Vivo (Telefonica Brasil)
Vivo (Telefonica Brasil), headquartered in Sao Paulo, has emerged as a defining telecom force in Latin America. With roughly 33k employees and revenues approaching $10B, the group keeps reinforcing its position through disciplined capital allocation and a long-term industrial vision.
Vivo (Telefonica Brasil), headquartered in Sao Paulo, has emerged as a defining telecom force in Latin America. With roughly 33k employees and revenues approaching $10B, the group keeps reinforcing its position through disciplined capital allocation and a long-term industrial vision.
The group's regional balance sheet allows it to invest counter-cyclically, an advantage few competitors can match in the current rate environment.
“Vivo (Telefonica Brasil) is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”
The outlook remains constructive: order books, hiring patterns and capex guidance all point to a multi-year expansion phase.