Brazil Telecom Operators Country Intelligence Report

"Brazil Telecom Operators Country Intelligence Report," a new Country Intelligence Report by the analyst, provides an executive-level overview of the telecommunications market in Brazil today, with detailed forecasts of key indicators up to 2028. 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.

Total telecom and pay-TV service revenue in Brazil will grow at a CAGR of 4% over the forecast period 2023-2028, supported by revenue growth in the mobile data and fixed broadband segments. Mobile data service revenue will grow at a five-year CAGR of 9.5%, driven by continued rise in mobile internet and smartphone subscriber base, growing 4G subscriptions, and increasing adoption of higher ARPU-yielding 5G services. Fixed broadband revenue will rise at a CAGR of 3.9%, driven by demand for high-speed connectivity, growing availability of fixed broadband networks, and a rise in fiber broadband connections across the country.

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, DTT migration, IoT regulations, etc.
• Telecom and pay-TV 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 and pay-TV services market as well as subscription market shares across segments.
• Company snapshots: analysis of the financial position of leading service providers in the telecommunications and pay-TV 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.

Scope

• The total telecom and pay-TV service revenue in Brazil will grow at a CAGR of 4% over the forecast period 2023-2028, supported by revenue growth in mobile data and fixed broadband segments.
• Mobile data service revenue will grow at a five-year CAGR of 9.5%, driven by continued rise in mobile internet and smartphone subscriber base, growing 4G subscriptions, and increasing adoption of higher ARPU-yielding 5G services.
• Vivo Brazil led the mobile market in 2023 and will maintain its position through to 2028.

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 the analyst’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.