Rogers Communication (RCI) Cable Total Homes Passed

Counts the number of homes within reach of cable services, indicating potential market size and infrastructure coverage.

The enormous step-up in mid‑2023 reflects a footprint consolidation from Rogers’ corporate transaction, turning addressable reach into immediate scale; post‑deal growth has been steady but modest, implying organic network builds rather than another large acquisition. That larger base helps explain improving cable revenue, margins and internet adds cited on the call, but management’s lower CapEx posture and regulatory caution mean further expansion and ARPU upside will depend on selective investment and successful asset monetizations (timing/execution risk remains).