Telefonica Brasil

Vivo  is a brand of Telefônica Brasil, is the largest telecommunications company in Brazil. It is headquartered in São Paulo and Rio de Janeiro. On 15 April 2012, all Telefonica services were rebranded again to Vivo, using the same strategy of unifying all its services in a unique brand, like Movistar (Hispanic America and Spain) and O2 (rest of Europe).

Vivo

GVT was a Brazilian telecommunications company that offers services on landline telephone, broadband for both consumer and business, Pay TV and voice over IP. GVT has been in the market since the end of 2000. GVT today operates under the Vivo brand.

Telefonica Brasil SA engages in the provision of telecommunication services. It offers post paid mobile and fixed telecommunications services, such as fixed and mobile voice, fixed, mobile broadband and ultra broadband. The company was founded in May 1998 and is headquartered in Sao Paulo, Brazil.

Earnings data Q1 2021

Earnings data Q2 2021

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Earnings data Q4 2021

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The mean of analysts' price targets for Telefonica Brasil (VIV) points to a 37.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

How Much Upside is Left in Telefonica Brasil (VIV)? Wall Street Analysts Think 37.89%

Telefônica Brasil is the market leader in Brazil's telecommunications and has steady and profitable core business combined with emerging but rapidly growing digital businesses. The stock has dropped to a level seen last time in 2016 supposedly driven by political and currency depreciation risks. Fundamentally the business is much stronger.

Telefônica Brasil: Strong Company Offering A Grand Dividend

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Telefonica Brasil S.A. (NYSE:VIV ) Q3 2022 Earnings Conference Call October 26, 2022 10:00 AM ET Company Participants Joao Pedro Carneiro - Director of Investor Relations Christian Gebara - Chief Executive Officer David Melcon - Chief Financial & Investor Relations Officer Conference Call Participants Bernardo Guttman - XPA Luca Sari - UBS Marcelo Santos - JPMorgan Vitor Tomita - Goldman Sachs Fred Mendes - Bank of America Feni Kanamori - HSBC Operator Good morning, ladies and gentlemen.

Telefonica Brasil S.A. (VIV) Q3 2022 Earnings Call Transcript

SÃO PAULO, Oct. 26, 2022 /PRNewswire/ -- Telefônica Brasil - (B3: VIVT3; NYSE: VIV), announces its results for 3Q22.  Solid performances on revenues lead to better margins and higher Net Income R$ million  3Q22     3Q21   % y-o-y  9M22    9M21    % y-o-y   Net Operating Revenues 12,199 11,033 10.6 35,382 32,532 8.8 Core Revenue 11,256 9,888 13.8 32,380 28,904 12.0 Mobile Revenue 8,480 7,391 14.7 24,172 21,529 12.3 Fixed Core Revenue 2,776 2,496 11.2 8,209 7,375 11.3 Non-Core Revenue 943 1,145 (17.7) 3,002 3,628 (17.3) Recurring Total Costs (7,242) (6,620) 9.4 (21,335) (19,437) 9.8 Reported Total Costs (7,242) (6,203) 16.7 (21,335) (18,457) 15.6 Recurring EBITDA 4,957 4,414 12.3 14,047 13,095 7.3 Recurring EBITDA Margin 40.6 % 40.0 % 0.6 p.p.

3Q22 Results: Telefônica Brasil S.A.

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Brazilian telecom Oi SA said on Monday that rivals TIM , Telefonica Brasil and Claro have asked that the price of their deal to buy Oi's mobile operations be lowered by 3.2 billion reais ($605.05 million).

TIM, Vivo, Claro seek $606 mln cut in Brazil's Oi deal price

Telefônica Brasil S.A. has 97 million mobile lines in operation, which accounts for 38% of the market. Telecom is a good industry to invest in during inflation/recessions, and this stock is a great defensive option that may outperform banks and ETFs.

Telefônica Brasil: Good Way To Gain Exposure To Brazil, Global Telecom

Telefonica Brasil S.A. (NYSE:VIV ) Q2 2022 Earnings Conference Call July 27, 2022 9:00 AM ET Company Participants Christian Gebara - CEO David Melcon - CFO and Investor Relations Officer Gabriel Menezes - Investor Relations Senior Manager Conference Call Participants Andre Salles - UBS Vitor Tomita - Goldman Sachs Bernardo Guttman - XPI Luis Azevedo - Safra Cesar Medina - Morgan Stanley Operator Good morning, ladies and gentlemen.

Telefonica Brasil S.A. (VIV) CEO Christian Gebara on Q2 2022 Results - Earnings Call Transcript

SÃO PAULO, July 26, 2022 /PRNewswire/ -- Telefônica Brasil - (B3: VIVT3; NYSE: VIV), announces its results for 2Q22. Acceleration of the customer base evolution leads to double-digit revenue growth R$ million  2Q22  2Q21 % y-o-y 6M22 6M21 % y-o-y Net Operating Revenues 11,831 10,649 11.1 23,183 21,498 7.8 Core Revenue 10,839 9,453 14.7 21,124 19,016 11.1 Mobile Revenue 8,110 6,990 16.0 15,691 14,138 11.0 Fixed Core Revenue 2,729 2,462 10.8 5,433 4,878 11.4 Non-Core Revenue 992 1,197 (17.1) 2,059 2,483 (17.1) Recurring Total Costs (7,253) (6,423) 12.9 (14,093) (12,817) 10.0 Reported Total Costs (7,253) (5,860) 23.8 (14,093) (12,254) 15.0 Recurring EBITDA 4,578 4,226 8.3 9,090 8,681 4.7 Recurring EBITDA Margin 38.7 % 39.7 % (1.0) p.p.

2Q22 Results: Telefônica Brasil S.A.

Investors need to pay close attention to Telefonica (VIV) stock based on the movements in the options market lately.

Is the Options Market Predicting a Spike in Telefonica (VIV) Stock?

Telefônica Brasil S.A. (NYSE:VIV ) Q1 2022 Earnings Conference Call May 11, 2022 9:00 AM ET Company Participants Joao Pedro Carneiro - IR Christian Gebara - CEO David Melcon - CFO Conference Call Participants Leonardo Olmos - UBS Victor Ricciuti - Credit Suisse Marcelo Santos - JPMorgan Joshua Mills - BNP Paribas Freddie Mendes - Bank of America Merrill Lynch Operator Good morning, ladies and gentlemen.

Telefônica Brasil S.A. (VIV) CEO Christian Gebara on Q1 2022 Results - Earnings Call Transcript

SÃO PAULO, May 10, 2022 /PRNewswire/ -- Telefônica Brasil - (B3: VIVT3; NYSE: VIV), announces its results for 1Q22.  Highest net revenue growth in 7 years, led by a historic mark of 100 million total accesses.

1Q22 Results: Telefônica Brasil S.A.

Telefonica Brasil said on Wednesday it estimates the assets acquired from Brazilian telecom Oi Movel will create 5.4 billion reais ($1.09 billion) in value.

Telefonica Brasil expects $1.09 billion of synergies with Oi deal

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Telefônica Brasil S.A. (VIV) CEO Christian Gebara on Q4 2021 Results - Earnings Call Transcript

SÃO PAULO, Feb. 22, 2022 /PRNewswire/ -- Telefônica Brasil - (B3: VIVT3; NYSE: VIV), announces its results for 4Q21 and 2021.  Net income amounted to R$6.2 billion, a 30.6% increase from 2020, with the largest customer base ever R$ million  4Q21  4Q20 % y-o-y 2021 2020 % y-o-y Net Operating Revenues 11.501 11.193 2,8 44.033 43.126 2,1 Core Revenue 10.415 9.828 6,0 39.319 37.030 6,2 Mobile Revenue 7.847 7.569 3,7 29.376 28.421 3,4 Fixed Core Revenue 2.568 2.259 13,7 9.942 8.609 15,5 Non-Core Revenue 1.086 1.365 (20,4) 4.714 6.096 (22,7) Total Costs (6.568) (6.316) 4,0 (26.005) (25.394) 2,4 Reported Total Costs (6.568) (6.316) 4,0 (25.025) (25.318) (1,2) Recurring EBITDA 4.933 4.877 1,2 18.027 17.733 1,7 Recurring EBITDA Margin 42,9% 43,6% (0,7) p.p.

4Q21 Results: Telefônica Brasil S.A.

Telefonica Brasil on Tuesday reported its quarterly net profit rose 103.2%, helped by a tax credit recognition of 1.4 billion reais.

Telefônica Brasil posts 103.2% growth in Q4 net profit

Telefonica Brasil is the country's largest telecom and is benefiting from strong subscriber growth across its leading wireless and fiber internet services.

Telefonica Brasil: 7% Dividend Yield From A High-Quality EM Telecom Leader

Telefônica Brasil S.A. (VIV) CEO Christian Gebara on Q3 2021 Results - Earnings Call Transcript

SÃO PAULO, Oct. 27, 2021 /PRNewswire/ -- Telefônica Brasil - (B3: VIVT3; NYSE: VIV), announces its results for 3Q21.  Fixed revenue back to growth and best mobile service revenue annual increase in 6 years, combined with net profit growing 8.5% R$ million  3Q21  3Q20 % y-o-y 9M21 9M20 % y-o-y Net Operating Revenues 11,033 10,792 2.2 32,532 31,934 1.9 Core Revenue 9,888 9,337 5.9 28,904 27,202 6.3 Mobile Revenue 7,391 7,163 3.2 21,529 20,852 3.2 Fixed Core Revenue 2,496 2,174 14.8 7,375 6,350 16.1 Non-Core Revenue 1,145 1,455 (21.3) 3,628 4,732 (23.3) Total Recurring Costs (6,620) (6,470) 2.3 (19,437) (19,078) 1.9 Reported Total Costs (6,203) (6,470) (4.1) (18,457) (19,002) (2.9) Recurring EBITDA 4,414 4,322 2.1 13,095 12,856 1.9 Recurring EBITDA Margin % 40.0% 40.0% (0.0) p.p.

3Q21 Results: Telefônica Brasil S.A.

Telefônica Brasil's (VIV) CEO Christian Gebara on Q2 2021 Results - Earnings Call Transcript

SÃO PAULO, July 27, 2021 /PRNewswire/ -- Telefônica Brasil - (B3: VIVT3; NYSE: VIV), announces its results for 2Q21.  Revenue acceleration driven by positive evolution of mobile and fiber accesses, combined with net profit growing 20.9% R$ million  2Q21 % y-o-y Net Operating Revenues 10,649 3.2 Core Revenue 9,453 8.2 Mobile Revenue 6,990 5.6 Fixed Core Revenue 2,462 16.4 Non-Core Revenue 1,197 (24.4) Total Costs (6,423) 3.4 Recurring Total Costs (5,860) (5.7) Recurring EBITDA 4,226 3.0 Recurring EBITDA Margin 39.7% (0.1) p.p.

2Q21 Results: Telefônica Brasil S.A.

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Increased analyst coverage over the past few weeks might lead to solid price appreciation for stocks like TSE, ITGR, VIV and EOSE.

News for Telefonica Brasil Stock (VIV)