Telefônica Brasil
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
Fund manager confidence
Based on 2024 Q4 regulatory disclosures 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: 167 [Q3] → 176 (+9) [Q4]
7% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 55
0.03% more ownership
Funds ownership: 4.86% [Q3] → 4.89% (+0.03%) [Q4]
25% less capital invested
Capital invested by funds: $803M [Q3] → $602M (-$201M) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Barclays Mathieu Robilliard 40% 1-year accuracy 2 / 5 met price target | 27%upside $11.50 | Overweight Upgraded | 3 Mar 2025 |
Scotiabank Andres Coello 50% 1-year accuracy 8 / 16 met price target | 2%upside $9.20 | Sector Perform Maintained | 27 Feb 2025 |
Financial journalist opinion
