Latest ideas and analyses related to management

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ATVI

+37 pts



$ATVI-Blizzard struggles deepen further

By Noto on Aug. 12, 2021, 11:27 p.m.
Tagged topics: management , World of Warcraft , Diablo 4

Views: 57, Votes: 4, Responses: 0, Attachments: 0
Canadian telcos

+32 pts



TD just removed 1x charges related to lower wholesale broadband rates

By cassie on Oct. 3, 2019, 1:11 p.m.
Tagged topics: management , Q3 , wholesale broadband rates , one-time charge

Views: 116, Votes: 2, Responses: 0, Attachments: 0
QBR.B , RCI.B

+35 pts



$750m capex enough for 5G without network share?

By puckerman17 on Aug. 8, 2019, 2:38 p.m.
Tagged topics: management , network sharing , capex , 5G deployment

Views: 98, Votes: 2, Responses: 0, Attachments: 0
QBR.B

+34 pts



Unlimited plans not having an impact

By cassie on Aug. 8, 2019, 2:30 p.m.
Tagged topics: unlimited data plans , Q2 results , management

Views: 107, 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

+38 pts



Why I think street estimates for wireless are too high

By cassie on July 24, 2019, 12:55 p.m.
Tagged topics: unlimited data plans , management , wireless business , street estimates , Roam Like Home , dilutive impact

Views: 174, Votes: 2, Responses: 1, Attachments: 0
RCI.B , Canadian telcos

+47 pts



Pace of plan upgrade vs plan downgrade is key in 2H

By puckerman17 on July 24, 2019, 12:21 p.m.
Tagged topics: ARPU , 2H results , management , monthly rate plans , service revenue growth , upgrades vs downgrades

Views: 200, Votes: 3, Responses: 3, Attachments: 0
RCI.B

+33 pts



Rogers clearly trying to weed out lower value cable subs

By mooreideas on July 23, 2019, 12:47 p.m.
Tagged topics: TV losses , management , TV ARPU , Ignite TV , phone discount , Ignite bundle , pricing , cable capex , equipment cost

Views: 145, Votes: 2, Responses: 0, Attachments: 0
RCI.B , Canadian telcos

+55 pts



Unlimited data plans will impact 2H results

By josiebe on July 23, 2019, 10:52 a.m.
Tagged topics: unlimited data plans , ARPU , overage revenues , 2H results , management , monthly rate plans , service revenue growth , cost savings

Views: 175, Votes: 5, Responses: 5, Attachments: 0
RCI.B

+45 pts



Management comments on unlimited plans should help sentiments

By puckerman17 on July 23, 2019, 10:15 a.m.
Tagged topics: unlimited data plans , Q2 results , management , sentiments

Views: 191, Votes: 5, Responses: 6, Attachments: 0