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?
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
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
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