# Brazilian telecommunications market competition > Live situation record from CLSTR: https://clstr.news/situations/brazilian-telecommunications-market-competition > Updated: 2026-09-10T16:22:56.000Z. Sources: 2. Developments: 2. The Brazilian telecommunications market is experiencing significant shifts due to intensifying competition and changing pricing models. Major providers Vivo and TIM have faced stock price declines, with shares dropping between 16% and 18% following second-quarter results. This pressure is attributed to market competition rather than profit projection changes. New competitors are impacting market share. NuCel, a mobile operation linked to Nubank, has seen rapid growth, expanding from approximately 60,000 customers in September 2025 to 1.1 million by July 2026. Additionally, regional providers like Brisanet and potential long-term pressure from Starlink initiatives are noted as competitive factors. In response to these pressures, TIM and Vivo have adjusted their service offerings. Both companies have discontinued ultra-low-cost monthly mobile plans in favor of more expensive alternatives or annual packages designed to encourage customer loyalty. While Vivo has maintained a relatively stable post-paid customer base, TIM has attempted to mitigate market share losses by implementing convergence strategies, such as combining mobile and broadband services through its Ultracombo packages. ## Timeline ### 2026-09-10: Brazilian telecom market faces shifting pricing and new competition Brazilian carriers TIM and Vivo are phasing out ultra-cheap mobile plans as TIM faces rising competition from Nubank’s NuCel and regional providers. 2 sources. https://clstr.news/cluster/brazilian-telecom-market-faces-shifting-pricing-and-new-competition ### 2026-08-18: Vivo and TIM face stock pressure amid rising Brazilian telecom competition Vivo and TIM stocks in Brazil have declined due to rising competition from Claro and new entrants like NuCel, prompting Itaú BBA to lower Vivo's target price and maintain a neutral outlook. 2 sources. https://clstr.news/cluster/vivo-and-tim-face-stock-pressure-amid-rising-brazilian-telecom-competition --- Cite as: Brazilian telecommunications market competition. CLSTR, https://clstr.news/situations/brazilian-telecommunications-market-competition