Question · Q3 2025
Batia Levi asked about the competitive environment for converged offerings, the percentage of Rogers' broadband base taking mobile services, and benefits beyond churn reduction. She also inquired about the reasons for lower CapEx and future capital intensity.
Answer
President and CEO Tony Staffieri highlighted converged offerings as a competitive advantage, leveraging strong distribution channels for a 'converged home solution,' noting good customer pickup and benefits like simplified servicing. He attributed lower CapEx to a focus on capital efficiency and projects deferred due to regulatory uncertainty (TPIA), expecting continued efforts to reduce capital intensity.