NYSE$RCI

Rogers Communications Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Rogers Q3 2025: service revenue up 4% to CAD 4.74B; 111K wireless net adds and MLSE consolidation

Rogers Communications reported Q3 2025 total revenue of CAD 5.35 billion, up 4%, and total service revenue of CAD 4.74 billion, also up 4%. Adjusted EBITDA was CAD 2.52 billion, down 1%, reflecting MLSE offseason seasonality after the July acquisition of Bell's 37.5% MLSE stake. Adjusted net income was CAD 726 million with adjusted diluted EPS of CAD 1.37. Wireless added 111,000 mobile phone net additions (62,000 postpaid, 49,000 prepaid) with postpaid churn of 0.99%, the lowest in over two years. Cable revenue rose 1% to CAD 2.0 billion and Media revenue jumped 26% to CAD 753 million including MLSE. Free cash flow was CAD 829 million.

  • Total service revenue grew 4% to CAD 4.74B; adjusted EBITDA of CAD 2.52B declined 1% on MLSE offseason impact.
  • Wireless added 111K mobile net additions with postpaid churn of 0.99% (down 13 bps) and industry-leading 67% adjusted EBITDA margin.
  • Cable revenue rose 1% to CAD 2.0B with 29K retail Internet net adds and 58% adjusted EBITDA margin.
  • Media revenue surged 26% to CAD 753M following MLSE consolidation from July 1; pro forma full-year Media revenue ~CAD 4B.
  • Rogers reaffirmed 2025 service revenue growth of 3–5% and adjusted EBITDA growth of 0–3%; updated FCF guidance to CAD 3.2–3.3B.

Headline financials

Total Revenue

C$5.35B

Previous: C$3.76B+42.2%
EPS (adj)

C$1.37

Previous: C$1.04+31.7%
Wireless adjusted EBITDA margin

67.0%

No prior period
Wireless mobile phone net additions

111.0K

No prior period
Postpaid churn (monthly)

1.0%

No prior period
Retail Internet net additions

29.0K

No prior period
Free Cash Flow

C$829M

Previous: C$673M+23.2%
Net Income

C$5.81B

Previous: C$386M+1406.1%

Revenue & EPS history

Rogers · Revenue · Quarterly

C$5.35B

Q3 2025+42.2%vs Q3 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Rogers · C$5.4B total across 3 segments · Q3 2025

  • Wireless
    C$2.66B
  • Cable
    C$1.98B
  • Media
    C$753M

Forward guidance

Rogers reaffirmed 2025 total service revenue growth of 3–5% and adjusted EBITDA growth of 0–3%; capital expenditures updated to ~CAD 3.7B and free cash flow to CAD 3.2–3.3B.

Tailwinds

  • Industry-leading combined wireless and Internet subscriber growth.
  • Lowest wireless postpaid churn in over two years at 0.99%.
  • Rogers Satellite launched with 3x geographic coverage of any Canadian carrier.

Headwinds

  • Consolidated adjusted EBITDA down 1% on MLSE seasonal weakness.
  • Adjusted net income down 5% YoY.
  • Debt leverage ratio increased to 3.9x after MLSE transaction.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.3%

Avg return

Earnings day

+0.1%

Avg return

5 days after

-0.6%

Avg return

30 days after

52%

33 / 63 earnings

Positive

+10.7%

Q3 2020

Best reaction

-9.0%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.1%+10.7%+10.9%
Q3 2025+3.3%+7.1%+2.7%
Q1 2025-1.3%-0.6%+4.4%
Q4 2024-0.5%-3.6%-3.4%
Q3 2024-5.3%-7.5%-9.8%
Q2 2024-1.8%+1.5%+8.6%
Q1 2024-3.9%-3.6%-0.8%
Q4 2023+1.3%-0.2%-4.7%
Q3 2023+2.8%+5.3%+13.4%
Q2 2023-3.2%-2.4%-12.4%
Q1 2023+3.7%+4.8%-4.6%
Q4 2022+0.2%+0.1%-2.6%
Q3 2022+1.9%+3.5%+5.3%
Q2 2022-0.6%-1.9%-5.1%
Q4 2021+4.8%-1.5%-13.6%
Q1 2022+1.6%-1.5%-13.6%
Q3 2021-2.3%-8.4%-6.3%
Q2 2021-2.6%-2.7%-5.9%
Q1 2021+1.3%+1.1%+4.6%
Q4 2020-7.1%-4.7%-10.8%
Q3 2020+10.7%+7.3%+14.8%
Q2 2020-0.7%-1.3%+2.5%
Q1 2020-0.3%+1.6%-3.8%
Q4 2019+2.9%+2.3%+3.7%
Q3 2019-9.0%-6.5%-6.3%
Q2 2019+0.5%-0.8%-6.0%
Q1 2019-6.5%-8.0%-3.9%
Q4 2018-3.4%-2.2%+2.1%
Q3 2018+0.1%+0.6%+4.2%
Q2 2018-1.3%-2.2%+4.5%
Q1 2018+6.1%+4.8%+7.0%
Q4 2017-0.1%-1.9%-6.3%
Q3 2017-1.4%-1.1%-0.2%
Q2 2017+3.4%+2.3%+0.5%
Q1 2017+1.0%+0.4%-0.4%
Q4 2016+7.2%+7.6%+6.7%
Q3 2016+0.5%-1.8%-6.9%
Q2 2016+5.5%+6.4%+8.3%
Q1 2016-0.6%
Q4 2015-6.8%
Q3 2015+6.5%
Q2 2015+4.6%
Q1 2015+0.8%
Q4 2014+0.2%
Q3 2014-0.3%
Q2 2014+0.9%
Q1 2014+1.0%
Q4 2013-0.7%
Q3 2013-0.9%
Q2 2013+0.2%
Q1 2013-1.4%
Q4 2012+1.8%
Q3 2012-0.5%
Q2 2012+0.9%
Q1 2012+1.8%
Q4 2011+0.2%
Q3 2011-0.7%
Q2 2011+2.7%
Q1 2011+0.1%
Q4 2010-0.1%
Q3 2010-0.7%
Q2 2010-1.9%
Q1 2010-0.4%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro