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Home Archive for category "Wireless" (Page 2)
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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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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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Verizon Wireless Q2 2012 results

Verizon Wireless Q2 2012 results This last quarter Verizon Wireless really blew the lights out.  This shows what a combination of a good strategy and good execution can achieve.  If in any doubt as to who is winning in the market, look at the charts. Revenue Growth Retail Service Revenue grew 8.6% y/y to $15.2Bn

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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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Rogers: Do headcount reductions make financial sense?

Published on June 26, 2012 by in 2012, Bell, Rogers, Wireless

Rogers:  Do headcount reductions make financial sense? Many of our Canadian telecoms and cable companies have all done significant headcount reductions in the past few years.  Does this improve their margins?  Is it indeed better for the businesses?  Is it better for the economy?  Is this the best way to improve productivity?   The numbers

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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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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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