This presentation makes sense along with the notification for Q4 that they are going to put TV, Internet, Phone, Home Security and Business (small I believe) under one reporting line, as that would then put their operating costs under one umbrella, breaking out where the income is coming from pooled all together under that one expense category for the transmission system.
So, more customers, lower cost per customer, will that allow them to be more competitive on price? Definitely will really justify them to push as much bundled services as possible and competitively hopefully lower cost than the competitors. One can hope.
And yes, let's do hope that with the push that they don't try to just paper over old product creating a very complex product mix, with the risks of compatibility. By the way, Comcast/XFinity is trying to do the same in the U.S. on their own networks, but there are so many different set top boxes and modems in their system that it is not moving fast. Rogers may actually be in a better position from the sound of things, as long as they don't try to cut corners to expedite getting it out there.
All sounds promising, and as I mentioned in another post, they seem to be on target with the TV side of things, other than some unexpected glitches they are working around, it sounds like the network side is well on its way to bring everything under a pure IP Fiber based backbone and to the neighborhood and taking best advantage of the last mile of Coax.
Will be interesting to see - my only hope is that it rolls in at a price I can handle, because it is not the only technology and service mix out there, but that is a completely different discussion, which will probably proceed for me before this even comes available.
New technology is neat, but my budget takes priority.
With regards to the invest Rogers is putting into their network for cable, they have mentioned in their analyst call that they are continuing node segmentation to pull fibre deeper, AND this year, they will begin to migrate to a PON (passive optical network) architecture in order to prepare th themselves for FDX DOCSIS. The speaker did note that it is a NODE by NODE investment, so this will be a slow gradual process. They will focus on upgrading neighbourhoods first with greater data demands. This is inline with what Dave previously has said about the potential for a midsplit on the upstream.
I hope they have some type of beta program because I want to be part of it!