Description
Rogers Communications: What Happens When Sports, Media, & Telecom Collide—Inside the High-Power Synergy Strategy!
Rogers Communications, Inc. reported its third-quarter results for 2025, highlighting both opportunities and challenges that currently shape its financial landscape. The company showed robust performance across its three core segments: Wireless, Cable, and Media, despite operating within a highly competitive environment and a sluggish growth economy. In the Wireless segment, Rogers added 111,000 net new mobile phone subscribers, indicating solid market share retention. However, service revenue was flat year-over-year, attributed to continued competitive pressure, lower immigration levels, and declines in international roaming and wholesale revenues. Notably, average revenue per user (ARPU) decreased by 3%, reflecting these ongoing market challenges. Despite this, Rogers maintained strong Wireless margins at 67%, demonstrating effective cost management amidst these revenue pressures. Rogers’ Cable segment saw nominal revenue growth of 1%, with internet subscriber additions totaling 29,000.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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