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 67 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 9% of total revenue.
Employees: 35,986
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
70% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 44
27% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 22
18% more capital invested
Capital invested by funds: $608M [Q4 2024] → $715M (+$108M) [Q1 2025]
12% more call options, than puts
Call options by funds: $46K | Put options by funds: $41K
1% more funds holding
Funds holding: 177 [Q4 2024] → 179 (+2) [Q1 2025]
0.09% more ownership
Funds ownership: 4.93% [Q4 2024] → 5.02% (+0.09%) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Goldman Sachs Diego Aragao | 4%downside $10.30 | Buy Maintained | 30 Apr 2025 |
Financial journalist opinion
