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Wireless results summary – Canada – Q1 2012

Wireless results summary – Canada – Q1 2012 Well, now that all of the incumbents have reported, it is worth looking at how they did against each other.  Who won the quarter?  TELUS, followed by Bell with Rogers a distant third.  But that is just our opinion, it really depends how you measure. The chart

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TELUS Wireless Results Q1 2012

TELUS Wireless Results Q1 2012 This was an exceptional quarter for wireless at TELUS.  We were very impressed with Bell’s wireless numbers, but it seems like TELUS has trumped them on almost every number.  To really understand how well the companies are doing, we find comparing them with each other more useful than comparing themselves

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Bell Wireless Results Q1 2012

Bell Wireless Results Q1 2012 Bell’s wireless results were fantastic.  Both in terms of metrics and financials, Bell really did well in Q1 2012.  Until TELUS reports, we cannot be 100% sure, but it looks like in an overall market that we relatively flat in terms of gross adds, Bell focused on postpaid subscribers in

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Rogers – a poor cable quarter

Published on May 1, 2012 by in 2012, Bell, churn, Q1 2012, Rogers, TELUS

Rogers – A poor cable quarter Rogers had a pretty bad wirelessquarter and this has been given deserved attention, but cable results were also pretty weak.  Overall Cable subscribers were down (21k), digital subscribers were down (1K), Cable telephony flat and Cable high speed customers were up 13k, but not enough to avoid the double

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Wireless competition in Canada

Published on April 27, 2012 by in 2012, Bell, Rogers, TELUS, Wireless

Wireless Competition in Canada Wireless competition is certainly changing.  The 2008 AWS new entrants have not really gained the traction they need to compete with the incumbents.  Their networks are too small, their services are too focused on the low end and they have been relegated to competing with incumbent flanker brands rather than their core brands.

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new iPad heats up race for 700MHz in Canada

Published on March 8, 2012 by in Bell, CAPEX, Rogers, TELUS, Wireless

new iPad heats up race for 700MHz in Canada The new iPad The new iPad came with many exciting features, but for Canadian operators it also came with more issues, possibly creating a game changing tussle for 700MHz in Canada.  Yes, the resolution, processor and camera are all amazing, but buried deep in the very

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Unlimited wireless plans?

Published on March 5, 2012 by in Bell, Rogers, TELUS, USA, Wireless

Unlimited plans From a marketing perspective it is always very attractive to have unlimited, but delivering unlimited is always difficult when the resource itself if not unlimited. Have you ever heard of an unlimited gas plan or unlimited electricity?  We have not; in fact it looks like the only thing that we do not pay

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Cutting the cord

Published on March 2, 2012 by in Bell, Rogers, TELUS, Wireless

Cutting the cord Recently much has been written about cutting the cord.  This phrase can refer to a number of situations, but the two most obvious in today’s parlance are either dropping your home phone or your cable TV. At home, we have done both and it has been amazing, liberating and has had the

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Q4 2011 Wireline Results – Canada

Phone In Q4 we had some interesting activities in Canada.  TELUS had some exceptional results, but otherwise all trends stayed the same.  Firstly wireline phone:  Overall nets for cablecos were lower than Q3 2011 but higher than Q4 2010.  The real cableco winner was Cogeco, which has 24k nets vs. last year where they added

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Wireless wholesale networks – can we make them work?

Wireless wholesale networks So far wholesale networks have not worked in the USA and as far as we can see in Europe, the winners in wholesale deals have been the MVNOs, not the wholesale providers which are usually the national provider turned national enemy with a regulator hell bent on creating competition by constraining the

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