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RIM Outrage Outage

Published on September 21, 2012 by in Wireless

RIM Outrage Outage It is a strange time to have a RIM outage.  Why some of us switched About this time last year, RIM had a significant outage, for some users it lasted up to five days.  After more than a decade of carrying a Blackberry on my hip and at least 15 different blackberries,

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iPhone 5 Launch date

Published on August 31, 2012 by in Wireless

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

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RIM not looking good

Published on August 30, 2012 by in 2012

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.

 
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Disappearing Canadian Landlines

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. 

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Prepaid’s declining relevance in Canada

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

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Bell Q2 2012 Results

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,

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Rogers Wireless Q2 2012

Rogers Wireless Q2 2012 (first draft – no graphs yet either) Too much cash? Before we get into the wireless results, Rogers paid back dividends of $207m and repurchased 9.6m shares for $350m returning a total of $557m in the quarter.  Incredible. To put this is perspective, this is more cash returned to shareholders than

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Verizon Wireless Q2 2012 results

Verizon Wireless Q2 2012 results This last quarter Verizon Wireless really blew the lights out.  This shows what a combination of a good strategy and good execution can achieve.  If in any doubt as to who is winning in the market, look at the charts. Revenue Growth Retail Service Revenue grew 8.6% y/y to $15.2Bn

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CEO performance measured by share price

Published on July 10, 2012 by in Bell, Rogers, TELUS, Wireless

CEO performance measured by share price Sometimes new leaders can re-invigorate a business, find low nagging fruit and produce superior returns.  Sometimes financial performance improves, sometimes a new executive is just lucky on timing.  In the blog we will measure only one thing: Share price increase from the week before until now measured against peers

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Shaw Q3 2012 Results

Published on June 29, 2012 by in 2012, Results, TELUS, Wireless

Shaw: Q3 2012 Results Please note that reading this is subject to our terms and conditions.  This should in no way be considered financial advice.  This document is solely the opinion of the authors using only information from the public domain. Overall Direction During the Shaw Communications conference call and in the MD&A, it suggests

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