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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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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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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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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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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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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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WIND Canada Q1 2012 Results

WIND Canada Q1 2012 Results After a fairly strong Q4, we were expecting strong results from WIND, who with the some momentum were poised to make significant customer gains in a quarter where incumbent usually lose lots of subscribers.  Well the incumbents did lose a lot of subscribers, more than ever and for the first

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