Quote:
Originally Posted by DoubleK
^^^ This 100%.
The real argument for the merger is that Shaw can't really afford to build out 5G on it's own. A big part of this is the diffuse population density and the sheer size of the country.
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Our country's size has nothing to do with our cell phone costs because our population is highly concentrated to the lower latitudes. Australia and Canada are comparable GDP, similar equipment costs, similar population densities, and their plans come out on average to be half of what ours are.
From the prior time this was discussed w/ all the charts and studies:
https://forum.calgarypuck.com/showpo...8&postcount=94
I'd say it's not that Shaw and Rogers can't afford to build out a 5G network, its the family voting shareholders aren't willing to forgo increasing dividends, which limits long term corporate capex reinvestment into the network in favor of keeping the short term payouts increasing.