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: 35,039
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
950% more call options, than puts
Call options by funds: $63K | Put options by funds: $6K
45% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 49
21% more capital invested
Capital invested by funds: $665M [Q2] → $804M (+$140M) [Q3]
0.03% less ownership
Funds ownership: 4.9% [Q2] → 4.87% (-0.03%) [Q3]
9% less funds holding
Funds holding: 182 [Q2] → 166 (-16) [Q3]
41% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 29
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Goldman Sachs Diego Aragao 100% 1-year accuracy 1 / 1 met price target | 8%upside $9.20 | Buy Maintained | 19 Dec 2024 |
Barclays Mathieu Robilliard 67% 1-year accuracy 2 / 3 met price target | 39%upside $11.80 | Equal-Weight Maintained | 25 Nov 2024 |
Financial journalist opinion
Based on 4 articles about VIV published over the past 30 days
