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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 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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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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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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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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Smartphone growth sparks investment call – FT.com

Published on February 26, 2012 by in CAPEX

$800bn needed in next four years for LTE networks!  More mobile connections than people in the world.  Smartphone growth sparks investment call – FT.com.

 
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