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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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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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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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Rogers: Do headcount reductions make financial sense?

Published on June 26, 2012 by in 2012, Bell, Rogers, Wireless

Rogers:  Do headcount reductions make financial sense? Many of our Canadian telecoms and cable companies have all done significant headcount reductions in the past few years.  Does this improve their margins?  Is it indeed better for the businesses?  Is it better for the economy?  Is this the best way to improve productivity?   The numbers

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FiOS speed success impact on Canadian Cable Companies?

Published on June 25, 2012 by in Bell, Rogers, TELUS, USA

Will the FiOS speed success impact Canadian cablecos?   Verizon launched new Quantum speeds With the new speeds, Verizon users will enjoy speeds true broadband download at 300Mbps.  At these rates, it will only take a couple of minutes to download an HD movie.  This currently takes about 30 minutes on average for the fastest

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