Telefônica Brasil announced consistent growth in its third-quarter 2025 results, with net revenue increasing by 6.5% year-over-year. This performance was supported by solid growth in mobile postpaid revenue, up 8.0% year-over-year, and fixed revenues, which saw a 9.6% year-over-year increase, marking the highest growth in the company's recent history. The postpaid customer base continued its consistent growth, expanding by 7.3% year-over-year to 69.8 million accesses.
Mobile ARPU reached a new record of R$31.5, representing a 3.9% increase year-over-year, driven by customer base growth and annual price adjustments. Fixed revenue growth was primarily fueled by a 10.6% increase in Fiber-to-the-Home (FTTH) revenue and a significant 22.8% rise in Corporate Data, ICT, and Digital Services revenues. The FTTH network expanded to 30.5 million homes passed, up 7.6% year-over-year, with 7.6 million homes connected, a 12.7% increase.
EBITDA registered a 9.0% increase year-over-year, the highest growth in the last two years, with the EBITDA margin expanding by 1.0 percentage point to 43.4%. Net income for the period reached R$1,888 million, an increase of 13.3% year-over-year. Capital expenditure (CapEx) totaled R$2,603 million, a 4.3% increase year-over-year, representing 17.4% of revenues, a decrease of 0.4 percentage points year-over-year, reflecting continued capital intensity optimization. The 5G network is now present in 683 cities, covering 66.7% of the Brazilian population.
The company maintained its commitment to shareholder remuneration, with R$5,676 million paid to shareholders by the end of October 2025. This included a R$2,000 million payment related to the second capital reduction event on July 15, 2025. An additional R$380 million in interest on equity was deliberated this month, bringing the total declared in the current fiscal year to R$2,680 million until October, reaffirming the guidance to distribute at least 100% of net income for 2024 to 2026.
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