Telecoms are expanding the offer of services that combine information technology and connectivity (ICT), a strategy to diversify revenues and capture a share of the new businesses that are emerging with the economy’s “digital boom”. This has driven demand for the internet of things (IOT), artificial intelligence (AI), cloud data storage, cybersecurity, among other similar services.
The Brazilian IT market alone grew 18.5% in 2025, easily exceeding the 9.5% growth projection of the Brazilian Association of Software Companies (Abes). The performance was also above the global average, of 14.1%, with a lot of demand from local companies for IT to gain efficiency and create new products.
This scenario caught the attention of one of the largest operators in Asia, Singtel, which announced in February the opening of its first office in Brazil, the first in Latin America. Abroad, the multinational has 820 million internet customers in countries such as Singapore, China, Australia and India. Here, your focus will be exclusively on the business market, known as B2B.
Singtel’s flagship network platform as a service (network-as-a-service), a cloud computing delivery model that allows companies to use the internet and various ICT applications through a subscription, without having to invest in their own physical infrastructure. “We see that Brazil is entering a ‘digital boom’”, said Global Customer Service Director, Keith Leong, to Broadcast, Grupo Estado’s real-time news system.
In Brazil, TIM placed B2B as one of its strategic pillars, with internet of things (IOT) plans for agribusiness, mining and infrastructure companies. This includes connection to large areas of farms, mines and highways, for example, generating revenue of R$1 billion in 2025.
From then on, TIM saw the opportunity to create new businesses based on the organization and analysis of data generated in these networks, which will be done with the implementation of AI provided by the recently acquired company V8.Tech, specialized in digital transformation.
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“We will seek to extract greater value from this network by processing the information. From there we generate dashboards to understand the client’s business”, explained TIM’s B2B vice-president, Fabio Costa, in a press conference. “The big gain will happen when we bring these skills to the infrastructure that TIM has achieved.”
Another company that is growing in technology and connectivity is Telefônica Brasil, owner of Vivo. Last year, it earned R$5.2 billion from cybersecurity, cloud, IOT and digital solutions, 30% more than the previous year.
Ahead, there is room to advance even further, given that only 15% of companies that contract telephony and internet from the operator also contract digital services, pointed out the president of Vivo, Christian Gebara.
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“We see great growth opportunities with the potential for greater penetration of the customer base,” Gebara told Broadcast. Recently, Vivo won a R$3.8 billion contract from Sabesp to install smart water meters (connected to the internet) in São Paulo and São José dos Campos.
Claro is also very active in B2B. The group owns Embratel, which in 2025 changed its name to Claro Empresas. With the disuse of fixed telephony, the former state-owned company began to focus on the business segment, with cloud services, digital security, IOT, AI, among others.
“Claro Empresas now combines experience in technology and connectivity to enable companies’ transformation journeys with a complete ecosystem of partnerships and consultative vision”, stated Claro’s president, José Felix, at the time.
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In a new step this year, Claro entered into a partnership with chip manufacturer Nvidia and cloud provider Oracle for processing services that require AI.
With this, the tele will access the platforms of these companies for high-performance computing, machine learningpredictive analytics, and generative AI workloads. Initially, the partnership will be used by Claro in internal processes. Later on, it should form part of the portfolio offerings of its corporate service arm, Claro Empresas.
Market vision
A survey by consultancy Omdia showed that business customers are, today, the main source of revenue expansion for telcos around the world, given the heated demand for combined connectivity and technology.
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“More than 70% of the world’s operators increased their B2B revenues last year, ranging from emerging market startups to century-old companies,” said Omdia’s research director, Camille Mendler, in a report. “If telecommunications companies waste this growth opportunity, they will have few alternatives,” he added.
The Telecommunications Leader of the consultancy Alvarez & Marsal in Brazil, Renato Paschoarelli, said that the advance of operators in the digital sector is a way to diversify revenues and seek growth alternatives, since the traditional mobile and fixed internet markets are already mature.
“What had to be explored in terms of connectivity has already been explored or is already underway. This forces companies to look for a way out, as in digital services”, he pointed out in an interview.
