Rogers Seems to Be Onboarding Mobile Users at Higher Prices -- Market Talk

Dow Jones

2025/10/24

0824 ET - Rogers Communications' new mobile subscribers are being onboarded at higher price points, suggesting the price war in the telecom sphere may be normalizing. In a TD Cowen report, Vince Valentini says pricing seems to have reached an inflection point and new gross adds for Rogers look to be coming in at higher prices than where they would have been six to nine months ago. "While this front book pricing may not yet exceed the average of back book pricing, we see a clear road map towards the stabilization in average revenue per unit in 2H/26 should wireless pricing continue to be rational," Valentini says. Still, he cautions that this isn't set in stone, with Black Friday promotions around the corner. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

October 24, 2025 08:24 ET (12:24 GMT)

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In a TD Cowen report, Vince Valentini says pricing seems to have reached an inflection point and new gross adds for Rogers look to be coming in at higher prices than where they would have been six to nine months ago. \"While this front book pricing may not yet exceed the average of back book pricing, we see a clear road map towards the stabilization in average revenue per unit in 2H/26 should wireless pricing continue to be rational,\" Valentini says. Still, he cautions that this isn't set in stone, with Black Friday promotions around the corner. 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In a TD Cowen report, Vince Valentini says pricing seems to have reached an inflection point and new gross adds for Rogers look to be coming in at higher prices than where they would have been six to nine months ago. \"While this front book pricing may not yet exceed the average of back book pricing, we see a clear road map towards the stabilization in average revenue per unit in 2H/26 should wireless pricing continue to be rational,\" Valentini says. Still, he cautions that this isn't set in stone, with Black Friday promotions around the corner. 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In a TD Cowen report, Vince Valentini says pricing seems to have reached an inflection point and new gross adds for Rogers look to be coming in at higher prices than where they would have been six to nine months ago. \"While this front book pricing may not yet exceed the average of back book pricing, we see a clear road map towards the stabilization in average revenue per unit in 2H/26 should wireless pricing continue to be rational,\" Valentini says. Still, he cautions that this isn't set in stone, with Black Friday promotions around the corner. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"RCI":"罗杰斯通信","BK4532":"文艺复兴科技持仓","BK4132":"无线电信业务"},"translate_title":"罗杰斯似乎正在以更高的价格吸引移动用户——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RCI":0.9},"content_text":"0824 ET - Rogers Communications' new mobile subscribers are being onboarded at higher price points, suggesting the price war in the telecom sphere may be normalizing. In a TD Cowen report, Vince Valentini says pricing seems to have reached an inflection point and new gross adds for Rogers look to be coming in at higher prices than where they would have been six to nine months ago. \"While this front book pricing may not yet exceed the average of back book pricing, we see a clear road map towards the stabilization in average revenue per unit in 2H/26 should wireless pricing continue to be rational,\" Valentini says. Still, he cautions that this isn't set in stone, with Black Friday promotions around the corner. (adriano.marchese@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 24, 2025 08:24 ET (12:24 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}