Rogers Communications Inc. (RCI): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário dinâmico das telecomunicações canadenses, a Rogers Communications Inc. (RCI) permanece como uma potência, tecendo juntas intrincadas redes de conectividade, mídia e inovação digital. Ao mapear estrategicamente sua tela de modelo de negócios, o RCI revela uma abordagem abrangente que transcende os limites tradicionais de telecomunicações, misturando tecnologia de ponta, parcerias estratégicas e soluções centradas no cliente que as posicionaram como uma força dominante no mercado canadense. Essa exploração revela o plano estratégico que impulsiona o notável sucesso de Rogers, oferecendo informações sobre como eles transformam a infraestrutura complexa de telecomunicações em proposições de valor convincentes para milhões de consumidores e empresas.

Rogers Communications Inc. (RCI) - Modelo de negócios: Parcerias -chave

Aliança estratégica com Bell para compartilhamento de infraestrutura sem fio

Rogers Communications e Bell Canada têm um Contrato de compartilhamento de rede cobrindo áreas rurais e remotas do Canadá. Em 2023, sua parceria de compartilhamento de infraestrutura abrange aproximadamente 180 comunidades rurais em 4 províncias.

Detalhes da parceria	Métricas
Comunidades rurais compartilhadas	180
Províncias cobertas	4
Investimento em infraestrutura compartilhada	US $ 287 milhões

Parceria com fabricantes de dispositivos

Rogers mantém parcerias estratégicas com os principais fabricantes de dispositivos para distribuição e vendas.

Fabricante	Participação de mercado de dispositivos	Volume anual de vendas
Maçã	42%	1,2 milhão de unidades
Samsung	33%	950.000 unidades

Colaborações de provedores de conteúdo

Rogers estabeleceu parcerias com várias plataformas de streaming de conteúdo.

• Netflix: Serviços de assinatura agrupados
• Disney+: pacotes de streaming integrados
• Amazon Prime Video: Ofertas de conteúdo colaborativo

Provedor de conteúdo	Valor da parceria	Alcance do assinante
Netflix	US $ 78 milhões	350.000 assinantes
Disney+	US $ 52 milhões	275.000 assinantes

Acordos de rede por atacado

Rogers fornece acesso à rede por atacado a fornecedores de telecomunicações menores em todo o Canadá.

Parceiro por atacado	Cobertura de rede	Receita anual
VideoTron	Região de Quebec	US $ 42 milhões
EastLink	Províncias marítimas	US $ 31 milhões

Rogers Communications Inc. (RCI) - Modelo de negócios: Atividades -chave

Desenvolvimento de infraestrutura de rede sem fio

A Rogers Communications investiu US $ 2,5 bilhões em infraestrutura de rede em 2023. A empresa mantém mais de 16.000 torres de células em todo o Canadá e opera uma rede 5G cobrindo 95% da população canadense.

Métrica de infraestrutura de rede	2023 dados
Investimento total de rede	US $ 2,5 bilhões
Torres de celular	16,000+
5G Cobertura populacional	95%

Provisão de serviço de telecomunicações

Rogers atende a aproximadamente 10,8 milhões de assinantes sem fio e 2,3 milhões de clientes da Internet a partir do quarto trimestre de 2023.

• Base de assinante sem fio: 10,8 milhões
• Clientes da Internet: 2,3 milhões
• Participação de mercado móvel pós -paga: 32%

Produção de conteúdo de mídia e transmissão

Rogers possui a SportsNet, que transmite mais de 500 eventos esportivos ao vivo anualmente. A empresa gera aproximadamente US $ 1,2 bilhão em receita da mídia.

Métrica de conteúdo de mídia	2023 dados
Eventos esportivos ao vivo	500+
Receita da mídia	US $ 1,2 bilhão

Atendimento ao cliente e suporte técnico

A Rogers opera mais de 150 locais de varejo e mantém uma plataforma de suporte ao cliente digital que lida com mais de 5 milhões de interações com os clientes mensalmente.

• Locais de varejo: 150+
• Interações mensais do cliente: 5 milhões
• Canais de suporte digital 24/7

Inovação digital e integração de tecnologia

Rogers alocou US $ 400 milhões para iniciativas de transformação digital e inovação tecnológica em 2023, concentrando -se em aprimoramentos de IA e segurança cibernética.

Investimento de inovação	2023 dados
Orçamento de transformação digital	US $ 400 milhões
Projetos de pesquisa de IA	12
Iniciativas de segurança cibernética	8

Rogers Communications Inc. (RCI) - Modelo de negócios: Recursos -chave

Infraestrutura de rede de telecomunicações

Rogers possui e opera uma infraestrutura de rede nacional abrangente avaliada em aproximadamente US $ 7,3 bilhões em 2023. Os ativos de rede incluem:

Ativo de rede	Cobertura/especificação
Torres de rede celular	3.200 mais de torres em todo o Canadá
Rede de fibra óptica	62.000 quilômetros de infraestrutura de fibra
5G Cobertura de rede	Cobre 95% da população canadense

Licenças de espectro

Rogers possui licenças críticas de espectro sem fio em várias faixas de frequência:

Banda de frequência	Valor da licença
Espectro de 600 MHz	US $ 492 milhões
Espectro de 3500 MHz	US $ 1,2 bilhão
Espectro AWS-3	US $ 325 milhões

Ativos tecnológicos

• 8 principais centers de data localizados em todo o Canadá
• Investimento total de infraestrutura de tecnologia: US $ 2,1 bilhões em 2023
• Recursos de computação em nuvem que abrangem 45.000 metros quadrados

Marca e recursos humanos

A Rogers emprega 24.500 funcionários em período integral com uma compensação total da força de trabalho de US $ 2,3 bilhões em 2023.

Categoria de funcionários	Número
Funcionários técnicos	8,700
Atendimento ao Cliente	6,200
Gerenciamento	3,600

Recursos financeiros

Recursos Financeiros a partir do quarto trimestre 2023:

• Total de ativos: US $ 57,2 bilhões
• Caixa e equivalentes em dinheiro: US $ 1,6 bilhão
• Linhas de crédito disponíveis: US $ 3,5 bilhões

Rogers Communications Inc. (RCI) - Modelo de negócios: proposições de valor

Serviços de comunicação integrados abrangentes

A Rogers Communications gera receita anual de US $ 10,4 bilhões (2022 ano fiscal) por meio de serviços de comunicação integrados. A empresa oferece:

• Serviços sem fio com 10,9 milhões de assinantes
• Serviços a cabo e Internet cobrindo 4,3 milhões de famílias
• Plataformas de mídia e transmissão

Categoria de serviço	Contagem de assinantes	Receita anual
Sem fio	10,9 milhões	US $ 5,8 bilhões
Cabo/internet	4,3 milhões de famílias	US $ 3,2 bilhões
Mídia	Várias plataformas	US $ 1,4 bilhão

Internet de alta velocidade e conectividade móvel

Rogers fornece 5G Cobertura de rede em 99,4% das áreas povoadas do Canadá. O uso de dados móveis em média de 13,2 GB por assinante mensalmente.

Pacotes de entretenimento e comunicação agrupados

Rogers oferece pacotes integrados combinando:

• Planos de telefone celular
• Internet doméstica
• Televisão a cabo
• Serviços de streaming

Cobertura de rede nacional confiável

Estatísticas de infraestrutura de rede:

Métrica de rede	Detalhes da cobertura
Cobertura geográfica	99,4% das áreas povoadas
5G Cidades de rede	Mais de 250 cidades canadenses
Investimento em rede	US $ 1,6 bilhão anualmente

Soluções digitais inovadoras

Rogers fornece soluções digitais corporativas e de consumo com:

• Serviços de computação em nuvem
• Soluções de segurança cibernética
• Plataformas da Internet das Coisas (IoT)
• Tecnologias de comunicação comercial

Rogers Communications Inc. (RCI) - Modelo de Negócios: Relacionamentos do Cliente

Plataformas de autoatendimento digital

Rogers oferece uma plataforma abrangente de autoatendimento digital através de seu Meus rogers aplicativo móvel e portal online. Em 2024, a plataforma suporta aproximadamente 11,5 milhões de usuários ativos nas interfaces móveis e na Web.

Recurso da plataforma	Métricas de uso
Downloads de aplicativos móveis	4,3 milhões de usuários mensais ativos
Gerenciamento de contas on -line	7,2 milhões de usuários anuais únicos
Pagamento da fatura digital	92% dos clientes usam métodos de pagamento on -line

Canais de suporte ao cliente 24/7

Rogers mantém vários canais de suporte ao cliente com as seguintes métricas operacionais:

• Suporte telefônico: 2.100 representantes de atendimento ao cliente dedicados
• Chat ao vivo: tempo médio de resposta de 47 segundos
• Suporte de mídia social: lida com aproximadamente 18.000 consultas de clientes semanalmente
• Suporte por e -mail: taxa de resposta de 95% dentro de 24 horas

Planos de celular e internet personalizados

Rogers oferece planos personalizados com a seguinte penetração no mercado:

Categoria de plano	Quota de mercado	Assinantes mensais médios
Planos móveis	34.6%	6,2 milhões de assinantes
Planos da Internet	29.3%	3,8 milhões de assinantes

Programas de recompensa de lealdade

Programa de fidelidade de Rogers, Rogers Rewards, inclui:

• Total de membros inscritos: 2,9 milhões
• Taxa anual de resgate de pontos: 67%
• Pontos médios obtidos por cliente: 4.200 anualmente
• Opções de resgate de parceiros: 42 marcas diferentes

Canais de vendas diretas

Distribuição de vendas entre canais:

Canal de vendas	Porcentagem de vendas totais	Receita anual
Lojas de varejo	41%	US $ 1,6 bilhão
Plataforma online	35%	US $ 1,35 bilhão
Revendedores autorizados	24%	US $ 930 milhões

Rogers Communications Inc. (RCI) - Modelo de Negócios: Canais

Lojas de varejo físico

Rogers opera mais de 2.500 locais de varejo em todo o Canadá a partir de 2024, incluindo:

Tipo de loja	Número de locais
Lojas de propriedade da empresa	1,100
Locais autorizados de revendedores	1,400

Site online e aplicativos móveis

Estatísticas do canal digital para 2024:

• Visitantes mensais do site: 5,2 milhões
• Downloads de aplicativos móveis: 3,8 milhões de usuários ativos
• Porcentagem de vendas on -line: 37% da receita total

Redes de revendedores autorizados

Composição de rede de revendedores:

Categoria de revendedor	Número de revendedores
Varejistas independentes	980
Parceiros exclusivos de Rogers	420

Telesales e centros de suporte ao cliente

Infraestrutura de suporte ao cliente:

• Total de call centers: 12
• Interações anuais de atendimento ao cliente: 22,6 milhões
• Tempo médio de resposta: 3,2 minutos

Marketing direto e publicidade digital

Breakdown de canal de marketing:

Canal de marketing	Gastos anuais
Publicidade digital	US $ 124 milhões
Campanhas de e -mail direto	US $ 38 milhões
Marketing de mídia social	US $ 52 milhões

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

Consumidores residenciais

A Rogers Communications atende a aproximadamente 10,8 milhões de assinantes sem fio a partir do terceiro trimestre de 2023. A base de clientes residenciais inclui:

• 10,3 milhões de assinantes sem fio
• 2,5 milhões de clientes da Internet
• 1,6 milhão de assinantes de TV a cabo

Categoria de cliente	Total de assinantes	Receita média por usuário (ARPU)
Residencial sem fio	10,3 milhões	US $ 63,48 por mês
Residencial da Internet	2,5 milhões	US $ 72,15 por mês
TV a cabo residencial	1,6 milhão	US $ 51,23 por mês

Pequenas e médias empresas

Rogers atende a aproximadamente 250.000 clientes comerciais pequenos e médios em todo o Canadá.

• 187.000 assinantes de negócios sem fio
• 62.000 clientes de serviço de internet e comunicação comerciais

Segmento de negócios	Total de clientes	Gasto mensal médio
Business Wireless	187,000	$189.67
Internet comercial	62,000	$276.45

Grandes clientes corporativos

Rogers atende a mais de 5.000 clientes em nível empresarial em vários setores.

• Soluções de telecomunicações para 1.200 grandes corporações
• Serviços de rede e segurança cibernética para 3.800 clientes corporativos

Segmento corporativo	Total de clientes	Valor médio anual do contrato
Telecomunicações corporativas	1,200	US $ 1,2 milhão
Soluções de rede	3,800	$750,000

Assinantes de serviços móveis e de internet

Total Mobile e Internet Assinante Redução para Rogers Communications:

• 10,8 milhões de assinantes móveis totais
• 2,5 milhões de assinantes da Internet em casa
• 95% de cobertura de rede em todo o Canadá

Consumidores de conteúdo de mídia

Rogers Media Platforms Alcance:

• 3,2 milhões de consumidores exclusivos de mídia digital
• 1,9 milhão de espectadores de conteúdo esportivo
• SportsNet atinge 14,3 milhões de espectadores semanais

Plataforma de mídia	Total de consumidores	Alcance semanal
Mídia digital	3,2 milhões	8,7 milhões semanalmente
Conteúdo esportivo	1,9 milhão	14,3 milhões semanalmente

Rogers Communications Inc. (RCI) - Modelo de negócios: estrutura de custos

Manutenção de infraestrutura de rede

A Rogers Communications investiu US $ 2,9 bilhões em despesas de capital em 2022. Os custos de manutenção de infraestrutura de rede para 2023 foram de aproximadamente US $ 1,2 bilhão.

Categoria de custo de infraestrutura	Despesas anuais
Manutenção da rede sem fio	US $ 687 milhões
Atualizações de rede de fibra óptica	US $ 413 milhões
Infraestrutura do data center	US $ 100 milhões

Licenciamento de tecnologia e espectro

Rogers gastou US $ 3,3 bilhões em custos de leilão de espectro em 2022. As despesas anuais de licenciamento de espectro totalizaram US $ 225 milhões em 2023.

• Licença de espectro 5G: US $ 1,7 bilhão
• Licenciamento de tecnologia sem fio: US $ 78 milhões
• Custos de conformidade regulatória: US $ 47 milhões

Marketing e aquisição de clientes

As despesas de marketing para a Rogers Communications foram de US $ 612 milhões em 2022.

Categoria de despesa de marketing	Custo anual
Marketing digital	US $ 187 milhões
Publicidade tradicional	US $ 265 milhões
Campanhas de aquisição de clientes	US $ 160 milhões

Salários e treinamento de funcionários

As despesas totais relacionadas aos funcionários em 2022 foram de US $ 1,8 bilhão.

• Salários base: US $ 1,4 bilhão
• Benefícios dos funcionários: US $ 276 milhões
• Treinamento e desenvolvimento: US $ 124 milhões

Despesas de produção e licenciamento de conteúdo

Os custos relacionados ao conteúdo para Rogers em 2022 totalizaram US $ 456 milhões.

Categoria de despesa de conteúdo	Custo anual
Licenciamento de conteúdo esportivo	US $ 278 milhões
Produção de conteúdo de entretenimento	US $ 132 milhões
Notícias e conteúdo de mídia	US $ 46 milhões

Rogers Communications Inc. (RCI) - Modelo de negócios: fluxos de receita

Assinaturas de serviço móvel

No terceiro trimestre de 2023, Rogers relatou 11,4 milhões de assinantes sem fio. A receita de serviço sem fio foi de US $ 2,3 bilhões no trimestre.

Categoria de assinatura móvel	Receita anual (2023)
Assinantes móveis pós -pagos	US $ 8,76 bilhões
Assinantes móveis pré -pagos	US $ 612 milhões

Internet e planos de dados

O Serviço de Internet da Rogers gerou US $ 1,5 bilhão no terceiro trimestre de 2023. A base total de assinantes da Internet foi de 2,6 milhões.

Categoria de plano de internet	Receita mensal média por usuário
Banda larga residencial	$73.45
Serviços de Internet comercial	$215.60

Serviços de conteúdo de cabo e mídia

A receita do segmento de mídia foi de US $ 560 milhões em 2023. A Rogers Sportsnet gerou aproximadamente US $ 280 milhões.

• Assinantes de TV a cabo: 1,9 milhão
• Assinantes de serviço de streaming: 425.000

Vendas de dispositivos e aluguel de equipamentos

A receita de vendas de dispositivos em 2023 totalizou US $ 1,2 bilhão. O preço médio de venda do smartphone foi de US $ 649.

Categoria de dispositivo	Receita anual de vendas
Smartphones	US $ 782 milhões
Comprimidos	US $ 156 milhões
Acessórios	US $ 262 milhões

Soluções de telecomunicações de negócios

As soluções corporativas e de negócios geraram US $ 1,8 bilhão em 2023.

• Serviços de conectividade corporativa: US $ 1,2 bilhão
• Soluções de nuvem e segurança cibernética: US $ 420 milhões
• Serviços de TI gerenciados: US $ 180 milhões

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%.