Telefônica Brasil's investment thesis is anchored in its consistent ability to generate robust operating cash flow, averaging approximately $5.1B per quarter, which funds a disciplined capital expenditure program and supports shareholder returns. The company's...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth of 7.6% year-over-year in 2026Q2 is supported by mobile and fiber monetization, but operating margin volatility, ranging from 13.8% to 18.5% over ten quarters, indicates profitability is vulnerable to cost dynamics and competitive investments.
Telefônica Brasil (Vivo) is the largest telecom operator in Brazil, holding a significant market share in both wireless and fixed-line services. This scale provides cost advantages and a strong competitive position.
The company has demonstrated consistent revenue growth, with recent reports showing increases driven by both mobile and fixed segments. This growth is outpacing inflation in Brazil.
Telefônica Brasil exhibits healthy profitability, with expanding EBITDA and net profit margins. The company is also focused on efficient cost management and has a strong return on equity.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | $0.19-17.4% vs $0.23 | $3.1B+1.2% vs $3.0B |
Q2 2026 May 11, 2026 | $0.15-11.8% vs $0.17 | $3.2B+5.4% vs $3.0B |
Q1 2026 Feb 23, 2026 | $0.22+29.4% vs $0.17 | $3.0B+3.6% vs $2.9B |
Q4 2025 Oct 30, 2025 | $0.22+15.8% vs $0.19 | $2.8B-2.6% vs $2.9B |
Nykredit A S acquired a new stake in Telefonica Brasil S.A. (NYSE: VIV) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 48,968 shares of the Wireless communications provider's stock, valued at approximately $644,000. Other large investors also recently bought and sold shares
August's top monthly pay (MoPay) dividend equities offer yields up to 19.25% and projected net gains of 13.01% to 92.64% by 2027. Analyst estimates for MoPay stocks show an average net gain of 32.65% with risk/volatility 3% below the market, highlighting contrarian opportunities. Fifty-seven MoPay equities were screened for positive returns and yields above 9%, with 21 identified as ‘IDEAL' for safer dividends and strong free cash flow.
Amundi decreased its holdings in Telefonica Brasil S.A. (NYSE: VIV) by 4.8% in the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,201,017 shares of the Wireless communications provider's stock after selling 60,696 shares during the quarter. Amundi owned 0.07% of Telefonica Brasil
Telefonica Brasil NYSE: VIV, which operates under the Vivo brand, reported second-quarter 2026 revenue growth above inflation, expanding profitability and cash generation as postpaid mobile, fiber and digital businesses contributed to results.
Benchmark VIV against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Telefônica Brasil S.A. (VIV)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $11.36 | $18.15B | 15.55 | 4.62% | 10.35% | 8.71% | 2.26% | |
| $4.33 | $24.41B | -65.09 | 1.63% | -5.53% | -9.54% | — | |
| $20.73 | $62.23B | 14.51 | 1.82% | 9.38% | 20.38% | — | |
| $5.02 | $4.37B | 10.99 | -96.34% | 7.63% | 7.29% | — | |
| $24.31 | $166.58B | 8.00 | 2.71% | 16.89% | 16.82% | — | |
| $45.98 | $191.99B | 11.33 | 2.52% | 11.64% | 15.33% | — |
Telefônica Brasil S.A. (VIV) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Telefônica Brasil S.A. (VIV) stock FAQ — growth, dividends, profitability & financials explained
Telefônica Brasil S.A. (VIV) reported $61.72B in revenue for fiscal year 2025. This represents a 1265% increase from $4.52B in 1998.
Telefônica Brasil S.A. (VIV) grew revenue by 4.6% over the past year. Growth has been modest.
Yes, Telefônica Brasil S.A. (VIV) is profitable, generating $6.60B in net income for fiscal year 2025 (10.3% net margin).
Yes, Telefônica Brasil S.A. (VIV) pays a dividend with a yield of 2.26%. This makes it attractive for income-focused investors.
Telefônica Brasil S.A. (VIV) has a return on equity (ROE) of 8.7%. This is below average, suggesting room for improvement.
Telefônica Brasil S.A. (VIV) generated $10.85B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
Telefônica Brasil S.A. (VIV) has a dividend payout ratio of 35%. This suggests the dividend is well-covered and sustainable.
