Latest ideas and analyses related to subsidies

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S

+37 pts



Sprint Q3 miss, driven by wholesale weakness

By josiebe on Nov. 4, 2019, 6:17 p.m.
Tagged topics: postpaid subs , subsidies , postpaid ARPU , service revenue , wholesale , Lifeline , Softbank

Views: 219, Votes: 1, Responses: 0, Attachments: 0
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: 158, Votes: 5, Responses: 2, Attachments: 0
Canadian telcos

+32 pts



Telcos sounding a cautious tone on pricing environment; headed for messy Q3?

By ethonomics on Sept. 18, 2019, 4:22 p.m.
Tagged topics: unlimited data plans , subsidies , back to school , pricing environment

Views: 171, Votes: 2, Responses: 1, 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: 178, 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: 188, 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: 206, 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: 175, Votes: 3, Responses: 1, Attachments: 0