Claro vs. TIM in mobile telephony in 1Q22
 |
Claro continued to show higher growth in net revenue from mobile services in 1Q22/1Q21, despite TIM's grpwth of 8.6% in this period.
 |
In 1Q21, Claro and TIM showed growth similar 2Q21. It will be interesting to see what will happen in 2Q22, when the carriers will have incorporated Oi Mobile for part of the quarter.
Claro's revenue growth was driven by net adds of 5.5 million mobile accesses in this period, most of them in postpaid (4.4 million), while TIM had net adds of 0.6 million, of which 1 million on postpaid.
 |
Note: It doesn't include cell phones acquired from Oi Mobile.
TIM's strategy has been focused on revenue growth per user and not on cell phones. TIM's ARPU grew from R$ 25.5 in 1Q21 to R$ 27.4 in 1Q22, while Claro's ARPU remained constant at R$ 22.
These results show little change when considering total mobile revenue, including smartphone sales revenue.
 |
Revenue from the sale of TIM handsets (R$ 143 million) grew 28.7% in this period, while Claro's (R$ 306 million) increased 11.3%.
You could ask:
