Latest ideas and analyses related to EIP

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RCI.B

+43 pts



Rapid adoption of unlimited plans likely to hit Rogers hardest in Q3

By josiebe on Oct. 3, 2019, 9:19 a.m.
Tagged topics: unlimited data plans , EIP , repricing , data overage revenue , subsidies , Q3 results

Views: 161, Votes: 5, Responses: 2, Attachments: 0
BCE , RCI.B , T

+32 pts



EIP take up appears to be pretty uneven; BCE billing system not ready?

By ethonomics on Sept. 18, 2019, 4:30 p.m.
Tagged topics: EIP , handset costs , Q3 results

Views: 243, Votes: 2, Responses: 0, Attachments: 0
Canadian telcos

+45 pts



How's the back-to-school competition this year?

By phenphen on Sept. 5, 2019, 11:11 a.m.
Tagged topics: unlimited data plans , EIP , competitive environment , back to school

Views: 332, Votes: 1, Responses: 10, Attachments: 0
RCI.B , Canadian telcos

+37 pts



No one is expecting subsidies will go to $0

By puckerman17 on July 24, 2019, 2:05 p.m.
Tagged topics: EIP , Big 3 , subsidies , margins , EBITDA growth

Views: 180, Votes: 2, Responses: 0, Attachments: 0
Canadian telcos , RCI.B

+34 pts



Management seem too optimistic on EIP driving subsidies savings

By cassie on July 24, 2019, 1:39 p.m.
Tagged topics: EIP , election year , management , Big 3 , subsidies , 3 year plans , monthly payments

Views: 189, Votes: 3, Responses: 0, Attachments: 0
RCI.B , Canadian telcos

+46 pts



Too optimistic to assume EIP will drive big savings on subsidies

By josiebe on July 24, 2019, 12:28 p.m.
Tagged topics: EIP , 2H results , intensified competition , equipment margins , subsidies , US telcos

Views: 210, Votes: 4, Responses: 2, Attachments: 0
RCI.B

+41 pts



Here's why I'm concerned about the guidance

By josiebe on July 24, 2019, 11:24 a.m.
Tagged topics: EIP , guidance , service revenue growth , subsidies , wireless ARPU , equipment revenue , 2H

Views: 177, Votes: 3, Responses: 1, Attachments: 0
BCE , CCA , QBR.B , SJR.B , Canadian telcos

+31 pts



Best bet is $BCE$

By phenphen on June 13, 2019, 10:12 a.m.
Tagged topics: unlimited data plans , EIP , safe haven , Big 3 , wireless business , big bucket data plans , differentiation

Views: 37, Votes: 1, Responses: 0, Attachments: 0
Canadian telcos

+-9 pts



Safe haven in Canadian Telcos?

By josiebe on June 13, 2019, 9:32 a.m.
Tagged topics: unlimited data plans , EIP , safe haven

Views: 403, Votes: 1, Responses: 1, Attachments: 0
Canadian telcos , SJR.B , QBR.B , T , BCE , RCI.B

+36 pts



EIP is inevitable in Canada

By cassie on June 12, 2019, 4:03 p.m.
Tagged topics: unlimited data plans , EIP , political pressure , pre-empt regulation , election year

Views: 197, Votes: 4, Responses: 0, Attachments: 0