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Content Type: Channel Analysis

Q1 2024: TELUS wireless revenue increased, but competitive promotional market hits overall subscriber base

Overview:

TELUS reports positive wireless revenue growth in the Q1 2024 earnings presentation by 0.6%. Product revenue down due to market competition but service revenue maintaining the YoY growth.

This report analyzes the Q1 2024 earnings results for the wireless and wireline segments and provides insights on the outlook guidance provided by TELUS and what can be expected for the rest of the year. This report also provides the promotions for the top flagship devices and how the promotional trends within TELUS has played out in Q1.

Table of Contents:

  • Financial Performance
  • Wireless Performance
  • Bi-Weekly Promotions
  • Broadband and Media

Number of Pages: 14

Publication Date: May 2024

UScellular Continues to Lose Prepaid and Postpaid Phone Subs at a Rapid Rate

Overview: 

UScellular’s Q1 earnings release was highlighted by the loss of 47,000 postpaid handset subscribers and 13,000 prepaid subscribers. Despite shrinking handset subscribers, UScellular showed optimism for the future after a strong quarter in its fiber broadband segment and growth in its Fixed Wireless service. This report provides a breakdown of UScellular’s earnings, as well as commentary on UScellular’s status, strategy, and outlook.

Table of Contents:

  • Key Takeaways
  • Postpaid Performance
  • Prepaid Performance
  • FWA & Coverage News

Number of Pages: 16

Publication Date: May 2024

Q1 2024: Bell wireless revenue is up 5%, growth driven by service revenue despite a decline in subscribers QoQ

Overview:

Bell reports positive wireless revenue growth in the Q1 2024 earnings presentation by 5%. Service revenue growth being a driving factor as subscribers decline QoQ in both the postpaid and prepaid segment.

This report analyzes the Q1 2024 earnings results for the wireless, cable and media segments and provides insights on the outlook guidance provided by Bell and what can be expected for the rest of the year. This report also provides the promotions for the top flagship devices and how the promotional trends within Bell has played out in Q1.

Table of Contents:

  • Financial Performance
  • Wireless Performance
  • Bi-Weekly Promotions
  • Broadband and Media

Number of Pages: 17

Publication Date: May 2024

Spectrum Mobile and Xfinity Mobile’s Combined Mobile Net Adds Reach 775,000 in Q1

Overview: 

Despite a 26% YoY decline in mobile net adds, Spectrum and Xfinity Mobile posted another strong quarter of growth and continued to lure mobile subs away from the big 3 carriers. This report will provide an earnings breakdown for Xfinity and Spectrum mobile, as well as commentary on the pricing, strategy and outlook of these cable providers.

Table of Contents:

  • Key Takeaways
  • Wireless and Financial Performance
  • Pricing and Promotions
  • Broadband Update

Number of Pages: 17

Publication Date: April 2024

Verizon starts Q1 2024 with high expectations for consumer phone business, FWA growth and C-band expansion

Overview:

Verizon announced is Q1 2024 performance on April 22nd, 2024. Service revenue continued growing due to FWA revenue increases and wireless service pricing actions, while equipment revenue was down, predominantly due to lower upgrade volumes. MyPlan subscribers and streaming bundles were highlighted again as revenue drivers. It projects to have positive consumer postpaid phone net-adds this year. C-Band momentum and FWA subscriber growth are the other two major highlights for Verizon. In 2024, we expect Verizon’s new prepaid leadership team to focus on boosting brick and mortar presence of Total by Verizon stores and making Visible its online competitor in the prepaid space.

This report analyzes Verizon’s mobile and broadband segments noting emerging strategies and the impacts of promotions in Q1.

Table of Contents:

  • Key Takeaways
  • Postpaid Performance
  • Prepaid Performance
  • Weekly Promotions
  • FWA
  • 2024 Outlook

Number of pages: 29

Publication date: April 2024

AT&T Presents Positive Q1 Results Despite Network and Cybersecurity Challenges

Overview:

AT&T announced is Q1 2024 performance on April 24th, 2024. It exceeded market expectations despite facing network and cybersecurity issues. It managed to post modest net adds in combination with record low churn. It accomplished this with relatively lower device promotions than the competition. AT&T has painted a clearer picture of its strategy for its Internet Air service with hopes to bring Internet Air for Business nationwide while keeping Internet Air for consumers available in select markets. The carrier stands firm on its commitment to shed more of its debt in the coming periods with hopes to reach a comfortable ratio in the first half of 2025.

This report analyzes AT&T’s mobile and broadband segments noting emerging strategies and the impacts of promotions in Q1.

Table of Contents:

  • Key Takeaways
  • Postpaid Performance
  • Prepaid Performance
  • Weekly Promotions
  • Fiber and Internet Air
  • 2024 Outlook

Number of pages: 25

Publication date: April 2024

Q1 2024: Rogers feeling the impact on subscriber base with new international student policies

Overview:

Rogers reports positive wireless revenue growth in the Q1 2024 earnings presentation. This is not without headwinds, there has been some pressure with government policies that impact the addressable market and a more competitive market that ends up mitigating the growth of subscribers.

This report analyzes the Q1 2024 earnings results for the wireless, cable and media segments and provides insights on the outlook guidance provided by Rogers and what can be expected for the rest of the year. This report also provides the promotions for the top flagship devices and how the promotional trends within Rogers has played out in Q1.

Table of Contents:

  • Financial Performance
  • Wireless Performance
  • Bi-Weekly Promotions
  • Broadband and Media Segments

Number of Pages: 16

Publication Date: April 2024

Spectrum Mobile, Xfinity Mobile’s Combined Net Adds Reach 856,000 in Q4, Down 13% YoY

Overview: 

Despite a 13% YoY decline in mobile net adds, Spectrum and Xfinity Mobile posted another strong quarter of growth and continued to lure mobile subs away from the big 3 carriers. This report will provide an earnings breakdown for Xfinity and Spectrum mobile, as well as commentary on the pricing, strategy and outlook of these cable providers.

Table of Contents:

  • Key Takeaways
  • Wireless and Financial Performance
  • Pricing and Promotions
  • Broadband Update

Number of Pages: 17

Publication Date: March 2024

UScellular Posts Highest-ever Quarterly Fiber Adds in Q4 2023, Continues to Bleed Phone Subs

Overview: 

UScellular’s Q4 earnings release was highlighted by the loss of 53,000 postpaid handset subscribers and 11,000 prepaid subscribers. Despite shrinking handset subscribers, UScellular showed optimism for the future after a strong quarter in its fiber broadband segment and strong growth in its Fixed Wireless service. This report provides a breakdown of UScellular’s earnings, as well as commentary on UScellular’s status, strategy, and outlook.

Table of Contents:

  • Key Takeaways
  • Postpaid Performance
  • Prepaid Performance
  • FWA & Coverage News

Number of Pages: 15

Publication Date: March 2024

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