Telefonica Brasil (VIV1N) Stock Price & Analysis
VIV1N Stock Chart & Stats
- Day’s Range
- MXN 235.00 - MXN 235.00
- 52-Week Range
- MXN 149.44 - MXN 270.00
- Previous Close
- MXN 235.00
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- MXN 328.61B
- Enterprise Value
- MXN 23.17B
- Total Cash (Recent Filing)
- MXN 8.56B
- Total Debt (Recent Filing)
- MXN 19.72B
- Price to Earnings (P/E)
- 15.0
- Beta
- -0.20
- Next Earnings
- Nov 10, 2026 (Est.)
- EPS Estimate
- 4.6
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 7.62%
Bulls Say, Bears Say
Bulls Say
Revenue And Earnings Growth
Strong top-line growth alongside healthy EBITDA and net margins indicates broad operating momentum rather than dependence on a single product. If sustained, this combination can support network investment, improve earnings resilience, and reinforce Vivo’s competitive position in Brazilian connectivity markets.
Fiber, 5G And Customer Retention
Expanding fiber and 5G infrastructure strengthens the company’s service quality and supports higher-value connectivity plans. Low fiber churn and broad 5G coverage indicate durable customer engagement, while network scale can improve monetization and defend market position over the next several quarters.
Conservative Balance Sheet
Stable, conservative leverage gives Telefonica Brasil financial flexibility in a capital-intensive industry. A stronger balance sheet can help fund fiber and 5G deployment, absorb operating volatility, and preserve management’s ability to return capital without relying heavily on additional borrowing.
Bears Say
Gross Margin Compression
The pronounced decline in gross margin signals that revenue growth is not translating proportionally into gross profit. If higher costs or an unfavorable mix persist, the pressure could limit incremental profitability, reduce operating leverage, and weaken the earnings benefit from continued sales expansion.
Weak Free-Cash-Flow Conversion
Positive cash generation remains substantial, but weaker free-cash-flow growth and conversion show that accounting earnings are not fully becoming residual cash after investment needs. Persistent conversion pressure could constrain financial flexibility and make shareholder distributions more dependent on disciplined capital spending.
Asset-Sale Execution Gap
The large gap between targeted and realized asset-sale proceeds creates execution risk around a planned source of earnings support and capital flexibility. Delayed monetization could reduce expected cash inflows, prolong non-core asset exposure, and place greater emphasis on recurring operations to fund returns.
Telefonica Brasil News
VIV1N FAQ
What was Telefonica Brasil’s price range in the past 12 months?
What is Telefonica Brasil’s market cap?
When is Telefonica Brasil’s upcoming earnings report date?
How were Telefonica Brasil’s earnings last quarter?
Is Telefonica Brasil overvalued?
Does Telefonica Brasil pay dividends?
What is Telefonica Brasil’s EPS estimate?
How many shares outstanding does Telefonica Brasil have?
What happened to Telefonica Brasil’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Telefonica Brasil?
What is the TipRanks Smart Score and how is it calculated?
Telefonica Brasil Stock Smart Score
Company Description
Telefonica Brasil
Telefônica Brasil S.A. operates as a prominent telecommunications provider in Brazil, offering an extensive range of mobile and fixed-line services to both individual consumers and business clients. Its landline telephony services include local, domestic long-distance, and international long-distance calling. The mobile segment delivers voice communication and high-speed broadband internet access, leveraging technologies from 3G up to 5G, alongside value-added services and global roaming capabilities. Additionally, the company furnishes dedicated broadband and mobile data connectivity. For entertainment, it supplies pay TV services through direct-to-home satellite, IPTV, and cable, featuring pay-per-view and video-on-demand options. Beyond core services, Telefônica Brasil offers network infrastructure rentals and various specialized solutions such as private network connectivity, computer equipment leasing, extended service plans, caller identification, and voicemail. Its wholesale operations include essential interconnection services for other network providers. Digital services encompass entertainment platforms, cloud solutions, cybersecurity, and financial services. The company also facilitates multimedia communication, supporting the transmission of audio, data, voice, images, and text. It sells a variety of devices, including smartphones and broadband USB modems. Telefônica Brasil further provides tailored telecommunications and IT support to diverse industries, such as retail, manufacturing, services, financial institutions, and government. Its solutions are distributed through multiple channels, including company-owned stores, authorized dealers, retail and distribution networks, direct door-to-door sales, and outbound telesales efforts. Established in 1998 and based in São Paulo, Brazil, the company changed its name to Telefônica Brasil S.A. in October 2011, having previously been known as Telecomunicações de São Paulo S.A. - TELESP.
- Sector
- Communicationservices
- Industry
- Telecommunications Services
- CEO
- Christian Mauad Gebara
- Employees
- 36,000
- Website
- www.telefonica.com.br
- Address
- Av. Engenheiro Luis Carlos Berrini, São Paulo, SP, 04571-936, BR
Telefonica Brasil (VIV1N) Earnings & Revenues
VIV1N Company Deck
VIV1N Earnings Call
Earnings Call SentimentPositive
The earnings call presented a strongly positive operational and financial picture: revenue growth above inflation, double-digit EBITDA expansion, robust cash generation, meaningful fiber and mobile subscriber growth, accelerating digital/B2B revenues, and continued shareholder returns and ESG progress. Challenges were acknowledged but primarily tactical or timing-related: higher COGS tied to device sales, asset‑sale execution lagging targets, competitive pressures in prepaid/entry segments, and quarter-to-quarter CapEx/lease phasing. On balance the positives (broad-based revenue growth, margin expansion, cash flow strength, and strategic momentum across fiber, 5G and digital services) outweigh the noted lowlights.
View all MX:VIV1N earnings summariesVIV1N Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 6 | 2 | 10 |
| Technical Analysis | 1 | 2 | 3 |
| Moving Averages | 5 | 0 | 7 |
