Telecom Brazilian Community
Our community narratives are driven by numbers and valuation.
Telecom Brazilian Investing Ideas
FTTH Consolidation And 5G Rollout Will Empower Future Connectivity
Key Takeaways Leadership in fiber broadband and digital service expansion positions the company for stronger recurring revenues and long-term margin improvement. 5G rollout and growth in B2B digital solutions create opportunities for revenue diversification and future earnings growth.Read more
5G Expansion And IoT Integration Will Unlock Telecom Potential
Key Takeaways Strong 5G leadership and growth in digital, IoT, and financial services are strengthening TIM's revenue diversity and supporting sustained earnings improvement. Efficiency gains from network modernization, cost control, and increased postpaid customer mix are driving higher margins, cash flow, and shareholder returns.Read more
5G Expansion And Service Convergence Will Support A Fairly Valued Long Term Outlook
Catalysts About Unifique Telecomunicações Unifique Telecomunicações provides broadband, mobile and related telecom services in Brazil, with a focus on Santa Catarina and Rio Grande do Sul. What are the underlying business or industry changes driving this perspective?Read more
Future Fiber Spending And Slower B2B Momentum Will Constrain Long Term Upside
Catalysts About Desktop Desktop is a regional telecommunications provider focused on fixed connectivity services across the state of São Paulo, serving both residential and B2B customers. What are the underlying business or industry changes driving this perspective?Read more
5G And Fixed Broadband Expansion Will Support A Stronger Long Term Outlook
Catalysts About Brisanet Participações Brisanet Participações is a telecom operator focused on fixed broadband and mobile services, with an extensive fiber and 5G footprint in Brazil, especially in the Northeast and Midwest regions. What are the underlying business or industry changes driving this perspective?Read more
Fiber And Digital Services Expansion Will Transform Long Term Earnings Power
Catalysts About Telefônica Brasil Telefônica Brasil, which operates under the Vivo brand, provides mobile, fixed fiber broadband and a growing range of digital services to consumers and businesses across Brazil. What are the underlying business or industry changes driving this perspective?Read more
5G Rollout And Heavy Capex Will Pressure Margins Yet Ultimately Strengthen Long-Term Position
Catalysts About Brisanet Participações Brisanet Participações provides fixed broadband and mobile connectivity, with a dense fiber and 5G network focused on Brazil's Northeast and expanding into the Midwest. What are the underlying business or industry changes driving this perspective?Read more
Slowing Subscriber Additions And High Leverage Will Pressure Long Term Earnings Outlook
Catalysts About Desktop Desktop operates a regional broadband and telecommunications platform focused on high speed connectivity for households and businesses in the state of São Paulo, Brazil. What are the underlying business or industry changes driving this perspective?Read more
5G Adoption And Fiber Expansion Will Support Stable Long-Term Prospects
Catalysts About Telefônica Brasil Telefônica Brasil, which operates under the Vivo brand, provides mobile, fixed broadband, and digital services across consumer and corporate segments in Brazil. What are the underlying business or industry changes driving this perspective?Read more
