TIM S.A. (TIMB): Análisis de la Matriz ANSOFF [Actualizado en Ene-2025]

En el mundo dinámico de las telecomunicaciones, Tim S.A. está a la vanguardia de la innovación estratégica, aprovechando la poderosa matriz Ansoff para trazar un camino transformador a través del panorama digital de Brasil. Al explorar meticulosamente la penetración del mercado, el desarrollo, la innovación de productos y la diversificación estratégica, la compañía se está posicionando como una potencia de telecomunicaciones de vanguardia que va mucho más allá de la conectividad tradicional. Desde la expansión de las redes 5G hasta los servicios digitales pioneros y las tecnologías emergentes, Tim S.A. no solo se está adaptando a la revolución digital, sino que está reformando activamente el ecosistema tecnológico con estrategias audaces y de pensamiento que prometen redefinir cómo los brasileños se conectan, se comunican y prosperan en un Mundo cada vez más digital.

Tim S.A. (TIMB) - Ansoff Matrix: Penetración del mercado

Expandir la cobertura de red 5G en los mercados de telecomunicaciones brasileños existentes

Tim S.A. invirtió 1.400 millones de reales brasileños en infraestructura de red en 2022. A partir del cuarto trimestre de 2022, la compañía logró una cobertura 5G en 138 ciudades de Brasil. El despliegue de la red 5G alcanzó el 31% de la población brasileña.

Aumentar la retención de suscriptores de banda ancha móvil y fija

Tim S.A. reportó 54.3 millones de clientes móviles en el cuarto trimestre de 2022, con una tasa de retención de suscriptores móviles del 87.4%. Los suscriptores de banda ancha fija alcanzaron 2.1 millones durante el mismo período.

• Base de clientes móviles: 54.3 millones
• Tasa de retención móvil: 87.4%
• Suscriptores de banda ancha fija: 2.1 millones

Lanzar campañas de marketing dirigidas

El gasto de marketing para 2022 fue de 612 millones de reales brasileños, lo que representa el 4.2% de los ingresos totales de la compañía.

Desarrollar paquetes de servicio agrupados

Mejorar las plataformas de servicio digital del cliente

Las inversiones de plataforma digital alcanzaron 287 millones de reales brasileños en 2022. Las descargas de aplicaciones móviles aumentaron en un 42% en comparación con el año anterior, con 3.2 millones de usuarios mensuales activos en la plataforma digital.

• Inversión de plataforma digital: 287 millones de BRL
• Descargas de aplicaciones móviles Crecimiento: 42%
• Plataforma digital Usuarios activos mensuales: 3.2 millones

Tim S.A. (TIMB) - Ansoff Matrix: Desarrollo del mercado

Expansión en regiones desatendidas de Brasil

En 2022, Tim S.A. identificó 1,253 municipios en Brasil con infraestructura de telecomunicaciones limitada. La compañía apuntó a un alcance potencial de mercado de 18.6 millones de residentes no guardados en estas regiones.

Segmento empresarial y corporativo

Tim S.A. informó un crecimiento del 22.7% en los ingresos del segmento empresarial en 2022, llegando a R $ 1.8 mil millones. La compañía se centró en soluciones de telecomunicaciones especializadas para corporaciones medianas y grandes.

• 5G Enterprise Solutions Inversión: R $ 423 millones
• Expansión de la base de clientes corporativos: 37% año tras año
• Servicios de conectividad IoT especializados: 14 líneas de productos nuevas

Asociaciones estratégicas con proveedores regionales

En 2022, Tim S.A. estableció 17 asociaciones estratégicas con proveedores regionales de servicios de Internet y móviles, que cubren 89 municipios en todo Brasil.

Inversión de conectividad de área rural y remota

Tim S.A. asignó R $ 672 millones para la expansión de conectividad rural en 2022, dirigida a 846 municipios previamente no conectados.

• Cobertura 4G en áreas rurales: aumentó en un 43%
• Soluciones de conectividad satelital: 215 nuevos sitios de implementación
• Inversión promedio por municipio rural: R $ 794,000

Personalización del servicio de la región geográfica

Tim S.A. desarrolló 23 paquetes de conectividad específicos de la región en 2022, abordando los requisitos únicos del mercado en diferentes estados brasileños.

Tim S.A. (TIMB) - Ansoff Matrix: Desarrollo de productos

Soluciones de conectividad IoT avanzadas para empresas

Tim S.A. invirtió R $ 287 millones en infraestructura IoT en 2022. La compañía logró 4.5 millones de conexiones IoT para el cuarto trimestre de 2022.

Servicios digitales integrados y tecnología inteligente para el hogar

Tim lanzó 15 nuevos paquetes domésticos inteligentes en 2022, con una penetración del mercado del 22% entre los clientes urbanos.

• Conexiones inteligentes del dispositivo de inicio: 670,000
• Ingresos mensuales promedio por paquete de inicio inteligente: R $ 79.50
• Inversión en I + D para el hogar inteligente: R $ 42 millones

Planes móviles especializados

Tim desarrolló 7 planes móviles específicos para segmentos de consumidores específicos en 2022.

Servicios de pago financiero y digital móviles

Tim Digital Pague Platform procesó R $ 1.2 mil millones en transacciones durante 2022.

• Usuarios de billetera digital: 1.5 millones
• Crecimiento del volumen de transacción: 48% año tras año
• Inversión en soluciones fintech: R $ 67 millones

Productos de ciberseguridad y protección digital

Tim lanzó soluciones integrales de ciberseguridad con una inversión de R $ 95 millones en 2022.

Tim S.A. (TIMB) - Ansoff Matrix: Diversificación

Contenido digital y inversiones en la plataforma de transmisión

Tim S.A. invirtió R $ 2.4 mil millones en plataformas de contenido digital en 2022. Los suscriptores de servicio de transmisión alcanzaron 1.8 millones de usuarios en el cuarto trimestre de 2022.

FinTech y soluciones de banca digital

Tim lanzó servicios de banca digital con una inversión inicial de R $ 350 millones. La base de clientes de la banca digital creció a 420,000 usuarios en 2022.

• Costo de desarrollo de la plataforma de banca digital: R $ 350 millones
• Volumen de transacciones de banca móvil: 3.2 millones de transacciones mensuales
• Crecimiento de los usuarios de banca digital: 68% año tras año

Inversión de tecnologías emergentes

Tim asignó R $ 1.1 mil millones para los servicios de Computación y AI en 2022. Los ingresos por servicio de IA alcanzaron R $ 215 millones.

Servicios de consultoría de tecnología

Enterprise Digital Transformation Consulting generó R $ 540 millones en ingresos durante 2022.

• Ingresos del servicio de consultoría: R $ 540 millones
• Clientes empresariales atendidos: 320 empresas
• Proyectos de transformación digital completados: 215

Expansión del mercado internacional

Tim amplió los servicios digitales a 3 nuevos mercados latinoamericanos, invirtiendo R $ 890 millones en expansión internacional.

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.