Telefônica Brasil S.A. (NYSE:VIV) Q4 2023 Earnings Conference Call February 21, 2024 9:00 AM ET Company Participants João Pedro Soares Carneiro - Director-IR Christian Gebara - CEO David Melcon - CFO and IR Conference Call Participants Frederico Mendes - Bank of America Marcelo Santos - JPMorgan Eduardo Rubi - UBS Vitor Tomita - Goldman Sachs Marco Nardini - XP Gabriel Vaz de Lima - Morgan Stanley Carlos de Legarreta - Itau BBA Felipe Cheng - Santander Operator Good morning, ladies and gentlemen. Welcome to ...

Telefônica Brasil S.A. (NYSE:VIV) Q3 2023 Earnings Conference Call November 1, 2023 9:00 AM ET Company Participants João Pedro Carneiro – Director-Investor Relations Christian Gebara – Chief Executive Officer David Melcon – Chief Financial Officer and Investor Relations Officer Conference Call Participants Fredi Mendes – Bank of America Bernardo Guttman – XPI Marcelo Santos – JPMorgan Leonardo Olmos – UBS Vitor Tomita – Goldman Sachs Phani Kanumuri – HSBC Carlos de Legarreta – Itaú BBA Carlos Sequeira – BTG ...

| --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|-------|-------|-------|-------|---------------------------------------------|--------------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | RESULTS 3Q23 | | | | | | | | | October 31 st , 2023 Telefônica Brasil S.A. | | | | | | | | | | Investor Relations | | | | | | | | | | | | | | | | | | | | | | | 1 DISCLAIMER 2 2 This presentation may contain forward-looking statements concerning prospects and objectives regarding t ...

Financial Data and Key Metrics Changes - Total revenues grew by 7.6% year-over-year, driven mainly by Mobile Oi service revenue, which increased by 10.4% [7] - EBITDA grew by 11.1% year-over-year, contributing to a 120 basis point margin expansion [8] - Net income reached BRL2 billion in the first half of 2023, an increase of 28.9% compared to the same period last year [9] - Free cash flow generation totaled BRL5.6 billion year-to-date, reflecting a 21.7% increase year-over-year [37] Business Line Data and Key Metrics Changes - Mobile service revenues experienced a 100% organic double-digit expansion in the first comparable quarter since the acquisition of Oi Mobile [11] - Fixed revenues from FTTH and Corporate Data, ICT, and Digital services grew at mid-teens rates, contributing positively to overall fixed revenue expansion [12] - The fiber business added 3.7 million homes, totaling 24.7 million homes passed, with a 15.1% year-over-year increase in customers [15] Market Data and Key Metrics Changes - Despite the disconnection of nearly 4 million inactive users from Oi, market share has consistently increased since consolidation began [13] - Postpaid churn reached its lowest historical level of 1% per month, nearly half the level from 2019 [14] - The average revenue per user (ARPU) grew by 11% year-over-year, indicating a positive trend in customer spending [13] Company Strategy and Development Direction - The company is focused on expanding its 5G coverage and enhancing mobile internet quality while capturing opportunities in FTTH expansion [98] - Vivo's strategy includes upselling to postpaid plans and integrating digital services to enhance customer lifetime value [52][60] - The company aims to reach 29 million homes passed by the end of 2024, maintaining a focus on quality connections [46] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong financial position and operational momentum, anticipating continued growth in mobile, fiber, and digital services [98] - The company remains optimistic about the macroeconomic environment and its ability to navigate competitive pressures [98] - Management highlighted the importance of consolidation in the market, viewing it as a positive development for the industry [42] Other Important Information - Vivo was recognized by Microsoft as its partner of the year 2023, showcasing the success of its partnership in providing digital solutions [21] - The company has made significant strides in ESG initiatives, including recycling electronic waste and promoting diversity within its workforce [24][25] Q&A Session Summary Question: Update on capital stock reduction and FTTH expansion - Management confirmed that the request for capital stock reduction is under review by Anatel and expressed confidence in receiving approval [40] - Regarding FTTH expansion, management noted that competition remains strong but emphasized their leadership in net additions and quality of service [44] Question: Mobile pricing strategy and postpaid user adjustments - Management indicated that recent price adjustments are expected to be sufficient for the year, with potential for further adjustments in prepaid pricing [51][53] Question: ARPU and churn dynamics - Management attributed positive ARPU growth to price increases, successful migration from prepaid to hybrid plans, and enhanced digital service offerings [60][62] Question: Working capital and financial services revenue - Management highlighted positive working capital dynamics and indicated that financial services revenue may see growth as new products are developed [70][78] Question: Fiber expansion and personnel expenses - Management provided insights into the profile of new cities for fiber expansion and discussed ongoing efforts to insource critical areas to stabilize personnel expenses [81][86] Question: Migration process and regulatory environment - Management expressed optimism about finding a solution regarding the migration process and emphasized the importance of discussing related financial numbers together [90][93]

Telefonica Brasil S.A. (NYSE:VIV) Q1 2023 Results Conference Call May 10, 2023 9:00 AM ET Company Participants Joao Pedro Carneiro - IR Director Christian Gebara - CEO David Melcon - CFO Conference Call Participants Andre Salles - UBS Daniel Federle - Credit Suisse Felipe Cheng - Santander Fred Mendes - Bank of America Marcelo Santos - JP Morgan Marco Nardini - XP Victor Ricciuti - Credit Suisse Operator Ladies and Gentlemen, welcome to Vivo First Quarter 2023 Earnings Call. This conference is being recorde ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of March, 2023 Commission File Number: 001-14475 TELEFÔNICA BRASIL S.A. (Exact name of registrant as specified in its charter) TELEFONICA BRAZIL S.A. (Translation of registrant's name into English) Av. Eng° Luís Carlos Berrini, 1376 - 28º andar São Paulo, S.P. Federative Republic of Brazil (Address of princ ...

Table of Contents | 1 | | --- | | As filed with the Securities and Exchange Commission on February 17, 2023 | | 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, 2022 | | OR | | ☐ TRANSITION REPORT PURSUANT TO S ...

Telefonica Brasil S.A. (NYSE:VIV) Q4 2022 Earnings Conference Call February 16, 2023 9:00 AM ET Company Participants Joao Pedro Carneiro - Director, IR Christian Gebara - CEO David Melcon - CFO and IRO Conference Call Participants Fred Mendes - Bank of America Luca Sari - UBS Marcelo Santos - JPMorgan Feni Kanamori - HSBC Sumit Datta - New Street Research Felipe Cheng - Santander Operator Good morning, ladies and gentlemen. Welcome to Vivo's Fourth Quarter 2022 Earnings Call. This conference is being record ...

RESULTS 4Q22 February 16tʰ, 2023 Telefônica Brasil S.A. Investor Relations ·· Telefónica vivo B3 LISTED B3 ICO2B3 DISCLAIMER This presentation may contain forward-looking statements concerning prospects and objectives regarding the capture of synergies, growth of the subscriber base, a breakdown of the various services to be offered and their respective results Our actual results may differ materially from those contained in such forward-looking statements, due to a variety of factors, including Brazilian p ...

Telefonica Brasil S.A. (NYSE:VIV) Q3 2022 Earnings Conference Call October 26, 2022 10:00 AM ET Company Participants Joao Pedro Carneiro - Director of Investor Relations Christian Gebara - Chief Executive Officer David Melcon - Chief Financial & Investor Relations Officer Conference Call Participants Bernardo Guttman - XPA Luca Sari - UBS Marcelo Santos - JPMorgan Vitor Tomita - Goldman Sachs Fred Mendes - Bank of America Feni Kanamori - HSBC Operator Good morning, ladies and gentlemen. Welcome to Vivo's Th ...