Telefonica Brasil SA ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
23.5%projected annual EPS growth
Analyst Coverage
8analysts covering
FY EPS (est.)
$0.89next fiscal year
Monitoring Framework
Key Performance Indicators
Mobile Postpaid Accesses Quarterly72.1M
Mobile Postpaid Churn Monthly0.0
Mobile ARPU (BRL) Monthly31.9
Fiber Homes Connected (FTTH) Quarterly8M
Watch Items
- Macroeconomic conditions and consumer spending in BrazilTrigger: Acceleration of inflation above government target or central bank interest rate hikesAction: Reassess consumer-facing digital services growth and potential opex/capex adjustments
- Intense competition in the mobile services sectorTrigger: Aggressive pricing or promotional campaigns by Claro or TIM S.A. leading to postpaid churn exceeding 1.2%Action: Evaluate promotional strategies, convergent bundle pricing (Vivo Total), and customer retention incentives
- Regulatory environment and tax policies in BrazilTrigger: Changes in interconnection fees, spectrum rules, or tax reforms impacting telecom operatorsAction: Model impact on EBITDA margins and adjust capital allocation or shareholder distribution plans
Research as of 2 Sep 2026