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Mar 31, 2025
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Rogers Q1 2025 Earnings Report
Rogers reported stable financial performance with increases in revenue, EPS, and net income, driven by wireless and media segment growth.
Key Takeaways
Rogers delivered modest growth in Q1 2025 with EPS and revenue slightly ahead of expectations. Wireless and Media segments showed strength, while Cable faced competitive headwinds.
Revenue grew 2% YoY to CAD 4.976 billion, supported by wireless and media performance.
Net income rose 9% to CAD 280 million, reflecting higher EBITDA and cost efficiencies.
Free cash flow held steady at CAD 586 million despite higher income tax payments.
Announced CAD 7 billion minority equity investment to reduce debt leverage.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Rogers reiterated its 2025 full-year guidance, expecting continued growth in service revenue, adjusted EBITDA, and stable capital expenditures and free cash flow.
Positive Outlook
- Maintained strong margins across Wireless and Cable segments
- Reiterated full-year guidance for revenue and EBITDA growth
- Continued positive media performance with new channel launches
- Announced $7B equity deal to reduce leverage and fund growth
- Positive cash flow and solid liquidity position
Challenges Ahead
- ARPU declined slightly due to competitive market dynamics
- Net postpaid additions fell sharply YoY
- Cable revenue declined due to subscriber erosion
- Equipment revenue decreased amid lower device sales
Historical Earnings Impact
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Avg. Return Before/After Earnings
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