Did mobile operators change their growth strategy in 2015?
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In the two first months of 2015:
The good performance shown by Vivo and Claro is associated to the growth of prepaid net adds presented by both operators. This can indicates that these operators completed the phase of adjustment of their bases and are able to resume growth inside this segment.
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Vivo promoted an adjustment in its prepaid base, reducing the ddeadline to turn off inactive prepaid acesses what drove the company to register negative net adds inside this segment in 2013 and 2014. Claro also promoted an adjustment in its prepaid base in 2014 presenting negative net adds in 1Q14 and 2Q14.
The negative net adds gotten by TIM and Oi along the first two months of the year may indicate that it's time to both carriers to promote adjustments in their bases.
Inside postpaid, we can observe decrease in the net adds registered by Vivo and Claro when we compare Jan-Feb/15 with Jan-Feb/14, while the results shown by TIM, OI and Nextel are similar in both periods.
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These trends are more visible when we analyze Claro which had already published its results for 1Q15.
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