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BCE , T , RCI.B

+35 pts



Q3 results for BCE, Telus likely fine; concerns following Rogers' Q3 miss overdone

By phenphen on Oct. 23, 2019, 3:10 p.m.
Tagged topics: unlimited data plans , wireless ARPU , Q3 results

Views: 236, Votes: 1, Responses: 0, Attachments: 0
RCI.B

+38 pts



Rogers - what a poorly managed transition to unlimited plans!

By josiebe on Oct. 23, 2019, 2:33 p.m.
Tagged topics: unlimited data plans , postpaid churn , wireless ARPU , equipment cost

Views: 211, Votes: 2, Responses: 1, Attachments: 0
BCE

+46 pts



Q3 likely messy for Canadian telcos; BCE least exposed

By phenphen on Oct. 3, 2019, 10:20 a.m.
Tagged topics: unlimited data plans , ARPU , gross adds , wireless subs , churn , Q3 , distribution network , Dollarama , Lucky Mobile , Virgin Mobile

Views: 211, Votes: 4, Responses: 1, 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 , BCE , T

+33 pts



Management sounds increasingly cautious on ARPU

By phenphen on Sept. 17, 2019, 6:23 p.m.
Tagged topics: unlimited data plans , ARPU , Q3 results

Views: 135, Votes: 2, Responses: 0, Attachments: 0
RCI.B

+33 pts



I think Rogers might need to lower guidance

By mooreideas on Sept. 16, 2019, 11:14 a.m.
Tagged topics: unlimited data plans , guidance , wholesale broadband rates

Views: 201, Votes: 3, Responses: 0, Attachments: 0
RCI.B

+121 pts



Why I'm ending my recommendation on Rogers

By puckerman17 on Sept. 16, 2019, 11:06 a.m.
Tagged topics: unlimited data plans , guidance , Q3 results

Views: 282, Votes: 6, Responses: 2, Attachments: 0
RCI.B

+36 pts



Migration to unlimited plans seems faster than expected

By puckerman17 on Sept. 16, 2019, 11:03 a.m.
Tagged topics: unlimited data plans , ARPU , Q3 results

Views: 198, Votes: 4, Responses: 0, Attachments: 0
SJR.B , RCI.B , Canadian telcos

+35 pts



Shaw using employees to do some word of mouth marketing on Big Gig Plans

By puckerman17 on Sept. 5, 2019, 4:48 p.m.
Tagged topics: unlimited data plans , competitive environment , back to school

Views: 147, Votes: 3, Responses: 0, Attachments: 0