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RCI-B.TO in “Streaming Learns to Make Money”

Rogers Communications Inc.

Bear sideFadingExposure: not rated yet

Rogers' cable-video and traditional media operations face subscriber erosion and rising sports costs as Canadian viewing shifts toward streaming.

RCI-B.TO impact map — “Streaming Learns to Make Money”

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Jul 20, 2026 – Oct 19, 2026 · 64 sessions

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Full story

Streaming Learns to Make Money

Password enforcement, ad tiers and tighter content budgets are converting streaming scale into cash flow while linear television keeps shrinking.

BEAR side — Rogers' cable-video and traditional media operations face subscriber erosion and rising sports costs as Canadian viewing shifts toward streaming.

Read the full Streaming Learns to Make Money story

Bull side

2 stories
  • Live Sports Becomes Streaming's Last Moat

    RCI-B.TO in “Live Sports Becomes Streaming's Last Moat”

    AcceleratingExposure: not rated yet

    Scarce games, races and fights are becoming the most valuable anchors in an unbundled media market.

    Rogers combines Sportsnet, long-term NHL rights and ownership of the Toronto Blue Jays with nationwide distribution, giving it unusual leverage in Canadian sports streaming.

  • Satellites Turn Every Phone Into a Terminal

    RCI-B.TO in “Satellites Turn Every Phone Into a Terminal”

    FadingExposure: not rated yet

    Direct-to-device networks are moving satellite connectivity from specialist hardware into ordinary smartphones.

    Satellite coverage is particularly valuable across Canada's vast, sparsely populated territory.

Bear side

1 story

  • RCI-B.TO in “Streaming Learns to Make Money”

    FadingExposure: not rated yet
    Viewing

    Password enforcement, ad tiers and tighter content budgets are converting streaming scale into cash flow while linear television keeps shrinking.

    Rogers' cable-video and traditional media operations face subscriber erosion and rising sports costs as Canadian viewing shifts toward streaming.