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
MetroPCS has produced over 1 million net new subscribers for 6 years in a row – well done. Note that the MetroPCS EBITDA margin was 31.9% for 2011, compared with Telus at 39.7%, Bell at 34.8% and Rogers at 42.2% MetroPCS – Investor Relations – Press Release.
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Q3 2011 Net Adds Chart1: At first glance, it might appear that Bell lost out to Rogers, which nearly doubled the total net adds of Bell. TELUS got just below fair share, BUT… ￼Chart2: The Postpaid Nets Share shows a different story. Due to much lower churn, TELUS and Bell did a bit better than