Brazil Telecom Operators Country Intelligence Report

Brazil Telecom Operators Country Intelligence Report

Summary

Brazil Telecom Operators Country Intelligence Report, a new Country Intelligence Report by GlobalData, provides an executive-level overview of the telecommunications market in Brazil today, with detailed forecasts of key indicators up to 2027. Published annually, the report provides detailed analysis of the near-term opportunities, competitive dynamics, and evolution of demand by service type and technology/platform across the fixed telephony, broadband, mobile, and pay-TV markets, as well as a review of key regulatory trends.

The Country Intelligence Report provides in-depth analysis of the following -

• Demographic and macroeconomic 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, tariff regulation, and more.
• Telecom services market outlook: analysis as well as historical figures and forecasts of service revenue from the fixed telephony, broadband, mobile voice, mobile data, and pay-TV markets.
• The competitive landscape: an examination of the positioning of leading players in the telecom services market as well as subscription market shares across segments.
• Company snapshots: analysis of the financial position of leading service providers in the telecommunications markets.
• Underlying assumptions behind our published base-case forecasts, as well as potential market developments that would alter, either positively or negatively, our base-case outlook.

The total telecom and pay-TV service revenue in Brazil will grow at a CAGR of 4.3% during 2022-2027, primarily driven by increasing demand for mobile and fixed broadband connectivity. Mobile data service revenue will grow at a CAGR of 7.5% during the forecast period. This trend will be driven by increasing consumption of higher ARPU-yielding 5G data services, rising mobile data consumption and growing mobile internet subscriptions, on the back of mobile coverage expansion and growing adoption of smartphones. Fixed broadband service revenue will grow at a five-year CAGR of 7.8%, driven by growth in FTTH subscriptions, and increased fixed broadband network availability across the country.

Scope

• The overall telecom and pay-TV service revenue in Brazil will grow at a CAGR of 4.3% over 2022-2027.
• Mobile revenue will account for 48.6% of the total telecom and pay-TV service revenue in 2027, driven by increasing data ARPS, spike in mobile internet subscriptions, and growing consumption of mobile data services.
• 4G subscriptions accounted for the largest share of total mobile subscriptions in 2022 and will remain the leading technology through to 2027.
• Vivo led the Brazil’s mobile market in terms of mobile subscriptions in 2022, followed by Claro.

Reasons to Buy

• 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 GlobalData’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.