Question-and-Answer Session
Operator
Thank you. [Operator Instructions]. The first question is from Greg MacDonald from National Bank Financial. Please go ahead.
Greg MacDonald - National Bank Financial
Thanks. Good morning guys.
Michael J. Sabia - President and Chief Executive Officer
Hi Greg.
Greg MacDonald - National Bank Financial
Hi. Quick question is on the access line counts. I know that you suggested win-backs are being pretty successful. If I look at the access line breakdown between business and consumer, and please tell me if my numbers are wrong, I am getting about a 160,000 decline on the consumer side and about a 50,000 gain on the business side. Two questions after that. Number one, on the win-backs; if they are improving, is the discrepancy mostly an increase in wireless substitution; can you explain the discrepancy as that or are there other trends at stake? And then secondly, on the business access line improvements, and I know those are actually better than last year, even... last year's second quarter, that is... is that evidence of what's going on in the enterprise side? Are you seeing more strength there or what's the main contributor to the business access lines strength? And I do have a quick follow-up. Thanks.
George Cope - President and Chief Operating Officer, Bell Canada
Okay. Thanks Greg let me try on both. Your residential NAS numbers are... it was 159,000. So you are basically correct. It is flat year-over-year in terms of our losses, which as you recall, our target was to be flat or down year-over-year and we are slightly down. Win-backs are growing simply, because obviously there is a base now that our competitors have, and we are able with the regulatory rules to enter that market more aggressively. And so clearly on the growth side, our competitors are still growing but we are starting to win-back as they know go through the dynamic of churn on their base. And clearly from our end, the reliability of our product being second to none, starts to provide us with the opportunity to win clients back. Long way to go still in this area, I think the other part though that we're really pleased with is to see the revenue decline, as you would certainly understand Greg, the 3.7% decline in revenue being below the decline, if you will, in absolute access line decline. So, clearly we're if there is such a thing as losing clients that aren't at the higher ARPU that is clearly what we are doing.
- To read the full transcript on Seeking Alpha, click here »
