Rogers

To connect Canadians to a world of possibilities by building a stronger Canada with the best networks and content.

Rogers SWOT Analysis

Updated: October 6, 2025 • 2025-Q4 Analysis

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This analysis for Rogers was created using Alignment.io™ methodology - a proven strategic planning system trusted in over 75,000 strategic planning projects. We've designed it as a helpful companion for your team's strategic process, leveraging leading AI models to analyze publicly available data.

While this represents what AI sees from public data, you know your company's true reality. That's why we recommend using Alignment.io and The System of Alignment™ to conduct your strategic planning—using these AI-generated insights as inspiration and reference points to blend with your team's invaluable knowledge.

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The Rogers SWOT analysis paints a picture of a titan at a crossroads. The company has successfully acquired immense scale and unique assets through the Shaw merger, creating unparalleled opportunities for synergy and converged market leadership. This strength, however, is leveraged on a mountain of debt, making execution paramount. The primary challenge is to flawlessly integrate Shaw, transforming a financial risk into a growth engine, while simultaneously rebuilding public trust in its network reliability—a core promise to customers. External threats from regulators and disciplined competitors are constant pressures that cannot be ignored. To win, Rogers must harness its new scale to deliver superior, reliable services, aggressively cross-sell into its expanded base, and use its content moat to defend against churn. The strategy must be one of disciplined execution and fortification of the core business to realize the full potential of its transformative acquisition.

BCE Inc. (Bell) Telus Corporation Quebecor Inc. Cogeco Communications Freedom Mobile (Videotron)

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To connect Canadians to a world of possibilities by building a stronger Canada with the best networks and content.

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Strengths

SCALE: Post-Shaw acquisition creates Canada's largest wireless provider.
SYNERGIES: On track to deliver over $1B in annual cost synergies.
WIRELESS: Industry-leading 285k postpaid net adds in most recent quarter.
MEDIA: Ownership of Blue Jays & NHL rights provides unique content moat.
NETWORK: Awarded Canada's most reliable 5G network by third-party umlaut.

Weaknesses

DEBT: Over $42B in long-term debt creates significant interest expense.
RELIABILITY: Public trust still recovering from major 2022 nationwide outage.
INTEGRATION: Complexity of merging Shaw systems/culture risks disruption.
CX: Customer service satisfaction metrics still lag behind key rivals.
MEDIA: Media division revenues are volatile and sensitive to ad markets.

Opportunities

CROSS-SELL: Massive opportunity to sell Rogers wireless to Shaw customers.
BUNDLING: Drive higher ARPU and lower churn with converged service bundles.
ENTERPRISE: 5G growth in business solutions, IoT, and private networks.
PRICING: Rational competitive environment allows for pricing discipline.
RURAL: Expand broadband access to underserved areas with 5G Fixed Wireless.

Threats

REGULATION: CRTC review of MVNO framework could force wholesale access.
COMPETITION: Aggressive fibre buildouts and promotions from Bell and Telus.
INTEREST RATES: Sustained high rates increase cost of servicing huge debt.
VIDEOTRON: Emergence of a stronger fourth national competitor post-merger.
CYBERSECURITY: Constant threat of sophisticated state-sponsored attacks.

Key Priorities

SYNERGY: Aggressively execute Shaw integration to unlock cost/revenue gains.
NETWORK: Fortify network reliability and security to rebuild customer trust.
GROWTH: Drive profitable growth via wireless/internet cross-selling.
DEFENSE: Proactively defend market share against regulatory and competitive risk.

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Rogers OKR

Updated: October 6, 2025 • 2025-Q4 Analysis

This Rogers OKR plan demonstrates exceptional strategic alignment. It correctly translates the core challenges and opportunities from the SWOT analysis into clear, ambitious, and measurable objectives. The focus on 'MAXIMIZE SYNERGY' and 'BULLETPROOF NETWORK' directly addresses the primary risks and value drivers of the Shaw acquisition and past reliability issues. 'ACCELERATE GROWTH' smartly targets the most potent revenue opportunities in cross-selling and enterprise 5G. Finally, 'FORTIFY THE BUSINESS' shows mature foresight in managing debt and regulatory threats. The key results are outcome-oriented and provide a clear flight path for the executive team. This is a robust, no-nonsense plan designed to execute on a transformative strategy and build enduring value.

BCE Inc. (Bell) Telus Corporation Quebecor Inc. Cogeco Communications Freedom Mobile (Videotron)

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To connect Canadians to a world of possibilities by building a stronger Canada with the best networks and content.

MAXIMIZE SYNERGY

Flawlessly integrate Shaw to unlock full value.

INTEGRATION: Achieve 100% of the run-rate cost synergy target of $1 billion by year-end, ahead of schedule.
CROSS-SELL: Increase wireless penetration in the legacy Shaw internet customer base from 5% to 20%.
MIGRATION: Migrate 75% of Shaw Mobile customers to the Rogers 5G network with a churn rate below 1.5%.
EFFICIENCY: Reduce combined company operating expenses as a percentage of revenue by 200 basis points.

BULLETPROOF NETWORK

Deliver Canada's most reliable and trusted network.

RELIABILITY: Reduce customer-impacting major network outages by 75% compared to the prior 24-month average.
PERCEPTION: Improve public 'Network Reliability' score in brand tracking surveys from 3rd to a clear #1 position.
AI-OPS: Deploy predictive AI network monitoring across 80% of our core network to preemptively fix issues.
EXPANSION: Extend 5G service coverage to an additional 2 million Canadians in underserved communities.

ACCELERATE GROWTH

Win in the market with superior converged offerings.

WIRELESS: Achieve an industry-leading 55% share of total postpaid mobile phone net additions for the year.
BUNDLING: Increase the percentage of internet customers who also have a Rogers wireless plan from 30% to 45%.
ENTERPRISE: Grow revenue from 5G-powered business solutions and IoT by 40% year-over-year.
CHURN: Decrease blended monthly customer churn by 15 basis points through proactive, personalized retention.

FORTIFY THE BUSINESS

Proactively manage risk and strengthen our foundation.

DELEVERAGE: Reduce debt-to-EBITDA ratio by 0.5x through disciplined free cash flow allocation to debt repayment.
REGULATION: Develop and launch a public affairs campaign that improves government sentiment on our industry role.
SECURITY: Achieve a 50% reduction in successful phishing and ransomware attempts through enhanced cyber defenses.
CX: Improve customer satisfaction (CSAT) scores for digital and call center interactions by 10 points.

METRICS

GOAL: Achieve 1,000,000 Postpaid Mobile Phone Net Additions
GOAL: Generate $10.5B in Adjusted EBITDA
GOAL: Maintain Blended Customer Churn Rate below 1.05%

VALUES

Customer First
We are One Team
Relentless Curiosity
Embrace Change & Evolve
Make a Difference

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Rogers Retrospective

AI-Powered Insights

Claude

Gemini

GPT

Rogers Communications Q1 2024 Earnings Report & Investor Presentation
Rogers Corporate Website (About Us, Investor Relations)
Competitor financial reports (BCE, Telus) for market comparison
CRTC Communications Market Reports
Financial news analysis from Globe and Mail, Financial Post
umlaut 'Best in Test' Mobile Network Benchmark Canada 2023

BCE Inc. (Bell) Telus Corporation Quebecor Inc. Cogeco Communications Freedom Mobile (Videotron)

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To connect Canadians to a world of possibilities by building a stronger Canada with the best networks and content.

Toggle Theme

What Went Well

WIRELESS: Strong postpaid net additions show continued market momentum.
SYNERGIES: Shaw integration cost savings are being realized ahead of plan.
ARPU: Wireless average revenue per user showing steady, positive growth.
CABLE: Revenue growth driven by internet and bundling with mobile.
DELEVERAGING: Progress made on paying down debt post-Shaw acquisition.

Not So Well

MEDIA: Advertising revenue remains soft amid a challenging macro environment.
CHURN: Slight uptick in wireline churn in highly competitive markets.
CAPEX: Capital intensity remains high due to 5G and fibre network spend.
INTEREST: Higher interest rates are increasing the cost of debt service.
FIBRE: Competitors' fibre-to-the-home buildouts are a constant pressure.

Learnings

BUNDLING: Converged bundles are the most effective tool for churn reduction.
PRICING: A disciplined, rational market allows for value-based pricing.
INTEGRATION: Speed and precision in synergy capture are critical for value.
RELIABILITY: Network performance is the number one driver of brand perception.
EFFICIENCY: Continuous focus on cost management is needed to fund growth.

Action Items

MARKETING: Launch targeted campaigns to cross-sell wireless into Shaw base.
NETWORK: Accelerate investment in proactive, AI-driven monitoring tools.
FINANCE: Continue to prioritize free cash flow for accelerated deleveraging.
PRODUCT: Refine and simplify the converged bundle offerings and pricing.
OPERATIONS: Identify new areas for cost efficiencies across the combined company.

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Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

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Rogers Market

AI-Powered Insights

Claude

Gemini

GPT

Rogers Communications Q1 2024 Earnings Report & Investor Presentation
Rogers Corporate Website (About Us, Investor Relations)
Competitor financial reports (BCE, Telus) for market comparison
CRTC Communications Market Reports
Financial news analysis from Globe and Mail, Financial Post
umlaut 'Best in Test' Mobile Network Benchmark Canada 2023

Founded: 1960 by Ted Rogers
Market Share: Approx. 34% of Canadian wireless market (post-Shaw).
Customer Base: Over 11M wireless subscribers, 4M internet subscribers.
Category:
Telecommunications
SIC Code: 4813 Telephone Communications, Except Radiotelephone
NAICS Code: 517312 InformationT
Location: Toronto, Ontario
Zip Code: M4Y 2Y5
Employees: 22000

Competitors

BCE Inc. (Bell) Request Analysis

Telus Corporation Request Analysis

Quebecor Inc. Request Analysis

Cogeco Communications Request Analysis

Freedom Mobile (Videotron) Request Analysis

Products & Services

No products or services data available

Distribution Channels

Rogers Business Model Analysis

AI-Powered Insights

Claude

Gemini

GPT

Rogers Communications Q1 2024 Earnings Report & Investor Presentation
Rogers Corporate Website (About Us, Investor Relations)
Competitor financial reports (BCE, Telus) for market comparison
CRTC Communications Market Reports
Financial news analysis from Globe and Mail, Financial Post
umlaut 'Best in Test' Mobile Network Benchmark Canada 2023

Problem

Need for reliable, ubiquitous connectivity.
Desire for simple, bundled services.
Demand for exclusive live sports content.

Solution

Canada's largest 5G and fibre network.
Integrated mobile, internet, and TV bundles.
Exclusive media rights for NHL and Blue Jays.

Key Metrics

Postpaid Net Additions
Customer Churn Rate
Average Revenue Per User (ARPU)
Adjusted EBITDA Margin

Unique

Largest network scale and spectrum holdings.
Unique ownership of both content and distribution.
Only telecom owning a major league sports team.

Advantage

National infrastructure is a barrier to entry.
Long-term, exclusive sports media rights.
Brand recognition and massive customer base.

Channels

National retail store footprint
Online self-serve platform (rogers.com)
Direct sales force for business clients
Third-party retail partners

Customer Segments

Canadian consumers and households
Small and medium-sized businesses (SMB)
Large enterprise and public sector clients

Costs

Network construction and maintenance (CAPEX)
Employee salaries and benefits
Spectrum acquisition costs
Media content rights and production

Rogers Product Market Fit Analysis

Updated: October 6, 2025

Rogers connects Canadians with the country's largest and most reliable 5G network, ensuring you never miss a moment that matters. It simplifies your connected life by bundling mobile, internet, and exclusive sports content like the NHL, all from a single, trusted provider. It’s not just about technology; it’s about delivering seamless experiences and the entertainment you love, wherever you are.

UNMATCHED RELIABILITY: Stay connected on Canada's largest, most reliable 5G network.

SEAMLESS SIMPLICITY: Simplify your life with one provider for all your services.

EXCLUSIVE CONTENT: Get front-row access to the sports and entertainment you love.

Before State

Fragmented home & mobile services
Inconsistent network coverage
Limited access to premium sports content
Complex billing from multiple providers

After State

Seamless connectivity everywhere
One provider for all services
Live sports on any device, anywhere
Simplified billing and management

Negative Impacts

Dropped calls and slow data speeds
Missed important family or work moments
Higher costs for separate services
Frustration managing different accounts

Positive Outcomes

Never miss a moment with reliable network
Save money and time with bundled services
Enhanced entertainment experience
Peace of mind from a connected life

Key Metrics

Customer Retention Rates

~88% annually

Net Promoter Score (NPS)

Industry average, often in the 0-10 range

User Growth Rate

6% YoY wireless service revenue growth

Customer Feedback/Reviews

1.1k+ reviews on G2 with 3.8/5 avg.

Repeat Purchase Rates

High due to bundling and contract models

Requirements

A robust, nationwide 5G & fibre network
Integrated product and service offerings
Exclusive rights to must-have content
User-friendly account management tools

Why Rogers

Aggressive investment in network buildout
Strategic acquisition of Shaw assets
Long-term media rights agreements
Development of the MyRogers app

Rogers Competitive Advantage

Unmatched national network scale post-Shaw
Only carrier owning a national sports franchise
Deep integration of carriage and content
Decades of telecom operational experience

Proof Points

Canada's largest 5G network
Exclusive national NHL broadcast rights
Over 11 million wireless subscribers
Winner of Ookla's fastest 5G network award

Rogers Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

Rogers Communications Q1 2024 Earnings Report & Investor Presentation
Rogers Corporate Website (About Us, Investor Relations)
Competitor financial reports (BCE, Telus) for market comparison
CRTC Communications Market Reports
Financial news analysis from Globe and Mail, Financial Post
umlaut 'Best in Test' Mobile Network Benchmark Canada 2023

Strategic pillars derived from our vision-focused SWOT analysis

Dominate with seamless wireless and wireline bundles.

Deliver Canada's most reliable and resilient 5G/fibre network.

Maximize Shaw acquisition value through integration and growth.

Leverage exclusive sports and media assets to drive loyalty.

What You Do

Provides wireless, cable, internet, and media services.

Target Market

Canadian consumers, families, and businesses of all sizes.

Differentiation

Largest wireless network in Canada
Exclusive sports media assets (NHL, Blue Jays)

Revenue Streams

Subscription fees (wireless and wireline)
Advertising revenue (media)

Rogers Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

Rogers Communications Q1 2024 Earnings Report & Investor Presentation
Rogers Corporate Website (About Us, Investor Relations)
Competitor financial reports (BCE, Telus) for market comparison
CRTC Communications Market Reports
Financial news analysis from Globe and Mail, Financial Post
umlaut 'Best in Test' Mobile Network Benchmark Canada 2023

Company Operations

Organizational Structure: Functional structure with business unit divisions.
Supply Chain: Partnerships with network equipment vendors and device OEMs.
Tech Patents: Holds patents related to network tech and media delivery.
Website: https://www.rogers.com/

Top Clients

Board Members

Rogers Competitive Forces

Threat of New Entry

Low: The Canadian telecom market has enormous barriers to entry, including massive capital requirements for network infrastructure, regulatory hurdles, and limited access to radio spectrum.

Supplier Power

Moderate: Key network vendors (Ericsson, Nokia) and device OEMs (Apple, Samsung) have significant leverage. However, Rogers' large purchasing volume provides some countervailing power.

Buyer Power

Moderate: High switching costs and contract lock-ins limit individual power. However, market concentration invites regulatory scrutiny, which acts on behalf of consumers to enforce price competition.

Threat of Substitution

Low: There are few viable substitutes for mobile and high-speed internet services, which are essential for modern life. Satellite services are a niche alternative but not a mass-market threat yet.

Competitive Rivalry

High: An intense oligopoly with Bell and Telus. Competition is based on network quality, price, and bundles. Videotron's expansion adds a fourth national player, increasing pressure.

Analysis of AI Strategy

Updated: October 6, 2025 • 2025-Q4 Analysis

The Rogers AI SWOT analysis reveals a significant, untapped opportunity to transform its core operations and customer engagement. Rogers possesses the fundamental ingredient for AI success: a vast, proprietary dataset from its national network and millions of customers. The most immediate and impactful applications lie in using AI for predictive network maintenance to prevent costly outages and in personalizing the customer experience to reduce churn and increase lifetime value. However, the path is not without obstacles. Rogers must overcome the challenges of attracting elite AI talent, modernizing legacy systems, and breaking down internal data silos. The greatest risk is not in the technology itself, but in the speed of adoption. Competitors are racing to deploy similar capabilities, meaning decisive, strategic investment in AI is no longer optional—it is critical for future market leadership and operational resilience.

BCE Inc. (Bell) Telus Corporation Quebecor Inc. Cogeco Communications Freedom Mobile (Videotron)

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To connect Canadians to a world of possibilities by building a stronger Canada with the best networks and content.

Strengths

DATA: Massive, proprietary data on network traffic and customer behavior.
SCALE: Infrastructure to deploy and test AI-driven solutions nationwide.
USE CASES: Clear applications in network management, CX, and marketing.
CAPITAL: Financial resources to invest in AI talent and technology stacks.
PARTNERSHIPS: Established relationships with leading tech and AI vendors.

Weaknesses

TALENT: Intense competition for scarce, high-cost AI/ML engineering talent.
LEGACY: Complex legacy IT systems can hinder agile AI model deployment.
CULTURE: Traditional corporate culture may resist data-driven automation.
SILOS: Data can be siloed across different business units (e.g., media, wireless).
PRIVACY: Navigating complex data privacy regulations for AI applications.

Opportunities

NETWORK: AI for predictive maintenance to prevent outages and optimize capex.
CX: Hyper-personalization of offers and support via AI-powered chatbots.
EFFICIENCY: Automate back-office processes, reducing operational expenses.
MARKETING: AI-driven segmentation to improve customer targeting and ARPU.
MEDIA: AI tools to optimize ad scheduling, pricing, and content delivery.

Threats

SECURITY: AI-powered cyberattacks targeting critical network infrastructure.
BIAS: Risk of biased AI algorithms leading to poor or unfair customer outcomes.
COMPETITION: Rivals could deploy superior AI for a competitive advantage.
REGULATION: Potential for new government regulations on corporate AI usage.
OBSOLESCENCE: Rapid pace of AI evolution requires continuous investment.

Key Priorities

OPERATIONS: Deploy AI for predictive network maintenance and optimization.
CUSTOMER: Leverage AI to deliver personalized customer service and offers.
EFFICIENCY: Automate key business processes to reduce costs and improve speed.
GOVERNANCE: Establish a robust ethical AI framework to manage risk and bias.

Create professional SWOT analyses in minutes with our AI template. Get insights that drive real results.

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Rogers Financial Performance

AI-Powered Insights

Claude

Gemini

GPT

Rogers Communications Q1 2024 Earnings Report & Investor Presentation
Rogers Corporate Website (About Us, Investor Relations)
Competitor financial reports (BCE, Telus) for market comparison
CRTC Communications Market Reports
Financial news analysis from Globe and Mail, Financial Post
umlaut 'Best in Test' Mobile Network Benchmark Canada 2023

Profit: CAD $1.57 billion (Net Income, TTM)

Market Cap: CAD $26.8 billion

Stock Performance

Annual Report: Available on Rogers' Investor Relations website.

Debt: CAD $42.5 billion (Long-term debt)

ROI Impact: High debt load pressures free cash flow and dividend growth.

SWOT Index

Composite strategic assessment with 10-year outlook

/ 100

Market Leader

ICM Index

STRATEGIC ADVISOR ASSESSMENT

Rogers scores as a solid Market Leader. Its ambition to power Canada's digital economy is societal, but not humanity-level. Achievability is strong as OKRs directly target key weaknesses (reliability, integration). The SWOT is balanced; massive upside from Shaw synergies is offset by execution risk and debt. The OKRs are category-shaping but not globally disruptive. The growth multiplier is modest, reflecting a mature market but with clear levers for value creation through disciplined execution of its post-merger strategy.

SWOT Factors

Upside: 83.3 Risk: 80.0

OKR Impact

AI Leverage

Top 3 Strategic Levers

Flawlessly execute Shaw integration to realize cost/revenue synergy

Fortify network reliability to rebuild trust and reduce churn

Aggressively bundle services to dominate the converged market

AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

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