Investment Q&A

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BCE Inc. (BCE $34.25)
- $34.25 P/E (TTM): 5.26X Cap: $31.93B
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.29)
- $49.29 P/E (TTM): 4.09X Cap: $27.06B
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TELUS Corporation (T $19.32)
- $19.32 P/E (TTM): 25.4X Cap: $30.27B
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Q: In a recent G&M article, Bell and Rogers could soon have competition for direct-to-cell customers from Starlink.

What future impact, if any, would this potentially have on Telus? This will be my only remaining Telecom stock, which pays me a fairly significant amount of my dividends. Do we know if there is a huge risk of future disruption for Telus?

Asked by James on October 08, 2025

5i Research Answer:

While increased competition is good for the consumer, it is probably not great for the incumbent...

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