Converging networks: Network test results caught our attention

Canadian and U.S. morning comments

September 19, 2017

It has been a while since we have done a deep dive into network quality. Although network quality and test results do not necessarily affect near-term results, we believe network quality is one the most important leading indicators for medium- to long-term wireless subscriber share, average revenue per user (ARPU), margins, and capex. In late August, we took a snapshot of the Canadian wireless networks using Open Signal’s app. Last week, PCMag published its annual network tests. The results were similar. In this edition of Converging Networks, we highlight some of our results and the implications for capex and potential for network sharing in Canada.

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