Rogers Communications Inc. (NYSE:RCI) Q1 2025 Earnings Conference Call April 23, 2025 8:00 AM ET Company Participants Paul Carpino - Vice President, Investor Relations Tony Staffieri - President & Chief Executive Officer Glenn Brandt - Chief Financial Officer Conference Call Participants Batya Levi - UBS Drew McReynolds - RBC Aravinda Galappatthige - Canaccord Genuity Tim Casey - BMO Vince Valentini - TD Cowen Jerome Dubreuil - Desjardins Matthew Griffiths - Bank of America Maher Yaghi - Scotiabank Operator ...

Q1 2025 Results April 23, 2025 1 Cautionary note The following materials are for presentation purposes only. They accompany the discussions held during Rogers Communications Inc.'s (Rogers) investor conference call on April 23, 2025. Certain statements made in this presentation, including, but not limited to, statements relating to expected future events, financial and operating results, guidance, objectives, plans, strategic priorities and other statements that are not historical facts, are forward-looking ...

Rogers Communication (RCI) reported $3.47 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 4.7%. EPS of $0.69 for the same period compares to $0.73 a year ago.The reported revenue represents a surprise of -1.19% over the Zacks Consensus Estimate of $3.51 billion. With the consensus EPS estimate being $0.71, the EPS surprise was -2.82%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to deter ...

文章核心观点 - 罗杰斯通信公司本季度财报未达预期，股价年初以来表现不佳，未来走势取决于管理层表态和盈利预期变化，当前Zacks排名为3（持有），同行业的鲁门公司即将公布财报 [1][3][6] 罗杰斯通信公司业绩情况 - 本季度每股收益0.69美元，未达Zacks共识预期的0.71美元，去年同期为0.73美元，盈利意外为 -2.82% [1] - 上一季度实际每股收益1.04美元，高于预期的0.95美元，盈利意外为9.47% [1] - 过去四个季度，公司两次超过共识每股收益预期 [2] - 截至2025年3月季度营收34.7亿美元，未达Zacks共识预期，较去年同期的36.4亿美元有所下降，过去四个季度仅一次超过共识营收预期 [2] 罗杰斯通信公司股价表现 - 年初以来，公司股价下跌约17.3%，而标准普尔500指数下跌 -10.1% [3] 罗杰斯通信公司未来展望 - 股票近期价格走势和未来盈利预期主要取决于管理层在财报电话会议上的表态 [3] - 盈利展望可帮助投资者判断股票走向，包括当前对未来季度的共识盈利预期及预期变化 [4] - 近期盈利预估修正趋势喜忧参半，当前Zacks排名为3（持有），预计短期内股票表现与市场一致 [6] - 未来季度和本财年的盈利预估变化值得关注，当前未来季度共识每股收益预估为0.74美元，营收36.2亿美元，本财年共识每股收益预估为3.37美元，营收146.3亿美元 [7] 行业情况 - 多元化通信服务行业在Zacks行业排名中处于前16%，研究显示排名前50%的行业表现优于后50%超两倍 [8] 同行业鲁门公司情况 - 鲁门公司预计5月1日公布2025年3月季度财报，预计本季度每股亏损0.25美元，同比变化 -525%，过去30天该季度共识每股收益预估未变 [9] - 鲁门公司预计本季度营收31亿美元，较去年同期下降5.8% [9]

Rogers reports continued growth in subscribers and financials, including strong margin improvement year-over-year despite slowing market Delivers significant balance sheet deleveraging with announced $7 billion minority equity investment in April; debt leverage ratio1 expected to be 3.6x vs. 5.2x post-Shaw closing 24 months ago Company removes discount on dividend reinvestment plan shares Positive consolidated financial results led by growth in service revenue and adjusted EBITDA Total service revenue and a ...

TORONTO, April 22, 2025 (GLOBE NEWSWIRE) -- Rogers Communications announced today that it has been ranked the most reliable 5G wireless network in Canada by umlaut, solidifying the company's longstanding leadership in network reliability.  "As Canada's largest and most reliable 5G network, we are always investing in our networks to bring the best experience to our customers," said Mark Kennedy, Chief Technology Officer. "We are proud to be recognized by umlaut once again as the most reliable wireless networ ...

TORONTO, April 16, 2025 (GLOBE NEWSWIRE) -- Rogers Communications Inc. (TSX:RCI, NYSE:RCI) ("Rogers") today announced that, in connection with its previously announced consent solicitations, it has received the requisite consents to amend the indentures governing each of the notes listed below (the "Notes") as reported by the tabulation agents and as contemplated by such consent solicitations. As a result, Rogers will execute amendments to the indentures governing the Notes to (i) unequivocally clarify that ...

RCI Hospitality Holdings, Inc. (RICK) provided an update on its business for the second quarter of fiscal 2025. The company expects to release second-quarter fiscal 2025 results by May 12, 2025. Following the news, its shares declined 7.2% yesterday.Details of RICK’s Q2 RevenuesDuring the fiscal second quarter, RICK reported total sales of $65.4 million, indicating a decline of 8.9% year over year. Same-store sales declined 4.7% year over year.Sales from Nightclubs were $57.1 million, down 3.1% year over ye ...

Renews highly coveted and valuable hockey rights long termWill deliver more national games and fewer blackouts to hockey fansRogers is proud to remain the home of NHL hockey TORONTO, April 02, 2025 (GLOBE NEWSWIRE) -- Rogers Communications and the National Hockey League (NHL) today announced a 12-year agreement for the national media rights to NHL games on all platforms in Canada through the 2037-38 season. The $11 billion CDN agreement starts in 2026-27 following the conclusion of the current landmark 12-y ...

文章核心观点 - RCI Hospitality拥有成人夜总会及Bombshells餐饮连锁店资产 太平洋a Yield专注长期财富创造 [1] 公司情况 - RCI Hospitality在纳斯达克上市 拥有成人夜总会和军事主题餐饮连锁店资产 [1] - Pacifica Yield追求长期财富创造 关注低估高增长公司、高股息股票、REITs和绿色能源公司 [1]