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Home Wireless Archive for category "Incumbents"
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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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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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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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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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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 Q1 2012 wireless Results

Rogers Q1 2012 wireless Results Looking at the Q1 2012 Rogers wireless results, it is difficult to find any good news.   It seems that every single metric (with the exception of Data revenue) actually went in the wrong direction.   Churn Overall churn was high for Rogers, with some 513,000 subscribers leaving Rogers during 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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Wireless network quality myths

Wireless network quality myths: In the past companies like Verizon in the USA and Rogers in Canada built their brand and customer base on the back of superior networks, but shortly after Virgin Mobile launched the first MNVO on T-Mobile’s UK network, a third party customer satisfaction survey revealed some startling results:  Virgin was rated

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