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WIND Mobile ends Q2 2011 with 317,000 active subscribers
WIND Mobile is on the verge of expanding their reach and lighting up the Kitchener-Waterloo area on August 16th. This will take them to 6-core city locations, now in Toronto, Calgary, Edmonton, Ottawa and Vancouver. Subscriber numbers always give a great indication of how a company is doing. Last we heard from WIND was in Q1 when they had almost reached the 300,000 subscriber milestone. Today, financial backer Orascom Telecom reported Q2 2011 results and this included WIND Mobile Canada stats. In the report it revealed that WIND now has 317,000 active subscribers, an increase of 45,341 subs in 3-months (14%). In addition, compared to a year ago this represents an 223,118 jump in subscribers.
Since WIND has always offered cheap monthly price plan you’d expect their ARPU (average revenue per user) to be low. This now sits at $27.80 (CDN), actually up $1.10 from the last quarter.
WIND’s 317,000 subscribers to the Big 3: Rogers has 9,127,000, Bell has 7,283,847 and TELUS has 7,097,000. As for the Big 3 ARPU in Q2, Rogers was $60.26, Bell was $52.99 and TELUS hit $58.88.
Source: Orascom (PDF)
Via: Reuters
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52 comments for “WIND Mobile ends Q2 2011 with 317,000 active subscribers”
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Pretty good small growth is still growth and the money they bring in will help fund new towers for new customers and the cycle repeats. Hopefully in a few years they can be up there will the big 3 since their working on LTE
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As always Orascom has to release the real numbers.. Jabroni sais well over 300k.. jabronied!
good to see who runs this thing.
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Does Rogers release ARPU for wireless alone? I’d be interested to know what that stands at for a large company. Higher rates, sure, but their costs are also much, much higher than what Wind has to pay.
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Of course Rogers, Bell and Telus have higher operating costs, they can reach 85% of the population but per customer the big 3 actually operate at a lower cost. Don’t let them fool you with their higher costs vs a local market provider like WIND. WIND has lower overall costs compared to Big 3 – higher per customer cost, Big 3 higher overall costs but lower per customer. (Example not real #’s) It’s like operating at a cost of $50 for 5 people (WIND) or operating at a cost $100 for 20 people (Big 3).
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Wind is moving to the good direction!
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14% growth is quite good, considering they didn’t expand to any new markets in that time.
Expect that growth rate to spike every time they light up a new area. For value conscious customers, it’s quite hard to ignore Wind’s rates (as long as the coverage suites your needs of course).
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Win.
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The title should say -WIND Mobile had 317000 active customers at the end of June.
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I’ll always remember the day that the government overturned the CRTC’s decision to bar Wind from operating in this country. There was a huge sell-off of Telus, BCE, and Rogers stocks on the TSX. Investors weren’t stupid. They knew the Big 3 were getting a free ride and huge margins due to the lack of competition, and Wind was a real threat to that.
Just rewind 3 years ago, and look at the plans and fees that the Big 3 were charging. Koodo’s nationwide plans would have been a dream back then!
Even though Wind and other new companies still have a small footprint, their presence is being felt across the country.
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I would make the argument that investors have a lot of faith in the incumbents. T/BCE/RCI are all trading up. Last week before the market meltdown TELUS shares were at $55 close to $56. An amazing jump considering TELUS shares were trading at the low 40′s just a year ago. If WIND is making a dent in the Big 3 profits, neither the incumbents quarterly reports or investors seem to think its anything that they are worried about… for now.
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The day I was referring to was back in November of 2009. I’m not saying that the Big 3 stocks are hurting today, just that the market reacted to the threat of competition.
Similarly, all the stocks traded up when the CRTC originally barred Wind from operating.
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add another 50-100k once they hit KW.
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They’re going to get 10-20% of the population in K-W as customers as soon as they light it up? Doubt it. Their current penetration among the general population in their coverage area is about 2.5-3% (hard to say exactly). Realistically, they’ll add another 8-10k in K-W quickly and slide up to the 12-15k range by the end of the year.
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Do the big 3 numbers include their other brands (Fido, Koodo, etc)?
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This is actually very good news for WIND. Considering expansion to K-W they are on the way to a half million subscribers by the year-end.
Even better for them is that ARPU is rising, it’s a small rise but still the great for WIND.
On top of that, as M$M4K pointed out, WIND has a positive disruption effect to a Canadian wireless market as a whole.
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Hidden due to low comment rating. Click here to see.
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More new phones, more coverage, improved quality – and new winner is born! Go Wind go, trash Robellus thieves as hard as you can, they gouged and robbed Canadians for way too long.
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Good for Wind! I think we need to show the CRTC that we refuse to kiss the big 3′s feet. I would switch but i am way out of the zones.
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Hidden due to low comment rating. Click here to see.
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do you know how expensive it is cancel a contract? Its not that easy when there tons of people who are trapped into contracts and cannot afford to leave the provider. Not to mention the zones are narrow, you are only targeting the GTA and a few other major cities…the fact they captured 315K+ is a feat! It will be a million soon.
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Good solid growth.
Things can still change after the 2012 spectrum auction in either direction.
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Hidden due to low comment rating. Click here to see.
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LMAO! I was going to ask where Phoneguy was with his anti everybody rant and pro PM pimping.
Thanks for not letting me down!
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Agreed. Considering how many cities/areas are covered by Wind and how long they have operated that number is very miniscule. Operating costs, and overall service Wind is behind what I would expect by now. No one considers Mobilicity because frankly they arent expanding rapidly enough. So by far Public is leading the way in the new entrants, and the G-Band to LTE switch = smart thinking!
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JSmith, what makes you think PM was the only network that was built LTE ready??? Wind was testing LTE last year in Toronto all they need is spectrum. Do you honestly believe that PM can afford the spectrum it needs to launch LTE? Do you honestly believe that LTE is going to be affordable enough for PM’s demographic?? The cost of the phones alone is going to be a shock for people used to spending $50 on a handset.
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@Jonesy
Exactly they need spectrum, it doesnt come free, or cheap. And as for handset pricing 2 points. A) handset pricing is very overinflated, a basic $50 phone as what a lot of no contract or prepaid carriers sell, truly only cost $20-$30 for that handset. And the higher end handsets can be equally affordable to consumers. Look at recent ‘data capable or smartphones released for under $190. Not all consumers want $500 phones (ie: Blackberry/iPhones). Im sure they can afford the spectrum as well.
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@phoneguy, show us a link that stats that PM has 230,000 subscribers? As of Dec 2010, they had less than 7,000. You are saying that in just over 6 months then got 223,000 subscribers? I would think that would be headline news everywhere.
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Bob, in all fairness RBC estimated them to have 59,000 subs and the end of Q4, ’10. Even so, 180,000 subs in 6 months? Very unlikely.
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yes I work for PM duh thats no secret but my rants are still facts…I have contracts in front of me that says 233,207 subs as of yest. and PM is a private company and has not released any numbers yet so they assume 50000-60000…lmao thats hilarious….there are over 200 locations in the GTA alone and have been open for almost 2 yrs do the math…my god you ppl are special 60000 subs divided my 24 mths with 200 stores = 12.5 subs per store over 2 yrs…HAHA ya thats what were at were at 60000 lol wow and fyi my 5 stores alone does anywhere from 200-250 subs per month.
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@phoneguy, you’re right I love how people that never worked in the industry are experts, especially you.
Wind in fact has tested LTE.
http://mobilesyrup.com/2011/02/03/wind-mobile-successfully-tests-lte-and-hd-voice/
Also http://lteworld.org/news/wind-mobile-announces-lte-trial
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again those numbers were estimations the RBC has no idea what were at
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Jsmith is a smart man
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LMAO!
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220,000+ subscribers just in GTA and Quebec?
I’ve seen Wind/Mobi users quite often, but never seen any one single PM user (easily recognizable by their phones)
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move to London next WIND, you only have to go an hour southwest!! As Rob Schnieder (famous american actor would say) “YOu can do eet”1
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Hidden due to low comment rating. Click here to see.
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Then scan and post. It seems like you#re the only person in the PM organisation that has the authority to see these mysterious contracts. I would have imagined that the management at PM would be sending out new-releases like theres no tomorrow if this were true.
Even if it is, how long do you think PM can possibly stay in the market? It has no discernable advantage over itself and Wind and Mobi with the exception of price, but all that will have to change once you take on LTE. Do you think you can sell LTE handsets for $50 too? Your whole market will have to change. Your boss has always made it known that PM was created for one reason and for one reason only: To be sold off. What did you expect from a Rogers guy? Loyalty?
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Great blog to link lukehard.
0 comment on EVERY post!!!! That guy is really anti-whoever is the guy he’s ranting about. Just another troll on the net. No need to link to it.
Very happy for Wind. Hope this company will open a new market in Montreal someday. I know translating everything in french will be a problem, but let’s hope anyway. Or maybe I’ll move someday to Ottawa.
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Translating everything isn’t the problem. They don’t have any spectrum in Quebec outside of the NCR.
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wind does have northern Quebec too….expect Wind top be able to get some 700mhz next year
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317,000 subs is probably the total amount of customers who had signed up from 1st launch until now, but the real number is how many have stayed and how many is the exact current amount of subs with active lines is the question. Wind is probably counting on the total amount who have signed up, but aren’t couting on active today subs. which I’m betting its probably more around 90,000 active subs. Thats why Wind is being desperate with coming out with the $29 all in promo plan.
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The article title says active subscribers, not inactive subscribers. So I think you’re wrong. This must mean 317,000 actual real users on their network.
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active subscribers is industry standard….once a pay-before/pay afer (who didnt call to cancel) customer is inactive for 3 months they are considered inactive
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20 months and 317,000 customers later, I guess they won’t reach their 2 Million target within the next 16 months. I will agree that they are making an impact but they are definately not killing the Big3 like all the fanboys have been wishing for a long time. It has forced them to come out with more customer friendly options etc but they are not bleeding alot of customers.
Wind needs to step it up a notch, I see Mobi getting Walmart and Staples as distributors, and Wind losing with Blockbuster. I guess only time will tell with the upcoming auction, I wonder if Vimpelcom will float them another 500 Million for that auction…
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terrible disappointing numbers and ARPU
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Most of their subscriber base is prepaid therefore numbers might be much smaller due procedure of considering a prepaid subscriber switched off (3 months). They have lost lot of their traction and this is still because of an existing poor technical, business and customer service team. I believe more clean up is needed. The technical guy was fired recently which is good news the new one is expected in september maybe more cleanup on the way among so many funny ninjas and useless executives
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people have spoken , they are not buying the BS . they would rather have a working phone than one that is cheap and doesnt work. Q2 results from most telcos are out and ROGERS was the clear winner with over 130 k while others came close to 100k . Videotron was strong show for new entrants. All you WIND boys please go ahead and vote dislike . truth hurts
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@Machiato fcking ninjas man, stinking leftovers from Telus hired by the technical lead fired in Pakistan and now in Canada good for nothing morons
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maby this is good im not with wind naw i do hope thay get ther netwerk in stonny plane alberta so i can join
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now wind needs to get working on making a canada wide home zone.
Roaming sucks.
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Gentleman ladies and tubby.. did not the jabroni not release numbers and each ad every time orascom would correct him? tony says well over 300k… and now this? the man need to just leave, pack up his Rogers blackberry and just be gone! On a lighter note LTE upgrades are well under way for Rogers.. looks like 700 MHz are going to the big 3 as well..
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Wind losers, get out of Canada you mrons
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