Bell Feels the Pinch from Discount Carriers as Wireless Activations Decrease

Bell managed a 14% increase in net earnings and a 23% growth in free cash clow in the first quarter of 2012. But not everything is quite so rosy.
Will revenue managed to grow nearly 12%, investors are wary of the impact that the startup discount carriers—Wind Mobile, Public Mobile, etc.—are having. Bell postpaid and prepaid activations were down on the quarter, and the telecom admitted that it was in part due to "competitive acquisition offers from the newer wireless entrants"—meaning the startups are indeed managing to siphon consumers from the Big Three to their lower-priced offerings and Bell knows it.
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Retailers may have shoved mobile aside in Canada for the most part, but it is becoming increasing clear that consumers will have none of that.
MoSo 2012

