Overview:
TELUS reports positive wireless revenue growth in the Q1 2024 earnings presentation by 0.6%. Product revenue down due to market competition but service revenue maintaining the YoY growth.
This report analyzes the Q1 2024 earnings results for the wireless and wireline segments and provides insights on the outlook guidance provided by TELUS 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 TELUS has played out in Q1.
Table of Contents:
- Financial Performance
- Wireless Performance
- Bi-Weekly Promotions
- Broadband and Media
Number of Pages: 14
Publication Date: May 2024
Overview:
Canada smartphone sales are expected to decline this year. The cut to international students, the housing crisis, increased carbon tax are a few ways in which the average Canadian will feel the impact on their disposable income.
Carriers have made adaptations to this changing market like BYOD promotions, bundling broadband and mobility to try to mitigate the high churn that has been seen within carriers and introducing new cost-effective devices that are exclusive in prepaid channels.
This report highlights the key changes in 2024 that will motivate the decline in smartphone sales in 2024 and what is expected to be seen in the market for the rest of 2024.
Table of Contents:
- Executive summary
- The status of the Canadian smartphone market
- Government policies throw a wrench in smartphone sales for 2024
- Secondary and unlocked market expected to see an uptick
- Market dynamics are adapting to the economic pressures
Number of Pages: 5
Publication Date: May 2024
Overview:
Bell reports positive wireless revenue growth in the Q1 2024 earnings presentation by 5%. Service revenue growth being a driving factor as subscribers decline QoQ in both the postpaid and prepaid segment.
This report analyzes the Q1 2024 earnings results for the wireless, cable and media segments and provides insights on the outlook guidance provided by Bell 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 Bell has played out in Q1.
Table of Contents:
- Financial Performance
- Wireless Performance
- Bi-Weekly Promotions
- Broadband and Media
Number of Pages: 17
Publication Date: May 2024
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
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
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:
Number of Pages: 10
Publication Date: August 2023
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
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
