• The WIND official subscriber count for Q2. August 15th 10AM EST

    Links: http://www.rns-pdf.londonstockexchan...-2012-8-14.pdf
    And here we have it! The official Q2 2012 as released by ORASCOM. It's really some good news!
    Leaked a little early, but they ended Q2 2012 with 456, 886! Looks like for once WIND isn't bloating the numbers through Tony and actually calling it as it is. And that's a good thing, we can now cautiously stop second guessing things.

    ARPU dropped to $27.30 for WIND mobile in Q2 2012.
    Exeprt from the PDF
    Globalive Wireless Management Corporation (“The company” or “Wind Mobile”), operates its wireless business under the brand name “Wind Mobile”, a Canadian wireless operation jointly owned by AAL Holdings Corporation and OTH. During the period under review, Wind Mobile continued its "Value Plus" strategy execution, adding primarily postpaid subscribers while carefully managing prepaid economics for both voice and mobile broadband customers.
    The Telecom Act was amended effective 29 June 2012 to remove foreign investment restrictions for telecom companies that hold less than a 10% share of the total Canadian telecom market. Companies that are successful in growing their market share to greater than 10% organically (i.e., other than by way of merger or acquisitions) will continue to be exempt from the restrictions.
    Wind Mobile continues to grow its market share on a normalized basis for its coverage by adding 41 thousand subscribers during the second quarter, growing its active subscriber base to 457 thousand, an increase of 44%.
    The company maintained a special focus on handsets, continuing to target the needs of its “Value Plus” customer segment. WIND Mobile strengthened the midrange lineup with the launch of the Lumia 700 and Samsung Galaxy Q. Wind Mobile, simultaneous with the Big 3, launched the popular Samsung Galaxy S3 which is becoming Wind Mobile’s bestselling handset. Wind Mobile focused on raising awareness with the “WINDimonial” mixed media advertising campaign, shining a spotlight on over 450,000 customers by featuring real customer testimonials.
    The company continued to expand its network by launching the city of Barrie and paid special focus on improving its quality in existing markets, increasing its on Air site count to more than 1,200 sites.
    This article was originally published in forum thread: The WIND official subscriber count for Q2. August 15th 10AM EST started by tendenzi View original post
    Comments 23 Comments
    1. Positive Climb's Avatar
      Positive Climb -
      How about a status update OUTSIDE of Ontario. An update on the Winnipeg launch specifically.
    1. OCZ's Avatar
      OCZ -
      so from 430k to 450k ... not a huge boost in # IMO and 450k is not a number that WIND should be happy about!
    1. seekr's Avatar
      seekr -
      Quote Originally Posted by OCZ View Post
      so from 430k to 450k ... not a huge boost in # IMO and 450k is not a number that WIND should be happy about!
      Nononono you need to compare quarter to quarter. Q1 was like 413 or something.

      Or the q2 growth year over year would be more fair.
    1. xtachx's Avatar
      xtachx -
      Quote Originally Posted by tendenzi View Post
      Nononono you need to compare quarter to quarter. Q1 was like 413 or something.

      Or the q2 growth year over year would be more fair.
      So they gained 20k subs this quarter compared to 12 k last quarter. That is also something they shouldnt be proud of! They wont make it to 6k by year end. 5k? maybe!
    1. seekr's Avatar
      seekr -
      Quote Originally Posted by xtachx View Post
      So they gained 20k subs this quarter compared to 12 k last quarter. That is also something they shouldnt be proud of! They wont make it to 6k by year end. 5k? maybe!
      43000 added in Q2 the 430000 was marketing hype to glaze over the horrid Q1.
    1. Jonavin's Avatar
      Jonavin -
      With all the people bailing on HoFo to big 3 6GB plans, they should be happy with any increase.
    1. OCZ's Avatar
      OCZ -
      Quote Originally Posted by Jonavin View Post
      With all the people bailing on HoFo to big 3 6GB plans, they should be happy with any increase.
      not only HoFo but RFD as well and word of mouth too!
    1. green1074's Avatar
      green1074 -
      LOL, xtachx...what kinda math are you doing?
    1. savbers's Avatar
      savbers -
      Quote Originally Posted by xtachx View Post
      So they gained 20k subs this quarter compared to 12 k last quarter. That is also something they shouldnt be proud of! They wont make it to 6k by year end. 5k? maybe!
      You mean 600K and 500K.
      :P

      Also, in USD, WIND's ARPU has been flying around the place but actually its only changed by -10 cents CAD.

      What can they do about that?!
    1. seekr's Avatar
      seekr -
      Quote Originally Posted by savbers View Post
      You mean 600K and 500K.
      :P

      Also, in USD, WIND's ARPU has been flying around the place but actually its only changed by -10 cents CAD.

      What can they do about that?!
      Not this again... They report all the time in USD, they even declared it a decrease in the report. You can't do anything but acknowledge that it's less.
    1. LDN2012's Avatar
      LDN2012 -
      Quote Originally Posted by xtachx View Post
      So they gained 20k subs this quarter compared to 12 k last quarter. That is also something they shouldnt be proud of! They wont make it to 6k by year end. 5k? maybe!
      What? Its 457k-413k which is 44k for Q2.

      And 6k and 5k is 6000 and 5000 respectively. You meant 500k?

      Sent from my Galaxy Nexus using HowardForums
    1. xtachx's Avatar
      xtachx -
      Quote Originally Posted by LDN2012 View Post
      What? Its 457k-413k which is 44k for Q2.

      And 6k and 5k is 6000 and 5000 respectively. You meant 500k?

      Sent from my Galaxy Nexus using HowardForums
      Yea I meant 600 and 500 k :-)

      Sent from my Nexus One using HowardForums
    1. savbers's Avatar
      savbers -
      Quote Originally Posted by tendenzi View Post
      Not this again... They report all the time in USD, they even declared it a decrease in the report. You can't do anything but acknowledge that it's less.
      (don't know if you were referring to the decrease they mentioned for WIND or increase in value of USD they also acknowledged)

      Yes, I know. But we don't have to acknowledge USD.

      I don't know about you, but I only pay my bill in CAD.
      :P

      Regardless it's going down YOY indeed.
    1. torontocolin's Avatar
      torontocolin -
      But the point is customers are paying in Canadian dollars. If, for the sake of argument, ARPU remained the exact same in Canadian dollars (I know it didn't, but for the sake of argument) but the Canadian dollar dropped against the US dollar and ARPU thus dropped when reported in USD, then that is no fault of Wind. Just like if the Canadian dollar rose to $1.25 against the US dollar, it would be silly for them to celebrate a 25% increase in ARPU as a result.

      The number that is important to investors is the USD amount because that's what they get.

      The number that is important to Wind is the CAD amount because that's what they can control. They can try to get their customers to give them more CAD each month, or reduce their costs in CAD. But they can't get their customers to all pay their bills in USD, and then pay all their staff in USD too.
    1. seekr's Avatar
      seekr -
      It's all good, both CAD and USD are reported there, and both dropped. YOY.
    1. fruvous's Avatar
      fruvous -
      How do they figure an increase of 44%?
    1. seekr's Avatar
      seekr -
      Quote Originally Posted by fruvous View Post
      How do they figure an increase of 44%?
      I have no idea, I was going to ask, but then I figured it was relevant to any of the primary numbers we were looking for anyways.
    1. will888's Avatar
      will888 -
      In retail, same store sales for stores that have been open for at least a year is an important metric. One thing that would be nice to know is how many of the new subs came from the mature market. This would be a measure of improvements in goodwill; a real test of whether the company is standing taller or not.
    1. seekr's Avatar
      seekr -
      Quote Originally Posted by will888 View Post
      In retail, same store sales for stores that have been open for at least a year is an important metric. One thing that would be nice to know is how many of the new subs came from the mature market. This would be a measure of improvements in goodwill; a real test of whether the company is standing taller or not.
      Or produce churn numbers. Which would satisfy this. I don't think any carrier reports on a market break down. It wouldn't change the results of what the company gained.
    1. rodtaylor's Avatar
      rodtaylor -
      Quote Originally Posted by fruvous View Post
      How do they figure an increase of 44%?
      Q2 2011 to Q2 2012.

      These things are usually measured on an annual basis.