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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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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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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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Protected: Wireless Results Q4 2011

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Q3 2011 Churn

Q3 2011 Churn Chart1:  Churn is becoming more of an issue for all of the incumbents.  Bell’s churn is significantly higher.  One can only assume that this is by design to clean up their base and improve profitability?  Note that Rogers only recently started reporting blended churn. Chart2: Postpaid Churn show worrying trends for Rogers

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