Rogers Communications Inc. (RCI): Business Model Canvas [Jan-2025 Mise à jour]

Dans le paysage dynamique des télécommunications canadiennes, Rogers Communications Inc. (RCI) est une puissance, tissant ensemble des réseaux complexes de connectivité, de médias et d'innovation numérique. En cartographiant stratégiquement leur toile de modèle commercial, RCI révèle une approche complète qui transcende les frontières traditionnelles des télécommunications, le mélange de technologies de pointe, les partenariats stratégiques et les solutions centrées sur le client qui les ont positionnées comme une force dominante sur le marché canadien. Cette exploration dévoile le plan stratégique qui stimule le succès remarquable de Rogers, offrant des informations sur la façon dont ils transforment les infrastructures de télécommunications complexes en propositions de valeur convaincantes pour des millions de consommateurs et d'entreprises.

Rogers Communications Inc. (RCI) - Modèle commercial: partenariats clés

Alliance stratégique avec Bell pour le partage des infrastructures sans fil

Rogers Communications et Bell Canada ont un Contrat de partage de réseau couvrant les régions rurales et éloignées du Canada. En 2023, leur partenariat de partage d'infrastructures couvre environ 180 communautés rurales dans 4 provinces.

Détails du partenariat	Métrique
Communautés rurales partagées	180
Provinces couvertes	4
Investissement dans des infrastructures partagées	287 millions de dollars

Partenariat avec les fabricants d'appareils

Rogers maintient des partenariats stratégiques avec les principaux fabricants d'appareils pour la distribution et les ventes.

Fabricant	Part de marché de l'appareil	Volume des ventes annuelles
Pomme	42%	1,2 million d'unités
Samsung	33%	950 000 unités

Collaborations du fournisseur de contenu

Rogers a établi des partenariats avec plusieurs plateformes de streaming de contenu.

• Netflix: services d'abonnement groupés
• Disney +: Packages de streaming intégrés
• Amazon Prime Video: Offres de contenu collaboratif

Fournisseur de contenu	Valeur de partenariat	Abonné à portée de main
Netflix	78 millions de dollars	350 000 abonnés
Disney +	52 millions de dollars	275 000 abonnés

Accords de réseaux en gros

Rogers offre un accès en gros du réseau à des fournisseurs de télécommunications plus petits à travers le Canada.

Partenaire de gros	Couverture réseau	Revenus annuels
Vidéot	Région du Québec	42 millions de dollars
Lien d'est	Provinces maritimes	31 millions de dollars

Rogers Communications Inc. (RCI) - Modèle d'entreprise: Activités clés

Développement de l'infrastructure du réseau sans fil

Rogers Communications a investi 2,5 milliards de dollars dans les infrastructures de réseau en 2023. La société maintient plus de 16 000 tours cellulaires à travers le Canada et exploitent un réseau 5G couvrant 95% de la population canadienne.

Métrique d'infrastructure réseau	2023 données
Investissement total du réseau	2,5 milliards de dollars
Tours de cellules	16,000+
Couverture de la population 5G	95%

Provision du service de télécommunications

Rogers dessert environ 10,8 millions d'abonnés sans fil et 2,3 millions de clients Internet au quatrième trimestre 2023.

• Base d'abonné sans fil: 10,8 millions
• Clients Internet: 2,3 millions
• Part de marché mobile postpayé: 32%

Production et diffusion du contenu des médias

Rogers possède Sportsnet, qui diffuse plus de 500 événements sportifs en direct par an. La société génère environ 1,2 milliard de dollars de revenus médiatiques.

Métrique de contenu multimédia	2023 données
Événements sportifs en direct	500+
Revenus médiatiques	1,2 milliard de dollars

Service client et support technique

Rogers exploite plus de 150 emplacements de vente au détail et maintient une plate-forme de support client numérique avec plus de 5 millions d'interactions clients par mois.

• Emplacements de vente au détail: 150+
• Interactions mensuelles du client: 5 millions
• Canaux de support numériques 24/7

Innovation numérique et intégration technologique

Rogers a alloué 400 millions de dollars aux initiatives de transformation numérique et d'innovation technologique en 2023, en se concentrant sur les améliorations de l'IA et de la cybersécurité.

Investissement en innovation	2023 données
Budget de transformation numérique	400 millions de dollars
Projets de recherche sur l'IA	12
Initiatives de cybersécurité	8

Rogers Communications Inc. (RCI) - Modèle d'entreprise: Ressources clés

Infrastructure du réseau de télécommunications

Rogers possède et exploite une infrastructure de réseau nationale complète d'une valeur d'environ 7,3 milliards de dollars en 2023. Les actifs du réseau comprennent:

Actif de réseau	Couverture / spécification
Tours de réseau cellulaire	Plus de 3 200 tours à travers le Canada
Réseau de fibre optique	62 000 kilomètres d'infrastructures de fibres
Couverture réseau 5G	Couvre 95% de la population canadienne

Licences de spectre

Rogers détient des licences de spectre sans fil critiques sur plusieurs bandes de fréquences:

Bande de fréquence	Valeur de licence
Spectre 600 MHz	492 millions de dollars
Spectre 3500 MHz	1,2 milliard de dollars
Spectre AWS-3	325 millions de dollars

Actifs technologiques

• 8 principaux centres de données situés à travers le Canada
• Investissement total d'infrastructure technologique: 2,1 milliards de dollars en 2023
• Capacités de cloud computing couvrant 45 000 mètres carrés

Marque et ressources humaines

Rogers emploie 24 500 employés à temps plein avec une compensation totale de 2,3 milliards de dollars en 2023.

Catégorie des employés	Nombre
Employés techniques	8,700
Service client	6,200
Gestion	3,600

Ressources financières

Ressources financières au quatrième trimestre 2023:

• Actif total: 57,2 milliards de dollars
• Equivalents en espèces et en espèces: 1,6 milliard de dollars
• Facilités de crédit disponibles: 3,5 milliards de dollars

Rogers Communications Inc. (RCI) - Modèle d'entreprise: propositions de valeur

Services de communication intégrés complets

Rogers Communications génère un chiffre d'affaires annuel de 10,4 milliards de dollars (2022 exercices) grâce à des services de communication intégrés. La société propose:

• Services sans fil avec 10,9 millions d'abonnés
• Services de câble et Internet couvrant 4,3 millions de ménages
• Plateformes de médias et de diffusion

Catégorie de service	Nombre d'abonné	Revenus annuels
Sans fil	10,9 millions	5,8 milliards de dollars
Câble / Internet	4,3 millions de ménages	3,2 milliards de dollars
Médias	Plusieurs plates-formes	1,4 milliard de dollars

Internet à grande vitesse et connectivité mobile

Rogers fournit Couverture réseau 5G dans 99,4% des zones peuplées du Canada. L'utilisation des données mobiles est en moyenne de 13,2 Go par abonné par mois.

Packages de divertissement et de communication groupés

Rogers propose des packages intégrés combinant:

• Plans de téléphonie mobile
• Internet à domicile
• Télévision par câble
• Services de streaming

Couverture fiable du réseau à l'échelle nationale

Statistiques d'infrastructure du réseau:

Métrique du réseau	Détails de la couverture
Couverture géographique	99,4% des zones peuplées
Villes de réseau 5G	Plus de 250 villes canadiennes
Investissement en réseau	1,6 milliard de dollars par an

Solutions numériques innovantes

Rogers fournit des solutions numériques d'entreprise et de consommation avec:

• Services de cloud computing
• Solutions de cybersécurité
• Plateformes de l'Internet des objets (IoT)
• Technologies de communication d'entreprise

Rogers Communications Inc. (RCI) - Modèle d'entreprise: relations avec les clients

Plates-formes de libre-service numériques

Rogers propose une plate-forme en libre-service numérique complète via sa Mes Rogers Application mobile et portail en ligne. En 2024, la plate-forme prend en charge environ 11,5 millions d'utilisateurs actifs sur les interfaces mobiles et Web.

Fonctionnalité de plate-forme	Métriques d'utilisation
Téléchargements d'applications mobiles	4,3 millions d'utilisateurs mensuels actifs
Gestion de compte en ligne	7,2 millions d'utilisateurs annuels uniques
Paiement de facture numérique	92% des clients utilisent des méthodes de paiement en ligne

Canaux de support client 24/7

Rogers maintient plusieurs canaux de support client avec les mesures opérationnelles suivantes:

• Prise en charge du téléphone: 2 100 représentants dédiés au service à la clientèle
• Chat en direct: temps de réponse moyen de 47 secondes
• Support des médias sociaux: gère environ 18 000 demandes de renseignements clients chaque semaine
• Assistance par e-mail: taux de réponse à 95% dans les 24 heures

Plans mobiles et Internet personnalisés

Rogers propose des plans personnalisés avec la pénétration du marché suivante:

Catégorie de plan	Part de marché	Abonnés mensuels moyens
Plans mobiles	34.6%	6,2 millions d'abonnés
Plans Internet	29.3%	3,8 millions d'abonnés

Programmes de récompense de fidélité

Programme de fidélité de Rogers, Rogers Rewards, Comprend:

• Total des membres inscrits: 2,9 millions
• Taux de rachat des points annuels: 67%
• Points moyens gagnés par client: 4 200 par an
• Options de rachat de partenaire: 42 marques différentes

Canaux de vente directs

Distribution des ventes entre les canaux:

Canal de vente	Pourcentage des ventes totales	Revenus annuels
Magasins de détail	41%	1,6 milliard de dollars
Plate-forme en ligne	35%	1,35 milliard de dollars
Concessionnaires autorisés	24%	930 millions de dollars

Rogers Communications Inc. (RCI) - Modèle d'entreprise: canaux

Magasins de vente au détail physique

Rogers exploite plus de 2 500 emplacements de vente au détail à travers le Canada en 2024, notamment:

Type de magasin	Nombre d'emplacements
Magasins appartenant à l'entreprise	1,100
Emplacements de concessionnaires autorisés	1,400

Site Web en ligne et applications mobiles

Statistiques des canaux numériques pour 2024:

• Visiteurs mensuels du site Web: 5,2 millions
• Téléchargements d'applications mobiles: 3,8 millions d'utilisateurs actifs
• Pourcentage de ventes en ligne: 37% des revenus totaux

Réseaux de concessionnaires autorisés

Composition du réseau de concessionnaire:

Catégorie des concessionnaires	Nombre de concessionnaires
Détaillants indépendants	980
Partenaires exclusifs Rogers	420

Centres de télévente et de support client

Infrastructure de support client:

• Centres d'appels totaux: 12
• Interactions annuelles sur le service client: 22,6 millions
• Temps de réponse moyen: 3,2 minutes

Marketing direct et publicité numérique

Répartition des canaux de marketing:

Canal de marketing	Dépenses annuelles
Publicité numérique	124 millions de dollars
Campagnes par e-mail directes	38 millions de dollars
Marketing des médias sociaux	52 millions de dollars

Rogers Communications Inc. (RCI) - Modèle d'entreprise: segments de clientèle

Consommateurs résidentiels

Rogers Communications dessert environ 10,8 millions d'abonnés sans fil au troisième trimestre 2023. La clientèle résidentielle comprend:

• 10,3 millions d'abonnés sans fil
• 2,5 millions de clients Internet
• 1,6 million d'abonnés à la télévision par câble

Catégorie client	Abonnés totaux	Revenu moyen par utilisateur (ARPU)
Résidentiel sans fil	10,3 millions	63,48 $ par mois
Internet résidentiel	2,5 millions	72,15 $ par mois
Résidentiel de télévision par câble	1,6 million	51,23 $ par mois

Petites et moyennes entreprises

Rogers dessert environ 250 000 clients commerciaux de petite et moyenne taille à travers le Canada.

• 187 000 abonnés sans fil commerciaux
• 62 000 clients commerciaux Internet et services de communication

Segment d'entreprise	Total des clients	Dépenses mensuelles moyennes
Business Wireless	187,000	$189.67
Internet d'entreprise	62,000	$276.45

Grandes clients d'entreprise

Rogers dessert plus de 5 000 clients de niveau d'entreprise dans diverses industries.

• Solutions de télécommunications pour 1 200 grandes entreprises
• Services de réseau et de cybersécurité pour 3 800 clients d'entreprise

Segment d'entreprise	Total des clients	Valeur du contrat annuel moyen
Télécommunications d'entreprise	1,200	1,2 million de dollars
Solutions réseau	3,800	$750,000

Abonnés de services mobiles et Internet

Répartition totale des abonnés mobiles et sur Internet pour Rogers Communications:

• 10,8 millions d'abonnés mobiles au total
• 2,5 millions d'abonnés Internet à domicile
• Couverture du réseau à 95% à travers le Canada

Consommateurs de contenu médiatique

Rogers Media Plateformes Reach:

• 3,2 millions de consommateurs de médias numériques uniques
• 1,9 million de téléspectateurs de contenu sportif
• SportsNet atteint 14,3 millions de téléspectateurs hebdomadaires

Plate-forme multimédia	Total des consommateurs	Portée hebdomadaire
Médias numériques	3,2 millions	8,7 millions chaque semaine
Contenu sportif	1,9 million	14,3 millions chaque semaine

Rogers Communications Inc. (RCI) - Modèle d'entreprise: Structure des coûts

Maintenance d'infrastructure réseau

Rogers Communications a investi 2,9 milliards de dollars dans les dépenses en capital en 2022. Les coûts de maintenance des infrastructures du réseau pour 2023 étaient d'environ 1,2 milliard de dollars.

Catégorie de coûts d'infrastructure	Dépenses annuelles
Maintenance du réseau sans fil	687 millions de dollars
Mises à niveau du réseau à fibre optique	413 millions de dollars
Infrastructure de centre de données	100 millions de dollars

Licence de technologie et de spectre

Rogers a dépensé 3,3 milliards de dollars en coûts d'enchères en spectre en 2022. Les dépenses annuelles de licence de spectre ont totalisé 225 millions de dollars en 2023.

• Licence Spectrum 5G: 1,7 milliard de dollars
• Licence de technologie sans fil: 78 millions de dollars
• Coûts de conformité réglementaire: 47 millions de dollars

Marketing et acquisition de clients

Les dépenses de marketing pour Rogers Communications se sont élevées à 612 millions de dollars en 2022.

Catégorie de dépenses de marketing	Coût annuel
Marketing numérique	187 millions de dollars
Publicité traditionnelle	265 millions de dollars
Campagnes d'acquisition de clients	160 millions de dollars

Salaires et formation des employés

Les dépenses totales liées aux employés en 2022 étaient de 1,8 milliard de dollars.

• Salaires de base: 1,4 milliard de dollars
• Avantages sociaux: 276 millions de dollars
• Formation et développement: 124 millions de dollars

Dépenses de production et de licence de contenu

Les coûts liés au contenu pour Rogers en 2022 s'élevaient à 456 millions de dollars.

Catégorie de dépenses de contenu	Coût annuel
Licence de contenu sportif	278 millions de dollars
Production de contenu de divertissement	132 millions de dollars
Contenu des nouvelles et des médias	46 millions de dollars

Rogers Communications Inc. (RCI) - Modèle d'entreprise: Strots de revenus

Abonnements de services mobiles

Au troisième trimestre 2023, Rogers a rapporté 11,4 millions d'abonnés sans fil. Les revenus de service sans fil étaient de 2,3 milliards de dollars pour le trimestre.

Catégorie d'abonnement mobile	Revenus annuels (2023)
Abonnés mobiles postpayés	8,76 milliards de dollars
Abonnés mobiles prépayés	612 millions de dollars

Internet et plans de données

Le service Internet Rogers a généré 1,5 milliard de dollars au troisième trimestre 2023. La base totale des abonnés Internet était de 2,6 millions.

Catégorie de plan Internet	Revenus mensuels moyens par utilisateur
Haut débit résidentiel	$73.45
Services Internet d'entreprise	$215.60

Services de contenu de câble et de média

Les revenus du segment des médias étaient de 560 millions de dollars en 2023. Rogers Sportsnet a généré environ 280 millions de dollars.

• Abonnés à la télévision par câble: 1,9 million
• Abonnés aux services de streaming: 425 000

Ventes de dispositifs et location d'équipement

Les revenus des ventes d'appareils en 2023 ont totalisé 1,2 milliard de dollars. Le prix de vente moyen du smartphone était de 649 $.

Catégorie d'appareil	Revenus de ventes annuels
Smartphones	782 millions de dollars
Comprimés	156 millions de dollars
Accessoires	262 millions de dollars

Solutions de télécommunications d'entreprise

Les solutions d'entreprise et d'entreprise ont généré 1,8 milliard de dollars en 2023.

• Services de connectivité d'entreprise: 1,2 milliard de dollars
• Solutions de cloud et de cybersécurité: 420 millions de dollars
• Services informatiques gérés: 180 millions de dollars

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%.