Rogers Communications Inc. - Ordinary Shares - Class B
RCI
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+ FollowMarket Cap$23B
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Earnings Call Q4 2025
January 29, 2026 - AI Summary
Strong Financial Results: Rogers Communications reported solid financial outcomes for Q4 2025, with consolidated service revenue up 16% to $5.3 billion and adjusted EBITDA growing 6% to $2.7 billion. For the full year, revenues reached $21.7 billion, up 5% YoY, while EBITDA increased by 2% to $9.8 billion.
Subscriber Growth and Wireless Market Dynamics: The company added 39,000 mobile phone subscribers in Q4, with a total of 245,000 for the year. However, total market growth for postpaid subscribers slowed by 50%, indicating increased competitive pressure and prompting a cautious approach to pricing despite ongoing efforts to improve churn rates (now at 1.43%).
2026 Guidance and Growth Projections: For 2026, Rogers forecasts service revenue growth of 3-5% and adjusted EBITDA growth of 1-3%. This guidance reflects expected stability in the wireless market, though poses risks from potential aggressive competitor pricing strategies.
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$19.04
38.7% downside
Current Fair Value
38.7% downsideOvervalued by 38.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $23.00 Billion |
|---|---|
| Enterprise Value | $67.95 Billion |
| Dividend Yield | $1.45 (4.71%) |
| Earnings per Share | $12.76 |
| Beta | 0.79 |
| Outstanding Shares | 540,000,000 |
Return
| Return on Equity | 36.73% |
|---|---|
| Return on Assets | 6.74% |
| Return on Invested Capital | 13.67% |
Valuation & Multiples
| P/E Ratio | 3.68 |
|---|---|
| PEG | -0.62 |
| Price to Sales | 0.8 |
| Price to Book Ratio | 0.74 |
| Enterprise Value to Revenue | 3.22 |
| Enterprise Value to EBIT | 6.87 |
| Enterprise Value to Net Income | 11 |
| Total Debt to Enterprise | 0.69 |
| Debt to Equity | 2.82 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 22, 2026
EPS Estimate
$0.80
Average shareholder expectationRevenue Estimate
$3.91 B
Average shareholder expectationNext Earnings Call
Expected Date
October 22, 2026
EPS Estimate
$0.86
Average shareholder expectationRevenue Estimate
$3.80 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.0000▼ 324.10% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.03%▼ 47.28% |
|---|---|
| Total Invested | $5.36M▼ 99.94% |
| Investors Holding | 9▼ 322.00% |
ESG Score
No data
About Rogers Communications Inc.
25,000 employees
CEO: Joseph Natale Rogers Communications Inc. is a prominent Canadian enterprise specializing in telecommunications and media services. Its operations are organized into three primary divisions: Wireless, Cable, and Media. Within its Wireless division, the...