Cogeco Communications (CCA) BMO 25th Annual Media & Telecom Conference summary

Management changes and organizational strategy

• New CEO Frédéric Perron appointed in March, bringing operational improvements and a unified management structure across Canada and the U.S.

• Reorganization aims to speed up decision-making and foster a single-team approach, with early positive results.

• Focus on efficiency, top-line growth, and leveraging a three-year vision for transformation.

Digitalization and analytics initiatives

• Increased investment in data analytics to optimize sales channels, revenue, and costs, with a three-year implementation plan.

• Deployment of chatbots in the U.S. and Canada to automate customer service, with plans to expand AI capabilities to voice systems.

• Digitalization efforts target both service evolution and operational efficiency.

Canadian market dynamics and wireless strategy

• Competitive landscape remains intense, with more promotions in Quebec and ongoing ARPU pressure offset at the EBITDA level.

• Five-year MVNO agreement signed, focusing on bundling to reduce churn and attract new customers in existing wireline areas.

• MVNO launch date not set; integration work ongoing, with updates to be provided closer to launch.