Brazil Telecommunications Report Q1 2012
Business Monitor International, January 2012, Pages: 117
Business Monitor International's Brazil Telecommunications Report provides industry professionals and strategists, corporate analysts, telecommunication associations, government departments and regulatory bodies with independent forecasts and competitive intelligence on Brazil's telecommunications industry.
- Benchmark BMI's Independent 5-Year Telecommunications Industry Forecast for Brazil to test other views - a key input for successful budgeting and strategic business planning in the Brazil telecommunications market.
- Target Business Opportunities & Risks in Brazil's Telecommunications Sector through BMIs reviews of latest industry trends, regulatory changes, and major deals, projects and investments in Brazil.
- Exploit Latest Competitive Brazil Telecommunications Intelligence & company SWOTS on your competitors and peers through company rankings by sales, market share, investments and leading products and services.
Brazil reported impressive growth in Q311. Mobile subscriber net additions totalled 10mn, while the expansion of the PNBL has led to a proliferation in broadband connections. Although the country is experiencing a slowdown in general economic growth, the telecoms market remains relatively buoyant. The change in legislation of Q311 to allow telecoms companies to offer pay-TV services has led to the further consolidation of many of Brazil's major players. Telemar Participações secured the approval from its boards of directors to merge its three units - Brasil Telecom, Tele Norte Leste Participações and Telemar Norte Leste - into one single firm in September 2011, following in the footsteps of America Movil and Vivo. The restructuring plan is still subject to approval from shareholders.
Net Serviços, Embratel and Claro have announced plans to offer quadruple-play multi-service packs from October 15 2011, in line with similar moves from rival Telefónica. Although Net Serviços and Embratel already offer joint services, the inclusion of Claro's mobile offering is new. BMI welcomes this move, believing it will allow further network synergies, increased efficiency and benefits for consumers. However, in the long term BMI are worried about consolidation in the Brazilian market and the lack of competition that may result.
In terms of the PNBL, expansion in rural and remote areas is still strong, and collaboration between the Brazilian government and private operators pushes this further. In October, the Brazilian State Development Bank (BNDES) agreed to lend Vivo BRL3bn (US$1.7bn) to expand 3G coverage throughout the country. This is the largest loan BNDES has granted to a telecommunications company since the privatisation of Telebras in 1998. BMI believes the loan will have a positive impact on Brazilian telecoms infrastructure development, which is necessary ahead of the World Cup and Olympic Games in 2014 and 2016.
Brazil remains one of BMIs favourite Latin American telecoms markets this quarter, just behind Chile in BMIS BERs. It has reported rapid expansion, particularly in the broadband and pay-TV markets. The market reached 115.5% penetration in Q311, an impressive jump in penetration rate of 5.5pps from Q211. BMI believe Q411 will report similarly large numbers of net additions in advance of the Christmas period, as the fourth quarter is traditionally a quarter of high demand.
TIM continues to consolidate its lead over Claro in the mobile market, recording the highest number of net additions this quarter. Concurrently, falls in ARPU have not been as dramatic as those of Claro, an interesting occurrence, showing that it is still managing to raise revenues from its new additions, while Claro is struggling to keep pace. However, Vivo remains far in the lead in terms of ARPU and subscriber numbers, a fact BMI do not see changing in the medium run.
In the broadband market, leader Oi reported 4.78mn broadband subscribers in Q311, representing a 29.9% % share. This was down from last quarter's 30.5% share, and closest competitor NET Serviços appears to be catching up. The operator gained 0.6% market share, finishing Q311 with 26% of the market and 4.16mn connections. The company saw strong growth as a result of its triple-play partnership with long-distance (LD) operator Embratel, and has retained its market share despite strong competition from other players. Both companies are owned by Telmex Internacional, which was acquired by América Móvil in June 2010, and results are no longer published separately.
Executive Summary
SWOT Analysis
Mobile
Wireline
Political Risk
Economic
Business Environment
Industry Business Environment Overview
Risk Reward Ratings Q112
Table: Table: Q112 Risk Reward Ratings
Brazil
Industry Forecast Scenario
Mobile
Table: Telecoms Sector - Mobile - Historical Data And Forecasts
ARPU
Table: Telecoms Sector - ARPU - Historical Data And Forecasts
Fixed Line
Table: Telecoms Sector - Fixed Line - Historical Data And Forecasts
Broadband
Table: Telecoms Sector - Internet - Historical Data And Forecasts
Market Data Analysis
Mobile
Subscribers And Market Share
Table: Brazil Mobile Market, Q311
Table: Brazil Mobile Net Additions, Q211-Q311
Subscriber Mix
Table: A Market Comparison Of Subscriber Mixes, Q311 ('000)
Table: Brazil Regions and States Mobile Penetration Q311
Table: A Market Comparison Of Subscriber Mixes, 2009-2011 (%)
ARPU & MOU
3G And 4G
Table: Brazil 3G Subscriptions By Technology
Mobile Contract Wins
Table: Brazil - Selected Recent Contracts Awarded
VAS As A Proportion Of Revenue
Mobile Internet
Other VAS
VAS Timeline
Table: Selected VAS Launched
Table: Brazil Mobile Market Overview
Table: Vivo
Table: TIM Brasil
Table: Claro
Table: Oi
Mobile Content
Mobile Content - Country Outlook
Fixed Line
Table: Brazil Fixed-Line Markets, Q311 ('000)
Table: Brazil Fixed Line Markets By Regions, January 2011
Table: Pay-TV Market Subscriptions, 2008-2011
Broadband
Table: Brazilian Broadband Market, Q311
PNBL Continues
Broadband Technologies
Table: No Of Fixed Broadband Connections By Technology ('000), 2004-2010
Alternative Technologies
Table: Selected Wireline Developments
Regulatory Development
Table: Brazil's Regulatory Bodies And Their Responsibilities
Industry Developments
Market Overview
Table: Key Players Fixed-line Sector
Table: Key Players Mobile Sector
Table: Key Players Media Sector
Table: Brazil's Key Operators Financial Indicators
Company News Alert
Table: Table: Samsung Financial Results (KRWtrn)
Operator Profiles
Oi (Telemar)
Telefônica (Vivo)
Embratel
TIM Brasil
Claro (America Móvil)
Market Overview
Mobile
Table: Regional Mobile Penetration Overview
Fixed Line
Table: Regional Fixed-Line Penetration Overview
Pay-TV
Broadband
Table: Regional Internet Penetration Overview
Table: Regional Broadband Penetration Overview
Demographic Data
Section 1: Population
Table: : Employment Indicators, 1999-2004
Table: Demographic Indicators, 2005-2030
Table: Rural/Urban Breakdown, 2005-2030
Section 2: Education And Healthcare
Table: : Employment Indicators, 1999-2004
Table: Education, 2000-2003
Table: Vital Statistics, 2005-2030
Section 3: Labour Market And Spending Power
Table: : Employment Indicators, 1999-2004
Table: Consumer Expenditure, 2000-2012 (US$)
Table: Average Annual Wages, 1996-2002
Glossary
Table: Glossary Of Terms
Methodology
How We Generate Our Industry Forecasts
Table: Key Indicators For Telecommunications Industry Forecasts
Telecoms Business Environment Ratings
Table: Ratings Indicators
Table: Weighting Of Indicators
- Oi (Telemar)
- Telefônica (Vivo)
- Embratel
- TIM Brasil
- Claro (America Móvil)
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