[communications direct] HS Global Insight takes a look at the 'Big Three' Canadian carriers as Telus and Bell Canada follow on from Rogers and report results for the first quarter of 2009.
Significance: Growth services—wireless and broadband—are beginning to fail to provide the boost that the telcos need to mitigate core voice revenue losses.
Implications: The economic slowdown is hitting growth opportunities in a market that should still have room for significant increases in penetration.
Outlook: New competition in the wireless segment should boost penetration, but risks profitability. Telus is the only carrier not to have legacy video operations that can provide some opportunity for growth, while Rogers and Bell need to find new revenue opportunities for continued growth.
Slowing Wireless Growth Threatens Canada's Big Three
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