Revenue distribution by industry:

• Wireless communication: approx. 55%
• Cable services: approx. 25%
• Media: approx. 15%
• Other: approx. 5%

TOP 3 markets and their percentage shares:

• Canada: approx. 85%
• USA: approx. 10%
• International markets: approx. 5%

Rogers Communications Inc. generates the majority of its revenue from wireless communication, followed by cable services and media. The Canadian market is the dominant market for the company, attributed to its strong presence and market leadership in Canada. The USA and other international markets also contribute to the revenues, but to a significantly lesser extent.

Production Sites: Canada

Rogers Communications Inc. is a Canadian telecommunications and media company. It does not produce physical products in the traditional sense, but offers services in the areas of mobile, internet, cable television, and media. The infrastructure and services are mainly developed and operated in Canada. The company focuses on improving and expanding its networks and services within the country.

Revenue Growth: Estimated at 5-7% annually (2025 forecast)

Infrastructure Investments: CAD 3 billion annually (estimate)

Rogers Communications Inc. is pursuing a growth strategy that heavily focuses on expanding and enhancing its network infrastructure. The company is investing significantly in the expansion of 5G networks to improve network coverage and quality. These investments are crucial to meet the increasing data consumption and demand for faster connectivity.

Another key focus is on diversifying services. Rogers plans to expand its offerings in digital media and entertainment to tap into new revenue streams. This includes partnerships and acquisitions to strengthen the portfolio and increase customer loyalty.

Additionally, Rogers is prioritizing enhancing customer experience through digital transformations and automation. This is aimed at increasing efficiency and reducing operating costs in the long term, while ensuring better service for customers.

Main raw materials: Fiber optic cables, electronic components, network equipment
Countries of origin: USA, China, South Korea

Rogers Communications Inc., as a leading telecommunications company, mainly imports fiber optic cables, electronic components, and network equipment. These materials are crucial for the expansion and maintenance of their communication infrastructure.

The USA is a significant supplier, especially for specialized network equipment and electronic components. China and South Korea also supply essential electronic components and fiber optic cables that are crucial for the operation and expansion of Rogers' networks.

These imports are necessary to keep up with technological advancements and ensure the quality of services that Rogers provides to its customers.

Market share in Canada: Approximately 30% in the mobile sector (2024)

Network coverage: Reaching 97% of the Canadian population (2024)

Rogers Communications Inc. has a significant competitive advantage in Canada, especially in the mobile sector, where the company holds about 30% of the market share. This is supported by comprehensive network coverage reaching 97% of the Canadian population.

Rogers' competitive advantage lies in its strong infrastructure, supported by continuous investments in network expansion and technology. Additionally, the company benefits from a wide range of products including mobile, internet, television, and landline telephony, creating cross-selling opportunities and strengthening customer loyalty.

Another advantage is the strategic positioning in urban centers, where the demand for high-quality communication services is highest. Despite strong competition from companies like Bell Canada and Telus, Rogers remains competitive through its innovation and customer-centric approach.

Institutional Investor Share: approximately 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share in Rogers Communications Inc. typically stands around 45%. This estimate is based on historical data and typical industry comparisons. Institutional investors play an important role in the stability and long-term growth of the company.

Regarding insider transactions, there were no significant buys or sells in the last quarter. This suggests that insiders currently do not expect any significant changes in the company's valuation or strategy. Such transactions are often seen as an indicator of management's confidence in the company's future development.

Market share of Rogers Communications Inc.: 31% (estimated, 2025)

Main competitors and their market shares:

1. Bell Canada Enterprises (BCE): 33%
2. Telus Corporation: 28%
3. Shaw Communications: 5%
4. Quebecor Inc.: 2%
5. Cogeco Communications: 1%

Rogers Communications Inc. is one of the leading telecommunications providers in Canada and mainly shares the market with Bell Canada Enterprises and Telus Corporation. These three companies dominate the Canadian telecommunications market and together have a market share of over 90%.

Economic moat of Rogers Communications Inc.:

Rogers has a significant economic moat, which is characterized by its extensive infrastructure, strong brand recognition, and a wide range of services. These factors enable the company to retain customers long-term and attract new ones. Additionally, Rogers benefits from its market position in urban centers, which provide a high population density and thus a large customer base.

Compared to its competitors, Bell Canada Enterprises has a similar economic moat, particularly due to its comprehensive network coverage and strong presence in the media content sector. Telus Corporation excels with a strong focus on customer service and technological innovation.

Overall, the economic moat of Rogers Communications is strong, but not unique, as the main competitors also have significant competitive advantages. Competition in the Canadian telecommunications market remains intense, with the three major providers exhibiting similar strategic strengths.

Revenue growth: 4.8% (2024) Profit growth: 3.5% (2024) Market share in the telecommunications sector Canada: 30% (2024)

Rogers Communications Inc. recorded solid revenue growth of 4.8% in 2024, attributed to stable demand for telecommunications services in Canada. The company holds a significant market share of approximately 30% in the Canadian telecommunications sector, highlighting its strong market position.

The profit growth of 3.5% in 2024 indicates that Rogers is able to increase its profitability despite intense competition. This could be due to efficiency improvements and cost-cutting measures.

Furthermore, Rogers is continuously investing in expanding its 5G infrastructure, which could create long-term competitive advantages and additional revenue streams. These strategic investments could further strengthen the company in the coming years.

Overall, the financial stability and strategic direction of Rogers Communications suggest that the stock could be an attractive investment for investors interested in an established company in the telecommunications sector.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Regular payout for over 10 years

Rogers Communications Inc. has been paying a consistent dividend in recent years, indicating a reliable payout policy. The dividend yield is currently around 3.5%, which is competitive compared to other companies in the telecommunications industry.

The company has a solid financial foundation and generates stable cash flows to support dividend payments. Historically, Rogers has regularly increased its dividends, reflecting positive financial performance and management's confidence in future earnings potential.