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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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Q4 2012 AT&T vs. Verizon

Q4 2012 AT&T vs. Verizon   In isolation both companies had a good quarter despite their losses.  We find that the best way to understand the results are by comparing a number of key metrics across the two businesses: Net Adds AT&T added 780k net postpaid subscribers, which was 8.8% up y/y and significantly up

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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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Bell vs Rogers Q3 2012

Bell vs Rogers Q3 2012 Bell and Rogers had very different wireless results. Gross Adds Overall gross was down y/y for both companies, but this appears to be a strategic shift away from lower value prepaid subscribers.  Postpaid gross was marginally up for both Bell 373k ( y/y growth 0.1%) and Rogers 386k (y/y growth

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Wireless: Verizon vs. AT&T

Wireless: Verizon vs. AT&T Verizon wireless and AT&T wireless just posted very different Q3 2012 results.  Both companies pointed to many metrics to show improvements, but some of this is the overall market.  What matters to me is their relative performance over time.  Let’s explore some key comparisons before concluding who actually won the quarter:

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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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