VIV icon

Telefônica Brasil

8.84 USD
+0.30
3.51%
At close Mar 14, 4:00 PM EDT
After hours
8.85
+0.01
0.11%
1 day
3.51%
5 days
5.36%
1 month
-5.96%
3 months
10.50%
6 months
-12.30%
Year to date
15.56%
1 year
-16.45%
5 years
-12.30%
10 years
-43.33%
 

About: Telefonica Brasil, known as Vivo, is the largest wireless carrier in Brazil with 100 million customers, which is equal to about 39% market share. The firm is strongest in the postpaid business, where it has 65 million customers, or about 41% share of this market. Wireless services and equipment contribute about 70% of total revenue. Vivo is the incumbent fixed-line telephone operator in Sao Paulo state and, following the acquisition of GVT, the owner of an extensive fiber network across the country. The firm provides internet access to 7 million households on this network. The firm also sells pay-tv and phone services to its fixed-line customers. Finally, corporate data and IT services, including cloud computing support, contribute about 8% of total revenue.

Employees: 35,986

0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 3 analysts

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

500% more call options, than puts

Call options by funds: $78K | Put options by funds: $13K

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

5% more funds holding

Funds holding: 168 [Q3] → 176 (+8) [Q4]

4% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 56

0.02% more ownership

Funds ownership: 4.86% [Q3] → 4.89% (+0.02%) [Q4]

25% less capital invested

Capital invested by funds: $803M [Q3] → $602M (-$202M) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$9.20
4%
upside
Avg. target
$9.97
13%
upside
High target
$11.50
30%
upside

3 analyst ratings

positive
67%
neutral
33%
negative
0%
Barclays
Mathieu Robilliard
60% 1-year accuracy
3 / 5 met price target
30%upside
$11.50
Overweight
Upgraded
3 Mar 2025
Scotiabank
Andres Coello
47% 1-year accuracy
8 / 17 met price target
4%upside
$9.20
Sector Perform
Maintained
27 Feb 2025
Goldman Sachs
Diego Aragao
100% 1-year accuracy
1 / 1 met price target
4%upside
$9.20
Buy
Maintained
19 Dec 2024

Financial journalist opinion

Based on 4 articles about VIV published over the past 30 days

Neutral
PRNewsWire
2 weeks ago
TELEFÔNICA BRASIL S.A. ANNOUNCES THE FILING OF ITS ANNUAL REPORT ON FORM 20-F FOR FISCAL YEAR 2024
TELEFÔNICA BRASIL S.A. Publicly Held CompanyCNPJ No.
TELEFÔNICA BRASIL S.A. ANNOUNCES THE FILING OF ITS ANNUAL REPORT ON FORM 20-F FOR FISCAL YEAR 2024
Neutral
Invezz
2 weeks ago
Telefônica Brasil sees profit jump 10% in Q4
In Q4 2024, Telefônica Brasil, the Brazilian unit of Spain's Telefónica, reported a net profit of R$1.76 billion (around $300 million). For the full year of 2024, Telefônica Brasil reported a net income of R$5.55 billion (around $950 million), a 10.3% increase.
Telefônica Brasil sees profit jump 10% in Q4
Neutral
Seeking Alpha
2 weeks ago
Telefônica Brasil S.A. (VIV) Q4 2024 Earnings Call Transcript
Telefônica Brasil S.A. (NYSE:VIV ) Q4 2024 Earnings Conference Call February 26, 2025 9:00 AM ET Company Participants Joao Pedro Soares Carneiro - Director, Investor Relations Christian Gebara - Chief Executive Officer David Melcon - Chief Financial Officer & Investor Relations Officer Conference Call Participants Leonardo Olmos - UBS Camila Koga - Bradesco BBI Bernardo Guttmann - XP Felipe Cheng - Santander Marcelo Santos - JPMorgan Vitor Tomita - Goldman Sachs Lucca Brendim - Bank of America Phani Kanumuri - HSBC Operator Good morning, ladies and gentlemen.
Telefônica Brasil S.A. (VIV) Q4 2024 Earnings Call Transcript
Neutral
PRNewsWire
2 weeks ago
4Q24 Results: Telefônica Brasil S.A.
SÃO PAULO, Feb. 25, 2025 /PRNewswire/ -- Telefônica Brasil - (B3: VIVT3; NYSE: VIV) announces its results for 4Q24. Strong operating performance led to robust net income growth and free cash flow generation.
4Q24 Results: Telefônica Brasil S.A.
Positive
Seeking Alpha
1 month ago
Telefonica Brasil: The Dividend Story Remains Compelling
Telefônica Brasil, known as Vivo, is a leading telecom company in Brazil, excelling in dividend payments and maintaining a strong market presence despite macroeconomic challenges. Despite a sharp decline in ADR performance in 2024, the company's fundamentals remain strong, with revenue growth surpassing inflation and improved EBITDA margins. Macroeconomic factors, including high-interest rates and currency depreciation, have pressured the stock, but the dividend yield remains attractive, potentially reaching double digits by 2026.
Telefonica Brasil: The Dividend Story Remains Compelling
Positive
Zacks Investment Research
2 months ago
Here's Why Telefonica Brasil (VIV) is a Strong Value Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Here's Why Telefonica Brasil (VIV) is a Strong Value Stock
Neutral
Zacks Investment Research
2 months ago
Zacks Industry Outlook Deutsche Telekom, Telefonica and Telefonica Brasil
Deutsche Telekom, Telefonica and Telefonica Brasil have been highlighted in this Industry Outlook article.
Zacks Industry Outlook Deutsche Telekom, Telefonica and Telefonica Brasil
Neutral
Zacks Investment Research
2 months ago
3 Communication Stocks Set to Ride Against Market Uncertainty
The accelerated pace of 5G deployment and demand for scalable infrastructure should help the Zacks Diversified Communication Services industry thrive despite geopolitical headwinds. DTEGY, TEF and VIV are well-positioned to make the most of the infrastructure upgrade for seamless connectivity.
3 Communication Stocks Set to Ride Against Market Uncertainty
Positive
Zacks Investment Research
2 months ago
Why Telefonica Brasil (VIV) is a Top Value Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Why Telefonica Brasil (VIV) is a Top Value Stock for the Long-Term
Neutral
Seeking Alpha
4 months ago
Telefônica Brasil S.A. (VIV) Q3 2024 Earnings Call Transcript
Telefônica Brasil S.A. (NYSE:VIV ) Q3 2024 Earnings Call Transcript November 6, 2024 9:00 AM ET Company Participants Joao Pedro Soares Carneiro - IR Director Christian Gebara - CEO David Melcon - CFO and IRO Conference Call Participants Carlos Sequeira - BTG Lucca Brendim - Bank of America Marcelo Santos - JPMorgan Bernardo Guttmann - XP Daniel Federle - Bradesco BBI Gustavo Farias - UBS Vitor Tomita - Goldman Sachs Gabriel Vaz de Lima - Morgan Stanley Operator Good morning, ladies and gentlemen.
Telefônica Brasil S.A. (VIV) Q3 2024 Earnings Call Transcript
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