Brazil’s estimated population of 208Mn makes it the largest country in Latin America in 2017and expects to grow at a CAGR of 0.7% over the 2017-2022 period, reaching 215Mn by 2022, driven by an increase in average life expectancy. Brazil is the largest economy in Latin America in terms of nominal GDP, which is set to grow further and reach US$2,363Bn by 2022 helped by a largely engaged labor force, a developed industrial sector and extensive mineral resources.
In July 2017, the government decided not to waive Oi’s debt to Anatel, with the latter expecting an R11Bn repayment by September. Anatel licensed mobile services stations in the 700MHz band in 156 cities across Brazil allowing more than 1,800 cities to use this band for 4G broadband provisioning. Anatel determined that the relationship between Time Warner and AT&T should remain as is in Brazil. The current Brazilian legislation does not allow a company that owns the content (Time Warner) to own the infrastructure, in this case AT&T indirectly controlling Sky Brazil.
Total telecommunications and pay-TV services revenue will reach US$40.2bn (R128.1bn) in 2017, up by 10.8% (1.2% in real) over 2016 primarily led by growth in mobile data, fixed broadband and pay-TV revenue and we believes that Brazil is passing through a sustainable market repair in 2017 with the improvement of its macroeconomic situation, which will support the telecom and pay-TV revenue trend.
In 2015, Anatel received more than 4m customer complaints against telecom operators. In June 2015, the regulator launched a mobile app that registers customer complaints against fixed, mobile and pay-TV service providers. In March 2017, complaints were reduced by 16.1% compared with March 2016, to 323,400 complaints filed.Mobile data and fixed broadband will see the biggest revenue increases over the next five years, a combined US$6.1bn lift between 2016 and 2022.
The report "Brazil: Country Intelligence Report" provides an executive-level overview of the telecommunications market in Brazil today, with detailed forecasts of key indicators up to 2021.
In depth, this report provides the following analysis -
- Regional Context: Telecom market size and trends in Brazil compared with other countries in the region.
- Economic, demographic and political context in Brazil.
- The regulatory environment and trends: A review of the regulatory setting and agenda for the next 18-24 months as well as relevant developments pertaining to spectrum licensing, national broadband plans, number portability and more.
- Demand Profile: Analysis as well as historical figures and forecasts of service revenue from the fixed telephony, broadband, mobile voice, and mobile data markets.
- Service Evolution: A look at changes in the breakdown of overall revenue between the fixed and mobile sectors and between voice, data and video from 2016 to 2021.
- The competitive landscape: An examination of key trends in competition and in the performance, revenue market shares and expected moves of service providers over the next 18-24 months.
- In-depth sector analysis of fixed telephony, broadband, mobile voice, and mobile data services: A quantitative analysis of service adoption trends by network technology and by operator, as well as of average revenue per line/subscription and service revenue through the end of the forecast period.
- Main Opportunities: Details the near-term opportunities for operators, vendors and investors in Brazil's telecommunications markets.
- The total revenue of the telecom and pay-TV services markets in Brazil is set to grow at a 2.3% CAGR in local currency (-1.8% in US$ due to exchange rate fluctuation) over 2017-2022. Mobile data and fixed broadband will be key segments driving growth in the total market over the next five years.
- While currently the largest revenue contributor, the mobile voice market will see its revenue decline by a huge margin due to growing consumer migration toward OTT-based communications solutions and inclusion of free calling offers in bundled plans by operators.
- Mobile data and fixed broadband will see the biggest revenue increases over the next five years, a combined $6.1bn lift between 2016 and 2022.
- This Country Intelligence Report offers a thorough, forward-looking analysis of Brazil's telecommunications markets, service providers and key opportunities in a concise format to help executives build proactive and profitable growth strategies.
- Accompanying the author's Forecast products, the report examines the assumptions and drivers behind ongoing and upcoming trends in Brazil's mobile communications, fixed telephony, broadband markets, including the evolution of service provider market shares.
- With more than 20 charts and tables, the report is designed for an executive-level audience, boasting presentation quality.
- The report provides an easily digestible market assessment for decision-makers built around in-depth information gathered from local market players, which enables executives to quickly get up to speed with the current and emerging trends in Brazil's telecommunications markets.
- The broad perspective of the report coupled with comprehensive, actionable detail will help operators, equipment vendors and other telecom industry players succeed in the challenging telecommunications market in Brazil.
Demographic, macro and regulatory context
Telecom and pay-TV services market outlook
Total telecom service revenue
Mobile services market
Fixed services market
Pay-TV services market
Competitive landscape and company snapshots
About the authors
Country Intelligence Report coverage