Brazil Telecommunications Report

Providing expert analysis, independent forecasts and competitive intelligence on the telecommunications industry.

Report includes: BMI Industry View, Industry SWOT Analysis, BMI Industry Forecast Scenario, Telecommunications Risk Reward Index, Market Overview, Regulatory Environment, Company Profiles and Competitive

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  • Gain insight on emerging trends that could support, strengthen or disrupt your activities in the market
  • Get a full view of the competitive landscape to assess your market position.

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Brazil Telecommunications Report
Product Price

BMI View: We have made some minor downwards revisions to our Brazilian mobile market forecast in the Q416 report update. The revision s account for the negative growth in 2015 and H116. Furthermore, the challenging macroeconomic environment and the uncertain political outlook cast a long shadow over all sectors in Brazil, including telecommunications. Organic subscriber growth in the mobile sector will begin to taper off and 3G/4G adoption rates remain high , according to latest data from H1 16. W e maintain that technological adoption will drive the mobile market forward. Nevertheless, ambitious national broadband expansion initiatives, plans to abolish the legacy geographic wireline concessions system and the auction of mobile broadband spectrum all depend on political continuity, which hangs in the balance following the removal of President Roussef and takeover of power by Michel Temer in August 2016 .

3G/4G Offers Revenue Growth Options In Saturated Market
Brazil Mobile Market Forecasts
f = BMI forecast. Source: BMI, operators, Anatel

Latest Updates & Industry Developments

  • About 23mn mobile users were shed in 2015 and 6.8mn in the first three quarters of 2016, as operators disconnected inactive SIM cards. More accurate data will enable operators to plan service and network upgrades more effectively and lower operating costs. 3G/4G migration will be a growth driver through to 2020, by which time there will be over 221mn 3G/4G subscribers in the market.

  • Wireline and cable TV operators reported subscriber losses in 2015, with mobile substitution the leading cause. Upgrades to fibre and defections to competitive carriers were also to blame, mitigating the overall decline.

  • Financially troubled operator Oi reached an agreement with its shareholders in September 2016 regarding its restructuring plan to exit bankruptcy proceedings.

BMI Industry View
Industry Forecast
Latest Updates
Structural Trends
Table: Telecoms Sector - Historical Data & Forecasts (Brazil 2014-2020)
Risk Reward Ratings
Latin America Risk/Reward Index
Table: Latin America - Telecoms Risk/Reward Index, Q3 2016
Industry Risk Reward Ratings
Market Overview
Market Drivers & Trends
Table: Brazil 3G Subscriptions By Technology ('000)
Table: Vendors Selected For 4G Roll-Outs
Wireline Voice & Broadband
Table: Fixed Lines In Service - Historical Concessionaires
Table: Fixed Lines In Service - Authorised Operators
Table: Wireline Broadband Subscriptions By Operator
Table: Pay-TV Subscriptions By Provider
Regulatory Development
Regulatory Overview
Table: Brazil's Regulatory Bodies And Their Responsibilities
Competitive Landscape
Table: Key Players - Telecoms
Table: Key Players - Media Sector
Mobile Operator Data
Table: Mobile Market Overview
Table: Vivo
Table: Claro
Table: TIM Brasil
Table: Oi
Table: Nextel do Brasil
Company Profile
Vivo (Telef-nica)
TIM Brasil
Claro (America M-vil)
Demographic Forecast
Table: Population Headline Indicators (Brazil 1990-2025)
Table: Key Population Ratios (Brazil 1990-2025)
Table: Urban/Rural Population & Life Expectancy (Brazil 1990-2025)
Table: Population By Age Group (Brazil 1990-2025)
Table: Population By Age Group % (Brazil 1990-2025)
Table: Glossary Of Terms
Industry Forecast Methodology
Risk/Reward Index Methodology
Table: Risk/Reward Index Indicators
Table: Weighting Of Indicators

The Brazil Telecommunications Report features BMI Research's independent industry forecasts on the future strength of Brazil's ICT market, covering the fixed-line, mobile and internet segments and analyses latest regulatory developments and corporate news, including investment activity, mergers and acquisitions, joint ventures and partnerships. Leading operators and manufacturers are fully profiled, highlighting their quarterly financial performance, capital expenditure plans and latest contracts.

BMI's Brazil Telecommunications Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the telecoms industry in Brazil.

Key Benefits

  • Benchmark BMI's independent telecoms industry forecasts for Brazil to test other views - a key input for successful budgeting and strategic business planning in the Brazilian telecoms market.
  • Target business opportunities and risks in Brazil's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in Brazil.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).


BMI Industry View

Summary of BMI’s key industry forecasts and views, covering the ARPU, fixed-line, mobile (including 3G & 4G), internet and broadband markets.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the wireline and wireless sectors and within the broader political, economic and business environment.

BMI Industry Forecast Scenario

Historic data series (2010-2013) and forecasts to end-2019 for all key industry indicators, supported by explicit assumptions, plus analysis of key downside risks to the main forecast.

  • Fixed-line Telephony – Telephone lines (‘000); telephone lines/100 inhabitants.
  • Cellular Telephony – Mobile phone subscribers (‘000); mobile phone subscribers/100 inhabitants; and where available, 3G & 4G subscribers (‘000); 3G & 4G subscribers/100 inhabitants; 3G & 4G subscribers as a percentage of overall mobile market.
  • Internet Markets – Internet users (‘000); internet users/100 inhabitants; broadband internet subscribers (‘000); broadband internet subscribers/100 inhabitants.

BMI’s Telecommunications Risk Reward Index

BMI’s Risk Reward Indices provide investors (vendors, operators and suppliers) looking for opportunities in the region with a clear country comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and demographic data points to provide an Indices of highest to lowest appeal to investors, with each position explained.

Market Data Analysis

Detailed market analysis of the mobile, mobile content, fixed-line and internet segments, broken down into:

  • Market Data – Analysis of market size, operator shares, dominant trends, competitive landscape and key quarterly data.
  • Technology/Service Rollout – Analysis of rollout/adoption of new technology, such as 3G & 4G, WiMAX, IPTV, pay-TV, LTE and valueadded handset services (gaming, music, video, apps etc.).
  • Mobile Content – The latest trends in content and services available and being introduced by mobile operators, including a timeline of all the latest major mobile content developments.
    Company Database – A comprehensive breakdown of KPIs of the leading mobile operators, including subscriber figures by type (pre-paid and post-paid); 3G & 4G subscriber figures; net additions; market share; ARPU; churn rates; minutes of use; voice and non-voice revenue; financial figures (including operating revenues, net profits and EBITDA).

Regulatory Environment

Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. Also covers the latest updates in the market’s development and regulatory rulings.

Company Profiles*

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI’s industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.


The Telecommunications Reports draw on an extensive network of primary sources, such as multilateral organisations, government departments, industry associations, chambers and company reports.

*Company profiles are not available for every country. Those reports instead contain information on the current activities of prominent companies operating in the market.