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Rogers Communications tops Q3 expectations on strong media and wireless growth
Proactiveinvestors NA· 2025-10-23 15:56
Core Insights - Proactive provides fast, accessible, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, mining, oil and gas, and emerging technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
Thu: Late rally sees TASE end week higher
En.Globes.Co.Il· 2025-10-23 15:35
The Tel Aviv Stock Exchange rose today after strong gains in a late rally. The Tel Aviv 35 Index rose 0.63% to 3,199.10 points, the Tel Aviv 125 Index rose 0.69% to 3,277.02 points; and the BlueTech Global Index rose 0.23% to 581.57 points. The All Bond corporate bond index rose 0.09% to 418.85 points. Turnover totaled NIS 3.07 billion in equities and NIS 5.90 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.334% higher from Wednesday, at NIS 3.309/$, and t ...
Rogers Communication (RCI) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-10-23 15:00
Core Insights - Rogers Communication reported $3.88 billion in revenue for Q3 2025, a 3.3% year-over-year increase, with an EPS of $0.99 compared to $1.04 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $3.84 billion by 1.16%, and the EPS surprised by 7.61% against the consensus estimate of $0.92 [1] Financial Performance - The company’s stock has returned +7.8% over the past month, outperforming the Zacks S&P 500 composite, which changed by +0.2% [3] - Currently, the stock holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3] Key Metrics - Postpaid mobile phone gross additions were 385 thousand, surpassing the average estimate of 378.29 thousand [4] - Total postpaid mobile phone subscribers reached 10.96 million, slightly above the average estimate of 10.93 million [4] - Postpaid churn was reported at 1%, better than the average estimate of 1.2% [4] - Total Home Phone subscribers were 1.42 million, slightly below the average estimate of 1.43 million [4] - Prepaid mobile phone gross additions were 149 thousand, below the average estimate of 165.01 thousand [4] - Cable subscriber net additions were 20 thousand, exceeding the average estimate of 9.78 thousand [4] - Retail Internet net additions were 29 thousand, above the average estimate of 22.51 thousand [4]
AT&T Analysts Cut Their Forecasts After Q3 Earnings
Benzinga· 2025-10-23 13:35
Core Insights - AT&T Inc. reported operating revenues of $30.71 billion for its fiscal third quarter, a 1.6% increase year-over-year, but below analyst expectations of $30.87 billion [1] - Adjusted earnings per share (EPS) were $0.54, matching analyst consensus estimates [1] Consumer Wireline Segment - The company expanded its fiber optic footprint, adding 288,000 AT&T Fiber net subscribers and 270,000 AT&T Internet Air net additions [2] Management Commentary - John Stankey, AT&T Chairman and CEO, emphasized the company's strategy and customer acquisition, stating that AT&T is on track to meet its 2025 consolidated financial guidance [3] Analyst Reactions - Barclays analyst Kannan Venkateshwar maintained an Equal-Weight rating on AT&T, lowering the price target from $30 to $28 [6] - RBC Capital analyst Jonathan Atkin maintained an Outperform rating, reducing the price target from $31 to $30 [6]
Verizon Expands Home Internet to More Customers with New Lite Plan
Globenewswire· 2025-10-23 13:00
New Verizon Home Internet Lite brings a reliable, affordable internet option to more communities starting at just $25/month with a limited-time offerNEW YORK, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Verizon Home Internet is expanding to more communities across the country. Today, people have more options with the introduction of a new affordable Home Internet Lite plan aimed at helping connect customers with limited connectivity options or those on the hunt for a low-cost option. This new offering expands Verizon ...
Rogers Communications(RCI) - 2025 Q3 - Earnings Call Presentation
2025-10-23 12:00
Q3 2025 Results October 23, 2025 1 Cautionary note The following materials are for presentation purposes only. They accompany the discussions held during Rogers Communications Inc.'s (Rogers) investor conference call on October 23, 2025. Certain statements made in this presentation, including, but not limited to, statements relating to expected future events, financial and operating results, guidance, including our 2025 consolidated guidance on total service revenue, adjusted EBITDA, capital expenditures, a ...
Rogers Communications Reports Third Quarter 2025 Results
Globenewswire· 2025-10-23 11:00
Core Insights - Rogers Communications reported strong financial performance in Q3 2025, with significant growth in wireless and media segments, alongside improved customer loyalty and reduced churn rates [1][4][5] Wireless Segment - Wireless service revenue reached CAD 2.1 billion, with adjusted EBITDA of CAD 1.4 billion, reflecting a 1% increase [5] - The company added 111,000 mobile phone subscribers, including 62,000 postpaid and 49,000 prepaid, with a year-to-date total of 206,000 additions [5] - Postpaid churn decreased to 0.99%, the lowest in over two years, contributing to a wireless margin of 67% [5][29] - Equipment revenue increased by 9% due to higher device upgrades [27] Cable Segment - Cable revenue grew by 1% to CAD 1.981 billion, driven by retail Internet subscriber growth [55] - The adjusted EBITDA margin for the cable segment improved to 58%, up 70 basis points [30] - Retail Internet net additions were 29,000, with a total of 78,000 new subscribers year-to-date [5] Media Segment - Media revenue surged by 26% to CAD 753 million, bolstered by the success of the Toronto Blue Jays and the consolidation of MLSE results [28][66] - Adjusted EBITDA for the media segment decreased by 45% to CAD 75 million, primarily due to seasonal impacts from MLSE [30][66] - The company anticipates pro forma media revenue for 2025 to be approximately CAD 4 billion, with adjusted EBITDA of CAD 0.25 billion [5][25] Financial Performance - Total revenue for the quarter increased by 4% to CAD 5.348 billion, with total service revenue also up by 4% [6][26] - Net income rose significantly to CAD 5.808 billion, largely due to a non-cash gain from the MLSE transaction [31] - Free cash flow for the quarter was CAD 829 million, down 9% from the previous year [32] Strategic Developments - The company completed the acquisition of a 37.5% stake in MLSE for CAD 4.7 billion, increasing its ownership to 75% [12][13] - Rogers launched satellite-to-mobile text messaging services, expanding its coverage significantly across Canada [5][10] - The company is exploring options to unlock additional value from its sports assets, including potential minority interest sales or public offerings [14]
Orange: Solid third-quarter results, leading to an increase in annual EBITDAaL growth guidance
Globenewswire· 2025-10-23 05:30
Core Insights - Orange reported solid third-quarter results for 2025, leading to an increase in annual EBITDAaL growth guidance to at least 3.5% [6][8][10] Financial Performance - Group revenues for Q3 2025 reached €9,993 million, a 0.8% increase year-on-year, with EBITDAaL growing by 3.7% to €3,437 million [2][40] - eCAPEX (excluding licenses) increased by 8.3% in Q3 2025, totaling €1,466 million, driven by investments in growth areas [2][10] - EBITDAaL after eCAPEX was €1,971 million, reflecting a 0.6% increase [2][41] Regional Performance - Africa & Middle East revenues grew by 12.2% in Q3 2025, driven by strong retail services growth of 13.1% [20][21] - France experienced a revenue decline of 3.7% in Q3 2025, attributed to competitive pricing pressures and trends in wholesale services [16][19] - Europe saw a revenue increase of 4.7%, supported by a strong performance in retail services and IT & Integration Services [24][25] Customer Growth - The total customer base surpassed 300 million globally, with 8.2 million new customers added in Q3 2025 [3][8] - Mobile Financial Services, particularly Orange Money, reported 44 million active users, contributing to value creation [5][28] Strategic Initiatives - Orange announced a non-binding joint offer with Bouygues Telecom and Free-Groupe iliad to acquire a significant portion of Altice's activities in France, aimed at enhancing network resilience and cybersecurity investments [4][5] - The company is focused on operational efficiency and cost control, which have positively impacted EBITDAaL growth and margins [6][10] Future Outlook - The company aims to maintain double-digit EBITDAaL growth in the Africa & Middle East segment for 2025 [23] - Orange plans to present the evolution of its "Lead the Future" strategy at the Capital Markets Day scheduled for February 19, 2026 [7]
Telefônica Brasil: From Yield Play To Defensive Compounder
Seeking Alpha· 2025-10-23 01:05
Core Insights - The article emphasizes the importance of identifying undercovered stocks, particularly in Brazil and Latin America, while also occasionally addressing global large-cap stocks [1]. Group 1: Company Focus - The analyst holds a beneficial long position in the shares of VIV, indicating confidence in the company's future performance [2]. - The analysis is based on personal opinions and does not involve compensation from any company mentioned, ensuring an unbiased perspective [2]. Group 2: Industry Context - The research highlights the potential for investment opportunities in less popular stocks, suggesting that these may offer better returns compared to widely followed equities [1].
Stock Market Today: Dow Drops 300 Points As Tesla Earnings On Deck (Live Coverage)
Investors· 2025-10-22 20:25
BREAKING: Gold Prices, Stocks Continue To Slide Futures for the Dow Jones Industrial Average and the other major stock indexes traded modestly lower in premarket action Wednesday as Netflix (NFLX) took a dive on earnings. Among the stocks in focus on the stock market today was Tesla (TSLA), which is due to report third-quarter results. Ahead of the opening bell, the Dow fell 0.1% as did S&P… Related news AT&T Earnings In-Line, Wireless Subscriber Growth Tops Estimates Get market updates, educational videos, ...