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Batia Levi

Managing Director and Communications & Media Infrastructure Analyst at UBS Asset Management Americas Inc.

Batya Levi is a Managing Director and Communications & Media Infrastructure Analyst at UBS, specializing in technology, media, and communications sector research. She covers a range of major companies, including Spotify Technology and Warner Music Group, and her analyst recommendations show a success rate of 56% with an average return of -1.1%, highlighted by a top-performing call with a 169.8% gain in Spotify stock between 2024 and 2025. Having built her career as a leading Wall Street analyst, Levi has been recognized for her sector coverage and holds senior analyst positions at UBS, with her professional trajectory including extensive industry and equities research experience. She is cited as an analyst by financial data providers and is listed on firms' official analyst coverage directories, indicating industry-standard registrations and credentials.

Batia Levi's questions to ROGERS COMMUNICATIONS (RCI) leadership

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.

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