150 | 145 | 148 | 150 | 149 |
| Claro | 105 | 107 | 122 | 126 | 121 | 119 | 133 | 137 |
| Vivo | 114 | 116 | 123 | 128 | 123 | 116 | 125 | 135 |
| MOU Brazil | 115 | 117 | 128 | 135 | 130 | 128 | 136 | 140 |
Note: Oi doesn't report this indicator.
Profitability: Oi leads EBITDA Margin
Oi led EBITDA margin in the quarter sue to the inclusion of the sale revenue of Globenet while calculating the EBITDA. Without this revenue, Oi's EBITDA margin would reach 27.7%.
 |
| EBITDA Margin | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 | 3Q13 | 4Q13 |
| Oi | 29.7% | 31.1% | 31.9% | 34.0% |
30.5% |
25.4% |
30.1% |
48.5%* |
| Telefônica/Vivo | 34.2% | 37.5% | 34.4% | 43.3% | 32.1% | 30.3% |
27.6% |
31.7% |
| TIM | 26.3% | 26.6% | 25.5% | 28.4% | 25.9% | 24.9% |
24.6% |
28.9% |
| América Móvil | 26.1% | 24.5% | 24.7% | 20.7% | 24.6% | 23.3% |
22.3% |
24.7% |
*Includes the sale revenue of Globenet. Routine EBITDA margin reaches 27.7%
Note: In 2Q11 a modification was made in thee rule to evaluate the profitability of the indicators calculated by TELECO, starting to be considered the group's EBITDA margin gathering fixed and mobile operations, This modification was necessary because Vivo, Claro and TIM report thius indicator only this way.
Quality: Vivo is the leader
Since 1Q13, quality is evaluated through the indicator of complaints made to Anatel. In April 2012, Anatel suspended the report of the indicators about the accomplishment of quality targets by operators.
Vivo and TIM showed the smallest number of complaints to Anatel by 1,000 accesses during the year. Anatel didn't have reported December's data yet by date when this article was writen.
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Coverage: Claro continues to lead
Claro kept the leadership in covered population (91.5%), conquered in 4Q12.
| Covered Population | ||||||||
| Operator | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 | 3Q13 | 4Q13 |
| Claro | 90.6% | 90.6% | 90.6% | 91.2% | 91.3% | 91.3% | 91.3% | 91.5% |
| Vivo | 90.7% | 90.7% | 90.8% | 91.0% |
91.1% |
91.1% |
91.1% |
91.2% |
| Tim | 89.6% | 89.6% | 89.8% | 90.7% | 90.8% | 90.8% | 90.8% | 91.1% |
| Oi | 87.9% | 87.9% | 87.9% | 87.9% | 87.9% | 87.9% | 87.9% | 88.2% |
Source: Anatel
However, Vivo continues in the leadership in the number of covered cities.
| Covered Cities | ||||||||
| Operator | 1Q12 | 2Q12 | 3Q12 | 4Q12 | 1Q13 | 2Q13 | 3Q13 | 4Q13 |
| Vivo | 3,704 | 3,705 | 3,713 | 3,733 | 3,753 | 3,754 | 3,754 | 3,756 |
| Claro | 3,568 | 3,568 | 3,568 | 3,629 | 3,634 | 3,635 | 3,635 | 3,638 |
| TIM | 3,212 | 3,212 | 3,237 | 3,351 | 3,357 | 3,357 | 3,357 | 3,406 |
| Oi | 3,316 | 3,316 | 3,316 | 3,316 | 3,316 | 3,316 | 3,316 | 3,316 |
Vivo is the leader in 3G coverage, covering 3,137 cities in 4Q13, followed by Claro (1,593), TIM (1,000) and Oi (953).
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