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TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C)


Case A of this series sets the scene for the largest merger and acquisition (M&A) deal in the telecom industry in Brazil and Latin America. Cases B to F follow on by relating the events up to the deal's conclusion. The sequencing of this story creates a sense of urgency for readers and forces them to take position on different questions at different times. Events began in 2003 when a 50:50 joint venture (JV) between Portugal Telecom (PT) and Spain's TelefA³nica acquired 60% of Vivo, the leading Brazilian mobile operator. In the subsequent years, Vivo experienced double-digit annual growth, as it reaped the benefits of its own heavy investments and booming consumer demand. In May 2010, TelefA³nica made a a‚¬5.7 billion cash bid for PT's share of the JV. According to TelefA³nica, this was a full, fair and final offer. How would PT's board regard the bid? On the one hand, it represented a 100% premium on Vivo's pre-announcement stock price. On the other hand, it was a terrible blow to the PT Group's international aspirations. Moreover, the occasionally conflicting views of the general public and the government had the potential to complicate matters further. Lastly, this deal also had important international implications. The case shows how: a) corporate governance practices vary across countries, including environments where there are dual-class shares; and b) the role of corporate governance in ensuring that managers undertake activities that maximize shareholder value as well as serving the needs and strategy of the company. The case also allows for an in-depth analysis of a variety of strategic, organizational, financial and economic issues related to growth strategies through JVs and M&As. The key focus of the case is on the links between finance and strategy.

Authors :: Nuno Fernandes

Topics :: Finance & Accounting

Tags :: Financial management, Joint ventures, Mergers & acquisitions, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C)" written by Nuno Fernandes includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Telefa Nica facing as an external strategic factors. Some of the topics covered in TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) case study are - Strategic Management Strategies, Financial management, Joint ventures, Mergers & acquisitions and Finance & Accounting.


Some of the macro environment factors that can be used to understand the TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) casestudy better are - – increasing energy prices, technology disruption, increasing transportation and logistics costs, supply chains are disrupted by pandemic , there is increasing trade war between United States & China, increasing inequality as vast percentage of new income is going to the top 1%, talent flight as more people leaving formal jobs, banking and financial system is disrupted by Bitcoin and other crypto currencies, geopolitical disruptions, etc



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Introduction to SWOT Analysis of TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C)


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Telefa Nica, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Telefa Nica operates in.

According to Harvard Business Review, 75% of the managers use SWOT analysis for various purposes such as – evaluating current scenario, strategic planning, new venture feasibility, personal growth goals, new market entry, Go To market strategies, portfolio management and strategic trade-off assessment, organizational restructuring, etc.




SWOT Objectives / Importance of SWOT Analysis and SWOT Matrix


SWOT analysis of TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) can be done for the following purposes –
1. Strategic planning using facts provided in TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) case study
2. Improving business portfolio management of Telefa Nica
3. Assessing feasibility of the new initiative in Finance & Accounting field.
4. Making a Finance & Accounting topic specific business decision
5. Set goals for the organization
6. Organizational restructuring of Telefa Nica




Strengths TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Telefa Nica in TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) Harvard Business Review case study are -

Analytics focus

– Telefa Nica is putting a lot of focus on utilizing the power of analytics in business decision making. This has put it among the leading players in the industry. The technology infrastructure suggested by Nuno Fernandes can also help it to harness the power of analytics for – marketing optimization, demand forecasting, customer relationship management, inventory management, information sharing across the value chain etc.

High brand equity

– Telefa Nica has strong brand awareness and brand recognition among both - the exiting customers and potential new customers. Strong brand equity has enabled Telefa Nica to keep acquiring new customers and building profitable relationship with both the new and loyal customers.

Effective Research and Development (R&D)

– Telefa Nica has innovation driven culture where significant part of the revenues are spent on the research and development activities. This has resulted in, as mentioned in case study TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

Strong track record of project management

– Telefa Nica is known for sticking to its project targets. This enables the firm to manage – time, project costs, and have sustainable margins on the projects.

Diverse revenue streams

– Telefa Nica is present in almost all the verticals within the industry. This has provided firm in TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) case study a diverse revenue stream that has helped it to survive disruptions such as global pandemic in Covid-19, financial disruption of 2008, and supply chain disruption of 2021.

Low bargaining power of suppliers

– Suppliers of Telefa Nica in the sector have low bargaining power. TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Telefa Nica to manage not only supply disruptions but also source products at highly competitive prices.

Operational resilience

– The operational resilience strategy in the TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) Harvard Business Review case study comprises – understanding the underlying the factors in the industry, building diversified operations across different geographies so that disruption in one part of the world doesn’t impact the overall performance of the firm, and integrating the various business operations and processes through its digital transformation drive.

Training and development

– Telefa Nica has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) Harvard Business Review case study by analyzing – employees retention, in-house promotion, loyalty, new venture initiation, lack of conflict, and high level of both employees and customer engagement.

Superior customer experience

– The customer experience strategy of Telefa Nica in the segment is based on four key concepts – personalization, simplification of complex needs, prompt response, and continuous engagement.

Organizational Resilience of Telefa Nica

– The covid-19 pandemic has put organizational resilience at the centre of everthing that Telefa Nica does. Organizational resilience comprises - Financial Resilience, Operational Resilience, Technological Resilience, Organizational Resilience, Business Model Resilience, and Reputation Resilience.

Highly skilled collaborators

– Telefa Nica has highly efficient outsourcing and offshoring strategy. It has resulted in greater operational flexibility and bringing down the costs in highly price sensitive segment. Secondly the value chain collaborators of the firm in TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

Digital Transformation in Finance & Accounting segment

- digital transformation varies from industry to industry. For Telefa Nica digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. Telefa Nica has successfully integrated the four key components of digital transformation – digital integration in processes, digital integration in marketing and customer relationship management, digital integration into the value chain, and using technology to explore new products and market opportunities.






Weaknesses TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) are -

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Telefa Nica is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.

Need for greater diversity

– Telefa Nica has taken concrete steps on diversity, equity, and inclusion. But the efforts so far has resulted in limited success. It needs to expand the recruitment and selection process to hire more people from the minorities and underprivileged background.

Skills based hiring

– The stress on hiring functional specialists at Telefa Nica has created an environment where the organization is dominated by functional specialists rather than management generalist. This has resulted into product oriented approach rather than marketing oriented approach or consumers oriented approach.

High cash cycle compare to competitors

Telefa Nica has a high cash cycle compare to other players in the industry. It needs to shorten the cash cycle by 12% to be more competitive in the marketplace, reduce inventory costs, and be more profitable.

Increasing silos among functional specialists

– The organizational structure of Telefa Nica is dominated by functional specialists. It is not different from other players in the Finance & Accounting segment. Telefa Nica needs to de-silo the office environment to harness the true potential of its workforce. Secondly the de-silo will also help Telefa Nica to focus more on services rather than just following the product oriented approach.

Capital Spending Reduction

– Even during the low interest decade, Telefa Nica has not been able to do capital spending to the tune of the competition. This has resulted into fewer innovations and company facing stiff competition from both existing competitors and new entrants who are disrupting the industry using digital technology.

High bargaining power of channel partners

– Because of the regulatory requirements, Nuno Fernandes suggests that, Telefa Nica is facing high bargaining power of the channel partners. So far it has not able to streamline the operations to reduce the bargaining power of the value chain partners in the industry.

High operating costs

– Compare to the competitors, firm in the HBR case study TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) has high operating costs in the. This can be harder to sustain given the new emerging competition from nimble players who are using technology to attract Telefa Nica 's lucrative customers.

Workers concerns about automation

– As automation is fast increasing in the segment, Telefa Nica needs to come up with a strategy to reduce the workers concern regarding automation. Without a clear strategy, it could lead to disruption and uncertainty within the organization.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C), is just above the industry average. Telefa Nica needs to redesign the compensation structure and incentives to increase the revenue per employees. Some of the steps that it can take are – hiring more specialists on project basis, etc.

No frontier risks strategy

– After analyzing the HBR case study TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C), it seems that company is thinking about the frontier risks that can impact Finance & Accounting strategy. But it has very little resources allocation to manage the risks emerging from events such as natural disasters, climate change, melting of permafrost, tacking the rise of artificial intelligence, opportunities and threats emerging from commercialization of space etc.




Opportunities TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities highlighted in the Harvard Business Review case study TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) are -

Reforming the budgeting process

- By establishing new metrics that will be used to evaluate both existing and potential projects Telefa Nica can not only reduce the costs of the project but also help it in integrating the projects with other processes within the organization.

Learning at scale

– Online learning technologies has now opened space for Telefa Nica to conduct training and development for its employees across the world. This will result in not only reducing the cost of training but also help employees in different part of the world to integrate with the headquarter work culture, ethos, and standards.

Developing new processes and practices

– Telefa Nica can develop new processes and procedures in Finance & Accounting industry using technology such as automation using artificial intelligence, real time transportation and products tracking, 3D modeling for concept development and new products pilot testing etc.

Increase in government spending

– As the United States and other governments are increasing social spending and infrastructure spending to build economies post Covid-19, Telefa Nica can use these opportunities to build new business models that can help the communities that Telefa Nica operates in. Secondly it can use opportunities from government spending in Finance & Accounting sector.

Reconfiguring business model

– The expansion of digital payment system, the bringing down of international transactions costs using Bitcoin and other blockchain based currencies, etc can help Telefa Nica to reconfigure its entire business model. For example it can used blockchain based technologies to reduce piracy of its products in the big markets such as China. Secondly it can use the popularity of e-commerce in various developing markets to build a Direct to Customer business model rather than the current Channel Heavy distribution network.

Building a culture of innovation

– managers at Telefa Nica can make experimentation a productive activity and build a culture of innovation using approaches such as – mining transaction data, A/B testing of websites and selling platforms, engaging potential customers over various needs, and building on small ideas in the Finance & Accounting segment.

Leveraging digital technologies

– Telefa Nica can leverage digital technologies such as artificial intelligence and machine learning to automate the production process, customer analytics to get better insights into consumer behavior, realtime digital dashboards to get better sales tracking, logistics and transportation, product tracking, etc.

Low interest rates

– Even though inflation is raising its head in most developed economies, Telefa Nica can still utilize the low interest rates to borrow money for capital investment. Secondly it can also use the increase of government spending in infrastructure projects to get new business.

Creating value in data economy

– The success of analytics program of Telefa Nica has opened avenues for new revenue streams for the organization in the industry. This can help Telefa Nica to build a more holistic ecosystem as suggested in the TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) case study. Telefa Nica can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.

Using analytics as competitive advantage

– Telefa Nica has spent a significant amount of money and effort to integrate analytics and machine learning into its operations in the sector. This continuous investment in analytics has enabled, as illustrated in the Harvard case study TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) - to build a competitive advantage using analytics. The analytics driven competitive advantage can help Telefa Nica to build faster Go To Market strategies, better consumer insights, developing relevant product features, and building a highly efficient supply chain.

Manufacturing automation

– Telefa Nica can use the latest technology developments to improve its manufacturing and designing process in Finance & Accounting segment. It can use CAD and 3D printing to build a quick prototype and pilot testing products. It can leverage automation using machine learning and artificial intelligence to do faster production at lowers costs, and it can leverage the growth in satellite and tracking technologies to improve inventory management, transportation, and shipping.

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Telefa Nica can build a diversified supply chain model across various countries in - South East Asia, India, and other parts of the world. This reconfiguration of global supply chain can help, as suggested in case study, TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C), to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Loyalty marketing

– Telefa Nica has focused on building a highly responsive customer relationship management platform. This platform is built on in-house data and driven by analytics and artificial intelligence. The customer analytics can help the organization to fine tune its loyalty marketing efforts, increase the wallet share of the organization, reduce wastage on mainstream advertising spending, build better pricing strategies using personalization, etc.




Threats TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) are -

Shortening product life cycle

– it is one of the major threat that Telefa Nica is facing in Finance & Accounting sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.

Environmental challenges

– Telefa Nica needs to have a robust strategy against the disruptions arising from climate change and energy requirements. EU has identified it as key priority area and spending 30% of its 880 billion Euros European post Covid-19 recovery funds on green technology. Telefa Nica can take advantage of this fund but it will also bring new competitors in the Finance & Accounting industry.

Barriers of entry lowering

– As technology is more democratized, the barriers to entry in the industry are lowering. It can presents Telefa Nica with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the sector.

Stagnating economy with rate increase

– Telefa Nica can face lack of demand in the market place because of Fed actions to reduce inflation. This can lead to sluggish growth in the economy, lower demands, lower investments, higher borrowing costs, and consolidation in the field.

Regulatory challenges

– Telefa Nica needs to prepare for regulatory challenges as consumer protection groups and other pressure groups are vigorously advocating for more regulations on big business - to reduce inequality, to create a level playing field, to product data privacy and consumer privacy, to reduce the influence of big money on democratic institutions, etc. This can lead to significant changes in the Finance & Accounting industry regulations.

Aging population

– As the populations of most advanced economies are aging, it will lead to high social security costs, higher savings among population, and lower demand for goods and services in the economy. The household savings in US, France, UK, Germany, and Japan are growing faster than predicted because of uncertainty caused by pandemic.

Increasing wage structure of Telefa Nica

– Post Covid-19 there is a sharp increase in the wages especially in the jobs that require interaction with people. The increasing wages can put downward pressure on the margins of Telefa Nica.

Instability in the European markets

– European Union markets are facing three big challenges post Covid – expanded balance sheets, Brexit related business disruption, and aggressive Russia looking to distract the existing security mechanism. Telefa Nica will face different problems in different parts of Europe. For example it will face inflationary pressures in UK, France, and Germany, balance sheet expansion and demand challenges in Southern European countries, and geopolitical instability in the Eastern Europe.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Telefa Nica in the Finance & Accounting industry. The Finance & Accounting industry is already at various protected from local competition in China, with the rise of trade war the protection levels may go up. This presents a clear threat of current business model in Chinese market.

Capital market disruption

– During the Covid-19, Dow Jones has touched record high. The valuations of a number of companies are way beyond their existing business model potential. This can lead to capital market correction which can put a number of suppliers, collaborators, value chain partners in great financial difficulty. It will directly impact the business of Telefa Nica.

High level of anxiety and lack of motivation

– the Great Resignation in United States is the sign of broader dissatisfaction among the workforce in United States. Telefa Nica needs to understand the core reasons impacting the Finance & Accounting industry. This will help it in building a better workplace.

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C), Telefa Nica may face longer learning curve for training and development of existing employees. This can open space for more nimble competitors in the field of Finance & Accounting .

Technology acceleration in Forth Industrial Revolution

– Telefa Nica has witnessed rapid integration of technology during Covid-19 in the Finance & Accounting industry. As one of the leading players in the industry, Telefa Nica needs to keep up with the evolution of technology in the Finance & Accounting sector. According to Mckinsey study top managers believe that the adoption of technology in operations, communications is 20-25 times faster than what they planned in the beginning of 2019.




Weighted SWOT Analysis of TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers in the HBR case study TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) needs to zero down on the relative importance of each factor mentioned in the Strengths, Weakness, Opportunities, and Threats quadrants. We can provide the relative importance to each factor by assigning relative weights. Weighted SWOT analysis process is a three stage process –

First stage for doing weighted SWOT analysis of the case study TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) is to rank the strengths and weaknesses of the organization. This will help you to assess the most important strengths and weaknesses of the firm and which one of the strengths and weaknesses mentioned in the initial lists are marginal and can be left out.

Second stage for conducting weighted SWOT analysis of the Harvard case study TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) is to give probabilities to the external strategic factors thus better understanding the opportunities and threats arising out of macro environment changes and developments.

Third stage of constructing weighted SWOT analysis of TELEFA“NICA'S BID FOR THE MOBILE MARKET IN BRAZIL (C) is to provide strategic recommendations includes – joining likelihood of external strategic factors such as opportunities and threats to the internal strategic factors – strengths and weaknesses. You should start with external factors as they will provide the direction of the overall industry. Secondly by joining probabilities with internal strategic factors can help the company not only strategic fit but also the most probably strategic trade-off that Telefa Nica needs to make to build a sustainable competitive advantage.



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