
Rogers has reported their Q3 2011 results and they increased by 166,000 subs, taking them to a total subscriber base of 9,288,000. Rogers does note that net Postpaid subscribers was 74,000 for the quarter, down 51,000 from a year ago. Net PrePaid additions increased by 1,000 to represent 87,000 – this was a results of Fido, Chatr and prepaid wireless data plans for tablets and Rocket Sticks. Combined it’s a total decrease in net subs by 50,000 which was caused by “heightened competitive intensity”. ARPU (Average Revenue Per User) was $61.79 in Q3, falling $2.59 from last year, which is good for us customers.
In the report Rogers notes they “activated and upgraded approximately 609,000 smartphones” that were “predominantly iPhone, BlackBerry and Android devices”, and wireless data revenue increased by approximately 28% to hit $611 million, and $1,725 million for the first 9 months. Total revenue for the quarter increased 1% to $1,832b, and is also up by 2% so far this year to $5,312b
Nadir Mohamed, President and CEO of Rogers said “Rogers delivered a balanced set of financial and subscriber results in the third quarter, with continued growth in the face of an extremely competitive environment. The strength of our asset mix, combined with a focused execution on our priorities – wireless data growth, customer retention and managing our cost structure – enabled Rogers to generate continued strong margins and free cash flow while increasing the amount of cash returned to shareholders by double digits year-over-year.”
Source: Rogers
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lol this is awesome for the new 3…ya they added a bunch of new subs but as it states mostly prepaid and like u said its prolly alot of spinning and upgrades that help these numbers out…and there ARPU is still a joke and its sad robbers needs there ARPU to be that high just to survive which means they can never compete with the new 3 as far as competitive plan pricing goes unlike say PM can survive off $25-$30 ARPU and grow…I can tell ya working at 5 different PM locations across the GTA ppl are leaving the big 3 the first chance they get NOBODY is signing another 3 year contract HAHA GO PM!!!
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Canadians needs to vote with their wallets! Stop this monster profit for the big 3!
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@ ZENTR…u are a moron if u think rogers added 638000 new subs in a quarter lol get off ur high horse u prolly work for them nobody is signing 3 yr contracts anymore…illusion boy
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Definately see a shift happening, yes the new entrants have made a difference but not as big as they thought they would of. 1.5 Million customers in 3 years was Wind’s prediction, they recently announced 350,000 at a Town Hall not too long ago and that is almost 2 years into their 3 year prediction. Weak, very Weak.
I will acknowledge that they are making a difference, ARPU is coming down, due to lower pricing which is a good sign for consumers, bad sign for shareholders
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F**k you, Rogers! I left these crooks a month ago and I’ve never been happier.
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Spending $200+ bucks a month on cable/inet/cell service is retarded. Wake up and smell the economy people.
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I agree, I don’t have cable, I still get full HD locals free OTA on my 55″ HDTV, looks better than cable, yet I don’t watch TV that much anyway, except occasionally for news and some shows on CTV, I don’t spend time talking on phones, other than the odd web browsing and sms, spending $200 monthly on those services is absolutely insane. I spend a fraction of that $200, and I am not with the new entrants, and still stay connected with my friends. Maybe your should reconsider your financial situation if you can’t afford those services. I recommend talking to a financial adviser.
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Now add -1 for me leaving after getting tricked.
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Folks, not everyne is in a Wind zone. Hell, 90% of canadians have no choice but ROBELUS. I have Wind to the north of me. Wind to the east of me. And soon wind to the South East of me. But no Wind here.
Plus a LOT of people may LIVE in a Wind zone, but don’t work in one. Or the other way around. So Wind doesn’t work for them.
Windss main benefit to me is forcing priceing down. Not in being a carrier I can switch to.
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you live in brantford?
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so much for great prices with WIND if you can’t get service..
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Competition indeed made a dent into big 3, but only in places they got their network set.
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i like paying $200 for my services, as long as they are reliable and value added.
I would rather pay $30 for an all you can eat buffet that has 100 items (i.e. Rogers) versus $10 for an all you can eat buffet that only has 5 items (i.e. Wind Mobile).
You can’t just look at ‘price’. You have to look at service and product selection as well (i.e. good network and good phones like the iPhone or droid razr or samsung galaxy).
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finally someone who gets it
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I know that now everyone can get onto the new entrants network but for those who can, the only reasons why you would still be on their network are:
1) Fell for their marketing (better reception, etc..)
2) Absolutely need LTE
3) Have money to throw away (throw it my way please!)
4) Apple fanatic (e.g. you will always buy Apple, no matter what)
Your $10 for 5 items vs $30 for 100 items example is also skewed because while the price proportion might be right (3 to 1), the number of services are not (20 to 1? really?) I agree that the new entrants might not have all the bell (ahem) and whistles of the Big three but personally, I don’t need to have home security from Rogers, I don’t need the system access fee either. I’ll take a pass on those. Thanks.
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Well…. if everyone who drives just bought a kia because it “does the job”, there would be no market for other manufacturers out there. while wind, mobilicity, etc certainly “do the job” in giving wireless service, their coverage is still lacking (in building penetration, dead spots etc) but more importantly, the phone selection is not there. not just for apple phones. there are many great phones out there that just aren’t on wind or mobilicity. the big 3 have these.
nail in the coffin, unfortunately, is the business model of the new entrants is totally NOT suited for high end users.
while “we” in here may be able to dish out $600 for a new phone, the majority can’t. mobilicty, wind etc rely on the fact that the consumer pays for the hardware but has no contract. while a nice thought, it doesn’t work for very expensive cell phones. oh, and ‘tabs’ and other offers that the new entrants have are just another form of a contract. if you opt out before the year is up, you gotta pay the diff.
read the fine print.
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Rogers is stealing WINDS customers by BLOCKING winds signal! its true ad it can be proven! 161K thats as much as wind has but I can tell you they are not as happy as us on wind!
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Good job ‘Robbers’! What’s more suprising is that the new CFO comes directly from Bell!! Interesting, very interesting….
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I personally would like to see a breakdown between the main Rogers brand vs. Fido vs. Chatr, instead of lumping them all together, but I guess that idea will never fly with their Finance Dept.
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a friend if mine works at a Chat_r kiosk, he claims that 8 activations out of ten come to buy a sim card and are already a Rogers/Fido customer. he says that the Fido dealer in his mall is really pissed off, the dealer told him that his Rogers representative is also pissed off and that they have no clue of what Chat_r does. Seems Rogers if fine with customers spinning as they don’t need to pay residuals on the Chat_r activations and at the same time they don’t lose the revenue to Telus/Bell or new entrants. However fido and rogers dealers are losing a lot… maybe rogers real intention is to lower the empowerment of the dealers over their core business
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@sam: There you go. I totally agree with you.
Even last month I went to a Rogers dealer to see what plans they are offering in this competitive market. Still same crappy plans and they won’t sell if I don’t sign up for a 3 yr contract. Unbelievable!!! You have done it Robbers!!!
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Rogers’ ARPU has always been higher than that of the other two by $9/month. We can scream all we want here, these 9M people will not wake up.
Wasn’t roaming cheaper in the Clearnet and Fido days?
We need better coverage with the new entrants, but we also need better roaming agreements. For example, it should be cheaper to roam within Canada.
Out of the new 4, will we eventually see two of them merge?
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Anyone know how many net adds Mobilicity and Wind did in Q3? That would be really interesting to compare to Rogers.
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it was zero for both
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According to an article I’ve found posted Aug 15th, WIND in Q1 added 39k new subscribers, a 30% increase from previous period, they claim to be the “fastest growing carrier in Canada”, with a combined 300k user base.
Then in Q2, they’ve added 45k subscribers, which increased subscriber base to 317k subscribers. Growth of about 17% for that quarter.
The ARPU for Wind Mobile increased from $26.70 in March, 2011 to $27.80 in June, 2011. They’ve credited this increase in ARPU to “an adjustment to competitive pressures and improvement in the uptake of new data offerings”.
Now according to my math, does that mean they’ve actually lost about 28k subscribers, with net add of 17k in Q2? Something doesn’t add up.
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Glad to see their postpaid numbers dropping. Rogers/Bell (the two most evil companies ever) are slowly getting less and less of my money!
Landline — switched from Bell to TekSavvy 2 years ago, pay 50% less for the same stuff
Internet — switched from Bell to TekSavvy 2 years ago, love it. Unlimited bandwidth, which is important for a household that uses more than 500 GB per month.
Cellular — still with Rogers but only paying $15/month on an EPP plan. Contract almost up. Will switch to Wind/Mobi if they get the Galaxy Nexus.
TV — switched to over-the-air and it’s fantastic. All the channels I need for $0/month, plus my PC paired with Windows Media Center means I have a fully functional PVR. Why pay $600 for their crappy HD PVR receiver when my PC doubles as one for free?!?
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Those are stolen subscribers from WIND because ROGERS blocks the signal! They should be sued! Who cares if they are owned by Russians! WHO CARES! I was cheap cell service!
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