Brazil Telecommunications Report

Published 16 June 2015

  • 131 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
$1,295.00
Brazil Telecommunications Report

BMI View: The B razilian telecommunications sector is expected to see a number of wide-scale acquisitions and consolidation this year, which is likely to see the structure of the sector reorganised. Three largest MNO's - Oi , Claro and Telefonica 's subsidiary Vivo - are reportedly planning to bid about USD15bn for TIM Participacoes . Brazil's telecom regulator Anatel recently approved Telefonica's acquisition of Vivendi 's GVT , while America Movil's recently finalised the merger of three of its subsidiaries. In terms of growth, BMI believes that Brazilian mobile and fixed-line markets will be expanding. S pectrum auction s will be adding growth to the 3G/4G market.

Key Data

  • Anatel reported 280.732mn mobile subscribers in 2014, up 0.8% from 278.482mn in Q314 and 2.1% year-on-year (y-o-y).

  • Strong broadband subscription growth continued, with total wireline subscriptions reaching 20.882mn at the end of September 2013, up from 18.591mn a year earlier.

  • M2M connections reached 9.9mn at the end of 2014, up by6.2% y-o-y. This figure had increased from 9.1mn in June 2014.

Key Trends And Developments

Telefonica revised its offer for GVT following news that Telecom Italia would reportedly offer a deal worth EUR7bn to acquire Vivendi's Brazilian broadband unit GVT, surpassing the initial EUR6.7bn bid from Telefonica earlier in August 2014. Brazil's telecoms regulator, Agencia Nacional de Telecomunicacoes (Anatel), issued conditional approval for the acquisition of GVT by Telefonica in December 2014. The two firms will be required to return fixed telephony concessions in areas where their operations overlap. GVT will also be required to maintain current contracts with its users for a minimum of 18 months.

Oi is reviewing its options to acquire an USD8bn stake in mobile operator TIM Participacoes ( TIM Brasil), which is indirectly held by Telecom Italia. Oi has told BTG Pactual to review its options 'with the purpose of...

BMI Industry View
7
SWOT
9
Political
11
Economic
12
Operational Risk
13
Industry Forecast
15
Mobile
15
Table: Telecoms Sector - Historical Data & Forecasts (Brazil 2012-2019)
15
Risk Reward Ratings
19
Industry Risk Reward Index
19
Table: Latin America Telecoms Risk/Reward Index, Q315
24
Market Overview
25
Mobile
25
Regional Perspective
25
Table: Mobile Market KPIs, 2013
26
Key Developments
26
Market Growth
27
Market Share
28
Usage
30
Networks
31
Table: Brazil 3G Subscriptions By Technology ('000)
32
Table: Vendors Selected For 4G Roll-Outs
35
Mobile Content
35
Table: Consumer Use Of Mobile Content, 2013
36
MVNOs
38
Table: Brazil Mobile Taxes
42
Mobile Operator Data
42
Table: Brazil Mobile Market Overview
42
Table: Vivo
43
Table: TIM Brasil
44
Table: Claro
45
Table: Oi
46
Latin America Mobile Content
47
Table: Most Popular Sites In Brazil
49
Wireline
52
Table: Brazil Fixed Line Market Overview
56
Broadband
57
Table: Brazilian Fixed Broadband Market, Q214
60
Pay-TV
66
Table: Pay-TV Market Subscriptions ('000)
69
Industry Trends And Developments
70
Regulatory Development
79
Regulatory Overview
79
Table: Brazil's Regulatory Bodies And Their Responsibilities
80
Regulatory Developments
81
Competitive Landscape
89
Table: Key Players Fixed-Line Sector
89
Table: Key Players Mobile Sector
89
Table: Key Players Media Sector
91
Table: Key Players Revenues (USDbn)
91
Company Profile
92
Oi
92
Vivo (Telef-nica)
98
TIM Brasil
103
Claro (America M-vil)
108
Regional Overview
113
Table: SES-10
118
Table: SES-14
119
Demographic Forecast
120
Table: Population Headline Indicators (Brazil 1990-2025)
121
Table: Key Population Ratios (Brazil 1990-2025)
121
Table: Urban/Rural Population & Life Expectancy (Brazil 1990-2025)
122
Table: Population By Age Group (Brazil 1990-2025)
122
Table: Population By Age Group % (Brazil 1990-2025)
123
Glossary
125
Table: Glossary Of Terms
125
Methodology
127
Industry Forecast Methodology
127
Sources
129
Risk/Reward Index Methodology
129
Table: Risk/Reward Index Indicators
130
Table: Weighting Of Indicators
131

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).

Coverage

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.

Sources

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.

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