Telefonica Brasil S.A.(VIV)

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Telefonica Brasil S.A.(VIV) - 2021 Q3 - Earnings Call Transcript
2021-10-28 22:40
Telefônica Brasil S.A. (NYSE:VIV) Q3 2021 Earnings Conference Call October 28, 2021 9:00 AM ET Company Participants João Pedro Carneiro - IR Director Christian Gebara - Chief Executive Officer David Melcon - Chief Financial Officer and Investor Relations Officer Conference Call Participants Andre Salles - UBS Marcelo Santos - JPMorgan Freddie Mendes - Bank of America Carlos Sequeira - BTG Pactual Alejandro Gallostra - BBVA Operator Good morning, ladies and gentlemen. At this time, we would like to welcome e ...
Telefonica Brasil S.A.(VIV) - 2021 Q2 - Earnings Call Presentation
2021-07-29 09:06
RESULTS 2Q21 Telefônica Brasil S.A. Investor Relations July 28th, 2021 Telefónica vivo This presentation may contain forward-looking statements concerning prospects and objectives regarding growth of the subscriber base, a breakdown of the various services to be offered and their respective results 2 DISCLAIMER Our actual results may differ materially from those contained in such forward-looking statements, due to a variety of factors, including Brazilian political and economic factors, the development of c ...
Telefonica Brasil S.A.(VIV) - 2021 Q2 - Earnings Call Transcript
2021-07-29 03:44
Telefônica Brasil S.A. (NYSE:VIV) Q2 2021 Earnings Conference Call July 28, 2021 9:00 AM ET Company Participants Christian Gebara – Chief Executive Officer David Melcon – Chief Financial Officer and Investor Relations Officer Luis Plaster – Investor Relations, Director Conference Call Participants Leonardo Olmos – UBS Vitor Tomita – Goldman Sachs Marcelo Santos – JPMorgan Fred Mendes – Bank of America Operator Good morning, ladies and gentlemen. At this time we would like to welcome everyone to the Telefoni ...
Telefonica Brasil S.A.(VIV) - 2021 Q1 - Earnings Call Presentation
2021-05-13 10:12
1 RESULTS 1Q21 Telefônica Brasil S.A. Investor Relations May 12th, 2021 vivo This presentation may contain forward-looking statements concerning future prospects and objectives regarding growth of the subscriber base, a breakdown of the various services to be offered and their respective results 2 DISCLAIMER Our actual results may differ materially from those contained in such forward-looking statements, due to a variety of factors, including Brazilian political and economic factors, the development of comp ...
Telefonica Brasil S.A.(VIV) - 2021 Q1 - Earnings Call Transcript
2021-05-13 09:05
Telefônica Brasil S.A. (NYSE:VIV) Q1 2021 Earnings Conference Call May 12, 2021 9:00 AM ET Company Participants Luis Plaster - Investor Relations Director Christian Gebara - Chief Executive Officer David Melcon - Chief Financial Officer and Investor Relations Officer Conference Call Participants Marcelo Santos - JPMorgan Cristian Faria - Bradesco BBI Victor Gomez - Banco UBS Carlos Sequeira - BTG Pactual Operator Good morning, ladies and gentlemen. At this time, we would like to welcome everyone to the Tele ...
Telefonica Brasil S.A.(VIV) - 2020 Q4 - Earnings Call Presentation
2021-02-26 21:39
R esul ts 4Q20 Telefônica Brasil S.A. Investor Relations F e b r u a r y 2 4 t h , 2 0 2 1 Telefonica vivo DISCLAIMER This presentation may contain forward-looking statements concerning future prospects and objectives regarding growth of the subscriber base, a breakdown of the various services to be offered and their respective results The exclusive purpose of such statements is to indicate how we intend to expand our business and they should therefore not be regarded as guarantees of future performance fi ...
Telefonica Brasil S.A.(VIV) - 2020 Q4 - Annual Report
2021-02-25 22:21
As filed with the Securities and Exchange Commission on February 25, 2021 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY R ...
Telefonica Brasil S.A.(VIV) - 2020 Q4 - Earnings Call Transcript
2021-02-25 14:33
Telefônica Brasil S.A (NYSE:VIV) Q4 2020 Earnings Conference Call February 24, 2021 ET Company Participants Luis Plaster – Director-Investor Relations Christian Gebara – Chief Executive Officer David Melcon – Chief Financial and Investor Relations Officer Conference Call Participants Fred Mendes – Bradesco BBI Leonardo Olmos – UBS Marcelo Santos – JPMorgan Susana Salaru – Itaú Soomit Datta – New Street Research Maria Teresa Azevedo – Banco Santander Alejandro Gallostra – BBVA Operator Good morning, ladies a ...
Telefonica Brasil S.A.(VIV) - 2020 Q3 - Earnings Call Transcript
2020-10-29 03:54
Financial Data and Key Metrics Changes - The company reported a net income of BRL 1.2 billion for the quarter, a 25% year-over-year increase [42] - Operating cash flow reached BRL 7.5 billion, with a margin of 23.5%, expanding by 3.4 percentage points year-over-year [13] - Free cash flow for the first nine months of 2020 grew 50% year-over-year to BRL 8.9 billion, surpassing the total for the entire year of 2019 [43] Business Line Data and Key Metrics Changes - Mobile service revenues decreased by 1% year-over-year but increased by 3.3% quarter-over-quarter [10][11] - Fiber revenues, including FTTH and IPTV, grew by 47.3% year-over-year and 14.5% quarter-over-quarter [11][23] - Postpaid customer base accounted for almost 60% of total mobile access, with 844,000 net additions in the quarter [9] Market Data and Key Metrics Changes - The overall mobile market share stood at 33.3%, the highest in 14 years, with a significant reduction in postpaid churn [20] - Prepaid revenues grew by 5.8%, driven by customer acquisition efforts [18] - FTTH net additions totaled 267,000, reaching 3.1 million homes connected, a 34% year-over-year increase [24] Company Strategy and Development Direction - The company is focused on digitalization and simplification initiatives to reduce costs and improve customer experience [12][35] - There is a strong emphasis on expanding the fiber footprint, with plans to reach 268 cities by the end of the year [31] - The company aims to maintain leadership in mobile and fixed services while exploring partnerships and potential M&A opportunities in the fiber market [100][102] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery of revenue and customer demand as COVID-19 restrictions ease [91] - The company is confident in its ability to capture growth opportunities in the digital space and maintain strong cash flow generation [45] - Future CapEx is expected to decrease as the company shifts focus to growth technologies and network sharing agreements [82] Other Important Information - The company was recognized as one of the top 10 companies in the new S&P/B3 ESG Index, highlighting its commitment to sustainability [48] - A national campaign for recycling electronic waste was launched, along with the inauguration of a biogas power plant [49] Q&A Session Summary Question: Migration of concessions to authorizations and prepaid pricing - Management is optimistic about the migration process but acknowledges it is still early in the regulatory phase [58][60] - There are plans to increase prepaid prices, but the timing is uncertain due to competitive pressures [61][62] Question: Prepaid performance and legacy business deterioration - The strong prepaid growth is attributed to quality service and effective customer management [67] - Legacy services are declining due to strategic decisions to focus on FTTH and IPTV, with expectations of continued revenue decline in these areas [73] Question: CapEx trends and fiber market strategies - CapEx is expected to decrease as the company prioritizes growth technologies and network sharing [82] - The company is confident in its competitive position in the fiber market despite the presence of smaller players [85] Question: Outlook for Q4 and cost reduction strategies - Management anticipates a positive trend in Q4 due to improved economic conditions and customer demand [91] - There is still room for cost reductions through digital initiatives and operational efficiencies [93]
Telefonica Brasil S.A.(VIV) - 2020 Q2 - Earnings Call Transcript
2020-07-30 03:50
Telefonica Brasil SA (NYSE:VIV) Q2 2020 Earnings Conference Call July 29, 2020 9:00 AM ET Company Participants Luis Plaster - IR Director Christian Gebara - CEO & Director David Melcon - Chief Financial & IR Officer Conference Call Participants Maria Tereza Azevedo - Santander Marcelo Santos - JPMorgan Chase & Co. Rodrigo Villanueva - Bank of America Merrill Lynch Frederico Mendes - Bradesco BBI Tito Ferraz - Itaú Walter Piecyk - LightShed Partners Operator Good morning, ladies and gentlemen. At this time, ...