其中一位知情人士称，双方的谈判已经持续了6~8周的时间。除了上述三家移动运营商，AT&T也参与 了谈判。亚马逊的这项计划可能还需要几个月的时间才能启动，当然也可能会被取消。 研究公司Consumer Intelligence Research Partners数据显示，截至今年3月底，约有1.67亿亚马逊购物者拥 有Prime会员资格，与一年前持平。 对此，亚马逊发言人玛吉·西冯（Maggie Sivon）在一份声明中称："我们一直在探索为Prime会员增加更 多福利，但目前还没有增加移动通信服务的计划。"而Verizon和Dish拒绝发表评论。 相比之下，亚马逊的竞争对手沃尔玛，正以每年98美元的费用向用户提供"沃尔玛+"会员资格，并提供 许多与Prime相同的福利。此外，沃尔玛的免费配送门槛是购物金额最低35美元，而亚马逊则于今年2月 将最低门槛从35美元提高到了150美元。 据报道，知情人士今日称，亚马逊正与移动运营商谈判，希望向其美国的Prime用户提供低价或免费的 移动电话服务。 亚马逊美国Prime用户的年费为139美元，可享受多项特权，包括购物包邮、视频流媒体和1亿首歌曲的 访问权等。 消息一出 ...

Core Insights - BCE reported revenue of $4.39 billion for the quarter ended September 2025, reflecting a year-over-year increase of 0.4% and a surprise of +0.96% over the Zacks Consensus Estimate of $4.35 billion [1] - The earnings per share (EPS) for BCE was $0.57, up from $0.55 in the same quarter last year, with an EPS surprise of +9.62% compared to the consensus estimate of $0.52 [1] Financial Performance Metrics - BCE's shares have returned -3.6% over the past month, underperforming the Zacks S&P 500 composite, which increased by +1.3% [3] - The company currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3] Subscriber Metrics - Gross subscriber activations for postpaid mobile phone subscribers were 315,607, below the estimated 350,352 [4] - Retail residential NAS lines for wireline voice were reported at 1,766,361, exceeding the average estimate of 1,685,630 [4] - Total gross subscriber activations for mobile phone subscribers were 514,661, compared to the estimated 544,918 [4] - Net subscriber activations for postpaid mobile phone subscribers were 11,511, significantly lower than the estimated 25,949 [4] - Net subscriber activations for prepaid mobile phone subscribers were 56,507, surpassing the estimated 44,649 [4] - Total net subscriber activations were 68,018, slightly below the estimated 70,599 [4] - End-of-period subscribers for postpaid mobile phone subscribers were 9,525,355, compared to the estimated 9,591,334 [4] - End-of-period subscribers for prepaid mobile phone subscribers were 873,579, slightly above the estimated 861,931 [4] - Total end-of-period subscribers were 10,398,930, below the estimated 10,453,270 [4] - Blended churn rate was reported at 1.5%, matching the average estimate [4] - Blended churn for postpaid subscribers was 1.1%, slightly better than the estimated 1.2% [4] - Blended churn for prepaid subscribers was 5.1%, higher than the estimated 4.9% [4]

Core Viewpoint - BCE is expected to report a quarterly earnings per share (EPS) of $0.52, reflecting a 5.5% decline year-over-year, with revenues projected at $4.35 billion, a decrease of 0.6% compared to the previous year [1] Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted upward by 2.1%, indicating a reassessment by analysts [1][2] Subscriber Metrics - Analysts predict 'Mobile Phone Subscribers - Gross Subscriber Activations - Postpaid' to reach 350,352, down from 374,116 in the same quarter last year [4] - The forecast for 'Wireline voice - Retail residential NAS lines' is 1,685,630, compared to 1,876,782 a year ago [4] - The estimate for 'Mobile Phone Subscribers - Gross Subscriber Activations - Total' is 544,918, down from 588,263 in the same quarter last year [5] - 'Mobile Phone Subscribers - Net Subscriber Activations - Postpaid' is expected to be 25,949, compared to 33,111 last year [5] - 'Mobile Phone Subscribers - Net Subscriber Activations - Prepaid' is projected at 44,649, down from 69,085 a year ago [6] - The total estimate for 'Mobile Phone Subscribers - Net Subscriber Activations' is 70,599, compared to 102,196 last year [6] - 'Mobile Phone Subscribers - Subscribers End of Period - Postpaid' is expected to reach 9,591,334, up from 9,473,886 last year [7] - The estimate for 'Mobile Phone Subscribers - Subscribers End of Period - Prepaid' is 861,931, down from 887,834 a year ago [7] - The total for 'Mobile Phone Subscribers - Subscribers End of Period' is projected at 10,453,270, compared to 10,361,720 last year [8] - The estimated 'Mobile Phone Subscribers - Blended churn - Prepaid' is 4.9%, slightly up from 4.7% last year [8] - 'Mobile Phone Subscribers - Mobile Connected Device Subscribers - Net Subscriber Activations' is expected to be 53,955, down from 56,216 last year [9] - 'Mobile Phone Subscribers - Mobile Connected Device Subscribers - Subscribers EOP' is projected at 3,230,871, compared to 2,943,087 last year [9] Stock Performance - BCE shares have declined by 4.3% over the past month, contrasting with a 1% increase in the Zacks S&P 500 composite [10] - BCE holds a Zacks Rank 4 (Sell), indicating expected underperformance relative to the overall market [10]

Financial Performance - BCE reported revenue of $4.4 billion for the quarter ended June 2025, reflecting a 0.2% increase year-over-year [1] - The earnings per share (EPS) was $0.46, down from $0.57 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $4.32 billion by 1.69%, while the EPS fell short of the consensus estimate of $0.52 by 11.54% [1] Key Metrics - BCE's shares have returned -2.4% over the past month, compared to a +1.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Subscriber Metrics - Gross subscriber activations for postpaid mobile phone subscribers were 331,438, below the average estimate of 360,735 [4] - Retail residential NAS lines for wireline voice were reported at 1,727,911, slightly below the estimated 1,728,052 [4] - Total gross subscriber activations for mobile phone subscribers were 510,597, compared to the average estimate of 532,751 [4] - Net subscriber activations for postpaid mobile phone subscribers were 44,547, exceeding the estimate of 33,740 [4] - Net subscriber activations for prepaid mobile phone subscribers were 49,932, significantly above the estimate of 28,457 [4] - Total net subscriber activations reached 94,479, compared to the average estimate of 62,197 [4] - End-of-period subscribers for postpaid were 9,565,385, slightly above the estimate of 9,554,578 [4] - End-of-period subscribers for prepaid were 817,072, exceeding the estimate of 795,597 [4] - Total end-of-period subscribers were 10,382,460, above the average estimate of 10,328,670 [4] - Blended churn rate was reported at 1.4%, better than the estimated 1.5% [4] - Blended churn for postpaid was 1.1%, compared to the estimate of 1.2% [4] - Blended churn for prepaid was 5.1%, slightly below the average estimate of 5.2% [4]

Core Insights - In the first half of 2025, the National Consumer Association received a total of 995,971 consumer complaints, representing a year-on-year increase of 27.23% [1] - The association resolved 509,655 complaints, recovering economic losses of 452 million yuan for consumers [1] - The most prominent issue in complaints was after-sales service, accounting for 26.47% of total complaints [1] Complaint Categories - Product-related complaints totaled 541,215, making up 54.34% of all complaints, with an increase of 8.79 percentage points compared to the first half of 2024 [1] - Service-related complaints amounted to 406,747, representing 40.84% of total complaints, showing a decrease of 1.56 percentage points [1] - Other complaints accounted for 48,009, or 4.82% of the total [1] Product Complaint Details - The top five categories for product complaints were home electronics, clothing and footwear, daily goods, food, and transportation [1] - Compared to the first half of 2024, the proportion of complaints related to clothing and footwear, as well as daily goods, increased [1] Service Complaint Details - The leading categories for service complaints included internet services, life and social services, education and training services, sales services, and cultural and sports services [2] - There was an increase in complaints related to financial services, education and training services, and sales services, while complaints in life and social services and telecommunications services decreased [2] Specific Product and Service Complaints - The specific products with the highest complaint volumes were clothing, communication products, ordinary food, shoes, and daily miscellaneous items [2] - In terms of services, the top five complaint categories were commercial internet services, dining services, training services, mobile phone services, and remote shopping [2] - Notable increases in complaints were observed in transportation, education services, and performance services, while mobile phone services and accommodation services saw a decline [2]

Core Insights - The Ministry of Industry and Information Technology reported that the total telecom business revenue for the first five months reached 748.8 billion yuan, reflecting a year-on-year growth of 1.4% [1] - When adjusted for last year's prices, the total telecom business volume showed a year-on-year increase of 8.6% [1] Telecom User Statistics - As of the end of May, the total number of fixed internet broadband access users among the three major telecom operators reached 682 million, with a net increase of 12.16 million users compared to the end of last year [1] - Users with fixed internet broadband access speeds of 100 Mbps and above totaled 648 million, accounting for 95% of the total user base [1] - Users with fixed internet broadband access speeds of 1000 Mbps and above reached 223 million, with a net increase of 16.35 million users, representing 32.7% of the total user base, an increase of 1.8 percentage points compared to the end of last year [1] Mobile Phone User Statistics - The total number of mobile phone users among the three major telecom operators and China Broadcasting reached 1.807 billion, with a net increase of 16.99 million users since the end of last year [1] - The number of 5G mobile phone users reached 1.098 billion, with a net increase of 84.14 million users, accounting for 60.8% of the total mobile phone user base [1]

Core Insights - The China Consumer Association reported a total of 461,767 consumer complaints in the first quarter of 2025, representing a year-on-year increase of 33.33% [1] - A total of 261,218 complaints were resolved, resulting in a recovery of economic losses amounting to 23.723 million yuan [1] Complaint Classification - The main categories of complaints in Q1 2025 were: - Contract issues: 26.56% - After-sales service issues: 26.07% - Quality issues: 19.67% - False advertising: 7.27% - Safety issues: 5.8% - Price issues: 4.18% - Counterfeit issues: 3.54% - Personal rights issues: 1.06% - Measurement issues: 0.88% - Other issues: 4.97% - Compared to Q1 2024, the proportion of complaints regarding false advertising, counterfeits, and safety issues increased, while complaints about quality and contract issues decreased [2] Complaint Types - Product-related complaints accounted for 245,964 cases, or 53.27% of total complaints, an increase of 6.38 percentage points from Q1 2024 - Service-related complaints totaled 190,382 cases, making up 41.23% of total complaints, a decrease of 5.00 percentage points [3] Service Complaint Data - The top five categories of service complaints were: - Internet services - Life and social services - Education and training services - Sales services - Cultural, entertainment, and sports services - Compared to Q1 2024, complaints in financial services, cultural, entertainment, and sports services, and public facilities services increased, while complaints in life and social services, internet services, and telecommunications services decreased [4] Specific Product Complaints - The top five product categories with the highest complaint volumes were: - Clothing - Communication products - Ordinary food - Shoes - Daily miscellaneous goods - Compared to Q1 2024, complaints regarding daily miscellaneous goods, shoes, clothing, and automotive parts increased, while complaints about ordinary food decreased [6] Specific Service Complaints - The top five service categories with the highest complaint volumes were: - Commercial internet services - Catering services - Mobile phone services - Training services - Remote shopping - Compared to Q1 2024, complaints in transportation, remote shopping, and education services increased, while complaints in accommodation and catering services decreased [6] Product Category Complaints - The leading categories of product complaints were: - Home electronics - Clothing and footwear - Daily goods - Food - Transportation tools - Compared to Q1 2024, complaints in clothing and footwear, and daily goods increased, while complaints in agricultural production materials decreased [8]