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.

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Telenor ASA

The accelerated pace of 5G deployment and demand for scalable infrastructure should help the Zacks Diversified Communication Services industry thrive despite short-term woes. BCE, VIV and TELNY are well-positioned to make the most of the infrastructure upgrade for seamless connectivity.

3 Communication Stocks Likely to Sail Through the Turbulent Market

Telefônica Brasil S.A. (NYSE:VIV ) Q3 2023 Earnings Conference Call November 1, 2023 9:00 AM ET Company Participants João Pedro Carneiro – Director-Investor Relations Christian Gebara – Chief Executive Officer David Melcon – Chief Financial Officer and Investor Relations Officer Conference Call Participants Fredi Mendes – Bank of America Bernardo Guttman – XPI Marcelo Santos – JPMorgan Leonardo Olmos – UBS Vitor Tomita – Goldman Sachs Phani Kanumuri – HSBC Carlos de Legarreta – Itaú BBA Carlos Sequeira – BTG Pactual Operator Good morning, ladies and gentlemen.

Telefônica Brasil S.A. (VIV) Q3 2023 Earnings Call Transcript

SÃO PAULO, Oct. 31, 2023 /PRNewswire/ -- Telefônica Brasil - (B3: VIVT3; NYSE: VIV), announces its results for 3Q23.  Double-digit net income and free cash flow growth in 9M23, combined with strong shareholder remuneration R$ million  3Q23  3Q22 % Y-o-Y 9M23 9M22 % Y-o-Y Net Operating Revenue 13,112 12,199 7.5 38,565 35,382 9.0 Core Revenue 12,335 11,256 9.6 36,120 32,380 11.6 Mobile Revenue 9,279 8,480 9.4 27,025 24,172 11.8 Fixed core revenue 3,056 2,776 10.1 9,095 8,209 10.8 Non-core Revenue 777 943 (17.6) 2,445 3,002 (18.5) Total Costs (7,573) (7,242) 4.6 (22,999) (21,335) 7.8 EBITDA 5,539 4,957 11.7 15,566 14,047 10.8        EBITDA / Net Revenue Margin 42.2 % 40.6 % 1.6 p.p.

3Q23 Results: Telefônica Brasil S.A.

TELUS

Investors interested in Diversified Communication Services stocks are likely familiar with Telefonica Brasil (VIV) and Telus (TU). But which of these two stocks is more attractive to value investors?

VIV vs. TU: Which Stock Is the Better Value Option?

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Ooma (OOMA), Live Nation (LYV) and Telefonica Brasil (SAM) are three communication services stocks that you can look into as the Fed goes slow on monetary policy tightening.

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Why Telefonica Brasil (VIV) is a Top Momentum Stock for the Long-Term

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T-Mobile (TMUS), Live Nation (LYV) and Telefonica Brasil (SAM) are three stocks that you can look into as communication services continue to boom.

3 Communication Services Stocks to Buy as the Sector Marches on

Telefônica Brasil S.A. (NYSE:VIV ) Q2 2023 Earnings Conference Call July 26, 2023 9:00 AM ET Company Participants Joao Pedro Carneiro - IR Director Christian Gebara - CEO David Melcon - CFO and IR Officer Conference Call Participants Marco Nardini - XP Marcelo Santos - JPMorgan Andre Salles - UBS Frederico Mendes - Bank of America Vitor Tomita - Goldman Sachs Carlos Sequeira - BTG Pactual Operator Good morning, ladies and gentlemen.

Telefônica Brasil S.A. (VIV) Q2 2023 Earnings Call Transcript

Telefônica Brasil - (B3: VIVT3; NYSE: VIV), announces its results for 2Q23.  Strong Net Revenue growth combined with cost discipline leads to a double-digit EBITDA expansion SÃO PAULO, July 25, 2023 /PRNewswire/ -- R$ million 2Q23 2Q22 % Y-o-Y 6M23 6M22 % Y-o-Y Net Operating Revenues 12,733 11,831 7.6 25,454 23,183 9.8      Core Revenue 11,913 10,839 9.9 23,785 21,124 12.6    Mobile Revenue 8,927 8,110 10.1 17,746 15,691 13.1    Fixed Core Revenue 2,986 2,729 9.4 6,039 5,433 11.2      Non-Core Revenue 820 992 (17.4) 1,668 2,059 (19.0) Total Costs (7,648) (7,253) 5.4 (15,426) (14,093) 9.5 EBITDA 5,085 4,578 11.1 10,027 9,090 10.3 EBITDA Margin 39.9 % 38.7 % 1.2 p.p 39.4 % 39.2 % 0.2 p.p Net Income (Consolidated) 1,121 746 50.3 1,956 1,496 30.8 Net (Income)/Loss of non-controlling shareholders 2 17 (91.2) 2 23 (93.1) Net Income Controlling Shareholders 1,123 763 47.2 1,957 1,519 28.9 Capex | Ex- IFRS 16 and Licenses 2,353 2,575 (8.6) 4,039 4,455 (9.3) Operating Cash Flow (OpCF) 2,732 2,003 36.4 5,988 4,634 29.2      OpCF/Net Revenue Margin 21.5 % 16.9 % 4.5 p.p 23.5 % 20.0 % 3.5 p.p Free Cash Flow 2,508 2,157 16.3 5,638 4,634 21.7 Total Subscribers (thousand) 111,940 113,706 (1.6) 111,940 113,706 (1.6)      Core Subscribers 104,767 105,821 (1.0) 104,767 105,821 (1.0)      Non-Core Subscribers 7,173 7,885 (9.0) 7,173 7,885 (9.0)   Net Revenue grew +7.6%, led by Mobile Service Revenue, which had a double-digit growth (+10.4% YoY).

2Q23 Results: Telefônica Brasil S.A.

Telefônica Brasil has a very broad dividend distribution policy of 100% payout. Telefônica Brasil's recent quarterly results have been solid, with growth in mobile and fixed telephony segments. The company has reported increased operating cash flow and aims to further improve cash flow margins by reducing capital expenditures.

Telefonica Brasil: Dividends Should Get Even More Attractive

The average of price targets set by Wall Street analysts indicates a potential upside of 26.1% in Telefonica Brasil (VIV). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts Predict a 26.11% Upside in Telefonica Brasil (VIV): Here's What You Should Know

Swisscom AG

Investors with an interest in Diversified Communication Services stocks have likely encountered both Telefonica Brasil (VIV) and Swisscom AG (SCMWY). But which of these two companies is the best option for those looking for undervalued stocks?

VIV or SCMWY: Which Is the Better Value Stock Right Now?

Telefonica Brasil S.A. (NYSE:VIV ) Q1 2023 Results Conference Call May 10, 2023 9:00 AM ET Company Participants Joao Pedro Carneiro - IR Director Christian Gebara - CEO David Melcon - CFO Conference Call Participants Andre Salles - UBS Daniel Federle - Credit Suisse Felipe Cheng - Santander Fred Mendes - Bank of America Marcelo Santos - JP Morgan Marco Nardini - XP Victor Ricciuti - Credit Suisse Operator Ladies and Gentlemen, welcome to Vivo First Quarter 2023 Earnings Call.

Telefonica Brasil S.A. (VIV) Q1 2023 Earnings Call Transcript

SÃO PAULO, May 9, 2023 /PRNewswire/ -- Telefônica Brasil - (B3: VIVT3; NYSE: VIV), announces its results for 1Q23.  Solid operating performance leads to the highest revenue growth in over a decade, as core services accelerate R$ million  1T23  1T22 % Y-o-Y Net Operating Revenues 12,721 11,352 12.1 Core Revenue 11,873 10,285 15.4 Mobile Revenue 8,819 7,581 16.3 Fixed Core Revenue 3,054 2,704 13.0 Non-Core Revenue 848 1,067 (20.5) Total Costs (7,778) (6,840) 13.7 EBITDA 4,942 4,511 9.6 EBITDA Margin 38.9 % 39.7 % (0.9) p.p.

1Q23 Results: Telefônica Brasil S.A.

Investors looking for stocks in the Diversified Communication Services sector might want to consider either Telefonica Brasil (VIV) or BCE (BCE). But which of these two stocks offers value investors a better bang for their buck right now?

VIV vs. BCE: Which Stock Is the Better Value Option?

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Investors interested in Diversified Communication Services stocks are likely familiar with Telefonica Brasil (VIV) and BCE (BCE). But which of these two stocks presents investors with the better value opportunity right now?

VIV vs. BCE: Which Stock Should Value Investors Buy Now?

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We have screened bargain stocks UNM, SNY, KBH, PVH and VIV based on the EV-to-EBITDA ratio, which offers a clearer picture of valuation and earnings potential.

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Telefônica Brasil S.A. has a proven track record of consistent revenue growth and profitability margins, cementing its position as a leading player in the Brazilian telecommunications market. VIV stock has a strong focus on generating cash and investing in infrastructure while also returning value to its shareholders.

Telefonica Brasil: A Promising Investment Opportunity In Latin America's Telecommunications Market

SÃO PAULO, Feb. 17, 2023 /PRNewswire/ -- Telefônica Brasil S.A. (NYSE: VIV; B3: VIVT3.ON) (the "Company") hereby announces that February 17, 2023, the Company filed its annual report on Form 20-F for the fiscal year ended December 31, 2022 (the "2022 Annual Report") with the U.S. Securities and Exchange Commission (the "SEC").

TELEFÔNICA BRASIL S.A. ANNOUNCES THE FILING OF ITS ANNUAL REPORT ON FORM 20-F FOR FISCAL YEAR 2022

Telefonica Brasil S.A. (NYSE:VIV ) Q4 2022 Earnings Conference Call February 16, 2023 9:00 AM ET Company Participants Joao Pedro Carneiro - Director, IR Christian Gebara - CEO David Melcon - CFO and IRO Conference Call Participants Fred Mendes - Bank of America Luca Sari - UBS Marcelo Santos - JPMorgan Feni Kanamori - HSBC Sumit Datta - New Street Research Felipe Cheng - Santander Operator Good morning, ladies and gentlemen.

Telefonica Brasil S.A. (VIV) Q4 2022 Earnings Call Transcript

SÃO PAULO, Feb. 15, 2023 /PRNewswire/ -- Telefônica Brasil - (B3: VIVT3; NYSE: VIV), announces its results for 4Q22 and 2022. Vivo reinforces its leadership with a double-digit growth in Customer Base and Revenues, leading to strong Shareholder Remuneration in 2022 R$ million  4Q22  4Q21 % Y-o-Y 2022 2021 % Y-o-Y Net Operating Revenues 12,659 11,501 10.1 48,041 44,033 9.1 Core Revenue 11,771 10,415 13.0 44,151 39,319 12.3 Mobile Revenue 8,899 7,847 13.4 33,070 29,376 12.6 Fixed Core Revenue 2,872 2,568 11.9 11,081 9,942 11.5 Non-Core Revenue 888 1,086 (18.2) 3,890 4,714 (17.5) Recurring Total Costs (7,425) (6,568) 13.0 (28,760) (26,005) 10.6 Reported Total Costs (7,425) (6,568) 13.0 (28,760) (25,025) 14.9 Recurring EBITDA 5,234 4,933 6.1 19,282 18,027 7.0 Recurring EBITDA Margin 41.3 % 42.9 % (1.5) p.p.

4Q22 Results: Telefônica Brasil S.A.

News for Telefonica Brasil Stock (VIV)