According to Dataxis, Latin American mobile market reached 689.6 million lines in the second quarter of 2017 and generated revenues of US $ 16 billion, with a monthly ARPU (average revenue per user) of US $ 7.75. The top ten groups accumulated 90.8% of the lines and 85.1% of the revenues.
In the second quarter of 2017, the number of mobile lines was equivalent to 108% of the population. In such saturated scenario, America Movil and Telefonica accumulated 61.5% of the lines and 56.3% of the revenues. Despite their force on the market, the ARPU of both groups was below the regional average.
Telecom Italia and Oi have assets only in Brazil and exhibit a large volume of lines. However, their business was affected by the depreciation of the Real; as shown by their ARPU levels. With respect to Q2 2014, TIM’s ARPU (in US dollars) had fallen 48% and Oi’s 25%.
Despite having a smaller volume of lines, Millicom, AT&T and Clarin (new owner of Telecom Argentina) already surpassed in turnover compared to Oi. The case of AT&T, with presence in Mexico and Puerto Rico, should be noted, since its ARPU doubled the market average and thus exhibited a volume of income like companies that tripled lines connections.
By Carlos Blanco