Telefónica Brasil S.A. (VIV): ANSOFF-Matrixanalyse

In der dynamischen Landschaft der brasilianischen Telekommunikation positioniert sich Telefônica Brasil S.A. (VIV) strategisch für transformatives Wachstum in mehreren Dimensionen. Durch die Nutzung eines umfassenden Ansoff-Matrix-Ansatzes ist das Unternehmen bereit, seine Marktpräsenz durch innovative Strategien zu revolutionieren, die Marktdurchdringung, Entwicklung, Produktentwicklung und mutige Diversifizierung umfassen. Von der Ausweitung der Netzabdeckung in abgelegenen Regionen über wegweisende digitale Dienste bis hin zur Erforschung modernster Technologien passt sich Telefônica Brasil nicht nur an das Telekommunikationsökosystem an, sondern gestaltet es aktiv um Strategische 360-Grad-Initiativen die versprechen, Konnektivität und digitale Erlebnisse für brasilianische Verbraucher und Unternehmen gleichermaßen neu zu definieren.

Telefônica Brasil S.A. (VIV) – Ansoff-Matrix: Marktdurchdringung

Erweitern Sie das Angebot an Mobilfunk- und Glasfaser-Breitbandpaketen mit wettbewerbsfähigen Preisen

Im vierten Quartal 2022 meldete Telefônica Brasil 95,3 Millionen Mobilfunknutzer und 22,2 Millionen Breitbandkunden. Der Mobilfunkmarktanteil des Unternehmens in Brasilien betrug 33,2 %. Der durchschnittliche Umsatz pro Benutzer (ARPU) für mobile Dienste erreichte 28,50 R$.

Implementieren Sie gezielte Marketingkampagnen, um die Kundenbindung zu erhöhen

Telefônica Brasil investierte im Jahr 2022 1,2 Milliarden R$ in Marketing und Vertrieb. Die Kundenbindungsrate betrug 84,3 %, mit einem Net Promoter Score (NPS) von 52.

• Marketinginvestition: 1,2 Milliarden R$
• Kundenbindungsrate: 84,3 %
• Net Promoter Score: 52

Entwickeln Sie personalisierte Mobilfunk- und Internetpläne für verschiedene Verbrauchersegmente

Das Unternehmen bot 17 verschiedene Mobilfunktarifkonfigurationen an. Das Prepaid-Segment machte 43,7 % der gesamten Mobilfunknutzer aus, während das Postpaid-Segment 56,3 % ausmachte.

Verbessern Sie die Qualität des Kundenservice, um die Abwanderung zu reduzieren und neue Abonnenten zu gewinnen

Die Kundenabwanderungsrate betrug monatlich 2,1 %. Das Unternehmen unterhielt ein Kundendienstteam von 8.500 Vertretern in ganz Brasilien.

Führen Sie flexible Prepaid- und Postpaid-Mobilfunktarife mit attraktiven Datenpaketen ein

Der Datenverbrauch pro Mobilfunknutzer betrug durchschnittlich 12,5 GB pro Monat. Die 4G-Netzabdeckung erreichte 95,3 % der brasilianischen Bevölkerung. Der durchschnittliche Preis für Datenpakete betrug 29,90 R$ pro Monat.

• Durchschnittlicher monatlicher Datenverbrauch: 12,5 GB
• 4G-Netzabdeckung: 95,3 %
• Durchschnittlicher Datenpaketpreis: 29,90 R$

Telefônica Brasil S.A. (VIV) – Ansoff-Matrix: Marktentwicklung

Erweitern Sie die Netzwerkabdeckung in unterversorgten ländlichen und abgelegenen Regionen Brasiliens

Im Jahr 2022 investierte Telefônica Brasil 6,8 Milliarden R$ in den Ausbau der Netzwerkinfrastruktur und richtete sich dabei an 1.500 Gemeinden mit eingeschränkter Konnektivität. Das Unternehmen steigerte die ländliche Abdeckung im Vergleich zum Vorjahr um 22 %.

Zielen Sie auf aufstrebende urbane Zentren und mittelgroße Städte

Telefônica Brasil identifizierte 127 mittelgroße Städte mit Potenzial für die Entwicklung der Telekommunikationsinfrastruktur. Das Unternehmen plante, im Zeitraum 2022–2023 2,3 Milliarden R$ in diese städtischen Zentren zu investieren.

• Durchschnittliche Bevölkerung der Zielstädte: 150.000–300.000
• Voraussichtliche neue Mobilfunkteilnehmer: 480.000
• Erwartete Umsatzsteigerung: 350 Millionen R$ jährlich

Entwickeln Sie strategische Partnerschaften mit lokalen Internetdienstanbietern

Im Jahr 2022 hat Telefônica Brasil 43 Partnerschaftsvereinbarungen mit lokalen Internetdienstanbietern geschlossen und so die Netzwerkreichweite in 86 Gemeinden erweitert.

Erstellen Sie regionalspezifische Mobil- und Internetpakete

Telefônica Brasil hat im Jahr 2022 zwölf regionalspezifische Mobilfunk- und Internetpakete auf den Markt gebracht, die mit maßgeschneiderten Preisen auf einzigartige Marktsegmente abzielen.

• Durchschnittlicher Paketpreis: R$ 49,90
• Neukundengewinnung: 215.000
• Einnahmen aus regionalspezifischen Paketen: 128 Millionen R$

Investieren Sie in die 5G-Infrastruktur, um Kunden zu gewinnen

Im Jahr 2022 investierte Telefônica Brasil 4,5 Milliarden R$ in die 5G-Infrastruktur und deckte 63 Städte mit fortschrittlichen Netzwerkfähigkeiten ab.

Telefônica Brasil S.A. (VIV) – Ansoff Matrix: Produktentwicklung

Einführung integrierter digitaler Dienste und Unterhaltungsplattformen

Telefônica Brasil investierte im Jahr 2022 2,4 Milliarden R$ in Initiativen zur digitalen Transformation. Das Unternehmen meldete bis zum vierten Quartal 2022 27,6 Millionen digitale Nutzer auf seinen Plattformen.

Entwickeln Sie fortschrittliche Cybersicherheitslösungen für Unternehmens- und Privatkunden

Cybersicherheitslösungen erwirtschafteten im Jahr 2022 einen Umsatz von 780 Millionen R$ für Telefônica Brasil. Das Marktsegment für Cybersicherheit für Unternehmen wuchs im Jahresvergleich um 18,3 %.

• Cybersicherheitspaket für Unternehmen ab 2.500 R$ pro Monat
• Cybersicherheitspaket für Privathaushalte zum Preis von 49,90 R$ pro Monat

Erstellen Sie gebündelte IoT-Konnektivitätspakete (Internet of Things).

Telefônica Brasil vernetzte im Jahr 2022 12,4 Millionen IoT-Geräte. Der IoT-Umsatz erreichte 1,1 Milliarden R$, was 7,2 % des gesamten Telekommunikationsumsatzes entspricht.

Führen Sie KI-gestützte Kundenservice- und Netzwerkmanagement-Tools ein

Die KI-Implementierung verkürzte die Reaktionszeit des Kundenservice um 42 %. Durch die KI-gesteuerte Netzwerkoptimierung konnten im Jahr 2022 156 Millionen R$ an Betriebskosten eingespart werden.

Entwickeln Sie innovative mobile Anwendungen mit verbesserten digitalen Erlebnisfunktionen

Die mobile Vivo-Anwendung erreichte im Jahr 2022 15,2 Millionen aktive monatliche Nutzer. Digitale Self-Service-Transaktionen stiegen über mobile Plattformen um 34 %.

Telefônica Brasil S.A. (VIV) – Ansoff-Matrix: Diversifikation

Digitale Finanzdienstleistungen und mobile Zahlungsplattformen

Telefônica Brasil investierte im Jahr 2022 1,2 Milliarden R$ in digitale Finanzdienstleistungen. Die Plattform Vivo Payments verarbeitete im vierten Quartal 2022 45 Millionen Transaktionen, was einem Wachstum von 32 % gegenüber dem Vorjahr entspricht.

Cloud Computing und digitale Unternehmenstransformation

Telefônica Brasil erwirtschaftete im Jahr 2022 780 Millionen R$ mit Cloud-Diensten. Die Lösungen für die digitale Transformation von Unternehmen stiegen im Vergleich zu 2021 um 42 %.

• Umsatz mit Cloud-Infrastrukturdiensten: 450 Millionen R$
• Umsatz mit digitalen Unternehmenslösungen: 330 Millionen R$
• Gesamtinvestition in die digitale Transformation des Unternehmens: 220 Millionen R$

Bildungstechnologie und Fernlernkonnektivität

Telefônica Brasil unterstützte im Jahr 2022 1.200 Bildungseinrichtungen mit digitalen Konnektivitätslösungen.

Smart City-Infrastruktur- und Telekommunikationsberatung

Telefônica Brasil führte im Jahr 2022 Smart-City-Lösungen in 18 Gemeinden ein und investierte 150 Millionen R$ in Infrastrukturprojekte.

• Smart-City-Projekte: 18 Kommunen
• Gesamtinvestition in die Infrastruktur: 150 Millionen R$
• IoT-Konnektivitätsendpunkte: 250.000

Digitale Gesundheitstechnologie und telemedizinische Konnektivität

Telefônica Brasil unterstützte im Jahr 2022 350 Gesundheitseinrichtungen mit telemedizinischen Konnektivitätslösungen.

Telefônica Brasil S.A. (VIV) - Ansoff Matrix: Market Penetration

You're looking at how Telefônica Brasil S.A. (VIV), operating as Vivo, is digging deeper into its existing customer base to drive revenue growth. This is all about maximizing the value from the millions of customers you already have connections with across Brazil.

Aggressively bundling mobile and fiber plans to reduce churn is clearly working. The Vivo Total convergent offering saw its subscriber base grow by 52.7% year-over-year. This bundling is deep into the fiber base, with near 62% of the fiber customers now being convergent. For these sticky customers, churn is as low as 0.7%, and the average gross ARPU (Average Revenue Per User) for a Vivo Total customer hits R$230. Furthermore, 85.1% of new FTTH (Fiber-to-the-Home) sales in stores now include a mobile bundle. This strategy is key to locking in customers.

Increasing 5G adoption in major cities like São Paulo and Rio de Janeiro is a major focus for market penetration. As of the third quarter of 2025, the 5G customer base expanded to 21.4 million subscribers. That's more than 21 million customers benefiting from the service. The network itself is being recognized, having been named the fastest in the world by OpenSignal for the second consecutive year. Coverage has aggressively expanded to 683 municipalities.

Loyalty discounts and plan structuring are clearly aimed at migrating prepaid users to higher-ARPU postpaid plans. Postpaid accesses grew by 7.3% year-over-year, reaching approximately 50 million customers, which now makes up 68% of the total mobile base. This segment added over 1,000 thousand (or 1 million) net additions in Q3 alone. The success of this migration is evident in the mobile ARPU, which reached a record R$31.5, a 3.9% increase year-on-year. Conversely, prepaid service revenue was down 7.6% year-over-year, showing the shift in revenue mix. Postpaid service revenue, however, grew by 8.0% to R$8.4 billion.

Targeting competitors' fixed-broadband customers with superior FTTH speeds is driving growth in the fixed segment. Telefônica Brasil S.A. (VIV) ended Q3 2025 with 7.6 million homes and businesses connected to fiber, a 12.7% year-over-year increase. The total FTTH footprint passed 30.5 million homes, up 7.6% year-over-year. Fiber revenue grew by 10.6% to R$2.0 billion. The fiber churn rate is also a competitive advantage, standing at a low 1.46% for the fifth consecutive quarter of reduction.

Running promotional campaigns to boost data usage on existing mobile base is supported by the ARPU increase despite competitive pricing pressures. The overall mobile ARPU growth of 3.9% to R$31.5 suggests successful upselling of data packages or higher-tier plans. The total mobile service revenue grew by 5.5% year-over-year, reaching R$9.7 billion.

Here are some key operational metrics from the third quarter of 2025:

The success in retaining and growing the high-value base is reflected in the overall access numbers:

• Total accesses reached 116.6 million accesses, a 1.2% increase from the previous year.
• Postpaid accesses now represent 68% of the total mobile base.
• The company recorded its highest-ever postpaid net additions, surpassing 1 million in the quarter.
• Revenue from Corporate Data, ICT, and Digital Services grew by 22.8% year-over-year to R$1.0 billion in the quarter.
• Capex for the quarter totaled R$2.6 billion, mainly for 5G and fiber expansion.

Finance: review the Q4 2025 budget allocation for in-store migration incentives by end of month.

Telefônica Brasil S.A. (VIV) - Ansoff Matrix: Market Development

Expand FTTH network coverage into smaller, underserved Brazilian municipalities.

The fiber footprint reached a total of 30.5 million homes nationwide as of Q3 2025. Over the last 12 months leading up to Q3 2025, over 2.2 million new homes were passed. In Q3 2025, the number of connected FTTH homes stood at 7.6 million, marking a 12.7% year-over-year increase. For the first quarter of 2025, the company reported 29.6 million homes passed, an increase of 10.5% year-on-year, with 7.2 million FTTH clients, up 12.9%.

• FTTH Homes Passed (Q1 2025): 29.6 million.
• FTTH Homes Passed (Q3 2025): 30.5 million.
• FTTH Connected Homes YoY Growth (Q3 2025): 12.7%.

Target the B2B segment in new regions with tailored cloud and IoT solutions.

Digital B2B revenues, which include cybersecurity, cloud services, IoT, and digital solutions, grew by 34.2% to reach R$5.06 billion in Q3 2025. Total B2B revenues climbed by 15.0% to R$13.16 billion in the same period. In the twelve months ending June 30, 2025, Vivo reported B2B revenue of BRL 4.8bn, a 31.3% increase year-over-year. A landmark IoT contract was closed for BRL 3.8bn (€600m) to deploy approximately 4.4 million smart meters over four years. Data, ICT, and digital services growth was 22.8% year-over-year in Q3 2025.

Launch specific, low-cost mobile plans for the unbanked population in the North/Northeast.

Total mobile accesses reached approximately 103 million connections in Q3 2025. Postpaid customers reached 50 million, representing 68% of the total mobile customer base. Mobile service revenues grew 5.5% year-over-year in Q3 2025. For related digital services, financial services (Vivo Seguros) counted with 600,000 insured devices, a 42% growth year-over-year, with plans starting at 17.90 reais per month.

• Total Mobile Accesses (Q3 2025): 103 million.
• Postpaid Customer Base Share (Q3 2025): 68%.
• Postpaid ARPU (Q3 2025): BRL 31.5.

Partner with regional ISPs to offer Vivo's digital services nationally.

Telefônica Brasil now owns a 75% stake in FiBrasil, following an investment of R$850 million ($152 million). The company's ecosystem business, which includes digital services, accounted for over 10% of total revenue by the end of 2024, demonstrating growth rates of more than 20% annually in 2024.

Focus on connecting agribusiness (AgriTech) in rural areas with specialized 4G/5G.

Only 19% of the land available for agricultural use in Brazil has 4G or 5G coverage. Telefônica|Vivo is one of between 30 and 35 providers engaged in agribusiness activities. A partnership with UISA involved the construction and operation of seven 4G towers to improve coverage at the Guanabara farm in Mato Grosso state. This contract included the activation of Narrowband IoT (NB-IoT) and LTE-for-Machines (LTE-M) technology, with the supply of more than IoT 300 devices. A precision farming project utilizes the rural 5G network on the 700Mhz band.

• Ag Land with 4G/5G Coverage: 19%.
• 4G Towers Deployed (UISA Farm): seven.
• IoT Devices Supplied (UISA Farm): more than 300.

Telefônica Brasil S.A. (VIV) - Ansoff Matrix: Product Development

You're looking at how Telefônica Brasil S.A. (VIV) can grow by introducing new products to its existing customer base, which is the core of Product Development in the Ansoff Matrix. The company is already seeing strong momentum here; for instance, Data, ICT, and digital services revenue grew by an impressive 22.8% year-over-year in the third quarter of 2025.

For mobile financial services, you see the foundation already laid with offerings like Vivo Pay and Vivo Money, which fall under the broader digital services umbrella. The strategic intent is clear, as Telefônica Brasil is actively searching for acquisitions in value-added services, including fintechs, to enhance this offering. This push into FinTech is designed to capture more of the existing customer's wallet share beyond connectivity.

Developing new digital health and education subscriptions via the Vivo App is a clear path. The existing health service, Vale Saúde Sempre, already serves around 450,000 subscriptions as of Q3 2025, marking a 27% year-over-year increase. This existing base provides a ready audience for new, integrated education or wellness packages delivered through the primary application interface.

Launching advanced cybersecurity and cloud storage packages for small businesses directly targets the B2B segment where growth is already explosive. Digital B2B revenues, which include cloud and cybersecurity services, saw a 40% growth rate in Q3 2025. This shows a strong appetite for these specific, higher-value digital tools among enterprise clients.

Smart home (IoT) device installation and monitoring services fit perfectly into the existing digital services growth narrative. The overall B2B digital revenue growth of 40% in Q3 2025 encompasses IoT. A concrete example of this is the strategic partnership with Sabesp, involving the deployment of 4.4 million smart water meters, demonstrating Telefônica Brasil's capability in large-scale IoT deployment and monitoring.

Creating a premium, ad-free streaming video aggregator service is an evolution of current entertainment offerings. While the Vivo Play platform saw a 22% subscriber increase in 2024, moving to a premium, ad-free aggregator model targets the high-value, converged customer. These converged customers, often on the Vivo Total plan, already show a high cross-ARPU of R$230 per month, suggesting willingness to pay for superior content bundles.

Here's a snapshot of the existing digital service performance that underpins the Product Development strategy:

The focus for new product development centers on deepening engagement with the existing base, particularly through convergence. You can see the success of this approach in the Vivo Total plan adoption, which grew 52.7% year-over-year in Q3 2025.

The key product development thrusts are:

• Migrate more mobile customers to the Vivo Total plan, where cross-ARPU is R$230 per month.
• Expand the digital wallet ecosystem by integrating new fintech capabilities.
• Scale health and education subscriptions beyond the current 450,000 health users.
• Develop premium content tiers for streaming to capture more of the high-ARPU base.
• Leverage the 40% growth in B2B digital services for new cybersecurity modules.

The company's total revenue in Q3 2025 was R$14.95 billion, up 6.5% year-over-year, showing that new product revenue streams are contributing meaningfully to overall top-line expansion.

Finance: draft 13-week cash view by Friday.

Telefônica Brasil S.A. (VIV) - Ansoff Matrix: Diversification

You're looking at how Telefônica Brasil S.A. (VIV) is moving beyond core connectivity, which is a classic diversification play. This isn't just about adding a few features; it's about building entirely new revenue pillars.

Acquire a regional technology company in a neighboring Latin American country (e.g., Argentina, Chile).

While direct data on a new acquisition in Argentina or Chile for 2025 isn't public, Telefônica Brasil's parent company has been actively exiting several Latin American markets, which frees up capital and focus for strategic, targeted moves. For instance, the parent group agreed to offload Telefónica Argentina and has secured deals for exits in Colombia, Ecuador, and Uruguay. This regional restructuring suggests a pivot toward high-growth, controlled investments, rather than broad market presence.

Invest in renewable energy infrastructure projects for self-consumption, then sell surplus.

Telefônica Brasil is aligning with the broader Telefónica Group's sustainability goals, which target net-zero emissions in main markets by 2025. A prior strategic move involved a partnership to operate four solar photovoltaic plants authorized to generate up to 200-megawatts of renewable electricity, with the explicit plan to sell any surplus on the open market. This demonstrates a clear path for energy self-sufficiency and potential energy trading revenue streams.

Establish a venture capital arm to fund and integrate Brazilian B2B SaaS startups.

The Corporate Venture Capital (CVC) arm, Vivo Ventures, is actively deploying capital. In September 2025, Vivo Ventures made its largest check ever, a R$35 million transaction, investing in Asaas, a financial solutions platform for SMEs. Furthermore, Vivo Ventures reorganized its stake in Vivae Educação Digital S.A., contributing shares valued at R$17,375,359.36 to its investment fund. Vivo Ventures started in April 2022 with R$320 million in committed capital. The goal is clear: offer Vivo products to Asaas's over 220,000 customers and offer Asaas's services to Vivo's 1.7 million small and medium-sized businesses.

Offer global B2B connectivity and data center services outside of Latin America.

The focus on B2B is strong, though specific global revenue outside Latin America isn't broken out. However, the growth in the B2B segment shows momentum. Over the last twelve months ending Q3 2025, B2B revenues hit BRL 13.2 billion, marking a 15% year-over-year increase. The digital component is outpacing this, with Digital B2B growing 34.2% in the same period. In Q2 2025, Digital B2B grew 31.3% and represented 8.2% of total revenues. This segment's growth rate in Q2 2025 was 13.3% year-over-year.

Develop a new, non-telecom digital advertising platform leveraging user data.

While a specific advertising platform revenue number isn't isolated, the 'New Businesses' segment is a key indicator of this diversification. In Q1 2025, this segment grew 18.6% year-over-year to BRL 1.7 billion, making up 3% of total revenues. By the LTM ending Q3 2025, New Businesses accounted for 11.7% of total revenues, up two percentage points year-over-year. This segment also includes the recent acquisition of i2GO for up to BRL 80 million on March 21, 2025, reinforcing presence in the accessories market.

Here's a quick look at the financial scale supporting these diversification efforts as of the latest reports:

The growth in these non-core areas is supported by strong underlying financial health:

• Postpaid customers grew 7.7% to over 67 million in Q1 2025.
• Fiber subscribers increased by 12.9% year-on-year in Q1 2025.
• Net Income for the first nine months of 2025 reached BRL 4.3 billion.
• The company declared an additional BRL 2.7 billion in Interest on Capital to be paid before April 2026.
• CapEx to revenues ratio declined to 15.7% in the first nine months of 2025.

What this estimate hides is the exact profitability of the new digital advertising platform versus the cost of integrating the i2GO acquisition. Finance: draft 13-week cash view by Friday.