TIM S.A. (TIMB): Business Model Canvas

In der dynamischen Landschaft der brasilianischen Telekommunikation erweist sich TIM S.A. als zentraler Akteur, der ein komplexes Geschäftsmodell entwickelt, das über die traditionelle Konnektivität hinausgeht. Durch den strategischen Einsatz modernster Technologie, strategischer Partnerschaften und eines umfassenden digitalen Ökosystems hat sich TIM von einem reinen Mobilfunkanbieter zu einem vielseitigen Anbieter digitaler Lösungen entwickelt. Diese Business Model Canvas-Untersuchung enthüllt die innovativen Strategien, die TIM an die Spitze der brasilianischen Telekommunikationsrevolution bringen, und bietet den Lesern einen Insider-Einblick darüber, wie dieser Telekommunikationsriese mit der komplexen Marktdynamik umgeht und Millionen von Kunden einen Mehrwert bietet.

TIM S.A. (TIMB) – Geschäftsmodell: Wichtige Partnerschaften

Partnerschaften zur Infrastruktur von Telekommunikationsnetzen

TIM S.A. unterhält strategische Partnerschaften mit wichtigen Anbietern von Telekommunikationsausrüstung:

Partner	Partnerschaftsfokus	Vertragswert (2023)
Huawei	Bereitstellung der Netzwerkinfrastruktur	387 Millionen R$
Nokia	Netzwerkausrüstung und -technologie	265 Millionen R$
Ericsson	Entwicklung der 5G-Technologie	422 Millionen R$

Lokale brasilianische Technologieanbieter

TIM S.A. arbeitet mit lokalen brasilianischen Technologieunternehmen zusammen, um die Servicebereitstellung zu verbessern:

• Localfone-Technologien
• Brasilianische digitale Lösungen
• NeuroTech-Innovationen

Lokaler Anbieter	Servicebeitrag	Jährlicher Kooperationswert
Localfone-Technologien	Cloud-Infrastruktur	45 Millionen R$
Brasilianische digitale Lösungen	Softwareentwicklung	32 Millionen R$

Finanzdienstleistungspartnerschaften

TIM S.A. arbeitet mit Finanzinstituten für digitale Zahlungsdienste zusammen:

Finanzinstitut	Umfang der Partnerschaft	Transaktionsvolumen (2023)
Banco do Brasil	Integration mobiler Zahlungen	1,2 Milliarden R$
Itaú Unibanco	Digitale Geldbörsendienste	875 Millionen R$

Details zur strategischen Technologiekooperation

Wichtige Partnerschaftskennzahlen für TIM S.A. im Jahr 2023:

• Gesamte Partnerschaftsinvestition: 1,6 Milliarden R$
• Anzahl aktiver Technologiepartnerschaften: 17
• Prozentsatz der Netzwerkinfrastruktur aus Partnerschaften: 68%

TIM S.A. (TIMB) – Geschäftsmodell: Hauptaktivitäten

Mobilfunk- und Festnetztelefondienste

TIM S.A. betreut im dritten Quartal 2023 75,4 Millionen Mobilfunkkunden. Das Unternehmen bietet mobile Sprach- und Datendienste in ganz Brasilien mit den folgenden Schlüsselkennzahlen an:

Servicetyp	Gesamtzahl der Abonnenten	Marktanteil
Mobile Stimme	48,3 Millionen	33.2%
Mobile Daten	55,1 Millionen	36.7%

Breitband-Internetbereitstellung

TIM S.A. bietet Breitbanddienste mit den folgenden Infrastrukturdetails an:

• Festnetz-Breitbandkunden: 2,1 Millionen
• 4G-Netzabdeckung: 91,4 % der brasilianischen Bevölkerung
• 5G-Netzausbau in 157 Städten

Digitales Content- und Entertainment-Streaming

TIM S.A. bietet digitale Unterhaltung durch:

• TIM Live-Streaming-Plattform
• Partnerschaften für digitale Inhalte
• Mobile Video-Streaming-Dienste

Mobiles Bezahlen und digitale Finanzlösungen

Finanzdienstleistung	Gesamtzahl der Benutzer	Transaktionsvolumen
TIM Pay	1,4 Millionen	385 Millionen R$ vierteljährlich

Wartung und Erweiterung der Netzwerkinfrastruktur

Investitionsausgaben für die Netzwerkinfrastruktur im Jahr 2023: 3,8 Milliarden R$

• Investition in 5G-Spektrum: 1,1 Milliarden R$
• Budget für die Netzwerkmodernisierung: 2,7 Milliarden R$

TIM S.A. (TIMB) – Geschäftsmodell: Schlüsselressourcen

Infrastruktur des Telekommunikationsnetzes

TIM S.A. betreibt ein umfassendes Telekommunikationsnetzwerk in ganz Brasilien mit den folgenden Netzwerkspezifikationen:

Netzwerkmetrik	Quantitative Daten
4G-Netzabdeckung	3.570 Gemeinden
5G-Netzabdeckung	157 Städte im Jahr 2023
Insgesamt Mobilfunkmasten	22.396 Infrastrukturstandorte

Kundenstamm

TIM S.A. unterhält eine beträchtliche Mobilfunk- und Internet-Kundenbasis:

Abonnentenkategorie	Gesamtzahl
Mobilfunkteilnehmer	55,3 Millionen
Breitband-Internet-Abonnenten	3,4 Millionen

Technologische Infrastruktur

• Gesamte Netzwerkinvestitionen im Jahr 2023: 3,1 Milliarden R$
• Länge des Glasfasernetzes: 153.000 Kilometer
• Kapazität des Rechenzentrums: 12 Primäreinrichtungen

Zusammensetzung der Belegschaft

Mitarbeiterkategorie	Nummer
Gesamtzahl der Mitarbeiter	9,836
Technische Spezialisten	4,215

Spektrum und regulatorische Vermögenswerte

• Gesamtspektrumlizenzen: 14 Frequenzbänder
• Kosten für den Erwerb des 5G-Spektrums: 1,1 Milliarden R$
• Zertifizierungen zur Einhaltung gesetzlicher Vorschriften: 22 aktive Genehmigungen

TIM S.A. (TIMB) – Geschäftsmodell: Wertversprechen

Hochwertige Mobil- und Internetkonnektivität

TIM S.A. versorgt ab 2023 99,1 % der brasilianischen Bevölkerung mit Mobilfunknetzen. Das Unternehmen betreibt mit 4G-LTE-Technologie 3.624 Gemeinden und 5G-Netze in 157 Städten.

Netzwerktyp	Abdeckungsprozentsatz	Abgedeckte Gemeinden
4G LTE	99.1%	3,624
5G	N/A	157

Wettbewerbsfähige Preise für Telekommunikationsdienste

TIM bietet Prepaid- und Postpaid-Mobilfunktarife von 19,99 R$ bis 299,99 R$ pro Monat mit verschiedenen Daten- und Anrufpaketoptionen.

Plankategorie	Preisspanne	Datenzuordnung
Prepaid	19,99 R$ bis 99,99 R$	2 GB - 20 GB
Postpaid	99,99 R$ bis 299,99 R$	10 GB – 50 GB

Integriertes digitales Ökosystem für Verbraucher

• TIM Live-Breitband-Internetdienst mit Geschwindigkeiten von bis zu 500 Mbit/s
• TIM Digital App zur Kontoverwaltung
• Digitale Zahlungsplattform TIM Pay

Erweiterte 5G-Netzwerkabdeckung

TIM investierte im Jahr 2021 2,1 Milliarden R$ in den Erwerb des 5G-Spektrums und baut die Netzwerkinfrastruktur weiter aus.

Innovative digitale Lösungen für Privat- und Geschäftskunden

TIM bietet Unternehmenslösungen, darunter:

• IoT-Konnektivitätslösungen
• Cloud-Dienste
• Cybersicherheitslösungen
• Beratung zur digitalen Transformation

Unternehmenslösung	Marktsegment	Geschätzter Jahresumsatz
IoT-Konnektivität	Industriell	380 Millionen R$
Cloud-Dienste	Unternehmen	250 Millionen R$

TIM S.A. (TIMB) – Geschäftsmodell: Kundenbeziehungen

Digitale Self-Service-Plattformen

TIM S.A. betreibt digitale Self-Service-Plattformen mit 12,4 Millionen aktiven monatlichen Nutzern (Stand Q4 2023). Die Online-Plattform ermöglicht es Kunden, Konten zu verwalten, Abrechnungen zu überprüfen und Servicepläne zu ändern.

Plattformfunktion	Nutzungsmetriken
Monatlich aktive Benutzer	12,4 Millionen
Kontoverwaltungstransaktionen	8,3 Millionen pro Monat
Online-Rechnungszahlungen	6,7 Millionen Transaktionen vierteljährlich

Kundensupport für mobile Apps

Die mobile Anwendung von TIM unterstützt 9,2 Millionen aktive Benutzer und bietet Kundenservice-Interaktionen in Echtzeit.

• App-Download-Rate: 3,6 Millionen Downloads im Jahr 2023
• Durchschnittliche monatlich aktive Benutzer: 9,2 Millionen
• Kundensupportanfragen gelöst: 72 % über die mobile App

Personalisierte Kommunikationskanäle

TIM nutzt mehrere personalisierte Kommunikationskanäle mit 15,6 Millionen gezielten Kommunikationskontaktpunkten im Jahr 2023.

Kommunikationskanal	Engagement-Rate
E-Mail-Marketing	6,4 Millionen Empfänger
SMS-Benachrichtigungen	5,2 Millionen Abonnenten
Personalisierte Web-Empfehlungen	4 Millionen einzigartige Interaktionen

Treueprogramm und Kundenbindungsstrategien

Das Treueprogramm von TIM umfasst 7,8 Millionen aktive Teilnehmer mit einer Bindungsrate von 84 % im Jahr 2023.

• Gesamtzahl der Mitglieder des Treueprogramms: 7,8 Millionen
• Kundenbindungsrate: 84 %
• Durchschnittlicher Customer Lifetime Value: 1.240 R$ pro Abonnent

Reaktionsschnelle Kundendienstzentren

TIM unterhält 22 Kundendienstzentren mit 4.600 engagierten Supportmitarbeitern, die monatlich 3,9 Millionen Kundeninteraktionen abwickeln.

Service-Center-Metriken	Leistungsdaten
Total Service Center	22 bundesweit
Support-Personal	4.600 Mitarbeiter
Monatliche Kundeninteraktionen	3,9 Millionen
Durchschnittliche Reaktionszeit	12,4 Minuten

TIM S.A. (TIMB) – Geschäftsmodell: Kanäle

Offizielle Website

TIM S.A. betreibt www.tim.com.br als seinen primären digitalen Kanal. Im Jahr 2024 verzeichnet die Website etwa 3,5 Millionen einzelne Besucher pro Monat.

Website-Metrik	Wert
Monatliche einzigartige Besucher	3,500,000
Durchschnittliche Seitenaufrufe	12,250,000
Durchschnittliche Sitzungsdauer	4,7 Minuten

Mobile Anwendung

Die mobile App von TIM wurde 14,2 Millionen Mal heruntergeladen und hat eine aktive Nutzerbasis von 8,6 Millionen monatlichen Nutzern.

• App Store-Bewertung: 4,3/5
• Google Play Store-Bewertung: 4,1/5
• Monatlich aktive Benutzer: 8.600.000
• Gesamtzahl der App-Downloads: 14.200.000

Einzelhandelsgeschäfte und physische Verkaufsstellen

TIM unterhält ab 2024 1.876 eigene und autorisierte Einzelhandelsgeschäfte in ganz Brasilien.

Geschäftstyp	Anzahl der Standorte
Eigene Geschäfte	623
Autorisierte Reseller-Stores	1,253
Gesamtzahl der physischen Verkaufsstellen	1,876

Autorisierte Reseller-Netzwerke

TIM arbeitet mit 1.253 autorisierten Wiederverkäufern im ganzen Land zusammen und deckt 98,6 % der brasilianischen Gemeinden ab.

• Gesamtzahl der autorisierten Wiederverkäufer: 1.253
• Geografische Abdeckung: 98,6 %
• Durchschnittlicher Umsatz pro Wiederverkäufer: 875.000 R$ jährlich

Online-Verkaufsplattformen

TIM nutzt mehrere Online-Vertriebskanäle und generiert im Jahr 2024 22,4 % des Gesamtumsatzes über digitale Plattformen.

Online-Plattform	Verkaufsprozentsatz
Offizielle Website	8.6%
Mobile App	6.3%
E-Commerce von Drittanbietern	7.5%

TIM S.A. (TIMB) – Geschäftsmodell: Kundensegmente

Einzelne Mobiltelefonbenutzer

Im vierten Quartal 2023 meldete TIM S.A. 52,3 Millionen Mobilfunkkunden in Brasilien.

Segmentmerkmale	Penetrationsrate
Städtische Einzelnutzer	84.5%
Ländliche Einzelnutzer	15.5%

Kleine und mittlere Unternehmen

TIM S.A. betreut rund 135.000 KMU-Kunden in Brasilien.

• Durchschnittlicher monatlicher Umsatz pro KMU: 1.250 R$
• Gesamtbeitrag des KMU-Marktsegments: 18,7 % des Unternehmensumsatzes

Große Firmenkunden

Unternehmenssegment	Anzahl der Kunden	Umsatzbeitrag
Große Unternehmen	2,750	27,3 % des Gesamtumsatzes

Regierungsinstitutionen

TIM S.A. betreut 1.450 Regierungsinstitutionen auf Bundes-, Landes- und Kommunalebene.

Regierungsebene	Kundenanzahl
Bundes	350
Staat	620
Kommunal	480

Digital-First-Junge Verbraucher

Verbraucher im Alter von 18 bis 35 Jahren machen 42,6 % der Mobilfunkkundenbasis von TIM S.A. aus.

• Durchschnittlicher Datenverbrauch: 12,5 GB pro Monat
• Anteil der Nutzung digitaler Dienste: 76,3 %
• Prepaid-zu-Postpaid-Verhältnis in diesem Segment: 60:40

TIM S.A. (TIMB) – Geschäftsmodell: Kostenstruktur

Wartung der Netzwerkinfrastruktur

Die jährlichen Wartungskosten für die Netzwerkinfrastruktur beliefen sich für TIM S.A. im Jahr 2023 auf 1,8 Milliarden R$. Das Unternehmen investierte in die Aufrechterhaltung seiner 4G- und 5G-Netzwerkinfrastruktur in ganz Brasilien.

Turmwartung

Ausrüstungs-Upgrades

Netzwerkoptimierung

Glasfaserinfrastruktur

Kostenkategorie „Netzwerkinfrastruktur“.	Betrag (R$ Millionen)
620
450
350
380

Technologieforschung und -entwicklung

TIM S.A. hat im Jahr 2023 412 Millionen R$ für technologische Forschung und Entwicklung bereitgestellt, wobei der Schwerpunkt auf 5G- und digitalen Transformationstechnologien liegt.

• Entwicklung der 5G-Technologie: 180 Millionen R$
• Digitale Serviceinnovation: 132 Millionen R$
• Cybersicherheitsforschung: 100 Millionen R$

Gehälter und Schulungen der Mitarbeiter

Die gesamten mitarbeiterbezogenen Ausgaben beliefen sich im Jahr 2023 auf 1,2 Milliarden R$.

Mitarbeiterkostenkategorie	Betrag (R$ Millionen)
Grundgehälter	850
Schulung und Entwicklung	75
Vorteile	275

Marketing und Kundenakquise

Die Marketingausgaben für 2023 beliefen sich auf 580 Millionen R$.

• Digitale Marketingkampagnen: 210 Millionen R$
• Traditionelle Medienwerbung: 180 Millionen R$
• Kundenbindungsprogramme: 190 Millionen R$

Kosten für Frequenzlizenzen und die Einhaltung gesetzlicher Vorschriften

Die Ausgaben für die Einhaltung gesetzlicher Vorschriften und die Spektrumslizenzen beliefen sich im Jahr 2023 auf insgesamt 325 Millionen R$.

Kategorie der regulatorischen Kosten	Betrag (R$ Millionen)
Lizenzgebühren für das 5G-Spektrum	220
Einhaltung gesetzlicher Vorschriften	105

TIM S.A. (TIMB) – Geschäftsmodell: Einnahmequellen

Gebühren für Mobiltelefon-Abonnements

Im dritten Quartal 2023 meldete TIM S.A. einen Umsatz aus Mobilfunkabonnements in Höhe von 4,8 Milliarden brasilianischen Reais. Die Mobilfunkkundenbasis des Unternehmens erreichte 41,4 Millionen aktive Nutzer.

Kategorie „Mobiles Abonnement“.	Umsatz (BRL)	Abonnentenprozentsatz
Prepaid-Mobilfunktarife	1,92 Milliarden	46.4%
Postpaid-Mobilfunktarife	2,88 Milliarden	53.6%

Gebühren für Internet- und Datendienste

TIM S.A. erwirtschaftete im Jahr 2023 3,2 Milliarden brasilianische Reais aus Daten- und Internetdiensten.

• 4G-Abdeckung: 94,2 % des brasilianischen Territoriums
• Durchschnittlicher monatlicher Datenverbrauch: 8,6 GB pro Benutzer
• Umsatz mit mobilem Breitband: 2,1 Milliarden Reais

Digitale Inhalte und Unterhaltungsdienste

Der Umsatz mit digitalen Inhalten erreichte im Jahr 2023 412 Millionen brasilianische Reais.

Digitaler Service	Umsatz (BRL)
Video-Streaming-Partnerschaften	187 Millionen
Musik-Streaming	95 Millionen
Gaming-Plattformen	130 Millionen

Telekommunikationslösungen für Unternehmen

Der Umsatz im Unternehmenssegment belief sich im Jahr 2023 auf 2,1 Milliarden brasilianische Reais.

• Corporate Mobile Services: 1,4 Milliarden Reais
• Festnetzlösungen: 520 Millionen Reais
• Cloud- und digitale Dienste: 180 Millionen Reais

Mobile Finanzdienstleistungstransaktionen

Mobile Finanzdienstleistungen erwirtschafteten im Jahr 2023 156 Millionen brasilianische Reais.

Finanzdienstleistung	Transaktionsvolumen (BRL)
Mobile Zahlungen	87 Millionen
Digitale Wallet-Transaktionen	69 Millionen

TIM S.A. (TIMB) - Canvas Business Model: Value Propositions

You're looking at the core value TIM S.A. (TIMB) is delivering to its customers as of late 2025, which is heavily weighted toward network superiority and premium service tiers.

The primary value proposition centers on network leadership, especially in next-generation mobile technology. TIM S.A. (TIMB) is the first operator in Brazil to reach the milestone of 1,000 cities with 5G coverage, as announced in October 2025. This national footprint now covers 100% of the neighborhoods in all 27 state capitals, reaching approximately 75% of the urban population, which equates to over 120 million people. The adoption rate reflects this availability, with 5G devices growing fivefold since 2022, now representing 28% of total devices.

For the enterprise segment, the value is in high-performance, low-latency connectivity tailored for advanced industrial applications. TIM S.A. (TIMB) is focusing on verticals like agribusiness, utilities, industry 4.0, and logistics for its Internet of Things (IoT) solutions. The company reported having 109 companies in its B2B IoT portfolio as of Q2 2025, with contracted revenues for B2B projects since Q1 2024 reaching R$406 million. Furthermore, the late 2025 acquisition of V8.Tech, which focuses on digital transformation and cloud solutions, brought in net revenue of approximately R$235 million over the 12 months ending September 2025.

The fixed-line offering, TIM Ultrafibra, provides high-speed ultra-broadband access, though this segment faces market competition. In Q3 2025, TIM Ultrafibra revenue was R$228 million. The fixed service ARPU (Average Revenue Per User) for TIM Brasil stood at R$94.7 in Q3 2025. To put this in context against prior performance, the ARPU for TIM Ultrafibra was R$99 in Q3 2024.

The more-for-more strategy is clearly visible in the mobile segment's focus on higher-value customers, driving ARPU increases. TIM S.A. (TIMB) maintains the highest mobile ARPU in the industry, hitting a record R$33.1 in Q3 2025, a 4.6% increase year-on-year. Postpaid customers are central to this, contributing approximately 70% of mobile service revenue in Q2 2025, with postpaid revenues growing 12.2% year-over-year in the first half of 2025. The postpaid ARPU specifically reached R$44.1 in Q3 2025. This strategy was supported by repricing activities that began in Q1 2025, affecting about 4 million fixed lines and roughly 1.7 million mobile lines.

TIM S.A. (TIMB) is also developing its digital ecosystem, which includes exploring new revenue streams through partnerships. The company is focused on developing financial service partnerships as a strategic initiative moving forward.

Here's a quick look at the key performance indicators supporting these value propositions as of the latest available 2025 data:

Value Proposition Metric	Latest Reported Figure (2025)	Period/Context
Total 5G Cities Reached	1,000	October 2025
Urban Population Covered by 5G	75% (over 120 million people)	October 2025
Highest Mobile ARPU	R$33.1	Q3 2025
Postpaid ARPU	R$44.1	Q3 2025
Postpaid Revenue Growth (YoY)	12.2%	H1 2025
TIM Ultrafibra Revenue	R$228 million	Q3 2025
Fixed Service ARPU	R$94.7	Q3 2025
B2B IoT Portfolio Companies	109	Q2 2025

The execution of the network strategy is also tied to efficiency gains:

• Network modernization in São Paulo resulted in a 40% increase in network capacity in the area.
• The modernization effort led to a reduction in total energy consumption by approximately 15%.
• The company is on track to meet its projected 5%-6% revenue growth for 2025.

TIM S.A. (TIMB) - Canvas Business Model: Customer Relationships

Low-churn customer base management, with postpaid churn at 0.8%

TIM S.A. is maintaining a tight grip on its most valuable customers, evidenced by the postpaid monthly churn rate holding steady at 0.8% in the third quarter of 2025. This low rate reflects successful customer base management efforts. The focus on higher-value segments is clear, as postpaid lines added 415,000 net additions in Q3 2025 alone, with prepaid-to-postpaid migrations showing a double-digit increase over the same period. By Q1 2025, postpaid lines already made up 50% of the total customer base. To be fair, this focus on control plans is driving the revenue mix significantly.

Digital self-service tools and personalized app offers

The company is pushing customers toward digital channels to manage their accounts. While specific adoption statistics for self-service tools aren't broken out, the overall strategy emphasizes digital presence. The mobile ARPU (Average Revenue Per User) reached R$33 per month in Q2 2025, noted as the highest in the industry, which suggests that personalized offers delivered through these digital touchpoints are effective in driving spend.

Dedicated corporate sales and support for B2B clients

TIM S.A. is aggressively evolving its B2B footprint, highlighted by the creation of a dedicated B2B Vice Presidency. This move supports the 2025-2027 Strategic Plan pillar focused on B2B expansion. The B2B segment saw contracted revenues reach R$435 million since early 2024, partly due to solutions like TIM Smart Mining, which has a partnership with Vale. Furthermore, the acquisition of V8.Tech, which reported net revenue of around R$235 million over the 12 months ending September 2025, directly enhances the ability to deliver end-to-end digital transformation projects for its corporate clients, which number over 100 across various sectors.

Upselling current customers to higher-value postpaid plans

The success in upselling is a core driver of financial performance. In Q2 2025, postpaid revenue growth was 12.2% year-over-year, contributing nearly 70% of total mobile service revenues. This growth is explicitly attributed to solid ARPU dynamics held by control-to-pure postpaid upselling. The strategy is clearly about moving customers up the value chain, as seen by the 6% increase in Mobile ARPU over 2023 reported in early 2025.

Loyalty programs and exclusive device offers

TIM S.A. uses targeted promotions to lock in high-value customers. For instance, exclusive Black Friday offers, featuring devices like the iPhone 16E and PlayStation 5, were deployed to help maintain the solid trend in postpaid customer acquisition and retention. The company also announced the rollout of a strategic loyalty partnership in Q3 2025, reinforcing its value proposition beyond just network quality.

Here are some key customer relationship metrics as of late 2025:

Metric	Value (as of late 2025)	Period Reference
Postpaid Monthly Churn	0.8%	Q3 2025
Postpaid Net Adds	415,000 lines	Q3 2025
Postpaid Lines % of Base	50%	Q1 2025
Postpaid % of Mobile Revenue	Nearly 70%	Q2 2025
Mobile ARPU (Industry Highest)	R$33 per month	Q2 2025
B2B Contracted Revenue (since early 2024)	R$435 million	Q3 2025
Acquired B2B Tech Revenue (12 months ending Sep 2025)	Approx. R$235 million	Sep 2025

The management of the customer base is heavily weighted toward the postpaid segment, which is the primary source of revenue stability and growth.

• Postpaid revenue grew by 12.2% year-over-year in Q2 2025.
• The company is focusing on a prepaid-to-control customer migration strategy.
• B2B strategy is reinforced by acquiring technology firms serving over 100 corporate clients.
• Network leadership, with 5G in 1,000 cities, supports the 'Best Service' pillar of customer interaction.

TIM S.A. (TIMB) - Canvas Business Model: Channels

You're looking at how TIM S.A. (TIMB) gets its services-from mobile plans to enterprise cloud solutions-into the hands of its customers as of late 2025. The channel strategy is clearly shifting, leaning hard into digital and specialized B2B direct engagement, while maintaining a physical footprint.

The physical presence is still a factor, though specific store counts aren't readily available in the latest reports. What we do see is massive network expansion which underpins all sales channels. By the third quarter of 2025, TIM S.A. reported expanding its 5G network to 1,000 cities in Brazil. This network leadership is a key enabler for all channel sales, especially for high-value postpaid and fixed-line offers.

For the high-value corporate segment, the direct sales force is getting a significant boost. TIM S.A. is reinforcing its B2B strategy by acquiring V8.Tech, a move that immediately bolsters its direct delivery capability for digital transformation projects. This specialized direct sales effort is now supported by a newly created B2B-focused Vice Presidency.

Digital channels are showing concrete results, especially in advertising and B2B lead generation. By September 2025, the company reported reaching over 270 advertisers through its digital inventory, which is combined with Google and Meta platforms. The mobile app and website are the primary self-service points for the massive consumer base, which saw 415,000 net postpaid line additions in Q3 2025 alone.

The structure of channel engagement can be broken down like this:

• Nationwide network of physical retail stores (for general consumer sales and prepaid activation).
• Direct sales force for large corporate and B2B accounts (now enhanced by the V8.Tech acquisition).
• Digital channels: website, mobile app, and social media (driving self-service and digital ad revenue).
• Third-party retailers and authorized dealers for prepaid sales (critical for mass market penetration).
• Customer service centers and online support (handling post-sale interactions).

Here's a quick look at the numbers that reflect the strength and focus across these channels as of late 2025:

Channel Metric Category	Specific Data Point	Value/Amount
Network Reach (Channel Foundation)	Cities covered with 5G (as of Q3 2025)	1,000 cities
B2B Direct Channel Enhancement (V8.Tech)	V8.Tech Net Revenue (TTM as of Sep 2025)	Around R$235 million
B2B Direct Channel Enhancement (V8.Tech)	Active Clients served by V8.Tech	More than 100
Digital B2B Channel Traction	Advertisers reached via digital inventory (as of Sep 2025)	270
Consumer Channel Performance (Postpaid)	Net Postpaid Lines Added (Q3 2025)	415,000 lines
Financial Strength Supporting Channels	Total Assets (as of Sep 30, 2025)	57.37 billion reais

The focus on high-value postpaid customers, who now represent a significant portion of the revenue base, suggests the direct sales force and digital channels are prioritized for upselling and service delivery. The postpaid monthly churn rate remained low at 0.8% in Q3 2025, reflecting defintely effective customer management across these touchpoints. Also, the EBITDA margin hit 51.7% in Q3 2025, showing that the mix of channels is driving profitable growth.

The acquisition of V8.Tech, with its 380 professionals, signals a clear intent to deliver complex, end-to-end digital solutions directly to enterprise clients, moving beyond simple connectivity sales.

Finance: draft 13-week cash view by Friday.

TIM S.A. (TIMB) - Canvas Business Model: Customer Segments

You're looking at the core customer base for TIM S.A. (TIMB) as of late 2025, which is heavily segmented to maximize revenue from the most profitable users while stabilizing the legacy base. The strategy clearly favors the high-value mobile segment.

High-value Postpaid mobile users (main revenue driver)

This group is the engine for TIM S.A.'s revenue growth, driven by a successful 'more-for-more' strategy that balances attractive offers with revenue increases. You see this in the consistent growth and high ARPU figures.

Postpaid services are now extremely important, with revenues representing almost 70% of mobile service revenues as of Q1 2025, and postpaid lines making up 50% of the total base in that quarter. In Q3 2025, the company added 415,000 postpaid lines, continuing a trend that saw 14 consecutive quarters of double-digit postpaid revenue growth, with +12.2% YoY growth reported in 1H25.

The monetization here is clear:

• Postpaid ARPU (Average Revenue Per User) reached BRL 44.1 in Q3 2025.
• Postpaid ARPU excluding machine-to-machine (ex-M2M) connections hit a historical high of BRL 55.5 in Q3 2025.

Prepaid mobile users (focus of a recovery plan)

The prepaid segment is actively being managed down in favor of higher-value plans, though there are signs of stabilization. The focus isn't on growth here, but on slowing the decline and migrating customers.

As of Q3 2025, prepaid revenues were down 8.9% year-over-year, reflecting this migration strategy. Management noted seeing the first signs of stabilization in Q3 2025, supported by targeted offers. This segment is the subject of a medium-term three-step recovery plan focusing on offers, communication, and channel tactics to slow the decline, as noted in Q1 2025 results.

Corporate/B2B clients seeking IoT, cloud, and private network solutions

TIM Enterprise is a key area for new revenue streams, focusing on digital services beyond basic connectivity. The contracts are often multi-year, providing revenue visibility.

In the first half of 2025, TIM Enterprise reported total revenues of 1.6 billion euros, marking a 4.7% year-on-year increase. Cloud services are leading this charge, showing 25% year-on-year growth in 1H25. Furthermore, the company was targeting the closure of over 1.2bn reais (US$207mn) in corporate contracts by mid-2025, with a pipeline that could add another 600mn reais by the end of June 2025.

Here are some key B2B metrics from the prior year, which set the stage for 2025 targets:

B2B Metric (2024 Context)	Value	Notes
TIM Enterprise Total Revenues	€3.3 billion	24% of Group revenues in 2024.
TIM Enterprise EBITDA	€700 million	Reported for 2024.
Connectivity Services Revenue	€1.1 billion	40% market share in the Italian B2B sector (for context).
Cloud Services Revenue	€1.1 billion	15% market share in the Italian B2B sector (for context).
Internet of Things (IoT) Revenue	€100 million	Reported for 2024.

Residential customers for fixed ultra-broadband (TIM Ultrafibra)

This segment is showing signs of recovery after a period of less focus. The strategy here is profitable growth with a selective approach.

TIM Ultrafibra ended Q3 2025 with 823,000 clients, marking 8 consecutive months of positive net adds and a client base resuming growth at 3.7% year-over-year. The Average Revenue Per User (ARPU) for this fixed broadband unit was BRL 94 in the third quarter.

Small and medium enterprises (SMEs) needing digital connectivity

TIM is actively targeting SMEs through its 'Customer Platform' model, expanding beyond core connectivity into higher-value services.

The plan includes launching utilities specifically for SMEs in 2025. This initiative is projected to generate 200 million euros in cumulative revenues by 2027, signaling a longer-term revenue expectation from this customer group.

To summarize the mobile customer base evolution as of late 2025:

• Total Mobile Customer Base: Over 60 million customers.
• Postpaid Churn (Monthly): Remained low at 0.8% in Q3 2025.
• Mobile Service Revenues Growth (9M 2025): Increased 5.2% annually.
• Blended Mobile ARPU (Q3 2025): Reached BRL 33.1.

Finance: draft 13-week cash view by Friday.

TIM S.A. (TIMB) - Canvas Business Model: Cost Structure

The Cost Structure for TIM S.A. is heavily weighted toward network investment and operational maintenance, reflecting its core business as a telecommunications provider in Brazil. You see significant outlays for infrastructure and regulatory adherence.

High capital expenditure (CapEx) for network expansion is a defining feature, with the 2025 nominal CapEx guidance set between R$4.4 Bln - R$4.6 Bln per year, as part of the 2025-2027 Strategic Plan. This investment is focused on maintaining and expanding network coverage leadership.

Spectrum license and regulatory compliance costs are substantial, evidenced by the capital expenditures and investments for mobile telephone licenses/spectrum in the first half of 2025 totaling 834 million euros.

Network operating expenses show a focus on efficiency, though specific component costs can rise. For instance, Network and Interconnection expenses in the third-quarter of 2025 rose 10.1% year-over-year, reaching R$1.211 billion, driven by higher traffic costs and digital content provider contracts. Overall, TIM S.A. operating expenses for the twelve months ending September 30, 2025, were $3.536B, representing a 6.39% decline year-over-year.

Personnel and sales commission costs are managed through efficiency drives. Selling and marketing expenses in Q3 2025 were R$961 million, a 4.8% decline compared to the previous year, partly due to lower advertising costs related to sponsorships. The TIM Group headcount as of June 30, 2025, stood at 25,990.

Costs of acquiring new businesses reflect inorganic growth strategies, particularly in the B2B segment. The agreement to acquire V8.Tech involved an upfront price of R$140 million, with the final payment potentially reaching R$280 million in total over six years, contingent on earn-out conditions.

Here's a quick view of some key cost-related figures:

Cost Component / Metric	Financial Figure	Period / Context
Nominal Capex Guidance	R$4.4 Bln - R$4.6 Bln	Per year, 2025
Spectrum/License Capex	834 million euros	First Half of 2025
Total Operating Expenses	$3.536B (6.39% decline YoY)	Twelve months ending September 30, 2025
Network & Interconnection Expenses	R$1.211 billion (10.1% growth YoY)	Q3 2025
Selling & Marketing Expenses	R$961 million (4.8% decline YoY)	Q3 2025
V8.Tech Upfront Acquisition Cost	R$140 million	At closing
V8.Tech Potential Total Cost	Up to R$280 million	Including earn-outs over six years

You should watch the interplay between the planned annual CapEx and the actual spend on licenses, as that is a major fixed outlay. Also, the decline in total operating expenses despite network investment suggests defintely successful cost control in other areas.

• Headcount at June 30, 2025: 25,990.
• V8.Tech Net Revenue (12 months ended Sept 2025): Roughly R$235 million.

Finance: draft 13-week cash view by Friday.

TIM S.A. (TIMB) - Canvas Business Model: Revenue Streams

You're looking at the core income drivers for TIM S.A. (TIMB) as of late 2025. The numbers show a clear pivot toward higher-value mobile customers and expanding digital enterprise services.

Mobile service revenue, driven by postpaid growth is the engine here. For the first half of 2025, postpaid revenue showed a strong increase of 12.2% year-over-year. This segment is critical, representing approximately 70% of total mobile service revenues. Mobile service revenues, as a whole, grew by 5.6% year-over-year in Q2 2025. The company maintains the highest mobile ARPU (Average Revenue Per User) in the industry, reported near R$33 per month in Q2 2025. This focus on higher-value customers is consistent; in 2024, postpaid services grew nearly 9% year-over-year.

The fixed side shows a different trend. Fixed broadband and ultra-broadband subscription fees, grouped under fixed telephony services, actually saw a slight contraction. Revenues from this segment decreased by 3.4% compared to the first half of 2024, largely attributed to the performance of the Ultrafibre offering.

For the B2B segment, the focus on digital and specialized services is translating into contract value. TIM Enterprise reported total revenues of 1.6 billion euros year-on-year in the first half of 2025. Within this, Cloud services are a bright spot, showing a 25% year-on-year growth. Separately, the company was targeting over 1.2bn reais (US$207mn) in corporate contracts by mid-2025, mostly in IoT and connectivity. As of Q3 2025, the B2B segment had 613mn reais in total contracted revenues from projects started since 2022.

The company is actively bolstering its digital capabilities; for instance, the acquisition of V8.Tech, which had roughly R$235 million in net revenue over the 12 months ending September 2025, directly strengthens the cloud and digital services offering.

Interconnection fees from other operators using the network are a component of service revenue, though specific standalone figures aren't broken out in the latest reports, which focus more on service revenue growth drivers.

Here's a quick look at some of the reported revenue metrics for the first half of 2025 (H1 2025) and related figures:

Revenue Metric	Value (H1 2025)	Context/Period
Total TTM Revenue	$4.67 Billion USD	As requested (TTM as of late 2025)
Service Revenues (Group)	6.2 billion euros	Year-on-year growth of 3.3%
TIM Brasil Service Revenues	2.0 billion euros	Year-on-year growth of 5.4%
Postpaid Revenue Growth	12.2%	Year-over-year (H1 2025)
Mobile ARPU	R$33 per month	Q2 2025
Fixed Telephony Service Revenue Change	-3.4%	Year-over-year (H1 2025)
TIM Enterprise Total Revenues	1.6 billion euros	Year-on-year growth of 4.1%
Cloud Revenue Growth (within Enterprise)	25%	Year-on-year

The overall picture is one where the core mobile business is successfully migrating users to higher-yield postpaid plans, while the B2B segment is strategically investing in high-growth digital services, even as legacy fixed services see some contraction. Finance: draft 13-week cash view by Friday.