TIM Brasil reported a 4.5 percent year-on-year increase in revenue to R$6.711 billion during the third-quarter of 2025 thanks to 4.8 percent rise in service revenue that reached R$6.534 billion. Mobile service revenue touched R$6.203 billion, registering 5.2 percent growth.
TIM Brasil’s revenue and service revenue were up 4.7 percent and 5.2 percent, respectively, in the first nine months of 2025.
Mobile Segment:
Mobile service revenue grew 5.2 percent, supported by solid expansion in the postpaid segment. Mobile ARPU reached a record R$33.1, up 4.6 percent year-on-year. Clients Generated Revenue (CGR) rose 6.3 percent to R$5.82 billion, reflecting higher revenue from both TIM and non-TIM customers. Interconnection revenue increased 8.2 percent.
Postpaid revenue jumped 10.9 percent, with postpaid ARPU at R$44.1 and ex-M2M ARPU reaching a record R$55.5, up 4.3 percent. Growth was driven by customer migration to higher-value plans, price adjustments, and low churn (0.8 percent). Prepaid revenue declined 8.9 percent, with ARPU at R$14.6, impacted by customer migration to postpaid and lower recharge frequency.
Fixed Segment:
Fixed service revenue of TIM Brasil fell 0.7 percent to R$331 million. TIM Ultrafibra revenue dropped 2.4 percent to R$228 million. ARPU of fixed service of TIM Brasil was R$94.7, reflecting intense market competition. However, operational improvements led to positive net additions for eight consecutive months, including over 23,000 new customers in Q3.
TIM Brasil reported a 4.8 percent decline in selling and marketing expenses in Q3 2025 to R$961 million, mainly due to lower advertising costs compared to last year’s Rock in Rio sponsorship. The company’s digitalization initiatives contributed to cost efficiency, supported by a 20 percent increase in digital sales and an 11 percentage point rise in the use of PIX for digital payments.
Capex and Strategy:
TIM Brasil reinforced its network coverage leadership in Brazil, reaching 1,000 cities with 5G by October 2025 and maintaining its position as the number one operator in the country. In Sao Paulo, the company completed its full network modernization in November, ensuring next-generation connectivity and improved service quality. The modernization program led to measurable gains in performance, including being ranked first in download speed by multiple providers and achieving a 12 percentage point lead in the ECQ network quality index over its main peer. Additionally, the initiative contributed to better customer base management, with 25 percent of churn reduction attributed to network improvements.
Capex rose 8.6 percent to R$974 million in Q3 2025, representing 14.5 percent of revenue. For the first nine months, Capex was R$3.19 billion, stable. TIM Brasil continues to focus on expanding high-value customer segments, optimizing fixed broadband operations, and maintaining disciplined investment to sustain growth and network quality.
TIM Brasil says its Network and Interconnection expenses rose 10.1 percent to R$1.211 billion, impacted by higher traffic costs in international roaming services and by contracts with digital content providers in the third-quarter of 2025.
Fasna Shabeer
