iPhone 5 Launch date Today reports in the WSJ suggest that Sharp has fallen behind on the production of the iPhone 5 screens. http://on.wsj.com/R1aWVJ This will almost certainly impact the launch date and will impact iPhone 5 supplies. Does the date of the iPhone 5 launch matter to Canadian wireless carriers? We think so: Launch
RIM is not looking good. Not much more to say. Pretty sad. Note that RIM’s percentage is of top 11 handset OEMs. Together the top 11 account for 80% of overall market.
Disappearing Canadian Landlines For the last 14 consecutive quarters, the telecoms companies of Canada have lost more subscribers than the cable companies have gained. This had happened a few times in the past, but was put down to timing like moves in Quebec. The real driver for telecoms landline losses was cable. Not anymore.
Prepaid’s declining relevance in Canada Looking at the last few years there have been some dramatic changes in prepaid in the Canadian market. Canada might already have the lowest percentage of subscribers of any market we know. The chart below shows how Bell, Rogers and TELUS compare with Vodafone operators in 21 countries. This chart
Bell Q2 2012 Results Wow, another great quarter from Bell. They really seem to be executing at a new level. I bet the private equity firms who were going to buy BCE are kicking themselves right now? Gross Adds Gross adds were good for Q2, although down 10% Y/Y and down 4% for postpaid gross,