teleco.com.br

01/24/2012

TelecoWorld: Canada

Official Name: Canada

Capital: Ottawa

Population: 34.1 millions

(Statistic Canada - 2010)

Currency: Canadian Dollar

Calling Code: +1

Regulatory Entity:

CRTC - Canadian Radio-Television and Telecommunications Commission

CWTA - Canadian Wireless Telecommunications Association

The figure presents the evolution of fixed telephony and cellulars in Canada. (Source: UIT and CWTA).

Commentary

Revenues counted US$41 billion in 2009, increasing 1.8% from US$ 40.3 billion in 2008.

Investments dropped 14.2% in one year, from US$12 billion in 2008 to US$ 10.3 billion in 2009.

Mobile telephone services presented the highest growth among all the sectors of the telecommunication industry, and now answer for 40% of all revenues.

Cellular revenues increased 5.3%, from US$ 16 billion inn 2008 to US$ 16.9 billion in 2009.

Source: CRTC

Mobile Operators

Mobile Accesses (Thousands)	1Q10	2Q10	3Q10	4Q10	1Q11	2Q11	3Q11	∆Qter	∆Year
Bell Wireless Alliance	6,889	6,987	7,125	7,242	7,247	7,284	7,370	1.2%	3.4%
%Prepaid	25.6%	25.2%	24.4%	23.5%	22.4%	21.5%	20.7%	-	-
Rogers Wireless	8,507	8,626	8,881	8,977	9,012	9,127	9,288	1.8%	4.6%
%Prepaid	17.4%	17.4%	17.9%	18.4%	18.2%	18.3%	18.9%	-	-
TELUS Mobility	6,575	6,699	6,852	6,971	7,003	7,097	7,221	1.7%	5.4%
%Prepaid	18.6%	18.4%	18.3%	18.2%	17.8%	17.6%	17.0%	-	-
MTS Mobility	541	541	541	569	569	569	569	0.0%	5.1%
Sask Tel Mobility	460	470	476	484	484	490	494	1.0%	3.8%
Wind Mobile	-	94	140	233	272	317	358	12.9%	156.3%
Videotron	-	-	22	93	144	204	254	24.6%	1.059.4%
Total CWTA	22,972	23,417*	24,037	24,568	24,730	25,087	25,554	1.9%	6.3%
Prepaid	19.4%	19.2%	19.1%	18.8%	18.3%	17.9%	17.7%	-	-

Source: CWTA

SMS

Billions	1Q10	2Q10	3Q10	4Q10	1Q11	2Q11	3Q11	∆Qter	∆Year
SMS	12,600	13,950	14,700	17,250	18,600	19,950	20,100	0.8%	36.7%
SMS/Cell./Month	182.8	198.6	203.8	234.0	250.7	265.1	262.2	-	-

Mobile Telephony

Thousands	Technology	2006	2007	2008	2009	2010	∆Year
Bell Wireless Alliance	CDMA	5,873	6,216	6,497	6,833	7,242	6.0%
Rogers Wireless	GSM	6,778	7,339	7,942	8,494	8,977	5.7%
TELUS Mobility	CDMA	5,056	5,568	6,129	6,524	6,971	6.9%
Others (MTS, Sask)	-	718	797	887	1,000	1,053	5.3%
Total Mobile Accesses	-	18,749	19,920	21,455	22,851	24,568	7.5%
Density Cell./100 inhab.	-	66.8	60.4	64.6	68.8	72.03	-
Prepaid	-	21.2%	21.7%	20.90%	19.90%	18.10%	-

Source: CWTA

Financial Data

Millions CAD$*	2006	2007	2008	2009	2010	∆Year
Revenue	12,696	14,523	16,036	16,893	18,003	6.6%
Ebitda Margin	44.1%	44.9%	44.9%	43.1%	41.4%	-
EBITDA	1,700	1,900	6,100	4,600	1.8	(18.2%)

Source: CWTA

*Canadian Dollars

Bell

Rogers

Telus

Fixed Telephony Operators

The main Local Fixed Telephony operator in Canada is Bell Canada which controls most of the incumbents.

In 06/30/07, was accomplished one of the biggest operations in the world. The bigger telecom canadian company, BCE (Bell Canadá) accepted a purchase proposal of C$51.7 billions (R$48.5 billions) from investors led by canadian pension fund Teachers.

Densities	2006	2007	2008	2009	2010
Mobile Accesses/100 inhab.	56.6	60.4	64.6	68.1	72.0
Fixed Telephones /100 inhab.	64.5	63.4	63.0	60.6	58.6
Broadband/100 inhab.	26.7	28.2	29.5	30.0	30.4

Thousands	2006	2007	2008	2009	2010	∆Year
Fixed Telephones	21,000	20,926	20,947	20,348	19,996	(1.7%)
Fixed/100 inhab.	64.45	63.42	63.04	60.64	58.62	-

Millions CAD$*	2006	2007	2008	2009	2010	∆Year
Revenue	36,069	38,205	40,274	41,018	44,867	2.4%
EBITDA Margin %	27.2%	25.1%	23.7%	24.2%	21.3%	-
Capex (Billions)	5.3	5.9	5.9	5.7	6.6	15.8%

Thousands	2006	2007	2008	2009	2010	∆Year
Mobile Accesses	18,425	19,920	21,455	22,851	24,568	7.5%
SMS*	3,650	5,500	7,350	12,200	13,700	12.3%
Fixed Telephones	21,000	20,926	20,947	20,348	19,996	(1.7%)
Broadband	8,700	9,290	9,809	10,062	10,375	3.1%