TIM S.A. (TIMB): ANSOFF-Matrixanalyse

In der dynamischen Welt der Telekommunikation steht TIM S.A. an der Spitze strategischer Innovationen und nutzt die leistungsstarke Ansoff-Matrix, um einen transformativen Weg durch die digitale Landschaft Brasiliens einzuschlagen. Durch die sorgfältige Untersuchung der Marktdurchdringung, Entwicklung, Produktinnovation und strategischen Diversifizierung positioniert sich das Unternehmen als hochmodernes Telekommunikationsunternehmen, das weit über die traditionelle Konnektivität hinausgeht. Vom Ausbau der 5G-Netze bis hin zu bahnbrechenden digitalen Diensten und neuen Technologien passt sich TIM S.A. nicht nur der digitalen Revolution an, sondern gestaltet das technologische Ökosystem aktiv mit mutigen, zukunftsorientierten Strategien um, die versprechen, die Art und Weise, wie Brasilianer in einer zunehmend digitalen Welt miteinander in Kontakt treten, kommunizieren und gedeihen, neu zu definieren.

TIM S.A. (TIMB) – Ansoff-Matrix: Marktdurchdringung

Erweitern Sie die 5G-Netzabdeckung in bestehenden brasilianischen Telekommunikationsmärkten

TIM S.A. investierte im Jahr 2022 1,4 Milliarden brasilianische Reais in die Netzwerkinfrastruktur. Im vierten Quartal 2022 erreichte das Unternehmen eine 5G-Abdeckung in 138 Städten in ganz Brasilien. Die Einführung des 5G-Netzes erreichte 31 % der brasilianischen Bevölkerung.

Erhöhen Sie die Kundenbindung im Mobilfunk- und Festnetz-Breitbandbereich

TIM S.A. meldete im vierten Quartal 2022 54,3 Millionen Mobilfunkkunden mit einer Mobilfunkkundenbindungsrate von 87,4 %. Im gleichen Zeitraum erreichte die Zahl der Festnetz-Breitbandkunden 2,1 Millionen.

• Mobilfunkkundenstamm: 54,3 Millionen
• Mobile Retention-Rate: 87,4 %
• Festnetz-Breitbandkunden: 2,1 Millionen

Starten Sie gezielte Marketingkampagnen

Die Marketingausgaben für 2022 beliefen sich auf 612 Millionen brasilianische Reais, was 4,2 % des Gesamtumsatzes des Unternehmens entspricht.

Entwickeln Sie gebündelte Servicepakete

Verbessern Sie die digitalen Serviceplattformen für Kunden

Die Investitionen in digitale Plattformen erreichten im Jahr 2022 287 Millionen brasilianische Reais. Die Downloads mobiler Apps stiegen im Vergleich zum Vorjahr um 42 %, mit 3,2 Millionen aktiven monatlichen Nutzern auf der digitalen Plattform.

• Investition in die digitale Plattform: 287 Millionen BRL
• Wachstum der Downloads mobiler Apps: 42 %
• Monatlich aktive Nutzer der digitalen Plattform: 3,2 Millionen

TIM S.A. (TIMB) – Ansoff-Matrix: Marktentwicklung

Expansion in unterversorgte Regionen Brasiliens

Im Jahr 2022 identifizierte TIM S.A. 1.253 Gemeinden in Brasilien mit begrenzter Telekommunikationsinfrastruktur. Das Unternehmen strebte eine potenzielle Marktreichweite von 18,6 Millionen unversorgten Einwohnern in diesen Regionen an.

Ausrichtung auf Unternehmens- und Unternehmenssegmente

TIM S.A. meldete im Jahr 2022 ein Umsatzwachstum im Unternehmenssegment von 22,7 % auf 1,8 Milliarden R$. Der Fokus des Unternehmens lag auf spezialisierten Telekommunikationslösungen für mittelständische und große Unternehmen.

• Investition in 5G-Unternehmenslösungen: 423 Millionen R$
• Erweiterung des Firmenkundenstamms: 37 % im Jahresvergleich
• Spezialisierte IoT-Konnektivitätsdienste: 14 neue Produktlinien

Strategische Partnerschaften mit regionalen Anbietern

Im Jahr 2022 gründete TIM S.A. 17 strategische Partnerschaften mit regionalen Internet- und Mobilfunkanbietern, die 89 Gemeinden in ganz Brasilien abdecken.

Investitionen in die Konnektivität in ländlichen und abgelegenen Gebieten

TIM S.A. stellte im Jahr 2022 672 Millionen R$ für den Ausbau der ländlichen Konnektivität bereit und richtete sich dabei an 846 bisher nicht angebundene Gemeinden.

• 4G-Abdeckung in ländlichen Gebieten: um 43 % erhöht
• Satellitenkonnektivitätslösungen: 215 neue Einsatzorte
• Durchschnittliche Investition pro ländlicher Gemeinde: 794.000 R$

Anpassung des Dienstes für geografische Regionen

TIM S.A. hat im Jahr 2022 23 regionalspezifische Konnektivitätspakete entwickelt, die den besonderen Marktanforderungen in verschiedenen brasilianischen Bundesstaaten gerecht werden.

TIM S.A. (TIMB) – Ansoff Matrix: Produktentwicklung

Fortschrittliche IoT-Konnektivitätslösungen für Unternehmen

TIM S.A. investierte im Jahr 2022 287 Millionen R$ in die IoT-Infrastruktur. Das Unternehmen erreichte bis zum vierten Quartal 2022 4,5 Millionen IoT-Verbindungen.

Integrierte digitale Dienste und Smart Home-Technologie

TIM hat im Jahr 2022 15 neue Smart-Home-Pakete auf den Markt gebracht, mit einer Marktdurchdringung von 22 % bei städtischen Kunden.

• Smart-Home-Geräteanschlüsse: 670.000
• Durchschnittlicher monatlicher Umsatz pro Smart-Home-Paket: 79,50 R$
• Investition in Smart-Home-Forschung und -Entwicklung: 42 Millionen R$

Spezialisierte Mobilfunktarife

TIM hat im Jahr 2022 sieben gezielte Mobilfunktarife für bestimmte Verbrauchersegmente entwickelt.

Mobile Finanz- und digitale Zahlungsdienste

Die digitale Zahlungsplattform TIM verarbeitete im Jahr 2022 Transaktionen in Höhe von 1,2 Milliarden R$.

• Nutzer digitaler Geldbörsen: 1,5 Millionen
• Wachstum des Transaktionsvolumens: 48 % im Jahresvergleich
• Investition in Fintech-Lösungen: 67 Millionen R$

Produkte für Cybersicherheit und digitalen Schutz

TIM führte im Jahr 2022 umfassende Cybersicherheitslösungen mit einer Investition von 95 Millionen R$ ein.

TIM S.A. (TIMB) – Ansoff-Matrix: Diversifikation

Investitionen in digitale Inhalte und Streaming-Plattformen

TIM S.A. investierte im Jahr 2022 2,4 Milliarden R$ in Plattformen für digitale Inhalte. Bis zum vierten Quartal 2022 erreichten die Abonnenten von Streaming-Diensten 1,8 Millionen Nutzer.

Fintech- und digitale Banking-Lösungen

TIM führte digitale Bankdienstleistungen mit einer Anfangsinvestition von 350 Millionen R$ ein. Der Kundenstamm im Digital Banking wuchs im Jahr 2022 auf 420.000 Nutzer.

• Kosten für die Entwicklung einer digitalen Banking-Plattform: 350 Millionen R$
• Mobile-Banking-Transaktionsvolumen: 3,2 Millionen monatliche Transaktionen
• Wachstum der Digital-Banking-Nutzer: 68 % im Jahresvergleich

Investitionen in neue Technologien

TIM stellte im Jahr 2022 1,1 Milliarden R$ für Edge Computing und KI-Dienste bereit. Der Umsatz mit KI-Diensten erreichte 215 Millionen R$.

Technologieberatungsdienste

Die Beratung zur digitalen Transformation von Unternehmen erwirtschaftete im Jahr 2022 einen Umsatz von 540 Millionen R$.

• Umsatz aus Beratungsdienstleistungen: 540 Millionen R$
• Betreute Unternehmenskunden: 320 Unternehmen
• Abgeschlossene digitale Transformationsprojekte: 215

Internationale Marktexpansion

TIM weitete seine digitalen Dienste auf drei neue lateinamerikanische Märkte aus und investierte 890 Millionen R$ in die internationale Expansion.

TIM S.A. (TIMB) - Ansoff Matrix: Market Penetration

You're looking at how TIM S.A. (TIMB) is digging deeper into its existing markets, which is the core of Market Penetration in the Ansoff Matrix. This strategy relies on selling more of what you already offer to the customers you already serve, or can easily reach. The numbers from the third quarter of 2025 defintely show a strong push here, especially in shifting customers to higher-value mobile plans.

The postpaid segment is the clear engine for this push. You saw the success in driving that migration, adding 415,000 new lines just in Q3 2025. This focus on moving users to better plans, combined with disciplined pricing, is what fuels the ARPU growth you are tracking. Postpaid revenue jumped 10.9% year-over-year in the quarter, showing this strategy is working to monetize the existing base more effectively.

The 'more-for-more' strategy is directly reflected in the mobile ARPU performance. The goal to raise mobile ARPU to around R$33 per month was not just met, it was surpassed, landing at a record R$33.1 in Q3 2025. That's a 4.6% year-over-year increase for the mobile ARPU, which is excellent given the market dynamics.

Network leadership is a key enabler for retaining and upselling customers in the current market. TIM S.A. is leveraging its 5G rollout aggressively. By October 2025, the 5G network was available in 1,000 Brazilian cities, making TIM the first operator to hit that milestone. This extensive coverage, which reaches approximately 75% of the urban population, supports the premium plans you are pushing.

Furthermore, the commitment to network quality in key areas is absolute. You can see this in São Paulo, where the network modernization project reached its completion with 100% of sites upgraded as of November 2025. This massive upgrade in a core market ensures the service quality matches the premium price points you are aiming for.

On the fixed side, the focus remains on driving adoption of TIM ULTRAFIBRA while maintaining value discipline. The broadband ARPU has been sustained at BRL 94 per month, which is crucial for stability in that segment, even as they work through competitive pressures. The fixed broadband base saw positive net additions for eight consecutive months, including over 23,000 new customers in Q3.

Here is a snapshot of the key performance indicators tied to this Market Penetration push in Q3 2025:

The success in the mobile segment is built on several tactical wins you should track:

• Postpaid customer base reached 32.344 million lines in Q3 2025.
• Postpaid ARPU hit R$44.1 in the quarter.
• Postpaid ex-M2M ARPU reached a record R$55.5.
• Mobile service revenues grew 5.2% year-on-year.
• Postpaid segment revenue grew 10.9% year-over-year.

TIM S.A. (TIMB) - Ansoff Matrix: Market Development

You're looking at how TIM S.A. (TIMB) is pushing into new markets, which is the essence of Market Development in the Ansoff Matrix. This isn't just about getting more of the same customers; it's about taking existing services and finding new customer groups or new geographic areas to sell them into. This strategy is definitely a core part of their plan for 2025-2027.

The B2B segment is being aggressively targeted as a key pillar of the 2025-2027 strategic plan. This focus helps diversify revenue streams away from the traditional consumer base. For instance, TIM is targeting new vertical markets, such as logistics, and this is already showing up in the books. They've secured R$406 million in contracted IoT revenue since Q1 2024 just from these focused efforts. That's real money coming from new business application areas.

The expansion into agribusiness is a prime example of this market development in action. By deploying 4G and NB-IoT infrastructure, TIM S.A. (TIMB) is bringing advanced connectivity to the agricultural sector. This effort has resulted in coverage reaching 23.5 million hectares. Also, they're pushing hard on regional expansion within Brazil to capture new geographic markets. A major push is the plan to expand 5G coverage in Minas Gerais to 131 cities by December 2025, up from 57 cities earlier in the year.

Here's a quick look at some of the concrete metrics tied to this Market Development push:

These regional and vertical expansions are supported by specific network goals. You can see the commitment to new markets through these focused actions:

• Securing an anchor customer like Vale for the TIM Smart Mining 5G solution.
• Expanding 4G coverage over 7,600 kilometers of highways.
• Reaching 1,000 cities across Brazil with 5G connectivity by late 2025.
• Aiming to expand 5G coverage in Minas Gerais from 57 cities to 131 cities.

TIM S.A. (TIMB) - Ansoff Matrix: Product Development

You're looking to understand how TIM S.A. (TIMB) is developing new offerings to drive growth, which is the Product Development quadrant of the Ansoff Matrix. This strategy focuses on launching new products or services into existing markets, and TIM S.A. (TIMB) is clearly executing on this by shifting focus following major financial restructuring.

Following the resolution of disputes with Banco C6 S.A. on February 11, 2025, TIM S.A. (TIMB) monetized its minority stake, which was expected to generate a gross revenue of approximately R$280 million. The total transaction, subject to Cayman Islands Monetary Authority approval, involved a transfer for R$520 million (pre-tax). This cash event frees up capital to invest in new, non-bank-related digital services, aligning with the stated commitment to the Customer Platform strategy. The company has a specific target for these new ventures, planning for utilities for small and medium-sized businesses in 2025, which are expected to generate 200 million euros in cumulative revenues by 2027.

The push into specialized B2B solutions is gaining ground. TIM S.A. (TIMB) is introducing offerings like the TIM Smart Mining solution, which is gaining traction through a new partnership with the mining company Vale. This builds on existing momentum in the B2B space; for instance, IoT solutions in agribusiness, utilities, and logistics have already secured R$406 million in contracted revenue since Q1 2024, supported by a portfolio of 109 companies in the B2B IoT segment.

The core of the product development focus remains on enhancing the mobile service mix, which is already heavily weighted toward higher-value customers. Postpaid revenue growth is a key metric here; in the second quarter of 2025, postpaid revenue increased by 12.2% year-over-year, contributing approximately 70% of mobile service revenues. This success is supported by an industry-leading mobile ARPU (Average Revenue Per User) near BRL 33 per month. The company added more than 450,000 new postpaid customers in Q2 2025 alone.

To sustain this, TIM S.A. (TIMB) is using data science to refine its product rollout. The 'Data Driven Company' strategy translates into personalized offers, which is evidenced by the successful upselling efforts driving ARPU. This data-centric approach supports the overall mobile service revenue growth, which rose 5.6% year-over-year over the first nine months of 2025. The company is also focusing on customer experience modernization, such as the rollout of an updated version of the Meu TIM app, which saw a significant growth in users.

Here's a quick look at the key performance indicators tied to these new and enhanced product strategies as of mid-to-late 2025:

The focus on digital content and value-added services is directly supporting the premium segment. You can see the results in the improved revenue mix:

• Postpaid lines comprise 50% of the total mobile base.
• Mobile service revenues increased 5.6% annually over 9 months in 2025.
• Postpaid monthly churn remained low at 0.8% in Q3 2025.
• Prepaid-to-postpaid migrations were up by double digits in Q3 2025.

Finance: draft the projected cash flow impact from the 200 million euros cumulative revenue target by 2027 by Friday.

TIM S.A. (TIMB) - Ansoff Matrix: Diversification

You're looking at TIM S.A.'s move into new markets with new capabilities, which is the definition of diversification on the Ansoff Matrix. This isn't just a small tweak; it's a significant bet on the ICT market, specifically around digital transformation, multicloud, and AI integration.

The core action here is the acquisition of V8.Tech. TIM S.A. approved the deal for an upfront payment of R$140 million to acquire 100% of V8 Consulting S.A. (V8.Tech). To be fair, the deal structure includes potential for additional earn-outs up to another R$140 million over six years, meaning the total transaction value could reach R$280 million if performance milestones are met.

This acquisition is designed to immediately bolster TIM S.A.'s B2B strategy by bringing in specialized digital services. The integration of V8.Tech's capabilities is intended to allow TIM S.A. to deliver end-to-end projects for its corporate client base.

Here are the key metrics TIM S.A. is acquiring to target the ICT market:

• Acquisition upfront cost: R$140 million.
• Potential earn-out value: Up to R$140 million.
• Targeted client base integration: Over 100 corporate clients.
• New leadership structure: Building a new B2B Vice Presidency.

The financial underpinning for this diversification comes from V8.Tech's recent performance, which is substantial for a non-core connectivity asset. You can see the numbers below:

To manage and accelerate these non-core connectivity revenue streams, TIM S.A. is building a new executive structure. They announced the creation of a new Vice Presidency dedicated to B2B, appointing Fabio Costa to lead this division. Costa brings experience from senior roles at Salesforce, Microsoft, and Oracle for the Brazilian and Latin American markets, plus time at Telemar Norte-Leste.

The immediate goal is leveraging V8.Tech's existing revenue base of approximately R$235 million (as of September 2025) to drive growth in the ICT market, moving TIM S.A. beyond its traditional telecommunications footprint.

The services V8.Tech specializes in, which TIM S.A. is now targeting, include:

• Digital transformation services.
• Multicloud and hybrid cloud solutions.
• Artificial intelligence integration.

Finance: draft 13-week cash view by Friday.