What is the revenue and EPS growth rate for Rogers Communications year over year?

Did Rogers Communications beat or miss consensus estimates last quarter?

What does Rogers Communications do and what are its main business segments?

What is the market's earnings forecast for Rogers Communications next quarter?

What were the key takeaways from Rogers Communications's earnings call?

What factors drove the changes in Rogers Communications's revenue and profit?

What is Rogers Communications's gross profit margin?

What were the key takeaways from Rogers Communications’s earnings call?

- **Revenue Growth**: Wireless (+1% EBITDA YoY), cable (+2% EBITDA YoY), media (+26% revenue YoY). 
- **Customer Expansion**: 111K mobile net adds, 29K cable adds, 80K 5G home internet subs YoY. 
- **Margin Leadership**: Wireless (67%), cable (58%) lead industry; media EBITDA $75M (Q3 low). 
- **Strategic Wins**: Satellite-to-mobile trial >$1M sign-ups, 5G home internet adoption surging. 
- **Debt Management**: Free cash flow up to $3.3B, leverage at 3.9x, MLSE recapitalization planned for 2026. 
- **Sports Value**: $15B+ sports portfolio undervalued; Blue Jays World Series impact on brand and cross-promotion. 


**【CEO Opening Remarks】**
- **Q3 Performance Highlights**: Delivered industry-leading wireless and cable margins (67% and 58% respectively), with 111,000 mobile net additions and 29,000 cable internet additions. Media revenue grew 26% YoY, driven by Blue Jays success and MLSE consolidation. 
- **Strategic Initiatives**: Satellite-to-mobile beta trial extended, offering 3x coverage of competitors. 5G home internet and Wi-Fi 7 leadership in cable. 
- **Financial Discipline**: Debt leverage at 3.9x, below target, with free cash flow guidance raised to $3.2-3.3B. 

**【CFO Financial Commentary】**
- **Wireless**: Service revenue flat YoY, EBITDA up 1% due to cost efficiencies. ARPU down 3% YoY, but churn at 0.99% (lowest in 2+ years). 
- **Cable**: Service revenue +1% YoY, EBITDA +2%, driven by 5G home internet and bundled services. 
- **Media**: Revenue $753M (+26% YoY), EBITDA $75M (seasonally low Q3). MLSE expected to be accretive in Q4. 
- **Capital Allocation**: 2025 CapEx reduced to $3.7B (from $3.8B), free cash flow up $100M YoY. 

**【Q&A Highlights】**
- **Wireless Competition**: Focused on value-added plans and churn reduction, with ARPU stabilization expected. Satellite-to-mobile trial sees >$1M sign-ups, targeting data launch in Q4 and voice in 2026. 
- **Sports Assets**: $15B+ sports/media portfolio (including Blue Jays, MLSE) undervalued; 25% MLSE stake acquisition planned for 2026, with potential recapitalization. 
- **Balance Sheet**: Committed to investment-grade ratings; 2026 focus on deleveraging and free cash flow growth. 
- **5G Home Internet**: Leading adoption with 80,000+ year-to-date additions, driving cable margin expansion. 


Rogers Communications Inc (RCI) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

RCI

RCI fundamentals

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