Tim S.A. (TIMB): ANSOFF MATRIX ANÁLISE [JAN-2025 Atualizado]

No mundo dinâmico das telecomunicações, Tim S.A. fica na vanguarda da inovação estratégica, alavancando a poderosa matriz Ansoff para traçar um caminho transformador através do cenário digital do Brasil. Ao explorar meticulosamente a penetração do mercado, o desenvolvimento, a inovação de produtos e a diversificação estratégica, a empresa está se posicionando como uma potência de telecomunicações de ponta que vai muito além da conectividade tradicional. Desde a expansão das redes 5G até os serviços digitais pioneiros e as tecnologias emergentes, Tim S.A. não está apenas se adaptando à revolução digital-está reformulando ativamente o ecossistema tecnológico com estratégias ousadas e de pensamento avançado que prometem redefinir como os brasileiros se conectam, se comunicam e prosperarem em um Cada vez mais do mundo digital.

Tim S.A. (TIMB) - ANSOFF MATRIX: Penetração de mercado

Expanda a cobertura da rede 5G nos mercados de telecomunicações brasileiros existentes

Tim S.A. investiu 1,4 bilhão de reais brasileiros em infraestrutura de rede em 2022. A partir do quarto trimestre 2022, a empresa alcançou a cobertura 5G em 138 cidades em todo o Brasil. A implantação da rede 5G atingiu 31% da população brasileira.

Aumentar a retenção de assinantes de banda larga móvel e fixa

Tim S.A. relatou 54,3 milhões de clientes móveis no quarto trimestre de 2022, com uma taxa de retenção de assinantes móveis de 87,4%. Os assinantes fixos de banda larga atingiram 2,1 milhões durante o mesmo período.

• Base de clientes móveis: 54,3 milhões
• Taxa de retenção móvel: 87,4%
• Assinantes de banda larga fixa: 2,1 milhões

Lançar campanhas de marketing direcionadas

As despesas de marketing para 2022 foram de 612 milhões de reais brasileiros, representando 4,2% da receita total da empresa.

Desenvolva pacotes de serviço agrupados

Aprimore as plataformas de serviço digital do cliente

Os investimentos em plataforma digital atingiram 287 milhões de reais brasileiros em 2022. Downloads de aplicativos móveis aumentaram 42% em comparação com o ano anterior, com 3,2 milhões de usuários mensais ativos na plataforma digital.

• Investimento de plataforma digital: 287 milhões de brl
• Mobile App Downloads Growth: 42%
• Usuários ativos mensais da plataforma digital: 3,2 milhões

Tim S.A. (TIMB) - ANSOFF MATRIX: Desenvolvimento de mercado

Expansão para regiões carentes do Brasil

Em 2022, Tim S.A. identificou 1.253 municípios no Brasil com infraestrutura de telecomunicações limitadas. A empresa direcionou um alcance potencial de mercado de 18,6 milhões de residentes não atendidos nessas regiões.

Segmentação por segmento corporativo e corporativo

Tim S.A. relatou um crescimento de 22,7% na receita do segmento corporativo em 2022, atingindo R $ 1,8 bilhão. A empresa se concentrou em soluções de telecomunicações especializadas para empresas de tamanho médio e grandes.

• 5G Enterprise Solutions Investment: R $ 423 milhões
• Expansão da base de clientes corporativos: 37% ano a ano
• Serviços especializados de conectividade da IoT: 14 novas linhas de produtos

Parcerias estratégicas com fornecedores regionais

Em 2022, Tim S.A. estabeleceu 17 parcerias estratégicas com provedores regionais de Internet e serviços móveis, cobrindo 89 municípios em todo o Brasil.

Investimento de conectividade de área rural e remota

Tim S.A. alocou R $ 672 milhões para expansão de conectividade rural em 2022, visando 846 municípios anteriormente desconectados.

• Cobertura 4G em áreas rurais: aumentou 43%
• Soluções de conectividade de satélite: 215 novos sites de implantação
• Investimento médio por município rural: R $ 794.000

Personalização de serviços de região geográfica

Tim S.A. desenvolveu 23 pacotes de conectividade específicos da região em 2022, atendendo aos requisitos de mercado exclusivos em diferentes estados brasileiros.

Tim S.A. (TIMB) - ANSOFF MATRIX: Desenvolvimento de produtos

Soluções avançadas de conectividade da IoT para empresas

Tim S.A. investiu R $ 287 milhões em infraestrutura de IoT em 2022. A Companhia alcançou 4,5 milhões de conexões de IoT pelo quarto trimestre 2022.

Serviços digitais integrados e tecnologia doméstica inteligente

Tim lançou 15 novos pacotes domésticos inteligentes em 2022, com uma penetração no mercado de 22% entre os clientes urbanos.

• Conexões de dispositivos domésticos inteligentes: 670.000
• Receita mensal média por pacote doméstico inteligente: R $ 79,50
• Investimento em R&D Smart Home: R $ 42 milhões

Planos móveis especializados

Tim desenvolveu 7 planos móveis direcionados para segmentos de consumidores específicos em 2022.

Serviços de pagamento financeiro e digital móveis

A plataforma de pagamento digital TIM processou R $ 1,2 bilhão em transações durante 2022.

• Usuários de carteira digital: 1,5 milhão
• Crescimento do volume da transação: 48% ano a ano
• Investimento em soluções de fintech: R $ 67 milhões

Produtos de segurança cibernética e de proteção digital

Tim lançou soluções abrangentes de segurança cibernética com investimentos de R $ 95 milhões em 2022.

Tim S.A. (TIMB) - ANSOFF MATRIX: Diversificação

Investimentos de plataforma de conteúdo digital e streaming

Tim S.A. investiu R $ 2,4 bilhões em plataformas de conteúdo digital em 2022. Os assinantes de serviço de streaming atingiram 1,8 milhão de usuários até o quarto trimestre 2022.

Soluções bancárias fintech e digital

Tim lançou serviços bancários digitais com investimentos iniciais de R $ 350 milhões. A base de clientes bancários digitais cresceu para 420.000 usuários em 2022.

• Custo do desenvolvimento da plataforma bancária digital: R $ 350 milhões
• Volume de transação bancária móvel: 3,2 milhões de transações mensais
• Crescimento do usuário bancário digital: 68% ano a ano

Investimento em tecnologias emergentes

Tim alocou R $ 1,1 bilhão para computação de borda e serviços de IA em 2022. A receita de serviço da IA ​​atingiu R $ 215 milhões.

Serviços de Consultoria em Tecnologia

A Enterprise Digital Transformation Consulting gerou R $ 540 milhões em receita durante 2022.

• Receita do Serviço de Consultoria: R $ 540 milhões
• Clientes corporativos serviram: 320 empresas
• Projetos de transformação digital concluídos: 215

Expansão do mercado internacional

Tim expandiu os serviços digitais para 3 novos mercados latino -americanos, investindo R $ 890 milhões em expansão 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.