„Ein Wettlauf nach unten“: TD stuft BCE, Rogers und Telus herab, da sich der Preiskampf im Mobilfunkbereich verschärft

>“Very aggressive pricing” for wireless plans in the early months of 2026 has not been “stimulating better subscriber volume growth across the industry,” Valentini writes, **but is rather “causing elevated churn and a negative repricing cycle**.”

Yeah, no shit, all of these companies raced to offer better deals to new customers than old customers. Loyalty gets you *worse* deals. This means that we’re stuck in a cycle of consumers just churning between providers every 12-24 months. Good luck showing long-term value to shareholders when your average customer age is under a year old because you can’t retain business.

Rest in piss Robellus, you did this to yourselves, I hope you all crash and burn. Time for new blood.

Telecom access might as well be another utility at this point, more akin to electricity or water. The telecom industry is essentially just private corporations rent-seeking from a captive audience – their only real path to growth was population growth. That or expanding overseas, but that would require these companies to deal with uncaptured regulatory environments and competing to provide better service, which they’re clearly not capable of.

While I’m glad prices are finally falling, the entire situation really just shows the limits of for-profit corporate management.