In this matter, martinsdelima intervened as an independent economic expert to analyze a typical competition problem in converging markets: how a retail pay TV and telecommunications operator is affected by the risk of losing access to a key input (the retransmission of a premium sports event) that conditions the ability to compete, capture, and retain customers. The work focused on converting a “market” issue into concrete and quantifiable economic effects.

The case is framed in an ecosystem where the offer is not sold as a single isolated service, but as convergent packages that combine fixed and mobile connectivity with pay television. In particular, the report analyzes the specific packaging and its segmentation between standard and premium offers, highlighting that football content functions as a differentiating element in the higher value segment.

The competitive controversy was triggered because wholesale access to the content could no longer be guaranteed under the same conditions, creating a scenario of uncertainty: if a retail operator cannot include that content in its proposal, its offer becomes less attractive to a relevant group of customers, with a direct impact on acquisition, retention, and monetization.

The report demonstrates why it is a “premium asset” that not only drives the demand for television, but also influences the entire service package: the customer values the convenience of the pack and, when that component disappears, immediate competitive pressure is exerted on the affected operator. This logic is especially important because premium content is often subject to exclusivity conditions, which can make certain commercial combinations difficult to replicate.

In economic terms, the case required measuring not only the “headline effect” (loss of attractiveness), but translating it into real profit and loss levers: changes in customer base, variations in the unit margin, and effects on the cost of customer acquisition and replacement. To this end, the report incorporates a structured analysis of business indicators (such as average revenue and turnover) and of the propensity to switch operators in the face of alternative content availability scenarios.

Based on all of the above, martinsdelima constructed a clear economic narrative: in markets where the product is sold in packages and premium content is a decision driver, losing access to that content is not a commercial anecdote, but a relevant alteration of competitive capacity, with predictable and measurable consequences on customers, revenue, and margins.

The methodology used for the preparation of the report was based on a counterfactual and traceable approach, structured in three blocks:

(i) how rights are distributed and what the regulatory/competitive framework implies;

(ii) why football content is decisive for competing in pay TV and electronic communications; and

(iii) quantification of the potential damage if the operator could not maintain that access.

In the quantification, the report estimates the margin in two comparable scenarios:

(a) offer maintaining the content and

(b) offer without including it, identifying the customer base and the revenue and cost items affected in each case. This design allows isolating the economic effect attributable to the loss of content, with a simple logic: same company, two commercial realities, margin difference as a measure of impact.

The differential value of martinsdelima was to provide a very commercial and, at the same time, technically sound expert piece: a report that connects market and business, explains the competitive mechanism clearly, and converts it into a consistent and defensible quantification. In practice, this allowed sustaining the position of the affected operator with an analysis understandable to third parties (lawyers, decision-makers, and the court) and with a replicable test structure, maximizing the credibility of the argument on effects and damages.