Business Monitor International


Canada Telecommunications Report

Published 02 April 2014

  • 99 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
 
$1,295.00
Canada Telecommunications Report

BMI View: Perhaps inevitably, no new significant players entered the Canadian mobile market as a result of the auction of 700MHz spectrum in early 2014. The three incumbent national players took the majority of the spectrum, with cable-focused Rogers laying claim to the most valuable properties in the hope of adding lustre to its converged services portfolio. Meanwhile, the government blocked the sale of spectrum , owned by defunct NextWave , to a Bell - Telus joint venture and reinforced its commitment to nurturing competition by blocking Telus' bid to acquire struggling new entrant Mobilicity . Fellow newcomer Wind Mobile is willing to act as market consolidator, but Mobilicity would add little value to its already questionable relevance to the competitive dynamic and, in any case, Wind itself can bring little financial muscle to bear: it forbore from bidding in the January 2014 auction, perhaps acknowledging the futility of attempting to compete head-on with the Big Three. New data from the regulator confirm that the status quo barely changed in 2012, a view already held by BMI .

Key Data

  • The second half of 2014 saw highly variable subscriber growth among the leading mobile operators, with net losses being recorded by several players. Wind Mobile was the outperformer, although its achievements remained modest and it remained only a minor player on the market after five years.

  • That said, considerable progress was made in migrating customers to higher value plans, which has resulted in a modest uptick in ARPUs, as well as sales of smartphones. As Rogers, Bell, Telus, MTS and SaskTel have fixed infrastructure they can leverage to upsell additional or converged services, they are in a largely unassailable position and can therefore justify the considerable expense in building out their 4G LTE networks.

Key Trends & Developments

Despite the government's best efforts to introduce more competition to the mobile and broadband...

Table of Contents

BMI Industry View
7
SWOT
9
SWOT
11
Political
13
Economic
14
Industry Forecast
15
Mobile
15
Table: Telecoms Sector - Mobile - Historical Data & Forecasts
15
Fixed-Line
16
Table: Telecoms Sector - Fixed-Line - Historical Data & Forecasts
16
Broadband
18
Table: Telecoms Sector - Internet - Historical Data & Forecasts
18
Industry Risk Reward Ratings
20
Table: Developed Markets Risk/Rewards Ratings, Q214
23
Market Overview
24
Mobile
24
Table: Canada Regional Comparison, 2012
25
Key Developments
25
Market Growth
26
Market Shares
27
ARPU
29
Networks
30
Table: 700MHz Spectrum Auction Results
33
Mobile Content
34
Mobile Operators Table
36
Table: Canada Mobile Market ('000)
36
Table: Rogers Wireless
36
Table: Bell Wireless
38
Table: Telus Wireless
39
Table: SaskTel Mobility
40
Table: MTS Mobility
41
Fixed-Line
41
Table: Local & Long-Distance Revenue By Category (CADmn)
42
Market Shares
43
Table: Canada Local Voice Accesses By Operator ('000)
46
Broadband
46
Table: Canada Broadband Accesses By Operator ('000)
47
Pay-TV
52
Table: Canada Pay-TV Market
53
Table: Canada Pay-TV Accesses By Operator ('000)
55
Table: Pay-TV ARPU (CAD/Month)
56
Industry Trends And Developments
57
Regulatory Development
61
Regulatory Overview
61
Table: Division Of Regulatory Responsibilities In Canada
62
Regulatory Developments
64
Table: Selected Regulatory Developments
67
Competitive Landscape
69
Table: Key Players - Canada Telecoms Sector
69
Table: Selected Operators' Financial Indicators (US$mn)
69
Company Profile
71
Bell Canada Enterprises Inc (BCE)
71
Rogers Communications
77
Telus
82
Demographic Forecast
88
Table: Canada's Population By Age Group, 1990-2020 ('000)
89
Table: Canada's Population By Age Group, 1990-2020 (% of total)
90
Table: Canada's Key Population Ratios, 1990-2020
91
Table: Canada's Rural And Urban Population, 1990-2020
91
Glossary
92
Table: Glossary Of Terms
92
Methodology
94
Industry Forecast Methodology
94
Sources
95
Risk/Reward Ratings Methodology
96
Table: Risk/Reward Ratings Indicators
97
Table: Weighting Of Indicators
98

The Canada Telecommunications Report features Business Monitor International (BMI)'s independent industry forecasts on the future strength of Canada's ICT market, covering the fixed-line, mobile and internet segments and analyses latest regulatory developments and corporate news, including investment activity, mergers and acquisitions, joint ventures and partnerships. Leading operators and manufacturers are fully profiled, highlighting their quarterly financial performance, capital expenditure plans and latest contracts.

BMI's Canada Telecommunications Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the telecoms industry in Canada.

Key Benefits

  • Benchmark BMI's independent telecoms industry forecasts for Canada to test other views - a key input for successful budgeting and strategic business planning in the Canadian telecoms market.
  • Target business opportunities and risks in Canada's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in Canada.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Coverage

BMI Industry View

Summary of BMI's key industry forecasts and views, covering the ICT, fixed-line, mobile (including 3G), internet and broadband markets.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the wireline and wireless sectors and within the broader political, economic and business environment.

Business Environment Ratings

BMI's Telecommunications Business Environment Ratings provides a country-comparative Risk-Reward Ratings index aimed at investors (vendors, operators and suppliers) in the regional telecoms market.

The ratings methodology makes sophisticated use of more than 40 industry, economic and demographic data points.

BMI Industry Forecast Scenario

Historic data series and forecasts to end-2018 for all key industry indicators (see list below) supported by explicit assumptions, plus analysis of key downside risks to the main forecast.

  • Fixed-Line Telephony - Telephone lines ('000); telephone lines/100 inhabitants.
  • Cellular Telephony - Mobile phone subscribers ('000); mobile phone subscribers/100 inhabitants; mobile phone subscribers/100 fixed line subscribers.
  • Internet Markets - Internet users ('000); internet users/100 inhabitants; broadband internet subscribers ('000); broadband internet subscribers/100 inhabitants.

Market Data Analysis

Detailed market analysis of the mobile, mobile content, fixed line and internet segments, broken down into:

  • Market Data - Analysis of market size, operator shares, dominant trends, competitive landscape and key quarterly data.
  • Technology/Service Rollout - Analysis of rollout/adoption of new technology, such as 3G, WiMAX, IPTV, pay-TV, LTE and value-added handset services (gaming, music, video, apps etc.).
  • Mobile Content - The latest trends in content and services available and being introduced by mobile operators. Including a timeline of all the latest major mobile content developments.
  • Company Database - A comprehensive breakdown of KPIs of the leading mobile operators, including subscriber figures by type (pre-paid and post-paid); 3G subscriber figures; net additions; market share; ARPU; churn rates; minutes of use; voice and non-voice revenue; financial figures (including operating revenues, net profits and EBITDA).

Regulatory Environment

Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. The latest updates in the market's development and regulatory rulings.

Company Profiles

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI's industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses.

The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

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Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc