Latest ideas and analyses related to wireless ARPU

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QBR.B

+35 pts



Fizz and margin were the upside surprise for Q3

By phenphen on Nov. 12, 2019, 11:25 a.m.
Tagged topics: wireless ARPU , Fizz Mobile , dividend growth , buybacks , profitable growth , intro pricing , 5G delay , lower capex , reasonable valuations

Views: 238, Votes: 1, Responses: 0, Attachments: 0
RCI.B

+38 pts



Rogers wireless likely to get worse before better; not rushing to buy

By phenphen on Oct. 24, 2019, 11:21 a.m.
Tagged topics: data overage revenue , wireless business , wireless ARPU

Views: 157, Votes: 2, Responses: 0, Attachments: 0
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: 242, 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: 219, Votes: 2, Responses: 1, Attachments: 0
QBR.B

+33 pts



Management indicating stronger loading momentum into Q3, should help ease concerns

By phenphen on Aug. 8, 2019, 2:15 p.m.
Tagged topics: Q2 results , gross adds , wireless ARPU , BYOD , loading momentum , churn

Views: 200, Votes: 1, Responses: 0, Attachments: 0
QBR.B

+45 pts



Disappointed wireless subs didn't jump more with Fizz

By puckerman17 on Aug. 8, 2019, 7:32 a.m.
Tagged topics: Q2 results , wireless ARPU , BYOD , Fizz Mobile , wireless subs

Views: 168, Votes: 2, Responses: 2, Attachments: 0
QBR.B

+65 pts



Q2 looks like a miss, stock likely to go down today

By cassie on Aug. 8, 2019, 7:12 a.m.
Tagged topics: Q2 results , wireless ARPU , cable subs , stock-based comp

Views: 311, Votes: 4, Responses: 9, 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
RCI.B

+45 pts



Street estimates likely to come down due to unlimited plans

By phenphen on July 23, 2019, 1:44 p.m.
Tagged topics: unlimited data plans , postpaid subs , service revenue growth , street estimates , wireless ARPU , management commentary

Views: 163, Votes: 2, Responses: 4, Attachments: 0