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Earnings transcript
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RCI
Rogers Communications Inc.
$35.03
-3.11
(-8.15%)
[ms_data_label text=’Delayed data’]
| Exchange: | NYSE |
| Market Cap: | 18.925B |
| Shares Outstanding: | 295.824M |
About The Company
| Sector: | Communication Services | |||||
| Industry: | Telecommunications Services | |||||
| CEO: | Anthony Staffieri | |||||
| Full Time Employees: | 24000 | |||||
| Address: |
| |||||
| Website: | https://www.rogers.com |
Rogers Communications Inc. operates as a communications and media company in Canada. It operates through three segments: Wireless, Cable, and Media. The company offers mobile Internet access, wireless voice and enhanced voice, device and accessory financing, wireless home phone, device protection, e-mail, global voice and data roaming, bridging landline, machine-to-machine and Internet of Things solutions, and advanced wireless solutions for businesses, as well as device delivery services; and postpaid and prepaid services under the Rogers, Fido, and chatr brands to approximately 11.3 million subscribers. It also provides Internet and WiFi services; smart home monitoring services, such as monitoring, security, automation, energy efficiency, and smart control through a smartphone app. In addition, the company offers local and network TV; on-demand television; cloud-based digital video recorders; voice-activated remote controls, and integrated apps; personal video recorders; linear and time-shifted programming; digital specialty channels; 4K television programming; and televised content on smartphones, tablets, and personal computers, as well as operates Ignite TV and Ignite TV app. Further, it provides residential and small business local telephony services; calling features, such as voicemail, call waiting, and long distance; voice, data networking, Internet protocol, and Ethernet services; private networking, Internet, IP voice, and cloud solutions; optical wave and multi-protocol label switching services; IT and network technologies; and cable access network services. The company also owns Toronto Blue Jays and the Rogers Centre event venue; and operates Sportsnet ONE, Sportsnet 360, Sportsnet World, Citytv, OMNI, FX (Canada), FXX (Canada), and OLN television networks, as well as 55 AM and FM radio stations. The company was founded in 1960 and is headquartered in Toronto, Canada.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 19,308,000 | 20,604,000 | 21,694,306 |
| Gross Profit | 8,581,000 | 9,617,000 | 5,013,911 |
| EBITDA | 7,611,000 | 9,108,000 | 14,727,988 |
| Operating Income | 4,460,000 | 5,003,000 | 5,013,911 |
| Net Income | 849,000 | 1,734,000 | 6,888,382 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 69,282,000 | 71,411,000 | 89,938,646 |
| Total Liabilities | 58,842,000 | 61,008,000 | 65,672,438 |
| Total Stockholders Equity | 10,440,000 | 10,403,000 | 24,266,209 |
| Total Debt | 45,198,000 | 47,633,000 | 46,566,021 |
| Cash and Cash Equivalents | 800,000 | 898,000 | 1,342,905 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 5,221,000 | 5,680,000 | 6,054,062 |
| Capital Expenditure | -4,116,000 | -4,172,000 | -3,703,979 |
| Free Cash Flow | 1,105,000 | 1,508,000 | 2,350,083 |
| Net Income | 849,000 | 1,734,000 | 6,888,382 |
| Net Change in Cash | -12,500,000 | 98,000 | 486,668 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 23,440,098.563 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 23,958,590.590 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 23,694,123.814 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 19,633,844.986 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 20,068,143.164 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 19,846,621.071 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 2,105,831.577 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 2,166,581.033 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 2,135,595.350 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 697,684.817 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 713,117.517 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 705,245.773 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 3.950 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 4.010 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 3.890 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 3 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 5 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Financial Performance in Q3 2025: As highlighted in the latest earnings call transcript, Rogers Communications reported robust Q3 2025 results, with key financial metrics such as revenue and net income showing positive growth. This performance underscores the company’s ability to execute its operational strategy effectively.
- Market Leadership in Telecommunications: Based on the company profile and industry data, RCI holds a significant position in the Canadian telecommunications sector, supported by a substantial market capitalization and a large employee base, indicating operational scale and stability.
- Positive Free Cash Flow Trends: Analysis of cash flow statements reveals consistent free cash flow generation, bolstered by strong operating cash flow. This financial health supports dividend payments (as indicated by dividend yield TTM) and potential reinvestment in growth initiatives.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates RCI intrinsic value between $37.89 – $41.40 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about RCI valuation
Is Rogers Communications Inc. (RCI) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Rogers Communications Inc. (RCI) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is RCI a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether RCI trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is RCI’s P/E ratio?
You can see RCI’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for RCI?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is RCI a good long-term investment?
Whether RCI fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
RCI
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
[ms_data_label text="Daily snapshot"]
-8.15
Trading Metrics:
| Open: | [ms_cell_or_dash table='trading_quote' column='open'] | Previous Close: | [ms_cell_or_dash table='trading_quote' column='previousClose'] | |
| Day Low: | [ms_cell_or_dash table='trading_quote' column='dayLow'] | Day High: | [ms_cell_or_dash table='trading_quote' column='dayHigh'] | |
| Year Low: | 23.18 | Year High: | 41.14 | |
| Price Avg 50: | 38.44 | Price Avg 200: | 36.28 | |
| Volume: | 2.983M | Average Volume: | 1.337M |
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Login — it's freeRCI full analysis
Welcome to MARKETSNAP’s SWOT analysis for Rogers Communications, also known by its ticker RCI. If you’re a long-term investor looking to dig into a major player in the Canadian telecom and media space, you’re in the right place. Today, we’re breaking down the strengths, weaknesses, opportunities, and threats for Rogers Communications, with a conversational deep dive into what’s driving this company and what could shape its future. Let’s get started with a quick overview of who they are and what’s…
