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Q4 2011 Wireline Results – Canada

Phone In Q4 we had some interesting activities in Canada.  TELUS had some exceptional results, but otherwise all trends stayed the same.  Firstly wireline phone:  Overall nets for cablecos were lower than Q3 2011 but higher than Q4 2010.  The real cableco winner was Cogeco, which has 24k nets vs. last year where they added

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European telecoms woes grow – FT.com

Published on February 26, 2012 by in 2011, Bell, Rogers, TELUS

Outlook for T-Mobile down, port results at Telecom Italia, reduced dividends at Telekom Austria, Telefonica and warning of lower dividends at France Telecom.  So why are Rogers, Bell and Telus all raising their dividends?  European telecoms woes grow – FT.com.

 
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Protected: Rogers Reports

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Protected: Wireless Results Q4 2011

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Q32011 COA

COA Chart1:  COA does not seem to have gone up much over the years despite a massive increase in smartphones.  Strange! COA in Q3 2011 could have stayed down ahead of the iPhone 4S launch?  

 
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Q3 2011 Churn

Q3 2011 Churn Chart1:  Churn is becoming more of an issue for all of the incumbents.  Bell’s churn is significantly higher.  One can only assume that this is by design to clean up their base and improve profitability?  Note that Rogers only recently started reporting blended churn. Chart2: Postpaid Churn show worrying trends for Rogers

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Q3 2011 Net Adds

Q3 2011 Net Adds Chart1:  At first glance, it might appear that Bell lost out to Rogers, which nearly doubled the total net adds of Bell.  TELUS got just below fair share, BUT… Chart2: The Postpaid Nets Share shows a different story.  Due to much lower churn, TELUS and Bell did a bit better than

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Q3 2011 Gross Adds

Q3 2011 Gross Adds Chart1: In terms of Gross Adds, the incumbents pretty much got fair share, but a closer look shows significant shifts in mix. Despite so called “competition” from the new entrants, gross continued to grow. This was the highest quarterly gross adds in over 5 years. Chart 2: But Gross Add share

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