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    Patrick Ho

    Research Associate at Morgan Stanley

    Patrick Ho is a Research Associate at Morgan Stanley & Co. LLC, focusing on equity research since joining the firm in 2022. He specializes in sector analysis, leveraging his academic background from the University of Bocconi, which he completed in 2017, to provide in-depth company and industry assessments. Patrick's role involves supporting senior analysts in coverage of a range of public companies, although explicit firm-by-firm coverage and individual performance metrics have not been made public. His professional credentials are aligned with early-career analyst roles, and while advanced professional licenses or notable industry rankings are not yet highlighted in public records, his trajectory marks a strong foundation in sell-side research.

    Patrick Ho's questions to ROGERS COMMUNICATIONS (RCI) leadership

    Patrick Ho's questions to ROGERS COMMUNICATIONS (RCI) leadership • Q2 2025

    Question

    Patrick Ho of Morgan Stanley asked for an explanation of the drivers behind the quarter-over-quarter decline in Cable ARPA. He also inquired if Rogers has any plans to expand into the data center business, similar to some competitors.

    Answer

    CFO Glenn Brandt attributed the Cable ARPA change to ongoing competitive forces and the continued, though moderating, decline in video subscribers. Regarding data centers, Brandt stated the company has been considering a divestiture of its existing data center business and has 'absolutely nothing to add' regarding new AI-related data center investments, emphasizing the core focus remains on wireless, wireline, and media.

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    Patrick Ho's questions to BCE (BCE) leadership

    Patrick Ho's questions to BCE (BCE) leadership • Q1 2025

    Question

    Patrick Ho of Morgan Stanley asked about the potential impact of the new government on regulations like wholesale access and immigration, and requested details on the sources of the upsized $1.5 billion cost savings target.

    Answer

    CEO Mirko Bibic stated BCE looks forward to a constructive dialogue with the government, highlighting the need for an investment-friendly framework regarding fiber resale. He detailed that the additional cost savings will come from initiatives like automation, AI, modernizing billing systems, self-serve tools, and leveraging their new tech solutions provider, Ateko.

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    Patrick Ho's questions to BCE (BCE) leadership • Q4 2024

    Question

    Patrick Ho asked for the specific triggers or timing for discontinuing the discounted DRIP program. He also inquired about the extent to which BCE's wireless back book has been repriced to reflect the current highly competitive pricing environment.

    Answer

    Curtis Millen, CFO, explained that while the DRIP is not a long-term measure, there is no specific turn-off date; its discontinuation will be accelerated by balance sheet strengthening actions like asset sales. Mirko Bibic, President and CEO, addressed the back book question by stating that the key priority is reducing churn and retaining existing customers.

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