Telefônica Brasil
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Telefônica Brasil (VIVT3) investor relations material

Telefônica Brasil Investor presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor presentation summary31 Mar, 2026

Brazil market overview

  • Brazil is the 10th largest global economy with 213 million inhabitants and high digital engagement, including 89% mobile phone ownership and significant internet usage.

  • The population ranks among the highest globally for time spent online, mobile internet access, online banking, streaming, and e-commerce.

  • Telecom spending is low, with only 0.7% of gross national income per capita allocated to mobile services, indicating strong monetization potential.

Strategic evolution and infrastructure

  • Operations began in 1998, evolving from fixed-line telephony to a unified national brand offering mobile, fiber, pay TV, and digital services.

  • Robust, integrated network infrastructure with extensive FTTH and mobile site coverage supports technological leadership.

  • Ongoing expansion in fiber and 5G, with FTTH reaching 31 million homes and 5G covering 68% of the population by 2025.

Customer base and market leadership

  • Customer base totals 117 million accesses, with strong growth in FTTH and postpaid segments.

  • Market leader in postpaid, 5G, and FTTH for both B2C and B2B, holding significant market shares across segments.

  • Convergent offers like Vivo Total drive high customer lifetime value, low churn, and increased ARPU.

Vivo Total impact on customer churn and ARPU
Monetization of copper and real estate assets
Revenue contribution of new B2C and B2B services
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Q1 202611 May, 2026
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Q1 202611 May, 2026

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