Telecom Brazilian Community
Our community narratives are driven by numbers and valuation.
Telecom Brazilian Investing Ideas
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
5G Expansion And Convergent Offers Will Drive Strong Long Term Telecom Upside
Catalysts About Brisanet Participações Brisanet Participações is a regional telecommunications operator focused on fiber broadband and 5G mobile services in Brazil, with a strong presence in the Northeast and expanding into the Midwest. What are the underlying business or industry changes driving this perspective?Read more
Rising Digital Engagement And Efficiency Programs Will Drive Stronger Long Term Performance
Catalysts About Desktop Desktop is a regional telecommunications platform that provides high quality fiber connectivity and related digital services across the state of São Paulo. What are the underlying business or industry changes driving this perspective?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
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
