seekingalpha.com · 2 jul

Telefonica Brasil: That's Why Starlink Is Not A Threat

I reiterate my buy rating on Telefônica Brasil, seeing 16% upside to a $15.33 fair value. VIV faces minimal threat from Starlink, as customer overlap is limited to remote regions, not VIV's urban strongholds. Sector consolidation, mature infrastructure, and a focus on high-density, high-HDI regions underpin VIV's competitive advantage and margin strength.

marketbeat.com · 15 may

Telefonica Brasil Q1 Earnings Call Highlights

Telefonica Brasil NYSE: VIV, operating under the Vivo brand, reported a stronger first quarter of 2026, with management pointing to growth in postpaid mobile, fiber broadband, digital services and disciplined cost control as drivers of higher profitability and cash generation.

seekingalpha.com · 14 may

Telefonica Brasil Q1: Why The Pullback Looks Overdone

1Q26 reinforced the core thesis of VIV, with revenue growing above inflation, EBITDA outpacing revenue, and OpCF margin improving to 26.2%. CapEx intensity continues to decline, supporting better cash conversion even though absolute CapEx remains broadly stable. Telefônica Brasil has already confirmed at least R$7 billion in shareholder distributions for 2026, supporting a well-covered 5%–6% dividend yield.

cnbc.com · 14 may

European markets to open higher as politics dominates the news agenda

European stocks are expected to open higher Thursday as investors keep an eye on developments in the U.K. and U.S. President Donald Trump's trip to China.

gurufocus.com · 11 may

Telefonica Brasil SA (VIV) Shares Fall 5.5% -- What GF Score of 85 Tells Investors

On May 11, 2026, Telefonica Brasil SA (VIV) shares fell 5.5%, bringing the current price to $14.74. This decline adds to a downward trend seen over the past mon

seekingalpha.com · 11 may

Telefônica Brasil S.A. (VIV) Q1 2026 Earnings Call Transcript

Telefônica Brasil S.A. (VIV) Q1 2026 Earnings Call Transcript

zacks.com · 11 may

VIV vs. SCMWY: Which Stock Should Value Investors Buy Now?

Investors looking for stocks in the Diversified Communication Services sector might want to consider either Telefonica Brasil (VIV) or Swisscom AG (SCMWY). But which of these two stocks presents investors with the better value opportunity right now?

prnewswire.com · 11 may

1Q26 Results: Telefônica Brasil S.A.

Telefônica Brasil - (B3: VIVT3; NYSE: VIV) announces its results for 1Q26. SÃO PAULO, May 11, 2026 /PRNewswire/ -- The Company delivered strong growth, supported by solid Revenue and EBITDA performance, while posting its highest YoY increase in Net Income since 1Q24.