Rogers Communications (RCI) RBC Capital Markets Canadian Technology, Internet, Media and Telecommunications Symposium summary

Strategic priorities and operational focus

• Emphasis on expanding margins, especially in cable, with a goal to return to top-line growth by year-end.

• Integration of back-office operations and adoption of AI to streamline and automate processes at national scale.

• Targeting leverage reduction to 4.2x by year-end, with continued deleveraging into 2025.

Product innovation and technology partnerships

• Renewed a 10-year deal for the next version of Xfinity, improving economics and access to advanced technology.

• Launching the IP-based Rogers Xfinity platform, including Entertainment OS, later in the summer.

• Expanding addressable market with fixed wireless access and wholesaling, aiming to reach homes not currently passed.

• Focus on seamless convergence between wireless and wireline, including features like Storm-Ready internet.

Network evolution and efficiency

• Advancing DOCSIS 4.0 and 10G roadmap in partnership with Comcast and CableLabs, piloting alongside US partners.

• Leveraging AI tools for predictive network maintenance and efficiency.

• Enhancing customer experience with seamless transitions between Wi-Fi and 5G, supported by CableLabs North.

• Offloading wireless traffic to wireline to manage growing data usage and improve infrastructure efficiency.