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Canadian Telecoms Report Sustained Decline in U.S. Roaming Revenue

Canada's Big Three telecom providers cite reduced U.S. travel linked to trade tensions as a key factor in falling roaming income, with impacts expected to persist through summer.

Overview

  • Bell Canada reported a 10% drop in international roaming revenue for Q1, with the trend likely to continue throughout 2025.
  • Telus experienced a significant decline in roaming revenue, particularly over March break, and anticipates ongoing challenges tied to strained Canada-U.S. relations.
  • Rogers attributed 15% of its recent decline in average revenue per user to reduced roaming, with similar impacts expected in Q2.
  • Statistics Canada data shows Canadian returns from the U.S. by car dropped 35% year-over-year in April, with air returns down nearly 20%.
  • Telecom executives note limited broader domestic impacts from U.S. tariffs but remain cautious about potential economic ripple effects.