Rogers Communications Inc. (RCI): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama dinámico de las telecomunicaciones canadienses, Rogers Communications Inc. (RCI) se erige como una potencia, entrelazando las intrincadas redes de conectividad, medios de comunicación e innovación digital. Al mapear estratégicamente su lienzo de modelo de negocio, RCI revela un enfoque integral que trasciende los límites de telecomunicaciones tradicionales, combinando tecnología de vanguardia, asociaciones estratégicas y soluciones centradas en el cliente que los han posicionado como una fuerza dominante en el mercado canadiense. Esta exploración presenta el plan estratégico que impulsa el notable éxito de Rogers, ofreciendo información sobre cómo transforman la infraestructura compleja de telecomunicaciones en propuestas de valor convincentes para millones de consumidores y empresas.

Rogers Communications Inc. (RCI) - Modelo de negocios: asociaciones clave

Alianza estratégica con Bell para el intercambio de infraestructura inalámbrica

Rogers Communications y Bell Canada tienen un Acuerdo de intercambio de redes cubriendo áreas rurales y remotas de Canadá. A partir de 2023, su asociación para compartir infraestructura cubre aproximadamente 180 comunidades rurales en 4 provincias.

Detalles de la asociación	Métrica
Comunidades rurales compartidas	180
Provincias cubiertas	4
Inversión en infraestructura compartida	$ 287 millones

Asociación con fabricantes de dispositivos

Rogers mantiene asociaciones estratégicas con fabricantes de dispositivos líderes para su distribución y ventas.

Fabricante	Cuota de mercado de dispositivos	Volumen de ventas anual
Manzana	42%	1,2 millones de unidades
Samsung	33%	950,000 unidades

Colaboraciones de proveedores de contenido

Rogers ha establecido asociaciones con múltiples plataformas de transmisión de contenido.

• Netflix: Servicios de suscripción agrupados
• Disney+: paquetes de transmisión integrados
• Video de Amazon Prime: Ofertas de contenido colaborativo

Proveedor de contenido	Valor de asociación	Alcance de suscriptor
Netflix	$ 78 millones	350,000 suscriptores
Disney+	$ 52 millones	275,000 suscriptores

Acuerdos de red al por mayor

Rogers proporciona acceso a la red mayorista a proveedores de telecomunicaciones más pequeños en todo Canadá.

Socio al por mayor	Cobertura de red	Ingresos anuales
Videotrón	Región de Quebec	$ 42 millones
Enlace este	Provincias marítimas	$ 31 millones

Rogers Communications Inc. (RCI) - Modelo de negocio: actividades clave

Desarrollo de infraestructura de red inalámbrica

Rogers Communications invirtió $ 2.5 mil millones en infraestructura de red en 2023. La compañía mantiene más de 16,000 torres celulares en todo Canadá y opera una red 5G que cubre el 95% de la población canadiense.

Métrica de infraestructura de red	2023 datos
Inversión de red total	$ 2.5 mil millones
Torres celulares	16,000+
Cobertura de población 5G	95%

Provisión del servicio de telecomunicaciones

Rogers atiende a aproximadamente 10.8 millones de suscriptores inalámbricos y 2.3 millones de clientes de Internet a partir del cuarto trimestre de 2023.

• Base de suscriptores inalámbricos: 10.8 millones
• Clientes de Internet: 2.3 millones
• Cuota de mercado móvil pospago: 32%

Producción y transmisión de contenido de medios

Rogers posee Sportsnet, que transmite más de 500 eventos deportivos en vivo anualmente. La compañía genera aproximadamente $ 1.2 mil millones en ingresos por los medios.

Métrica de contenido de medios	2023 datos
Eventos deportivos en vivo	500+
Ingresos por medios	$ 1.2 mil millones

Servicio al cliente y soporte técnico

Rogers opera más de 150 ubicaciones minoristas y mantiene una plataforma de atención al cliente digital que maneja más de 5 millones de interacciones de clientes mensualmente.

• Ubicaciones minoristas: más de 150
• Interacciones mensuales del cliente: 5 millones
• Canales de soporte digital 24/7

Innovación digital e integración de tecnología

Rogers asignó $ 400 millones para la transformación digital y las iniciativas de innovación tecnológica en 2023, centrándose en las mejoras de IA y ciberseguridad.

Inversión de innovación	2023 datos
Presupuesto de transformación digital	$ 400 millones
Proyectos de investigación de IA	12
Iniciativas de ciberseguridad	8

Rogers Communications Inc. (RCI) - Modelo de negocio: recursos clave

Infraestructura de la red de telecomunicaciones

Rogers posee y opera una infraestructura integral de la red nacional valorada en aproximadamente $ 7.3 mil millones a partir de 2023. Los activos de la red incluyen:

Activo de red	Cobertura/especificación
Torres de red celulares	Más de 3,200 torres en todo Canadá
Red de fibra óptica	62,000 kilómetros de infraestructura de fibra
Cobertura de red 5G	Cubre el 95% de la población canadiense

Licencias de espectro

Rogers posee licencias críticas de espectro inalámbrico en múltiples bandas de frecuencia:

Banda de frecuencia	Valor de la licencia
Espectro de 600 MHz	$ 492 millones
Spectrum de 3500 MHz	$ 1.2 mil millones
AWS-3 Spectrum	$ 325 millones

Activo tecnológico

• 8 principales centros de datos ubicados en todo Canadá
• Inversión de infraestructura tecnológica total: $ 2.1 mil millones en 2023
• Capacidades de computación en la nube que abarcan 45,000 metros cuadrados

Marca y recursos humanos

Rogers emplea a 24,500 empleados a tiempo completo con una compensación total de la fuerza laboral de $ 2.3 mil millones en 2023.

Categoría de empleado	Número
Empleados técnicos	8,700
Servicio al cliente	6,200
Gestión	3,600

Recursos financieros

Recursos financieros a partir del cuarto trimestre 2023:

• Activos totales: $ 57.2 mil millones
• Equivalentes en efectivo y efectivo: $ 1.6 mil millones
• Facilidades de crédito disponibles: $ 3.5 mil millones

Rogers Communications Inc. (RCI) - Modelo de negocio: propuestas de valor

Servicios integrales de comunicación integrada

Rogers Communications genera ingresos anuales de $ 10.4 mil millones (2022 año fiscal) a través de servicios de comunicación integrados. La compañía ofrece:

• Servicios inalámbricos con 10.9 millones de suscriptores
• Servicios de cable e Internet que cubren 4,3 millones de hogares
• Plataformas de medios y transmisión

Categoría de servicio	Recuento de suscriptores	Ingresos anuales
Inalámbrico	10.9 millones	$ 5.8 mil millones
Cable/internet	4.3 millones de hogares	$ 3.2 mil millones
Medios de comunicación	Múltiples plataformas	$ 1.4 mil millones

Internet de alta velocidad y conectividad móvil

Rogers proporciona Cobertura de red 5G En el 99.4% de las áreas pobladas de Canadá. El uso de datos móviles promedia 13.2 GB por suscriptor mensualmente.

Paquetes de entretenimiento y comunicación agrupados

Rogers ofrece paquetes integrados que combinan:

• Planes de teléfonos móviles
• Internet en casa
• Televisión por cable
• Servicios de transmisión

Cobertura de red nacional confiable

Estadísticas de infraestructura de red:

Métrico de red	Detalles de cobertura
Cobertura geográfica	99.4% de las áreas pobladas
5G Ciudades de red	Más de 250 ciudades canadienses
Inversión de red	$ 1.6 mil millones anualmente

Soluciones digitales innovadoras

Rogers proporciona soluciones digitales empresariales y de consumo con:

• Servicios de computación en la nube
• Soluciones de ciberseguridad
• Plataformas de Internet de las cosas (IoT)
• Tecnologías de comunicación empresarial

Rogers Communications Inc. (RCI) - Modelo de negocios: relaciones con los clientes

Plataformas de autoservicio digital

Rogers ofrece una plataforma integral de autoservicio digital a través de su Mis Rogers aplicación móvil y portal en línea. A partir de 2024, la plataforma admite aproximadamente 11.5 millones de usuarios activos en interfaces móviles y web.

Característica de la plataforma	Métricas de uso
Descargas de aplicaciones móviles	4.3 millones de usuarios mensuales activos
Administración de cuentas en línea	7.2 millones de usuarios anuales únicos
Pago de facturas digitales	El 92% de los clientes usan métodos de pago en línea

Canales de atención al cliente 24/7

Rogers mantiene múltiples canales de atención al cliente con las siguientes métricas operativas:

• Soporte telefónico: 2.100 representantes dedicados de servicio al cliente
• Chat en vivo: tiempo de respuesta promedio de 47 segundos
• Soporte de redes sociales: maneja aproximadamente 18,000 consultas de clientes semanalmente
• Soporte por correo electrónico: tasa de respuesta del 95% dentro de las 24 horas

Planes móviles e internet personalizados

Rogers ofrece planes personalizados con la siguiente penetración del mercado:

Categoría de plan	Cuota de mercado	Suscriptores mensuales promedio
Planes móviles	34.6%	6.2 millones de suscriptores
Planes de Internet	29.3%	3.8 millones de suscriptores

Programas de recompensa de fidelización

Programa de lealtad de Rogers, Rogers Rewards, incluye:

• Miembros totales inscritos: 2.9 millones
• Tasa de redención de puntos anuales: 67%
• Puntos promedio ganados por cliente: 4,200 anuales
• Opciones de redención de socios: 42 marcas diferentes

Canales de venta directos

Distribución de ventas en todos los canales:

Canal de ventas	Porcentaje de ventas totales	Ingresos anuales
Tiendas minoristas	41%	$ 1.6 mil millones
Plataforma en línea	35%	$ 1.35 mil millones
Distribuidores autorizados	24%	$ 930 millones

Rogers Communications Inc. (RCI) - Modelo de negocios: canales

Tiendas minoristas físicas

Rogers opera más de 2.500 ubicaciones minoristas en Canadá a partir de 2024, que incluyen:

Tipo de tienda	Número de ubicaciones
Tiendas propiedad de la compañía	1,100
Ubicaciones de distribuidores autorizadas	1,400

Sitio web en línea y aplicaciones móviles

Estadísticas de canal digital para 2024:

• Visitantes mensuales del sitio web: 5.2 millones
• Descargas de aplicaciones móviles: 3.8 millones de usuarios activos
• Porcentaje de ventas en línea: 37% de los ingresos totales

Redes de distribuidores autorizadas

Composición de red de distribuidores:

Categoría de distribuidor	Número de distribuidores
Minoristas independientes	980
Socios exclusivos de Rogers	420

Telesales y centros de atención al cliente

Infraestructura de atención al cliente:

• Centros de llamadas totales: 12
• Interacciones anuales de servicio al cliente: 22.6 millones
• Tiempo de respuesta promedio: 3.2 minutos

Marketing directo y publicidad digital

Desglose del canal de marketing:

Canal de marketing	Gasto anual
Publicidad digital	$ 124 millones
Campañas de correo electrónico directas	$ 38 millones
Marketing en redes sociales	$ 52 millones

Rogers Communications Inc. (RCI) - Modelo de negocio: segmentos de clientes

Consumidores residenciales

Rogers Communications atiende a aproximadamente 10.8 millones de suscriptores inalámbricos a partir del tercer trimestre de 2023. La base de clientes residenciales incluye:

• 10.3 millones de suscriptores inalámbricos
• 2.5 millones de clientes de Internet
• 1.6 millones de suscriptores de televisión por cable

Categoría de clientes	Suscriptores totales	Ingresos promedio por usuario (ARPU)
Residencial inalámbrico	10.3 millones	$ 63.48 por mes
Residencial de Internet	2.5 millones	$ 72.15 por mes
Residencial de televisión por cable	1.6 millones	$ 51.23 por mes

Pequeñas y medianas empresas

Rogers atiende a aproximadamente 250,000 clientes comerciales pequeños y medianos en todo Canadá.

• 187,000 suscriptores inalámbricos de negocios
• 62,000 clientes comerciales de servicios de Internet y comunicación

Segmento de negocios	Total de clientes	Gasto mensual promedio
Negocios de negocios	187,000	$189.67
Internet de negocios	62,000	$276.45

Grandes clientes empresariales

Rogers atiende a más de 5,000 clientes de nivel empresarial en varias industrias.

• Soluciones de telecomunicaciones para 1.200 grandes corporaciones
• Servicios de red y ciberseguridad para 3.800 clientes empresariales

Segmento empresarial	Total de clientes	Valor anual promedio del contrato
Telecomunicaciones corporativas	1,200	$ 1.2 millones
Soluciones de red	3,800	$750,000

Suscriptores de servicios móviles e internet

Desglose total de suscriptores móviles e internet para las comunicaciones de Rogers:

• 10.8 millones de suscriptores móviles totales
• 2.5 millones de suscriptores de Internet en casa
• Cobertura de red del 95% en Canadá

Consumidores de contenido de medios

Rogers Media Platforms Reach:

• 3.2 millones de consumidores únicos de medios digitales
• 1.9 millones de espectadores de contenido deportivo
• Sportsnet alcanza los 14.3 millones de espectadores semanales

Plataforma de medios	Total de los consumidores	Alcance semanal
Medios digitales	3.2 millones	8.7 millones semanales
Contenido deportivo	1.9 millones	14.3 millones semanales

Rogers Communications Inc. (RCI) - Modelo de negocio: Estructura de costos

Mantenimiento de infraestructura de red

Rogers Communications invirtió $ 2.9 mil millones en gastos de capital en 2022. Los costos de mantenimiento de infraestructura de red para 2023 fueron de aproximadamente $ 1.2 mil millones.

Categoría de costos de infraestructura	Gasto anual
Mantenimiento de la red inalámbrica	$ 687 millones
Actualizaciones de la red de fibra óptica	$ 413 millones
Infraestructura del centro de datos	$ 100 millones

Tecnología y licencias de espectro

Rogers gastó $ 3.3 mil millones en costos de subasta de espectro en 2022. Los gastos anuales de licencia de espectro totalizaron $ 225 millones en 2023.

• Licencia de espectro 5G: $ 1.7 mil millones
• Licencias de tecnología inalámbrica: $ 78 millones
• Costos de cumplimiento regulatorio: $ 47 millones

Marketing y adquisición de clientes

Los gastos de marketing para Rogers Communications fueron de $ 612 millones en 2022.

Categoría de gastos de marketing	Costo anual
Marketing digital	$ 187 millones
Publicidad tradicional	$ 265 millones
Campañas de adquisición de clientes	$ 160 millones

Salarios y capacitación de los empleados

Los gastos totales relacionados con los empleados en 2022 fueron de $ 1.8 mil millones.

• Salarios base: $ 1.4 mil millones
• Beneficios para empleados: $ 276 millones
• Capacitación y desarrollo: $ 124 millones

Producción de contenido y gastos de licencia

Los costos relacionados con el contenido para Rogers en 2022 ascendieron a $ 456 millones.

Categoría de gastos de contenido	Costo anual
Licencias de contenido deportivo	$ 278 millones
Producción de contenido de entretenimiento	$ 132 millones
Contenido de noticias y medios	$ 46 millones

Rogers Communications Inc. (RCI) - Modelo de negocios: flujos de ingresos

Suscripciones de servicios móviles

En el tercer trimestre de 2023, Rogers reportó 11.4 millones de suscriptores inalámbricos. Los ingresos por servicio inalámbrico fueron de $ 2.3 mil millones para el trimestre.

Categoría de suscripción móvil	Ingresos anuales (2023)
Suscriptores móviles pospago	$ 8.76 mil millones
Suscriptores móviles prepagos	$ 612 millones

Planes de Internet y datos

El servicio de Internet de Rogers generó $ 1.5 mil millones en el tercer trimestre de 2023. La base total de suscriptores de Internet fue de 2.6 millones.

Categoría de plan de Internet	Ingresos mensuales promedio por usuario
Banda ancha residencial	$73.45
Servicios comerciales de Internet	$215.60

Servicios de contenido multimedia y de cable

Los ingresos por segmento de medios fueron de $ 560 millones en 2023. Rogers Sportsnet generó aproximadamente $ 280 millones.

• Suscriptores de televisión por cable: 1.9 millones
• Suscriptores de servicio de transmisión: 425,000

Alquiler de ventas y equipos de dispositivos

Los ingresos por ventas de dispositivos en 2023 totalizaron $ 1.2 mil millones. El precio promedio de venta de teléfonos inteligentes fue de $ 649.

Categoría de dispositivo	Ingresos anuales de ventas
Teléfonos inteligentes	$ 782 millones
Tabletas	$ 156 millones
Accesorios	$ 262 millones

Soluciones de telecomunicaciones comerciales

Las soluciones empresariales y comerciales generaron $ 1.8 mil millones en 2023.

• Servicios de conectividad empresarial: $ 1.2 mil millones
• Soluciones de ciberseguridad y nubes: $ 420 millones
• Servicios de TI administrados: $ 180 millones

Rogers Communications Inc. (RCI) - Canvas Business Model: Value Propositions

You're looking at the core benefits Rogers Communications Inc. (RCI) offers its customers as of late 2025. This isn't just about selling connectivity; it's about delivering recognized quality, exclusive access, and social responsibility through specific, measurable offerings.

Most Reliable Network: Industry-recognized as Canada's most reliable 5G and Internet

Rogers Communications Inc. emphasizes network quality, backed by third-party validation. The company was recognized as Canada's most reliable wireless network by Opensignal in a February 2025 report, based on data from October 1 to December 29, 2024. Furthermore, umlaut ranked Rogers as the most reliable 5G wireless network in Canada in June 2025, marking the seventh consecutive year winning umlaut's 'Best in Test' wireless benchmark award.

Here's a snapshot of the network performance metrics cited in recent benchmarking:

Metric	Value	Source/Context
Overall Average Upload Speed	12.4Mbps	Opensignal, Feb 2025 Report
5G Average Upload Speed	29Mbps	Opensignal, Feb 2025 Report
5G Network Community Reach	More than 2,500 communities	Rogers 2025 Investment Data
Network Investment (2025 Capital)	$4 billion	Planned 2025 Capital Investment

The company states it has invested over $40 billion in its networks over the last decade.

National Bundling: Seamless packages of wireless, Ignite TV, and Internet services

Rogers Communications Inc. provides integrated service bundles across its core offerings. In the third quarter of 2025, the Cable segment reported revenue of $2 billion. The company continues to drive subscriber growth in this area, reporting 29,000 retail Internet net additions in Q3 2025. The Cable segment maintained a strong adjusted EBITDA margin of 58% in Q2 2025.

The value proposition here is convenience and integration, linking:

• Wireless services with national coverage.
• Ignite TV and other video/home phone services.
• Retail Internet with unlimited data options for some programs.

Exclusive Content: Control of premium sports programming through MLSE and Sportsnet

Control over premium sports content is a key differentiator following strategic acquisitions. Rogers Communications Inc. became the 75% majority owner of Maple Leaf Sports & Entertainment (MLSE) effective July 1, 2025, after acquiring an additional 37.5% stake for $4.7 billion. This expands its portfolio which already includes the Toronto Blue Jays and Sportsnet.

The financial impact of this content control is significant:

• Estimated pro forma 2025 Media revenue including MLSE is approximately $3.9 billion.
• Media segment revenue increased 26% to $753 million in Q3 2025.
• Sportsnet reached 25.7 million Canadians during the Stanley Cup Playoffs.
• The company estimates the value of its sports and media assets now exceeds $15 billion.

Rogers has invested more than $15 billion in Canadian sports over the past decade.

Accessible Connectivity: Connected for Success low-cost programs for over 2.5 million eligible Canadians

Rogers Communications Inc. offers programs aimed at digital inclusion. The Connected for Success 5G Mobile Plan is designed to provide affordable 5G wireless service to over 2.5 million eligible Canadians.

Specifics of the mobile offering include:

• A $25 5G plan with 3GB of data and no overage charges.
• A no-cost 5G smartphone with financing terms.

For Internet access, the related Connecting Families initiative offers plans starting from $9.99/month +taxes for 25 Mbps download speed with unlimited data, free installation, and modem rental for eligible participants.

Network Innovation: Launch of Rogers Satellite for three times more geographic coverage

The launch of Rogers Satellite represents a major step in coverage expansion. This satellite-to-mobile text messaging service expands wireless coverage to over 5.4 million square kilometres. This coverage area is stated to be more than 2.5 times that served by other Canadian wireless providers. The service initially supports text messaging and text-to-911. Following the beta trial, the service is expected to be included in the Rogers Ultimate Plan at no extra cost or available to others for $15/month.

The service leverages low-earth orbit (LEO) satellites and Rogers' national wireless spectrum, enabling compatibility with most modern smartphones.

Rogers Communications Inc. (RCI) - Canvas Business Model: Customer Relationships

You're looking at how Rogers Communications Inc. manages the connection with its vast customer base as of late 2025, which is heavily focused on digital efficiency balanced with high-value retention efforts.

Dedicated Account Teams

For high-value enterprise and business customers, Rogers Communications Inc. is strategically exploring partnerships to expand its enterprise offerings, which includes providing connectivity and managed services to businesses. This approach is a key component of their customer acquisition strategies for that segment.

Digital Self-Service

Rogers Communications Inc. is pushing for simpler online interactions. The company launched the all-new 5G mobile plans that unlock more savings when households combine lines, and they became the first Internet provider in Canada to deliver WiFi 7, all supporting digital engagement. Furthermore, in Q2 2025, Rogers Communications Inc. launched Rogers Support Search to make it faster and easier for customers to find answers on Rogers.com. This aligns with the broader industry trend where 62% of organizations plan to optimize their self-help and unassisted tools to make them more intuitive in 2025.

• The company is focused on enhancing digital channels to simplify processes.
• Digital self-service adoption is fueled by a desire for convenience, speed, and control over the customer experience.

Personalized Service

The strategy involves using data analytics and AI to tailor the experience. This mirrors a wider trend, as 63% of Canadian SMBs are focused on improving customer service satisfaction through AI investments in 2025. The goal is to foster loyalty by delivering tailored promotions and personalized communication.

High-Touch Retention

Retention efforts are clearly paying off, as evidenced by the performance in the third quarter of 2025. The focus on responsive customer service and improved customer base management directly translates into lower customer turnover. This is a clear sign that service and reliability improvements are resonating with the customer base.

The key metric here is churn, and Rogers Communications Inc. achieved its lowest churn in over two years in Q3 2025. The postpaid mobile phone churn rate for Q3 2025 was 0.99%, a reduction of 13 basis points from the prior year's Q3 rate of 1.12%. This low churn rate supports the industry-leading Wireless margin of 67% reported in Q3 2025. Here's the quick math on the postpaid base from the end of Q3 2025.

Metric	Value / Amount	Period / Date
Postpaid Churn Rate	0.99%	Q3 2025
Postpaid Net Additions	62,000	Q3 2025
Total Postpaid Subscribers	10.96 million	As of September 30, 2025
Wireless Service Revenue	$2.1 billion	Q3 2025
Wireless Adjusted EBITDA Margin	67%	Q3 2025
Blended Mobile Phone ARPU	$56.70	Q3 2025

The company added 62,000 postpaid mobile phone net additions in Q3 2025, contributing to a total postpaid wireless subscriber base of 10.96 million as of September 30, 2025. The blended mobile phone ARPU (Average Revenue Per User) was $56.70 in Q3 2025, which was down 3% from the prior year. Finance: draft 13-week cash view by Friday.

Rogers Communications Inc. (RCI) - Canvas Business Model: Channels

You're looking at how Rogers Communications Inc. (RCI) gets its products-wireless, internet, TV, and media-into the hands of customers. This is all about the touchpoints, from a physical store visit to a click online.

The scale of activity across these channels is substantial, as reflected in the financial results. For the third quarter ended September 30, 2025, Wireless service revenue was reported at $2,059 million, and Cable service revenue stood at $1,974 million. The effectiveness of these channels in driving new business is evident in the subscriber additions for that quarter: Rogers added 111,000 total mobile phone net additions. For the Cable side, which heavily relies on retail and online channels for Internet sales, there were 29,000 retail Internet net additions.

Customer retention, a key indicator of channel quality in service and support, saw postpaid mobile phone churn at a low of 0.99% for the third quarter of 2025. The company also declared a quarterly dividend of $0.50 per share on January 29, 2025, which speaks to the overall financial health supported by these distribution efforts.

While the exact number of physical locations for Rogers, Fido, and Chatr is not explicitly stated in the latest reports, the scale of the operation is implied by the segment revenues and the focus on digital self-service. For instance, the company launched Rogers Xfinity StreamSaver, bringing three popular streaming apps together in one plan, which is a direct digital channel enhancement.

Here is a look at some metrics from the second quarter of 2025, which reflect the volume flowing through various parts of the business that utilize these channels:

Metric Category (Q2 2025 Data)	2025 Value (CAD)	2024 Value (CAD)
Channel Volume Indicator 1	5,216	5,093
Channel Volume Indicator 2	10,192	9,994
Channel Volume Indicator 3	4,668	4,599
Channel Volume Indicator 4	9,115	8,956
Channel Volume Indicator 5	2,362	2,325
Channel Volume Indicator 6	4,616	4,539

Retail Stores: Rogers, Fido, and Chatr branded physical locations across Canada.

• The physical footprint supports sales and support for the Wireless and Cable segments.
• The company emphasizes booking appointments online to manage in-store traffic.
• Chatr top-up cards are available through a wide network of third-party retailers, including major grocery stores like Loblaws and gas stations like Esso.

Online Portals: E-commerce websites and mobile applications for sales and support.

• The online channel supports device purchases with options like free in-store pickup.
• Worry-free returns within 15 days at no cost are offered for online orders.
• The company offers online account management and support features via its mobile application.

Direct Sales Force: Targeting enterprise and small/medium business (SMB) customers.

• Wireless operations serve businesses and the public sector.
• The enterprise segment contributes to the Wireless service revenue of $2,059 million in Q3 2025.

Call Centers: Customer service and technical support operations.

• Call centers handle support for Wireless, Internet, TV, and Home Phone services.
• The postpaid mobile phone churn rate of 0.99% in Q3 2025 reflects the effectiveness of support channels, including call centers.

Third-Party Retailers: Selling devices and plans through national retail partners.

• Third-party sales contribute to the Wireless equipment revenue, which increased by 9% in Q3 2025 due to higher device upgrades by existing customers.
• Chatr specifically lists numerous third-party locations for top-up card purchases.

Rogers Communications Inc. (RCI) - Canvas Business Model: Customer Segments

You're looking at the customer base for Rogers Communications Inc. as of late 2025, focusing on the hard numbers reported through the third quarter of the fiscal year. It's a mix of massive consumer scale and strategic high-value assets.

Mass Market Consumers: Subscribers to wireless, high-speed Internet, and TV services

This segment drives the bulk of the service revenue, and the latest figures show continued, albeit moderating, growth in core connectivity services, even as traditional TV sees declines. The wireless segment accounted for half of Rogers Communications Inc.'s revenue in the first quarter of 2025, bringing in C$2.54 billion in service revenue.

Here is a snapshot of the key subscriber metrics from the first three quarters of 2025:

Metric	Q1 2025 (As of Mar 31)	Q2 2025 (As of Jun 30)	Q3 2025 (As of Sep 30)
Total Mobile Phone Net Additions (Quarterly)	34,000	61,000	111,000 total (62,000 postpaid)
Retail Internet Net Additions (Quarterly)	23,000	26,000	26,000
Postpaid Churn (Monthly)	1.01%	1.00%	2.80% (down from 3.14% prior year)
Mobile Phone Blended ARPU (Monthly)	$56.94	$55.45	$56.70
Cable Revenue	Down 1% YOY	Up 1% YOY	$1.98 billion (up from $1.97 billion prior year)

You can see the competitive intensity is still a factor, as evidenced by the mobile phone ARPU decreases year-to-date in Q3. Also, the trend of declining Television and Satellite subscribers continues, with customers migrating to Rogers Xfinity TV or over-the-top providers.

Low-Income Canadians: Targeted by the Connected for Success affordability programs

Rogers Communications Inc. has a specific program aimed at this group, intending to reach over 2.5 million Canadians. The Connected for Success 5G Mobile Plan is priced at $25 and includes 3GB of 5G data with no overage charges.

The program also offers a no-cost 5G smartphone, such as the Samsung Galaxy A14 or Motorola G 5G, with financing over a 24-month term. Eligibility is tied to specific government support programs.

• Individuals receiving provincial income support or disability benefits.
• Seniors receiving the federal Guaranteed Income Supplement (GIS).
• Rent-geared-to-income tenants of non-profit housing partners.
• Recipients of the federal Resettlement Assistance Program (RAP).
• Families receiving the Maximum Canada Child Benefit through Connecting Families.

The low-cost internet access component of Connected for Success is available to subsidized tenants, seniors, and individuals receiving disability and income support across Canada.

Small and Medium Businesses (SMBs): Seeking connectivity, cloud, and IT solutions

While specific 2025 subscriber counts for the SMB segment aren't broken out in the public reports, Rogers Communications Inc. noted it continues to expand its presence nationally within this area. The focus for SMBs in 2025 is heavily on digital transformation, with data suggesting that 97% of small businesses using AI see benefits like increased efficiency and higher sales.

For connectivity assurance, solutions like automatic Wireless Backup are highlighted for keeping business operational if the main internet connection fails.

Large Enterprise/Government: Requiring advanced data networking and IP services

Specific financial metrics for the Large Enterprise and Government segment are not detailed separately in the public quarterly releases, which focus primarily on Wireless, Cable, and Media revenue breakdowns. This segment is implicitly served by the advanced network investments Rogers Communications Inc. is making, such as the $978 million in capital expenditures in Q1 2025, focusing on mobile networks and hybrid fibre-coaxial upgrades.

Sports and Media Audiences: Fans consuming exclusive content via Sportsnet and MLSE

This segment became significantly more important following a major transaction in 2025. Rogers Communications Inc. became the 75% majority owner of Maple Leaf Sports & Entertainment (MLSE) on July 1, 2025, after acquiring BCE's 37.5% stake for a purchase price of $4.7 billion in cash.

The estimated financial impact of these world-class assets for the full calendar year 2025 is substantial:

• Estimated pro forma Media revenue (including MLSE): approximately $3.9 billion.
• Estimated pro forma Media adjusted EBITDA (including MLSE): approximately $250 million.
• Estimated value of total sports and media assets: in excess of $15 billion.

Media revenue growth was strong, rising 10% in Q2 2025 to $808 million, fueled by strong NHL playoff audiences on Sportsnet and higher revenues from the Toronto Blue Jays. In Q3 2025, Media revenue rose to $753 million, up from $597 million a year ago, also citing the MLSE deal and higher Blue Jays attendance.

Rogers Communications Inc. (RCI) - Canvas Business Model: Cost Structure

You're looking at the major drains on Rogers Communications Inc.'s cash flow as of late 2025. Honestly, for a company this size, the cost structure is dominated by massive, long-term infrastructure commitments and content licensing battles. Here's the quick math on where the money is going.

Capital Expenditures

Capital Expenditures (CapEx) remain a huge fixed cost, necessary to keep the network competitive. Rogers Communications Inc. has updated its full-year 2025 guidance for capital expenditures to be at the low end of the range, projected at approximately $3.8 billion. This spending is heavily weighted toward network upgrades and expansion, which is the lifeblood of the Wireless and Cable segments. For context, in the second quarter of 2025 alone, capital expenditures were $831 million, representing a 17% decrease from the prior year's second quarter spend. This resulted in consolidated capital intensity dropping to 16% for the second quarter of 2025.

Programming Costs

For the Media segment, Programming Costs are a volatile but significant expense. Operating costs for Media were up 9% year-over-year in the second quarter of 2025, directly reflecting these higher content expenses. These increases were notably tied to the launch of the Warner Bros. Discovery suite of channels and higher costs associated with the Toronto Blue Jays, which include player payroll and game day related costs. Media adjusted EBITDA only increased by $5 million in Q2 2025, partially because of these rising programming costs.

Network Operating Costs

Network Operating Costs cover the day-to-day running of the massive infrastructure, including power, maintenance, and the amortization of spectrum licenses. In the second quarter of 2025, consolidated operating costs showed a decrease, falling 3% year-to-date, driven by ongoing cost efficiency initiatives. However, the absolute figure for consolidated operating costs in Q2 2025 was C$2.85 billion, which was an increase of 3.1% compared to the prior year's second quarter.

You can see the breakdown of the cost pressures in the second quarter:

• Operating costs were up 9% in the Media segment.
• Operating expenses in the Wireless segment rose 5.6% year-over-year in Q2 2025.
• Marketing and advertising activities increased, partially offsetting operating cost decreases.

Sales and Marketing

Costs related to acquiring and keeping subscribers, including device subsidies, fall under Sales and Marketing. While a specific dollar amount for this line item isn't cleanly isolated, the impact is visible within the overall operating costs. The year-to-date decrease in operating costs was partially offset by increased costs associated with marketing and advertising activities in the second quarter. This suggests continued investment in promotions to drive subscriber growth, especially in the competitive Wireless market.

Debt Servicing

Servicing the substantial debt load is a critical, non-operational cost. Rogers Communications Inc. has made significant progress on deleveraging, which directly impacts interest expense. The debt leverage ratio stood at 3.6 times as of June 30, 2025, achieving the deleveraging target nine months ahead of schedule. This improved leverage profile led to lower interest paid, which was a contributing factor to the 39% year-over-year surge in Free Cash Flow to $925 million in Q2 2025. The company expects to distribute approximately $0.4 billion annually to the Blackstone-led fund over the first five years of the network investment, which has an effective cost of roughly 6.25% over that period, though this is offset by the lower interest expense from debt repayments.

Here is a summary of key financial metrics relevant to the cost structure as of Q2 2025 or latest guidance:

Cost/Metric Category	Financial Figure	Period/Context
2025 Capital Expenditures Guidance	Approximately $3.8 billion	Full Year 2025 Guidance
Q2 2025 Capital Expenditures	$831 million	Q2 2025
Consolidated Operating Costs	C$2.85 billion	Q2 2025
Media Operating Cost Increase	9%	Year-over-Year Q2 2025	Wireless Operating Expense Increase	5.6%	Year-over-Year Q2 2025
Debt Leverage Ratio	3.6 times	As of June 30, 2025
Expected Annual Blackstone Distribution	Approximately $0.4 billion	Over first five years

Finance: draft 13-week cash view by Friday.

Rogers Communications Inc. (RCI) - Canvas Business Model: Revenue Streams

You're looking at how Rogers Communications Inc. (RCI) pulls in its cash as of late 2025. It's a mix of subscriptions, equipment sales, and media rights, especially now with Maple Leaf Sports & Entertainment Ltd. (MLSE) fully consolidated.

Wireless Service Revenue is the bread and butter, coming from monthly subscription fees across Rogers, Fido, and Chatr. For the third quarter of 2025, this segment brought in $2.1 billion in service revenue. The focus on customer loyalty is clear; the postpaid mobile phone churn rate for Q3 2025 was 0.99%, the lowest in over two years.

Cable Service Revenue covers Internet, TV (like Ignite TV), and Home Phone. In the third quarter of 2025, this revenue stream was reported at $2 billion. The margin for this segment remains strong, reported at 58% for Q3 2025.

Media Revenue saw a significant boost following the majority acquisition of MLSE. Rogers confirmed its estimated pro forma 2025 Media revenue, including MLSE for the full year, is approximately $4 billion. For the third quarter of 2025 alone, Media revenue surged 26% to $753 million, helped by the Toronto Blue Jays regular season success and the MLSE consolidation.

Wireless Equipment Revenue comes from selling mobile devices and accessories. In the first quarter of 2025, this revenue line actually decreased by 3%, mainly due to lower device sales to new and existing subscribers. However, in Q3 2025, equipment revenue jumped 9% as part of the overall wireless revenue increase to $2.66 billion.

Business Services Revenue includes enterprise solutions, data networking, and cloud services for businesses. While this is a key component, specific standalone revenue figures for this category were not explicitly detailed in the latest quarterly segment breakdowns provided, which focus on Wireless, Cable, and Media.

Here's a quick look at the reported revenue for the major segments in the third quarter of 2025:

Revenue Stream Component	Q3 2025 Revenue Amount	Year-over-Year Change (Q3 2025 vs Q3 2024)
Wireless Service Revenue	$2.1 billion	Essentially flat (or up 1% in Adjusted EBITDA)
Cable Service Revenue	$2 billion	Up 1%
Media Revenue (Actual)	$753 million	Up 26%

The full-year expectation for Media revenue is a key figure to watch:

• Pro forma 2025 Media Revenue (including MLSE): approximately $4 billion.
• Pro forma 2025 Media Adjusted EBITDA (including MLSE): approximately $0.25 billion.

The company reaffirmed its guidance for total service revenue growth for the full year 2025 to be between 3% and 5%.