Rogers Communications Inc. (RCI): ANSOFF MATRIX ANÁLISE [JAN-2025 Atualizada]

A Rogers Communications Inc. fica na encruzilhada da inovação estratégica, empunhando a poderosa matriz Ansoff para navegar no complexo cenário de telecomunicações. Com 4 Caminhos estratégicos-penetração do mercado, desenvolvimento de mercado, desenvolvimento de produtos e diversificação-a empresa está pronta para transformar seu ecossistema digital, alavancando tecnologias de ponta e estratégias de mercado ousadas. Desde a expansão das redes 5G até a exploração de parcerias internacionais, Rogers não está apenas se adaptando ao futuro, mas moldando ativamente a fronteira de telecomunicações com movimentos calculados e com visão de futuro que prometem redefinir a conectividade e a experiência do cliente.

Rogers Communications Inc. (RCI) - Anoff Matrix: Penetração de mercado

Expanda a cobertura da rede 5G

Rogers investiu US $ 250 milhões em infraestrutura de rede 5G em 2022. A partir do quarto trimestre 2022, a rede 5G cobriu 85% da população canadense. A empresa registrou 2,5 milhões de assinantes 5G até o final de 2022.

Introduzir pacotes de serviço competitivos em pacote

Rogers oferece pacotes agrupados a partir de US $ 99,99 por mês. Aproximadamente 42% dos clientes optaram por pacotes de vários serviços em 2022.

• Pacote básico: celular + internet
• Pacote premium: celular + internet + TV a cabo
• Pacote familiar: múltiplas conexões de dispositivo

Implementar campanhas de marketing direcionadas

As despesas de marketing atingiram US $ 178 milhões em 2022, com 65% alocados a campanhas digitais e direcionadas. A classificação de satisfação do cliente melhorou para 78% em 2022.

Desenvolver programas de fidelidade

O programa de fidelidade de Rogers gerou US $ 45 milhões em valor de retenção de clientes. A participação no programa aumentou 22% em 2022, atingindo 1,3 milhão de membros ativos.

Aprimore as plataformas digitais

O investimento em plataforma digital totalizou US $ 95 milhões em 2022. Downloads de aplicativos móveis aumentaram 37%, atingindo 2,1 milhões de usuários ativos.

• Gerenciamento de contas de autoatendimento
• Rastreamento de uso em tempo real
• Suporte instantâneo ao cliente

Rogers Communications Inc. (RCI) - Anoff Matrix: Desenvolvimento de Mercado

Expanda os serviços de telecomunicações para regiões canadenses rurais e remotas carentes

A Rogers Communications investiu US $ 250 milhões em expansão de infraestrutura de banda larga rural entre 2019-2022. Em 2023, a empresa estendeu a cobertura da Internet de alta velocidade para 97,4% das comunidades rurais na Colúmbia Britânica, Alberta e Ontário.

Target comunidades imigrantes emergentes com pacotes de serviço de comunicação personalizados

Rogers lançou 12 pacotes de serviços multilíngues em 2022, direcionando as comunidades que falam mandarim, cantonês, hindi, punjabi e árabe. A Companhia relatou um aumento de 22,7% na aquisição de assinantes entre dados demográficos de imigrantes.

• Pacote em língua mandarim: 48.600 novos assinantes
• Pacote em língua hindi: 36.200 novos assinantes
• Pacote em língua punjabi: 29.500 novos assinantes

Desenvolva parcerias estratégicas com provedores regionais de Internet e serviços móveis

Rogers estabeleceu 7 parcerias estratégicas com fornecedores regionais em Saskatchewan, Manitoba e Províncias Atlânticas. O investimento total em parceria atingiu US $ 43,2 milhões em 2022.

Explore a expansão potencial para a infraestrutura de telecomunicações comunitárias indígenas

Rogers comprometeu US $ 35,7 milhões a projetos de conectividade da comunidade indígena em 2022. A empresa conectou 64 comunidades das Primeiras Nações com infraestrutura de alta velocidade na Internet.

Crie estratégias de marketing específicas da região para penetrar em diferentes mercados provinciais

Rogers alocou US $ 78,5 milhões para campanhas de marketing específicas da região em 2022. A penetração do mercado aumentou 16,3% em Quebec, Colúmbia Britânica e Províncias do Atlântico.

Rogers Communications Inc. (RCI) - Anoff Matrix: Desenvolvimento de Produtos

Lançar soluções avançadas de tecnologia Smart e IoT, habilitadas para 5G

A Rogers Communications investiu US $ 250 milhões em infraestrutura de rede 5G em 2022. A Companhia implantou redes 5G em 268 cidades canadenses pelo quarto trimestre 2022.

Desenvolver produtos inovadores de segurança móvel e na Internet

Rogers registrou US $ 45,2 milhões em receita de produtos de segurança cibernética em 2022.

• Enterprise Security Solutions: 3 novas linhas de produtos
• Pacotes de segurança do consumidor: 5 ofertas em camadas
• Investimento anual de segurança cibernética: US $ 22,7 milhões

Crie plataformas integradas de entretenimento digital

Introduzir soluções de comunicação focadas na empresa

Rogers gerou US $ 612 milhões da Enterprise Communication Solutions em 2022.

• Serviços de conectividade em nuvem: 12 novos pacotes corporativos
• Plataformas de comunicação comercial: 6 soluções integradas
• Aquisição de clientes corporativos: 437 novos clientes corporativos

Desenvolva tecnologias de atendimento ao cliente de IA

Rogers Communications Inc. (RCI) - Anoff Matrix: Diversificação

Invista em plataformas emergentes de mídia digital e produção de conteúdo

A Rogers Communications investiu US $ 500 milhões em plataformas de mídia digital em 2022. A empresa adquiriu uma participação de 65% na rede de televisão de esqui por US $ 127 milhões em outubro de 2022.

Explore possíveis aquisições em setores de consultoria em segurança cibernética e tecnologia

A Rogers Communications alocou US $ 275 milhões para aquisições de tecnologia de segurança cibernética em 2022. A Companhia identificou 3 empresas de consultoria em tecnologia em potencial para investimento estratégico.

• Orçamento de investimento em segurança cibernética: US $ 275 milhões
• Empresas potenciais de consultoria de tecnologia direcionadas: 3
• Crescimento do mercado de segurança cibernética projetada: 13,4% anualmente

Desenvolver infraestrutura de energia renovável

Rogers comprometeu US $ 350 milhões a infraestrutura de energia renovável que suporta redes de telecomunicações. Os projetos de energia solar e eólica compreendem 72% do investimento.

Crie braço de capital de risco

Rogers estabeleceu um fundo de capital de risco de US $ 200 milhões, direcionado às startups de telecomunicações e tecnologia. O fundo já avaliou 47 investimentos em potencial em 2022.

• Tamanho do fundo de capital de risco: US $ 200 milhões
• Investimentos de inicialização avaliados: 47
• Foco no investimento: setores de telecomunicações e tecnologia

Expanda para os mercados internacionais de telecomunicações

Rogers identificou 5 mercados internacionais para parcerias estratégicas de telecomunicações. Investimento de expansão internacional projetado: US $ 425 milhões a 2024.

Rogers Communications Inc. (RCI) - Ansoff Matrix: Market Penetration

Aggressively migrate former Shaw customers to Rogers' 5G network.

Rogers Communications Inc. is focused on network integration post-acquisition, with a commitment to a 5-year Connectivity Investment of $6.5 billion, of which 43% was deployed in the first two years. The company has expanded 5G across 45,000 square kilometres in Western Canada as part of this commitment.

Increase bundling of wireless, cable, and internet services to reduce churn.

Postpaid wireless monthly churn reached 0.99% in Q3 2025, which is the lowest performance in over two years. The Cable segment reported retail Internet subscribers at nearly 4.475 million as of September 30, 2025.

Offer competitive pricing plans to capture market share from Bell and Telus.

Rogers Wireless held approximately 31.9% of mobile subscriptions in 2023, compared to Bell at roughly 30% and Telus at about 28%. The company reaffirmed a 2025 total service revenue growth outlook of 3% to 5%.

Leverage the combined network footprint for superior service reliability claims.

Rogers network covers 97 percent of the country's population. The Wireless Adjusted EBITDA margin for Q3 2025 was 51.6%. The Cable segment maintained an industry-leading margin of 58%.

• Total mobile phone net additions (Q3 2025): 111,000
• Retail Internet net additions (Q3 2025): 29,000
• Mobile phone ARPU (Average Revenue Per User): C$56.7
• Total revenues (Q3 2025): C$5.35 billion

Drive adoption of the Rogers Bank credit card within the existing customer base.

Eligible services for Rogers Bank credit card rewards include Rogers, Fido, Shaw, or Comwave consumer internet, TV, home phone, home monitoring, or satellite plans. In Canada, the credit card penetration rate for those aged 15 and over is between 83.4% and 89% as of 2025, with approximately 101 million total credit cards in circulation.

New primary cardholders can receive $30 cash back after purchases totaling $3,000 within 105 days, plus an extra $15 in value for redemption on eligible Rogers, Fido, Shaw, or Comwave purchases, totaling $45 in rewards.

Rogers Communications Inc. (RCI) - Ansoff Matrix: Market Development

Rogers Communications Inc. continues to invest capital to expand its footprint into new markets and service areas.

Capital expenditures for the first quarter of 2025 totaled $978 million, with the majority directed toward networks. For the second quarter of 2025, capital investment was $831 million. The projection for full-year 2025 capital expenditures is approximately $3,700 million. This investment includes expanding fibre-to-the-home (FTTH) deployments and reaching more homes and businesses in rural, remote, and Indigenous communities. The company is upgrading its hybrid fibre-coaxial network to evolve to DOCSIS 4.0. In the third quarter of 2025, capital expenditures were $964 million.

The Cable segment, which services business corridors, reported revenue of $1.98 billion in the third quarter of 2025, showing a 1% increase year-over-year. Cable adjusted EBITDA for Q3 2025 was $1.1 billion, up 2%.

The wireless market shows a postpaid base of 10.96 million subscribers as of September 30, 2025. Monthly mobile phone ARPU (Average Revenue Per User) in Q3 2025 was $56.7. In Q1 2025, the blended mobile phone ARPU was $56.94.

Rogers Sports & Media is marketing existing content through new digital streaming platforms with direct-to-consumer (DTC) availability for Citytv+. The company projects pro forma 2025 Media revenue, including MLSE, would be approximately $4 billion. Media revenue for Q3 2025 was $753 million, a 26% surge.

The new 12-year National Hockey League (NHL) media rights agreement, starting in 2026-27, is valued at $11 billion Canadian. This new deal is worth more than double the previous 12-year deal, which cost $5.2 billion.

• The NHL deal runs through the 2037-38 season.
• The previous NHL deal was signed for 12 years.
• Rogers owns a 75% stake in MLSE after the Q3 2025 acquisition of an additional 37.5% stake.
• Total sports assets, including the Toronto Blue Jays, are valued at over $15 billion.

Rogers Communications Inc. (RCI) - Ansoff Matrix: Product Development

You're looking at how Rogers Communications Inc. is pushing new offerings onto its existing customer base, which is the core of Product Development in the Ansoff sense. This means taking what you already have-your network, your media rights, your customer relationships-and building something new on top of it. Here's the hard data on what Rogers is developing and deploying in 2025.

Launch advanced 5G standalone (SA) network features like network slicing for B2B clients

Rogers Communications Inc. launched its commercial 5G standalone (SA) network, one of the first globally, in March 2022. This architecture, built with Ericsson, enables capabilities like ultra-low latency and network slicing. The company successfully tested 5G network slicing technology nationwide in early 2024 across Toronto, Montreal, and Vancouver on this SA core network. This technology is designed to create dedicated network 'lanes' for specific applications. Rogers plans to use this to offer a dedicated network slice for first responders, giving them priority access. Also, this slicing will separate fixed and mobile traffic to accelerate the expansion of 5G Wireless Home Internet to more rural and remote communities across Canada.

• 5G SA network launched: March 28, 2022.
• Network slicing tested nationwide: Early 2024.
• Intended use: Dedicated slice for first responders.
• Intended use: Optimize traffic for Wireless Home Internet.

Introduce new smart home security and automation services integrated with the cable modem

Rogers is deepening its integration of home services, leveraging a 10-year agreement with Comcast for broadband, smart home, and home security hardware announced in April 2024. The company offers Rogers Xfinity Self Protection for a specific price point, which integrates with the cable modem infrastructure. This service allows for remote door locking, security camera management, and Wi-Fi network control all within the Rogers Xfinity app. While Rogers' specific subscriber count for this service isn't public, the global smart home security services market is expected to hit USD $40.46 billion in 2025.

Here's a look at the pricing and market context for these integrated home products.

Develop a premium, ad-free streaming bundle combining all Rogers Media assets

The monetization of Rogers Media assets is a clear product development path, heavily influenced by sports content. Media revenue surged by 24% to reach $596 million in the first quarter of 2025. This growth was fueled by income from the Toronto Blue Jays and the launch of Warner Bros. Discovery's content lineup. A major strategic move was acquiring a controlling 75% stake in Maple Leaf Sports & Entertainment (MLSE) in July 2025, valuing the entity at $15 billion. This ownership allows for deeper integration of live sports and entertainment into premium bundles, which could support an ad-free tier proposition.

Create specialized Internet of Things (IoT) connectivity platforms for Canadian industries (e.g., agriculture)

The 5G SA Core network is explicitly built to scale massively and support the 'unprecedented growth of IoT devices' in the coming years. Network slicing is key here, as it allows Rogers to dedicate specific performance characteristics-like guaranteed low latency or high capacity-to enterprise clients in sectors like agriculture or logistics. The company's 2025 CAPEX guidance of $3.8 billion, with $4 billion specifically earmarked for fiber backhaul and low-latency towers in 2025, directly supports the infrastructure needed for advanced IoT platforms. This investment is expected to consume approximately 40% of the 2025 adjusted EBITDA, which was reported at $2.362 billion in Q2 2025.

Offer a next-generation Wi-Fi 7 modem with enhanced in-home coverage and speed

Rogers is actively deploying next-generation in-home hardware to maintain its competitive edge against cable and satellite providers. The company is rolling out Wi-Fi 7-enabled Xfinity modems that are capable of delivering speeds up to 4Gbps. This follows earlier trials where Rogers delivered 4 Gbps download and 1 Gbps upload speeds using DOCSIS 4.0 modem technology, which was noted as a global first in 2024. The focus on higher-speed in-home connectivity helps drive subscriber additions; in Q1 2025, retail Internet added 23,000 new subscribers.

Key performance indicators related to network and service adoption in 2025:

Finance: draft 13-week cash view by Friday.

Rogers Communications Inc. (RCI) - Ansoff Matrix: Diversification

You're looking at how Rogers Communications Inc. (RCI) could move into entirely new markets, which is the riskiest quadrant of the Ansoff Matrix. This means new products for new customers, and for a company whose Q3 2025 service revenue hit $4.7 billion, the scale of investment required is significant. The company currently has $6.4 billion in available liquidity as of September 30, 2025, which provides a war chest for such aggressive moves, though full-year 2025 CapEx is guided at $3.7 billion.

Acquire or build a specialized B2B cloud computing and data center service outside of Canada

Rogers Communications Inc. already has a toehold here, as its Cable segment includes network connectivity through its fibre network and data centre assets to support cloud-based services for the business, public sector, and carrier wholesale markets in Canada. The potential for an international build or acquisition would be measured against the company's existing capital deployment. For instance, the Q3 2025 CapEx was $964 million, and the company is projecting a full-year 2025 CapEx of $3.7 billion.

The existing B2B service base is part of the Cable segment, which reported service revenue of $1.974 billion in Q3 2025, with a margin of 58%. Any move outside Canada would be a pure new market entry, demanding significant upfront capital, but the company's debt leverage ratio was 3.9 times as at September 30, 2025, suggesting some capacity for further financing.

Enter the financial technology (FinTech) sector with a mobile payment platform for non-RCI customers

This diversification targets new customers outside the existing subscriber base, leveraging the digital trend. In 2025, small and mid-sized businesses (SMBs) are adopting digital payments, including digital wallets and Buy Now, Pay Later (BNPL) solutions. Rogers Communications Inc. has a massive existing user base to potentially cross-sell to, with 14.1 million Canadians reached via Toronto Blue Jays Sportsnet broadcasts alone in the MLB regular season, and 111,000 total mobile phone net additions in Q3 2025.

The financial capacity to fund a new FinTech venture is supported by the Q3 2025 Free cash flow of $829 million. A new platform would compete in a space where digital payment expansion is a key trend for 2025.

Develop and market proprietary enterprise software for supply chain management in the US market

Moving into US enterprise software is a completely new product in a new market. Rogers Communications Inc.'s current business is heavily concentrated in Canada, though its Media segment revenue surged by 26% in Q3 2025 to $753 million, driven in part by the MLSE acquisition, which itself was a $4.7 billion cash transaction. The company's total service revenue for Q3 2025 was $4.7 billion.

The strategic focus on technology is evident in the 5G+ network serving 32 million Canadians. Developing proprietary software would require diverting resources from this core network build, which saw $4 billion earmarked for fiber backhaul and low-latency towers in 2025 in some reports, or the guided full-year CapEx of $3.7 billion.

Invest in and commercialize health-tech solutions utilizing 5G low-latency connectivity

This is a new product line leveraging the company's primary asset: its network. Rogers Communications Inc. is actively building out the infrastructure needed to support this. They launched 5G service in 4,750 metres of tunnels in the Toronto Transit Commission subway system and have commenced deployment of 5G Advanced network technology, a first in Canada. The company's wireless segment maintains an industry-leading margin of 66.7% in Q3 2025.

The investment in low-latency infrastructure is a direct enabler. For example, the in-building network at Rogers Stadium cost CA$5.2 million to deploy, rivaling the capacity of 14 downtown cell towers. The company also launched the Connected Robotics Living Lab with the federal government to advance 5G and AI research, showing a clear path for health-tech commercialization.

Here's a quick look at the key financial context for Rogers Communications Inc. as of the latest reported quarter:

The potential for these new ventures is underpinned by the following operational and strategic data points:

• Postpaid mobile churn was 0.99% in Q3 2025, the lowest in over two years.
• The company is projecting full-year 2025 Media revenue, including MLSE, to be $4 billion.
• The MLSE ownership stake acquisition cost $4.7 billion in cash.
• The company has a monumental 12-year agreement with the NHL for national media rights.
• The 5G+ network serves 32 million Canadians.

Finance: draft 13-week cash view by Friday.