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Rogers feeling the impact on subscriber base with new international student policies; increased ASPs and premium plans drive wireless revenue up 7.8%

Overview:

Rogers reports positive wireless revenue growth in the Q1 2024 earnings presentation. This is not without headwinds, there has been some pressure with government policies that impact the addressable market and a more competitive market that ends up mitigating the growth of subscribers.

This report analyzes the Q1 2024 earnings results for the wireless, cable and media segments and provides insights on the outlook guidance provided by Rogers and what can be expected for the rest of the year. This report also provides the promotions for the top flagship devices and how the promotional trends within Rogers has played out in Q1.

Table of Contents:

  • Financial Performance
  • Wireless Performance
  • Bi-Weekly Promotions
  • Broadband and Media Segments

Number of Pages: 16

Publication Date: April 2024

Canadian Telecom Summit 2023

Overview:

This report deep dives into the key takeaways from the 22nd annual Canadian Telecom Summit. The summit was focused on ways to bridge the digital divide In Canada for rural regions as well as low-income populations. New projects like generative AI chatbots, mobile-to-satellite networks, and new payment plans were announced in order to combat some of the headwinds Canadians face in the telecom industry. 

Table of Contents:

  • Accessibility
    • Rural Connectivity
    • Democratizing Pricing
  • Sustainability
  • Utilizing AI
  • Government and Regulatory Impact
    • MVNO and Wholesale Pricing
    • Impact of Immigration
  • Sponsors
  • Speakers

Number of Pages: 12

Publication Date: November 2023

Q2 2023: Rogers Wireless Service Revenue up 7% YoY, ARPU Down on Shaw Acquisition

Overview:

Rogers Q1 2023 earnings saw wireless service revenue up 7% YoY with an addition of 170K postpaid subscribers. Rogers updated their 2023 guidance for adjusted EBITDA and free cash flow now that the Shaw merger is finalized. The Shaw merger boosted the cable segment significantly for Rogers, almost doubling the total retail internet subscribers. There was a hit to the monthly ARPU as Shaw contracts still hold onto discount plans.

Table of Contents:

  • Key Takeaways
  • 2023 Outlook
  • Segment Performance:
    • Wireless
    • Cable
    • Media

Number of Pages: 10

Publication Date: August 2023

Bell Q1 2023 Revenue up But With Lowest Net Adds, Highest Churn Compared to Competitors

Overview:

Bell Q1 2023 earnings had a boost in wireless revenue of 11.2% YoY, but Bell had the lowest net additions compared to other competitors. Wireline service saw increased revenue as well, a result of successful bunding promotions with wireless plans. Bell introduced a new partnership with Air Canada to increase visibility with new Canadians.

Table of Contents:

  • Key takeaways
  • 2023 Outlook
  • Segment performance
  • Business updates

Number of Pages: 11

Publication Date: May 2023

Rogers saw 4% revenue growth in Q1 2023, Shaw acquisition looks to improve the struggling cable segment

Overview:

Rogers Q1 2023 earnings showed successful revenue growth, up 4% driven significantly by the wireless segment. Media was another notable highlight segment with growth, while cable saw a revenue decline. This report analyzes the consumer and business performance as well as looks deeper into the acquisition of Shaw and what this will mean for the large Canadian carrier going forward.

Table of Contents:

  • Key takeaways
  • 2023 Outlook
  • Segment performance
  • Business updates

Number of Pages: 12

Publication Date: April 2023

Canada Monthly Smartphone Market Analysis – September 2022

Overview:

This report analyzes the Canadian market: sell through volumes by channel, OEM performances and insights, carrier retail insights and new launches. This is additional analysis accompanying the North American Online Offline Channel Share Tracker.

Table of Contents:

  • OEM Market Share and Analysis
  • Price Band Analysis
  • Canada OEM Insights
  • Top 10 Models
  • Channel Insights
  • Market share by Chipset
  • Update on 5G in Canada
  • Carrier Promotions

Number of Pages: 14

Publication Date: October 2022

Canada Monthly Smartphone Market Analysis – August 2022

Overview:

This report analyzes the Canadian market: sell through volumes by channel, OEM performances and insights, carrier retail insights and new launches. This is additional analysis accompanying the North American Online Offline Channel Share Tracker.

Table of Contents:

  • OEM Market Share and Analysis
  • Price Band Analysis
  • Canada OEM Insights
  • Top 10 Models
  • Channel Insights
  • Market share by Chipset
  • Update on 5G in Canada
  • Carrier Promotions

Number of Pages: 14

Publication Date: September 2022

Canada Monthly Smartphone Market Analysis – July 2022

Overview:

This report analyzes the Canadian market: sell through volumes by channel, OEM performances and insights, carrier retail insights and new launches. This is additional analysis accompanying the North American Online Offline Channel Share Tracker.

Table of Contents:

  • OEM Market Share and Analysis
  • Price Band Analysis
  • Canada OEM Insights
  • Top 10 Models
  • Channel Insights
  • Market share by Chipset
  • Update on 5G in Canada
  • Carrier Promotions

Number of Pages: 14

Publication Date: August 2022

Canada Monthly Smartphone Market Analysis – June 2022

Overview:

This report analyzes the Canadian market: sell through volumes by channel, OEM performances and insights, carrier retail insights and new launches. This is additional analysis accompanying the North American Online Offline Channel Share Tracker.

Table of Contents:

  • OEM Market Share and Analysis
  • Price Band Analysis
  • Canada OEM Insights
  • Top 10 Models
  • Channel Insights
  • Market share by Chipset
  • Update on 5G in Canada
  • Carrier Promotions

Number of Pages: 14

Publication Date: July 2022

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