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
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
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
Overview:
The report contains a quarterly analysis of China’s smartphone market. The analysis includes market sales, brand sales, etc. The report also includes price band deep-dives and macro economy comments. The report shows both top-level and on-the-ground intelligence.
Table of Contents:
- Market Overview
- Brand Performance Deep Dive
- Price Band Deep Dive
- Key Smartphone Topics
- Macroeconomy Update
Published Date: December 2023
Overview:
Global tablet shipments rose 5% QoQ in Q3 2023 as the market saw minor revivals throughout the quarter. However, on a YoY basis, shipments contracted 12%. As consumer expenditure continues to recuperate with seasonality, most OEMs that incurred losses in Q2 2023 have been able to recover. As Apple, the market leader, continues to forego its tablet releases in 2023, the demand for tablet consumption has weakened.
Table of Contents:
- Global Tablet Market, Q3 2023
- Global Tablet Market by Brand
- Global Tablet Market by OS
- Apple iPad Shipments by Region
- Global iPad Shipments by Model
- US iPad Shipments by Model
- Japan iPad Shipments by Model
- Apple Narrows the Gap With Samsung in the Indian Tablet Market
Number of Pages: 13
Published Date: November 2023
Overview:
- This report contains the monthly smartphone market share and top 10 sales volume for a total of 7 regions, including 4 regions (USA, China India, and Europe) included in the Market Pulse.
- In September 2023, the global smartphone market slightly grew MoM.
- Apple experienced MoM increase thanks to the release of iPhone 15 series, but experienced YoY decline in major smartphone markets such as US and Europe.
Number of Pages: 51
Published Date: November 2023
Overview:
The global smartwatch market continued to contract in Q1 2023, with total shipments falling 1.5% YoY, following an 8% YoY decline in Q4 2022. The market share of Basic smartwatches significantly increased to 34% from 23% driven by rapid growth in the Indian market. Amid the global slowdown in overall smartwatch shipment volumes, affordable products that offer a certain level of performance have generated substantial demand based on their price accessibility. Indian brand Fire-Boltt surpassed Samsung for the first time and reached the second position in the global market. Its shipments increased about 3x compared to the previous year.
Table of Contents:
- Smartwatch Shipments Trends
- By Device Type
- By OEM
- By Region
- By Price Band
- Smartwatch Spec Analysis
- Operating System
- Chipset
- Display Type
- Major OEM Trends: Apple, Samsung
- Market Intelligence Tracker
Number of Pages: 27
Published Date: May 2023