Telefônica Brasil
About: Telefonica Brasil, known as Vivo, is the largest wireless carrier in Brazil with 102 million customers, which is equal to about 39% market share. The firm is strongest in the postpaid business, where it has 68 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 also owns an extensive fiber network across the country. The firm provides internet access to 8 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 9% of total revenue.
Employees: 35,986
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
160% more call options, than puts
Call options by funds: $13K | Put options by funds: $5K
108% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 39
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
4% more funds holding
Funds holding: 179 [Q1] → 187 (+8) [Q2]
0% more capital invested
Capital invested by funds: $715M [Q1] → $719M (+$3.48M) [Q2]
1.16% less ownership
Funds ownership: 5.02% [Q1] → 3.87% (-1.16%) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Goldman Sachs Diego Aragao | 1%downside $12.60 | Buy Maintained | 19 Aug 2025 |
Barclays Mathieu Robilliard | 2%upside $13 | Overweight Maintained | 7 Aug 2025 |
Scotiabank Andres Coello | 2%downside $12.50 | Sector Perform Maintained | 31 Jul 2025 |
Financial journalist opinion
Based on 9 articles about VIV published over the past 30 days
