Rogers Communications(RCI)

Search documents
Ex-Dividend Reminder: Alphabet, Becton, Dickinson And Rogers
Forbes· 2025-09-04 14:30
On 9/8/25, Alphabet, Becton, Dickinson, and Rogers Communications will all trade ex-dividend for their respective upcoming dividends. Alphabet will pay its quarterly dividend of $0.21 on 9/15/25, Becton, Dickinson will pay its quarterly dividend of $1.04 on 9/30/25, and Rogers Communications will pay its quarterly dividend of $0.50 on 10/3/25.10 Stocks Where Yields Got More Juicy »As a percentage of GOOG's recent stock price of $231.10, this dividend works out to approximately 0.09%, so look for shares of A ...
Cameras invited to capture b-roll of Rogers TIFF 50 Timescape in Yorkville this weekend
Globenewswire· 2025-09-04 13:00
Schedule of activities below including Casa Loma Symphony Orchestra with E Street Band membersTORONTO, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Rogers is bringing TIFF back to its iconic Yorkville roots from September 5 to 7, creating the TIFF 50 Timescape for guests to walk through the Festival's past and explore the evolution of the Festival’s 50 years through interactive multimedia content, archival images and entertainment including live performances from the Casa Loma Symphony Orchestra joined by members of ...
Rogers Communications (RCI) 2025 Conference Transcript
2025-09-03 16:22
Summary of Rogers Communications Conference Call Company Overview - **Company**: Rogers Communications (RCI) - **Date**: September 03, 2025 - **Speakers**: CEO Tony Staffieri, CFO Glenn Brandt Key Points Wireless Business - **Pricing Environment**: The pricing environment in Canada has seen a significant step down over the past 18-24 months, with little change despite fluctuations [3][4] - **Revenue Outlook**: Continued growth in service revenue is expected, with a focus on balancing market share and Average Revenue Per User (ARPU) [4][5] - **New Price Plans**: Implementation of new price plans has been successful, with a shift from data bucket sizes to other differentiating factors [5][6] - **Add-a-Line Strategy**: There is an opportunity to increase penetration in terms of lines per account, following the U.S. model [6][7] - **Roaming Value Proposition**: New constructs for roaming have been well received in the marketplace [7][8] - **Back to School Promotions**: Promotions during the back-to-school season were more price disciplined compared to previous years, indicating a stable pricing environment [8][9] Bundling Strategy - **Bundling Benefits**: The bundling of wireless and cable services is seen as a way to solidify customer relationships and reduce churn [17][19] - **Convergence Focus**: Future bundling strategies will focus on seamless integration of 5G and in-home WiFi [19][20] - **Market Expansion**: The acquisition of Shaw has allowed Rogers to expand its footprint and offer bundled services in new territories [20][21] Fixed Wireless Access - **Market Opportunity**: Fixed wireless access is aimed at covering the 40% of homes not served by cable, with a focus on rural areas [21][22] - **Sustainable Business Model**: The fixed wireless access model is viewed as sustainable, with network slicing technology ensuring no impact on mobile users [29][32] - **Growth Metrics**: The fixed wireless access is becoming increasingly material to net adds in the Internet segment [26][24] Satellite Mobile Service - **Launch of Service**: A satellite mobile service was launched in partnership with Starlink, with good initial demand [34][35] - **Market Coverage**: The service aims to cover areas with no existing cellular coverage, significantly increasing Rogers' market reach [36][39] - **Revenue Model**: The economic construct with Starlink is not a revenue share model but is expected to provide incremental margins [37][39] Cable Business - **Revenue Growth Strategy**: Post-acquisition of Shaw, the cable business is focused on organic growth, particularly in Internet services [44][50] - **Margin Improvement**: Margins have improved from 50% to 58-59% due to operational efficiencies and direct content purchasing [51][52] - **Business Segment Growth**: Strong growth is observed in the business segment, leveraging the expanded national footprint [48][50] Sports and Entertainment Assets - **MLSE Acquisition**: Rogers is consolidating its ownership of the MLSE assets, with a focus on maximizing value for shareholders [62][66] - **Valuation of Assets**: The estimated value of Rogers' sports and entertainment holdings is around CAD 15 billion, with significant cash flow potential [68][69] - **Leverage Management**: Progress in integrating Shaw has helped reduce leverage, allowing for strategic investments in sports assets [64][70] Future Outlook - **Capital Investment**: A gradual decline in capital intensity is expected, driven by revenue growth and reduced investment needs [55][57] - **Synergy Opportunities**: There are substantial opportunities for revenue and cost synergies from the integration of sports and entertainment assets [82][83] Additional Insights - **Market Position**: Rogers holds a competitive position in the Canadian market, leveraging its diverse service offerings to enhance customer relationships [42][44] - **Technological Advancements**: The company is focused on utilizing advanced technologies, such as AI, to enhance customer engagement and service delivery [80][81]
Stream More, Save More: Rogers Xfinity Brings Netflix, Disney+ and Apple TV+ Together in One Plan
Globenewswire· 2025-08-28 13:00
Core Insights - Rogers has launched the Xfinity StreamSaver, a new streaming plan that combines Netflix, Disney+, and Apple TV+ into one package, providing significant savings and convenience for customers [2][3] - The StreamSaver plan offers over 30% savings per month compared to subscribing to each service individually, enhancing the value proposition for consumers [3] Company Overview - Rogers Communications Inc. is a leading communications and entertainment company in Canada, publicly traded on the Toronto Stock Exchange and the New York Stock Exchange [8] - The company emphasizes its award-winning voice remote and reliable internet service as key features of the Xfinity entertainment experience [9] Product Features - StreamSaver can be added to Rogers Xfinity Internet and select TV plans, with the option to include a Stream Box for a fully integrated viewing experience [5] - Customers can also add Sportsnet+ to their StreamSaver plan for additional content [4] - The Ultimate TV plan with StreamSaver provides access to over 150 channels and a growing number of FAST channels, enhancing the entertainment options available [6] Availability - The Xfinity StreamSaver is currently available in British Columbia, Alberta, Saskatchewan, and Manitoba, with plans for a nationwide rollout later in the year [7]
Rogers Communication (RCI) Up 3.3% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-08-22 16:35
Core Insights - Rogers Communications reported Q2 2025 adjusted earnings of 82 cents per share, beating estimates by 2.5% but down 3.5% year over year [3] - Total revenues reached C$5.22 billion, a 2.4% increase year over year, driven by growth in Wireless, Cable, and Media segments [4] Financial Performance - Adjusted EBITDA rose 1.6% year over year to C$2.36 billion, with a margin contraction of 40 basis points to 45.3% [11] - Free cash flow increased by 38.9% year over year to C$925 million, supported by higher adjusted EBITDA and lower capital intensity [14] Segment Analysis - Wireless revenues, accounting for 48.7% of total revenues, increased 3% year over year to C$2.54 billion, with service revenues rising 0.6% [5] - Cable revenues grew 0.2% year over year to C$1.97 billion, while equipment revenues saw a significant decline of 56.3% [7] - Media revenues increased 9.8% year over year to C$808 million, with operating expenses rising 9.1% [10] Subscriber Metrics - As of June 30, 2025, postpaid wireless subscribers totaled 10.91 million, with net additions of 312K year over year [6] - Retail Internet subscribers reached nearly 4.446 million, reflecting a net increase of 232K year over year [7] Balance Sheet and Liquidity - Available liquidity as of June 30, 2025, was C$11.8 billion, up from C$7.5 billion as of March 31, 2025 [12] - The debt leverage ratio improved to 3.6 times, nearing pre-acquisition levels, indicating accelerated deleveraging progress [13] Guidance and Outlook - For 2025, the company expects total service revenue growth of 3% to 5% and adjusted EBITDA growth of 0% to 3% [15] - Estimates for the stock have been trending upward, with a Zacks Rank of 3 (Hold), indicating an expectation of in-line returns in the coming months [19]
X @Bloomberg
Bloomberg· 2025-08-14 14:48
Business Transaction - Rogers will sell a portfolio of nine data centers [1] - The sale is to InfraRed Capital Partners, an infrastructure asset manager [1] - The purpose of the sale is to pay down debt [1]
Rogers enters into definitive agreement to sell portfolio of data centres
Globenewswire· 2025-08-14 13:00
InfraRed is part of Sun Life, a leading Canadian-based financial services company, and is an experienced digital infrastructure owner. Both organizations will work to ensure a seamless transition for Rogers Business customers. Rogers will continue to sell connectivity and data centre services into the facilities Proceeds will be used to pay down debt TORONTO, Aug. 14, 2025 (GLOBE NEWSWIRE) -- Rogers Communications Inc. (TSX: RCI.A and RCI.B; NYSE: RCI) today announced it has entered into a definitive agreem ...
Rogers Communications: Still Faces ARPU Pressure, But Valuation Suggests More Upside
Seeking Alpha· 2025-07-25 09:40
Group 1 - Rogers Communication (NYSE: RCI) has experienced significant stock price increases over the past month and three months, attributed to improved margins and stable top-line growth along with consistent dividends [1] - The company's tariff exposure is low, which may contribute to its financial stability [1] Group 2 - The analysis focuses on foreign stocks, particularly in the Nordic market, covering a range of companies from stable blue-chip firms to emerging market leaders [1] - There is an emphasis on identifying undervalued opportunities and exploring unique business models within the U.S. growth stock market [1]
Good News For RCI Hospitality
Seeking Alpha· 2025-07-24 18:27
Group 1 - RCI Hospitality (NASDAQ: RICK) has been identified as a highly rewarding investment from 2020 to 2023, with share prices increasing from around $15 to $100 [1] - The company has released its latest top investment picks for August 2025, indicating a proactive approach to identifying future investment opportunities [1] Group 2 - The company invests significant resources, including thousands of hours and over $100,000 annually, into researching profitable investment opportunities [2] - This research-driven approach has resulted in over 500 five-star reviews from satisfied members, showcasing the effectiveness of their real estate strategies [2]
Rogers Communications Q2 Earnings Beat Estimates, Revenues Rise Y/Y
ZACKS· 2025-07-24 15:26
Core Insights - Rogers Communications (RCI) reported Q2 2025 adjusted earnings of 82 cents per share, exceeding the Zacks Consensus Estimate by 2.5% but down 3.5% year over year [1][7] - Total revenues reached $3.77 billion, missing the consensus mark by 0.39% and reflecting a year-over-year increase of 1.3% [1][7] - The company experienced growth in service revenues across Wireless, Cable, and Media segments [7] Revenue Breakdown - Total revenues increased 2.4% year over year to C$5.22 billion, driven by growth in Wireless, Cable, and Media services [2] - Wireless revenues accounted for 48.7% of total revenues, increasing 3% year over year to C$2.54 billion, with service revenues rising 0.6% to C$2 billion [3] - Cable revenues, representing 37.7% of total revenues, grew 0.2% year over year to C$1.97 billion, while equipment revenues decreased significantly by 56.3% to C$7 million [5] - Media revenues, making up 15.5% of total revenues, increased 9.8% year over year to C$808 million [8] Subscriber Metrics - As of June 30, 2025, the prepaid mobile phone subscriber base increased by 92K to 1.16 million, with a monthly churn rate of 3.23% [3] - The postpaid wireless subscriber base reached 10.91 million, with net additions of 312K subscribers year over year and a churn rate of 1.0% [4] - Retail Internet subscribers totaled nearly 4.446 million, reflecting a net increase of 232K subscribers year over year [5] - Smart Home Monitoring subscribers reached 141K, an increase of 40K, while Home Phone subscribers decreased by 111K to nearly 1.45 million [6] Financial Performance - Adjusted EBITDA rose 1.6% year over year to C$2.36 billion, with a margin contraction of 40 basis points to 45.3% [9] - Free cash flow surged 38.9% year over year to C$925 million, driven by increased adjusted EBITDA and lower capital intensity [12] - Operating expenses increased 3.1% to C$2.85 billion, with a slight increase in operating costs as a percentage of revenues [9] Balance Sheet and Cash Flow - As of June 30, 2025, RCI had C$11.8 billion in available liquidity, including C$7 billion in cash and cash equivalents [10] - The debt leverage ratio was 3.6 times, nearing pre-Shaw acquisition levels, indicating accelerated deleveraging progress [11] - Cash flow from operating activities was C$1.60 billion, an increase of 8.4% year over year [11] Guidance - For 2025, RCI expects total service revenues to grow between 3% and 5%, with adjusted EBITDA growth projected between 0% and 3% [13]