Telefonica Brasil (NYSE:VIV), operating under the Vivo brand, reported fourth-quarter earnings that significantly outpaced analyst projections, driven by a strategic shift toward premium postpaid and fiber-optic services.
The São Paulo-based telecommunications giant posted net income of $347.5 million, or 22 cents per share, for the quarter ending December 31, 2025.
The result beat the Zacks Investment Research consensus estimate of 17 cents per share by roughly 29%.
Revenue for the period reached $2.89 billion, a steady climb supported by Brazil's accelerating digital transformation.
For the full year 2025, the company reported a total profit of $1.1 billion, or 68 cents per share, on annual revenue of $10.67 billion.
The company’s performance was anchored by its "Vivo Total" convergence strategy, which bundles mobile and fiber services.
Postpaid mobile accesses grew 6.5% year-over-year to 70.8 million, while Fiber-to-the-Home (FTTH) connections jumped 12% to 7.8 million.
These high-value segments now represent a larger portion of the company’s total revenue mix, shielding it from the volatility of the prepaid market.