Rogers Communication Q2 Earnings Call Highlights

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Wed, July 22, 2026 astatine 11:06 AM CDT 7 min read

Key Points

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Rogers posted stronger Q2 results, with consolidated work gross up 8%, adjusted EBITDA up 3%, and escaped currency travel rising to CAD 1 billion. Capital expenditures fell 16%, pushing superior strength to its lowest level since 2008.
Wireless added customers contempt a tougher market, including 40,000 nett additions and improved churn, though ARPU slipped 2%. Management said it is pulling backmost from dense discounting and focusing connected longer-term worth offers arsenic promotional enactment cools crossed the market.
Sports and media are becoming a bigger maturation driver, highlighted by a 53% leap successful media gross and a large MLSE acquisition plan. Rogers expects to afloat ain MLSE aft closing the remaining 25% involvement purchase, past aboriginal merchantability a number involvement successful the combined sports/media concern to assistance trim debt.

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Rogers Communication (NYSE:RCI) reported higher second-quarter work gross and adjusted earnings, with absorption emphasizing stronger escaped currency flow, reduced superior spending and advancement connected its program to monetize sports and media assets.

On the company's net call, President and CEO Tony Staffieri said Rogers "continued to present coagulated performance" crossed wireless, cablegram and sports and media contempt what helium described arsenic "an wide debased maturation telecom market." Consolidated work gross roseate 8%, portion adjusted EBITDA accrued 3%.

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Rogers Communication Stock Should Be Launching Higher

Free currency travel for the 4th was CAD 1 billion, up 6% from a twelvemonth earlier. Capital expenditures declined 16%, and superior strength improved 350 ground points to 12.4%, which Staffieri said was Rogers' lowest superior strength ratio since the archetypal 4th of 2008.

Chief Financial Officer Glenn Brandt said Rogers reaffirmed its 2026 outlook ranges for full work gross growth, adjusted EBITDA growth, superior expenditures and escaped currency flow. The institution continues to expect 2026 superior expenditures of CAD 2.5 cardinal to CAD 2.7 billion.

Wireless Adds Customers arsenic Promotions Moderate

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In wireless, Rogers added 40,000 subscribers during the quarter, including 22,000 postpaid customers. Wireless work gross was unchangeable twelvemonth implicit year, portion adjusted EBITDA roseate 1%.

Brandt said mobile telephone nett additions were down 34% from the anterior year, reflecting "continued level to declining wide population." Mobile telephone ARPU was CAD 54.25, down 2% from a twelvemonth earlier. Postpaid mobile telephone churn improved to 0.94%, down 6 ground points twelvemonth implicit year.

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