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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

China Smartphone Weekly Model Sales Tracker_7W 2024_Major Chinese Brands

Overview:

In this report, you will find China’s weekly smartphone sales

  • By key brands and By Key Models
    • Huawei
    • OPPO
    • vivo
    • HONOR
    • Xiaomi
    • Others
  • Key takeaways for the corresponding week
  • Market share charts for key brands and weekly sales trends

Table of Contents:

  • Weekly Update Takeaway
  • Top Brand Sales & Market Share
  • Pivot
  • BaseFile

Published Date: February 2023

China Smartphone Weekly Model Sales Tracker_6W 2024_Major Chinese Brands

Overview:

In this report, you will find China’s weekly smartphone sales

  • By key brands and By Key Models
    • Huawei
    • OPPO
    • vivo
    • HONOR
    • Xiaomi
    • Others
  • Key takeaways for the corresponding week
  • Market share charts for key brands and weekly sales trends

Table of Contents:

  • Weekly Update Takeaway
  • Top Brand Sales & Market Share
  • Pivot
  • BaseFile

Published Date: February 2023

China Smartphone Weekly Model Sales Tracker_13W 2024_Major Chinese Brands

Overview:

In this report, you will find China’s weekly smartphone sales

  • By key brands and By Key Models
    • Huawei
    • OPPO
    • vivo
    • HONOR
    • Xiaomi
    • Others
  • Key takeaways for the corresponding week
  • Market share charts for key brands and weekly sales trends

Table of Contents:

  • Weekly Update Takeaway
  • Top Brand Sales & Market Share
  • Pivot
  • BaseFile

Published Date: April 2023

China Smartphone Sales Weekly Tracker – 13W 2024

Overview:

In this report, you will find China’s weekly smartphone sales

  • By key brands
    • Apple
    • OPPO
    • Samsung
    • vivo
    • Honor
    • Huawei
    • Xiaomi
  • By key models
    • Apple – all key smartphone models
    • Samsung – 4 foldable models
  • Key takeaways for the corresponding week
  • Market share charts for key brands and weekly sales trends

Table of Contents:

  • Weekly Update Takeaway
  • Top Brand Sales & Market Share
  • Pivot
  • BaseFile

Published Date: April 2024

China Smartphone Sales Weekly Tracker – 6W 2024

Overview:

In this report, you will find China’s weekly smartphone sales

  • By key brands
    • Apple
    • OPPO
    • Samsung
    • vivo
    • Honor
    • Huawei
    • Xiaomi
  • By key models
    • Apple – all key smartphone models
    • Samsung – 4 foldable models
  • Key takeaways for the corresponding week
  • Market share charts for key brands and weekly sales trends

Table of Contents:

  • Weekly Update Takeaway
  • Top Brand Sales & Market Share
  • Pivot
  • BaseFile

Published Date: Feb 2024

T-Mobile for Business in 2024: Insights into Mobile, FWA, and IoT Services

Overview:

This report is a deep dive into T-Mobile’s business segment offerings, performance, and competitive position within the US business segment. Considerations to technical aptitude, strategy, and planning were addressed. Counterpoint deemed this report somewhat necessary as this market was relatively stagnant from a market share point of view, and T-Mobile has created waves within the last year gaining on the competition.

Table of Contents:

  • Key Takeaways
  • Carrier Trends and T-Mobile’s 2023 FY Performance
  • T-Mobile Postpaid Mobile Service
  • FWA Internet Overview
  • IoT Strategy
  • Connected Vehicle Network
  • Major Wins and Forward-looking Strategy
  • 2024 Guidance

Number of Pages: 54

Publication Date: April 2024

India Smartphone Monthly Analysis February 2024

Overview:

India smartphone market managed to grow by 6% YoY in February 2024. Xiaomi led the smartphone market with 20% share, increased emphasis on offline marketing strategies is contributing to the brand’s growth. Indian smartphone market ASP witnessed 5% YoY growth (Retail) and reached to $294 in Feb 2024. Major smartphone brands are prioritizing premiumization, leading to an increase in their ASP. On the other hand, Xiaomi, realme, and Transsion brands are primarily focused on the affordable segment, resulting in a decline in ASP for these brands.

$250-$400 price band experienced an impressive 61% YoY growth in shipments, largely driven by the popularity of devices such as the Vivo Y200 5G, Galaxy A25 5G, vivo 29e. Offline channel increased its share to 65% in Feb 2024. Even new entrants in markets like Nothing, Honor are realizing importance of offline channels and entering the segment.

This report tracks monthly India smartphone shipments by brand by model across different e-commerce channel platforms like Flipkart, Amazon, Mi.com, Paytm, Snapdeal and others. It also tracks 100+ model level specifications which gives an in-depth analysis of the Indian market by channel.

Table of Contents:

  • Market Overview
  • Key OEM Strategies
  • Pricing Analysis
  • New launches Analysis
  • Spec Analysis
  • Channel Analysis: E-commerce and Offline
  • Major OEM Promotions
  • Key Market Trends
  • Market Survey
  • Make in India

Number of pages: 109

Publication Date: April 2024

China’s Smartphone Landscape Before Chinese New Year

Overview:

During the four weeks leading up to the 2024 Chinese New Year, a key holiday season in China, smartphones in the country saw a 3% decline from the previous year. However, the sales saw robust WoW growth, with average weekly sales during these four weeks increasing more than 20% compared to a normal week. This report analyzes in detail the smartphone market’s dynamics and brand performance during the pre-Chinese New Year festival period in 2024.

Table of Contents:

  • Overall performance
  • Brand-level performance
  • Market dynamics

Number of Pages: 7

Published Date: March 2024

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