Brazil's Buoyant Economy Continues to Have Positive Impact on All Mobile Operators

2008-08-13 18:27:08 -

www.researchandmarkets.com - Research and Markets (www.researchandmarkets.com/research/39be4a/3q08_brazil_mobile) has announced the addition of IE Market Research Corp.'s new report "3Q08 Brazil Mobile Forecast, 2008 - 2010" to their offering.

This Mobile Forecast on Brazil provides over 65 operational and financial metrics for the Brazil wireless market. We cover quarterly historical data starting in 1Q2004 and ending in 1Q2008. We also provide

four-year forecasts at the operator level going out to 2010. Operators covered for Brazil include: Vivo (PT/Telefonica), TIM Brazil (TI), Claro Brazil (AMX), Oi (Tele Norte Leste), and Others. Our Mobile Forecasts are updated quarterly and are available for one-time delivery or through regular updates.

Notable highlights of the 3Q08 Brazil Mobile Forecast include:

- Given strong subscriber growth figures and higher overall growth levels in the Brazilian economy, we are now forecasting the wireless penetration level in Brazil to reach 93.5% in 2010 (previously 92.1%). The number of total subscribers will increase from 122.3 million in 2007 to 184.1 million in 2010.

- We think that there will be a slight shift in market shares (by subscribers) between the four major operators in Brazil. We are now forecasting that Vivo, TIM Brazil, and Claro Brazil will all lose market share to Oi (Tele Norte Leste). We expect Oi's market share to increase from 13.1% in 2007 to 16.7% in 2010. This is primarily because of TNE's entry into the Sao Paulo market in 4Q08, which we think will create some churn among subscribers in Brazil's main market.

- The latest numbers from Brazil's telecom regulator Anatel released in May 2008 tend to support the above forecast. Year To Date, Oi is still leading with 25% market share of net adds, followed by Telecom Italia's TSU, Claro and Vivo with 22% of net adds each.

- We are maintaining that Claro Brazil will continue to register the highest EBITDA margins in Brazil's competitive operator space at 30.9% in 2010.

Key Topics Covered:

Charts 1-68

- Not available for Oi (Tele Norte Leste)

-- Not available for Claro Brazil (AMX)

Companies Mentioned:

Vivo (PT/Telefonica)

TIM Brazil (TI)

Claro Brazil (AMX)

Oi (Tele Norte Leste)

Others

For more information visit www.researchandmarkets.com/research/39be4a/3q08_brazil_mobile

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