Canadian Mobile Carriers Ramping Up Pricing Competition Again -- Market Talk

Dow Jones04-02 19:53

0753 ET - Canada's telcos could be entering another phase of the mobile plan price war, says TD Cowen's Vince Valentini in a report. The analyst says carriers were pricing plans very aggressively in 1Q. "This pricing is not stimulating better subscriber volume growth across the industry, but instead, it is just causing elevated churn and a negative repricing cycle," he says. This will weigh on the big telecom names Rogers, BCE and Telus, which Valentini downgrades to hold from buy. "If... pricing reverts back to what we were seeing in March, then we believe there could be even further downside risk to our estimates and target prices," he adds. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

April 02, 2026 07:53 ET (11:53 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2624505041?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-04-02 19:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2624505041","market":"fut","top_or_hot":-1,"title":"Canadian Mobile Carriers Ramping Up Pricing Competition Again -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0753 ET - Canada's telcos could be entering another phase of the mobile plan price war, says TD Cowen's Vince Valentini in a report. The analyst says carriers were pricing plans very aggressively in 1Q. \"This pricing is not stimulating better subscriber volume growth across the industry, but instead, it is just causing elevated churn and a negative repricing cycle,\" he says. This will weigh on the big telecom names Rogers, BCE and Telus, which Valentini downgrades to hold from buy. \"If... pricing reverts back to what we were seeing in March, then we believe there could be even further downside risk to our estimates and target prices,\" he adds. (adriano.marchese@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 02, 2026 07:53 ET (11:53 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Canadian Mobile Carriers Ramping Up Pricing Competition Again -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCanadian Mobile Carriers Ramping Up Pricing Competition Again -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-02 19:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0753 ET - Canada's telcos could be entering another phase of the mobile plan price war, says TD Cowen's Vince Valentini in a report. The analyst says carriers were pricing plans very aggressively in 1Q. \"This pricing is not stimulating better subscriber volume growth across the industry, but instead, it is just causing elevated churn and a negative repricing cycle,\" he says. This will weigh on the big telecom names Rogers, BCE and Telus, which Valentini downgrades to hold from buy. \"If... pricing reverts back to what we were seeing in March, then we believe there could be even further downside risk to our estimates and target prices,\" he adds. (adriano.marchese@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 02, 2026 07:53 ET (11:53 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4132","symbol_name":"无线电信业务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2624505041","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2624505041","pubTimestamp":1775130780,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0753 ET - Canada's telcos could be entering another phase of the mobile plan price war, says TD Cowen's Vince Valentini in a report. The analyst says carriers were pricing plans very aggressively in 1Q. \"This pricing is not stimulating better subscriber volume growth across the industry, but instead, it is just causing elevated churn and a negative repricing cycle,\" he says. This will weigh on the big telecom names Rogers, BCE and Telus, which Valentini downgrades to hold from buy. \"If... pricing reverts back to what we were seeing in March, then we believe there could be even further downside risk to our estimates and target prices,\" he adds. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4132":"无线电信业务","BCE":"加拿大贝尔","RCI":"罗杰斯通信","TU":"泰勒斯","BK4566":"资本集团","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4588":"碎股","BK4115":"综合电信业务","BK4585":"ETF&股票定投概念","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4532":"文艺复兴科技持仓"},"translate_title":"加拿大移动运营商再次加剧定价竞争——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RCI":0.9,"TU":0.9,"BCE":0.9},"content_text":"0753 ET - Canada's telcos could be entering another phase of the mobile plan price war, says TD Cowen's Vince Valentini in a report. The analyst says carriers were pricing plans very aggressively in 1Q. \"This pricing is not stimulating better subscriber volume growth across the industry, but instead, it is just causing elevated churn and a negative repricing cycle,\" he says. This will weigh on the big telecom names Rogers, BCE and Telus, which Valentini downgrades to hold from buy. \"If... pricing reverts back to what we were seeing in March, then we believe there could be even further downside risk to our estimates and target prices,\" he adds. (adriano.marchese@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  April 02, 2026 07:53 ET (11:53 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.39.0","shortVersion":"4.39.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2624505041","isCrawlerRequest":true}