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Bell wireless vs. Verizon wireless

Bell wireless vs. Verizon wireless Today Bell announced their results.  They were good, very good, so good we are really concerned for how bad the others may be, especially Rogers and definitely the new entrants who probably had a nasty quarter with no iPhone 5. Since Bell executives told investors that they are now a

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Canadian Wireless Summary Q3 2012

Canadian Wireless Summary Q3 2012 We were waiting in the hope that Mobilicity and Public Mobile might release some numbers, but no joy on that front, so we will assume that they did not do as well as WIND. We think there are three stories that are playing out in the Canadian wireless market: Rogers

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Bell vs. Cablecos

Bell vs. Cablecos Bell has three cable company competitors in Videotron, Cogeco and Rogers.  Two of them have wireless now.  The battle is very interesting and ironically while the cable companies are winning the battle for the home phone, Bell is starting to win the battle for TV.  This is a very different landscape to

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Battle for the West Continues

Battle for the West Continues   The battle for West Canadian telecoms market continues.  Like most other provinces there are only really two players.  In the past with the assistance of regulation, Shaw had the upper hand and there seemed to be no respite for TELUS who were under fire in every aspect of their

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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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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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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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