财务数据和关键指标变化 - 总收入增长7.4%,主要由于移动服务收入增长8.8% [12][13] - EBITDA增长7.3%,利润率达到中20%水平 [13] - 自由现金流达到总收入的20%以上,达到55亿雷亚尔 [13][44] - 净利润增长8.2%,提升了盈利能力 [14] 各条业务线数据和关键指标变化 - 移动业务: - 移动用户总数突破1亿,后付费用户占比63.4% [18][19] - 后付费用户流失率低于1%,移动ARPU增长6.3% [19] - 固网业务: - FTTH覆盖用户达2730万,同比增长10.7% [20] - FTTH连接用户达650万,同比增长12.7% [21] - FTTH ARPU达90.9雷亚尔,同比增长4% [21] - Vivo Total融合套餐用户达180万,同比增长一倍 [22][23] 各个市场数据和关键指标变化 - B2C业务: - 收入增长接近两倍通胀,新业务收入占比2.8% [24][25] - 健康和养生业务过去12个月收入3700万雷亚尔 [25][26] - B2B业务: - 收入增长7%,数字服务收入占比32% [28][29] - 收购IPNET公司,增强云服务能力 [30] 公司战略和发展方向及行业竞争 - 公司聚焦提升客户体验和服务,推动融合套餐发展 [51][52][53] - 积极拓展数字服务和新业务,B2C和B2B新业务收入占比近10% [57][58] - 通过收购和合作不断丰富B2B数字服务能力 [59][60][61] 管理层对经营环境和未来前景的评论 - 公司有信心通过融合服务、数字化转型等方式持续增长 [51][52][122] - 预计未来会继续保持收入、利润和自由现金流的良好增长态势 [122] 其他重要信息 - 公司提前5年实现碳中和目标,到2035年实现净零排放 [31] - 计划大幅提高电子废弃物回收量 [32] - 加强员工多元化,到2025年实现女性高管占比40% [32][33] 问答环节重要的提问和回答 问题1 **Daniel Federle 提问** 移动业务定价策略,是否还有进一步提价空间 [49] **Christian Gebara 回答** 公司的策略不仅依赖于价格提升,更多在于提供融合服务、增值服务,提升客户粘性和终身价值 [51][52][53][54][55] 问题2 **Leonardo Olmos 提问** 净利润是否会受到一次性因素影响,如资产出售、特许经营权变更等 [67][68][69][70][71] **David Melcon 回答** 特许经营权变更的影响尚未确定,未来可能带来一些成本和投资效率提升 [70][71] 税收优惠和利息支出等因素可能会对净利润产生积极影响 [72] 问题3 **Marcelo Santos 提问** 固网业务增长的主要驱动因素是什么,FTTH ARPU提升的原因 [75][76] **Christian Gebara 回答** 公司在FTTH方面有明显优势,包括网络覆盖、销售渠道、客户体验等,推动了用户规模和ARPU的增长 [76][77]

RESULTS 2Q24 July 29th, 2024 Telefônica Brasil S.A. Investor Relations DISCLAIMER This presentation may contain forward-looking statements concerning prospects and objectives regarding the capture of synergies, growth of the subscriber base, a breakdown of the various services to be offered and their respective results 2 Our actual results may differ materially from those contained in such forward-looking statements, due to a variety of factors, including Brazilian political and economic factors, the develo ...

SÃO PAULO, July 29, 2024 /PRNewswire/ -- Telefônica Brasil - (B3: VIVT3; NYSE: VIV), announces its results for 2Q24.2Q24 Results: Telefônica Brasil S.A.Strong operating performance leading to above-inflation growth in revenues, EBITDA and net income.R$ million  2Q24  2Q23 % Y-o-Y 6M24 6M23 % Y-o-Y Net Operating Revenue 13,679 12,733 7.4 27,225 25,454 7.0 Mobile Services 8,907 8,184 8.8 17,609 16,149 9.0 FTTH 1,757 1,501 17.1 3,474 2,997 15.9 Corporate Data, ICT and others 1,128 1,042 8.3 2,260 2,135 <t ...

As filed with the Securities and Exchange Commission on February 22, 2024 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSU ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of March, 2023 Commission File Number: 001-14475 TELEFÔNICA BRASIL S.A. (Exact name of registrant as specified in its charter) TELEFONICA BRAZIL S.A. (Translation of registrant’s name into English) Av. Eng° Luís Carlos Berrini, 1376 - 28º andar São Paulo, S.P. Federative Republic of Brazil (Address of princ ...

Table of Contents 1 As filed with the Securities and Exchange Commission on February 17, 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ...