industry research continues to ignore declining ARPU and increasing hatred of Rogers/Bell/Telus … while i continue to believe that as the new entrants (notably Wind and Mobilicity) expand their networks, they will gain very substantial share and force RoBeLus to cut price and therefore ARPU
A new report by IE Market Research Corp. (IEMR) called “1Q.2011 Canada Mobile Operator Forecast, 2010 – 2015″ shows that Canada is poised to approximately reach 28 million mobile subscribers by the end of 2012 (an increase from 25.3 million in 2010). The report shows Rogers will continue to lead with 35.7% market share (10.5 million subs). Probably the most interesting takeaway is that they project TELUS to overtake Bell for the second place as the largest carrier with 27.3% market share (7,644,000 subs) and Bell having 27.0% (7,560,000 subs). For some reason IEMR doesn’t include Virgin Mobile in the Bell numbers so it might be a bit skewed.