Brazilian operator Oi’s mobile assets are jointly acquired by TIM, Vivo and Claro. This transaction directly reshapes the competitive landscape of Brazil’s mobile market and carries important implications for A2P-SMS aggregators regarding channel selection, testing and traffic distribution. Brazil’s antitrust authority CADE approved the acquisition with conditions. After closing, Brazil’s mobile market shrinks from four major carriers to three. Oi’s existing mobile subscribers are split and migrated by geographic region: TIM takes 14.5 million users, Claro 11.6 million and Vivo 10.5 million. The total transaction value is approximately 15.9 billion reais (equivalent to USD 3.4 billion).
Regulators imposed multiple antitrust remedies. The buyers are required to divest some tower assets, open nationwide wholesale roaming, and grant network access to MVNOs and IoT service providers to prevent market concentration and resulting entry barriers. Opensignal monitoring data shows former Oi subscribers achieved notable improvements in download/upload speeds and 4G/5G availability after migration to the three operators’ networks. However, Claro experienced partial network congestion and slight degradation of network metrics due to the large influx of migrated users, while TIM and Vivo networks were less affected.
Practical takeaways for A2P SMS business: Most former Oi mobile subscribers now belong to Vivo, Claro and TIM. These three carriers become the core evaluation targets for SMS testing and message delivery. Although Oi still maintains partial SMS channels for external service, enterprises need to carefully assess risks. Oi has long been under judicial reorganization with ongoing asset divestment; its channel stability and contract continuity carry substantial uncertainty, and it is not recommended as a primary production channel.
