Mobile Leaders in 2Q15
Vivo led eight of the 10 mobile indicators monitored by Teleco in the 2nd quarter of 2015 (2Q15). Claro and TIM led in the other two indicators.
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In 2007, Teleco started to follow mobile operators' performance in Brazil by measuring indicators. These indicators are updated every year since 2014.
In 2015, three new indicators were introduced: Prepaid, Postpaid and Data Revenue.
| Indicators | Leader in 1Q15 |
Leader in 2Q15 |
||
1 |
Mobile Accesses | Market Share | Vivo | Vivo |
2 |
Prepaid | Market Share | TIM | TIM |
3 |
Postpaid | Market Share | Vivo | Vivo |
4 |
Mobile Growth | Net Adds | Vivo | Vivo |
5 |
Mobile Broadband |
3G/4G Market Share | Claro | Claro |
6 |
Revenue | Net Revenue | Vivo | Vivo |
7 |
Data Revenue |
Data Rev. /Services Rev. | Vivo | Vivo |
8 |
Revenue Growth | Growth of Services Revenue | Vivo | Vivo |
9 |
Revenue by Client |
ARPU | Vivo | Vivo |
10 |
Coverage | Population covered with 2G, 3G and 4G | Vivo | Vivo |
Note: The analysis considers only the four main carriers: Vivo, TIM, Claro and Oi.
The following presents the results for each one of these ten indicators in the 2nd quarter of 2015 (2Q15).
1) Mobile Market Share: Vivo leads and recovers the leadership inside region I
Vivo, the biggest mobile operator in Brazil, ended the 2nd quarter of 2015 (2Q15) by counting 82.7 million mobile accesses and market share of 29.3%.
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Vivo gained market share in 2Q15, while TIM and Claro lost it.
| Market Share | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 | 2Q15 |
| Vivo | 28.68% | 28.78% | 28.66% | 28.47% | 28.89% | 29.26% |
| TIM | 27.02% | 26.91% | 26.89% | 26.97% | 26.73% | 26.41% |
| Claro | 25.13% | 24.95% | 25.01% | 25.33% | 25.39% | 25.21% |
| Oi | 18.49% | 18.53% | 18.47% | 18.14% | 17.78% | 17.78% |
In 2Q15, Oi resumed the leadership inside area code 71 (Salvador), which the company lost to Claro along the previous quarter, and reached the leadership in Maranhão, overtaking TIM.
| - | Market Share Leader in 2Q15 | ||
| Region | Federative Unit |
Area Codes | |
| Vivo | I, II and III | 11 | 28 |
| Claro | - | 7 | 15 (-1) |
| TIM | - | 8 (-1) | 19 |
| Oi | - | 1 (+1) | 5 (+1) |
2) Prepaid Market Share
TIM is the prepaid leader, but lost market share in the 2Q15. On the other hand Vivo and Oi gained market share along the quarter.
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| Prepaid | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 | 2Q15 |
| TIM | 29.1% | 29.2% | 29.4% | 29.7% | 29.3% | 28.9% |
| Claro | 25.5% | 25.4% | 25.5% | 26.0% | 26.2% | 26.1% |
| Vivo | 25.2% | 25.1% | 24.7% | 24.2% | 24.8% | 25.1% |
| Oi | 19.8% | 19.9% | 19.9% | 19.6% | 19.3% | 19.4% |
3) Postpaid Market Share
Vivo is the postpaid leader and gained market share in the quarter, together with TIM and Nextel.
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| Postpaid | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 | 2Q15 |
| Vivo | 40.6% | 41.3% | 41.5% | 41.8% | 41.6% | 41.7% |
| Claro | 23.8% | 23.4% | 23.3% | 23.1% | 22.9% | 22.5% |
| TIM | 19.9% | 19.3% | 18.7% | 18.5% | 18.7% | 19.1% |
| Oi | 13.9% | 13.8% | 13.7% | 13.5% | 13.2% | 12.9% |
| Nextel | 1.07% |
1.61% |
1.97% |
2.23% |
2.62% |
2.93% |
4) Mobile Growth: Vivo leads net adds in the quarter
Vivo led growth in 2Q15 with almost the triple of net adds in comparison with Nextel which is placed in the second position.
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| - | Net Adds (Thousands) | |||||
| 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 | 2Q15 | |
| Vivo | 1,220 |
892 |
466 |
115 |
1,942 |
776 |
| Claro | 45 |
27 |
860 |
1,470 |
835 |
(739) |
| TIM | 486 |
286 |
674 |
843 |
29 |
(1,149) |
| Oi | 363 |
502 |
346 |
(509) |
(530) |
(157) |
| Nextel | 339 |
367 |
268 |
220 |
308 |
264 |
TIM, Claro and Oi presented negative net adds in the total of mobile accesses and inside prepaid segment.
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Vivo and TIM led postpaid growth.
5) Mobile Broadband: Claro leads market share
Claro was the leader in the Brazilian mobile broadband market share in Jan/15, last month Anatel published information about.
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Claro leads market share of 3G handsets and Vivo is first in 4G and broadband terminals.
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6) Net Revenue: Vivo is First
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Vivo kept the leadership by registering total net revenue of R$6.2 billion in 2Q15 and growth of 7.0% in comparison with 2Q14.
| R$ million | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 | 2Q15 | Growth 2Q15 / 2Q14 |
| Vivo | 5,739 |
5,808 |
5,921 | 6,203 | 6,229 | 6,212 | 7.0% |
| TIM | 4,555 | 4,628 | 4,698 | 5,017 |
4,390 |
4,193 |
(9.4%) |
| Claro | 3,024 |
3,033 |
2,929 |
3,186 |
3,035 |
3,057 |
0.8% |
| Oi | 2,547 |
2,608 |
2,559 |
2,812 |
2,637 |
2,398 |
(8.1%) |
7) Data Revenue: Vivo leads
Vivo is the operator in which data represents the biggest part of its service revenue.
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Note: Claro doesn't publish this indicator
Vivo is also the operator that registered the biggest data revenue (R$ 2.7 billion), followed by TIM (R$ 1.3 billion).
8) Growth of Services Net Revenue: Vivo is the leader
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Vivo led growth of services net revenue in 2Q15, being the only operator to have positive growth.
The fall in voice revenue is the main responsible for this result.
9) ARPU: Vivo keeps the ARPU leadership
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A more adjusted base, with more restrict rules to turn off prepaid accesses, and the growth of data revenue have contributed to avoid bigger drop in Vivo's ARPU. Vivo's data ARPU (R$ 10.8) is getting closer to voice ARPU (R$ 12.7).
| ARPU (R$) | 4Q13 | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 | 2Q15 |
| Vivo | 24.8 | 23.3 | 23.4 | 23.6 | 24.6 | 24.3 | 23.5 |
| Oi | 19.9 | 18.5 | 17.7 | 17.4 | 18.7 | 17.7 | 16.3 |
| TIM | 19.2 | 18.0 | 17.3 | 17.4 | 18.0 | 17.0 | 16.1 |
| Claro | 16.0 | 15.0 | 15.0 | 15.0 | 15.0 | 13.0 | 13.0 |
| Brazilian ARPU | 20.1 | 18.9 | 18.6 | 18.6 | 19.3 | 18.2 | 17.5 |
| Oi (retail) | 15.6 |
14.9 |
14.0 |
13.7 |
14.4 |
15.4 |
15.4 |
ARPU values informed by operators aren't totally comparable because they use different parameters to determine it. Claro includes only the interconnection revenue (VUM) associated to long distance calls.
Monthly Minutes of Use by user (MOU) in Brazil, in 2Q15, presented drop of 8.6% in comparison with 2Q14.
| Minutes | 1Q14 | 2Q14 | 3Q14 | 4Q14 | 1Q15 | 2Q15 |
| Vivo | 135 | 129 | 132 | 141 | 130 | 131 |
| TIM | 140 | 137 | 136 | 130 | 120 | 119 |
| Claro | 122 | 117 | 122 | 123 | 81 | 100 |
| Brazilian MOU | 133 | 128 | 130 | 132 | 111 | 117 |
Note: Oi doesn't release this indicator.
10) Coverage: Vivo in the leadership
Vivo was the leader in covered population in 2Q15, when we consider the group of three technology generations. It was the leader in population covered with 3G (87.9%) and in population covered with 4G (40.6%). Claro led population covered with 2G (92.2%).
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Vivo was also the leader in number of cities covered with 2G, 3G and 4G.
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