How Investors May Respond To Rogers Communications (TSX:RCI.B) Prime Video NHL Streaming Rights Deal

• In July 2026, Prime Video and Rogers Communications announced a 12-year agreement giving Prime Video exclusive rights in Canada to Wednesday night national NHL games in English and French, plus select Stanley Cup Playoff series, starting with the 2026–2027 season at no extra cost to Prime members.
• This deal deepens Rogers’ role as a core NHL rights holder through Sportsnet while extending its reach onto a major global streaming platform, potentially reshaping how Canadian hockey fans access national games midweek.
• We’ll now examine how this long-term NHL streaming partnership with Prime Video could influence Rogers’ investment narrative and media cash-flow profile.

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Rogers Communications Investment Narrative Recap

To own Rogers today, you need to believe its core connectivity and sports media assets can produce resilient cash flows despite regulatory pressure, wireless saturation, and high debt. The new 12‑year NHL sublicensing deal with Prime Video strengthens Rogers’ media relevance, but its near term impact looks secondary to the bigger swing factors of leverage, ARPU pressure, and how quickly the company can stabilize earnings after recent quarterly losses.

Among recent announcements, the satellite‑to‑mobile roaming launch with T‑Mobile in April 2026 stands out beside the Prime Video NHL deal, because both speak to how Rogers is trying to extend its reach across platforms. Together, they frame a catalyst story built on better monetizing network coverage and sports rights, while still sitting against the unresolved risks of CRTC intervention and elevated leverage on the balance sheet.

However, investors should also be aware that if regulatory decisions further constrain pricing or returns on Rogers’ networks, the room to support dividends and...

Read the full narrative on Rogers Communications (it's free!)

Rogers Communications' narrative projects CA$23.2 billion revenue and CA$2.5 billion earnings by 2029. This requires 1.5% yearly revenue growth and an earnings decrease of CA$4.6 billion from CA$7.1 billion today.

Uncover how Rogers Communications' forecasts yield a CA$60.38 fair value, a 25% upside to its current price.

Exploring Other Perspectives

Before this NHL news, the most optimistic analysts were still cautious on profits, projecting earnings to fall to about CA$2.2 billion by 2029, even as they argued that faster deleveraging and monetizing sports assets like MLSE and the Blue Jays could unlock value well beyond consensus. This more aggressive view of future cash flows contrasts with baseline concerns around regulation and ARPU pressure, and the new Prime Video partnership could shift how both stories are framed once the numbers are updated.

Explore 5 other fair value estimates on Rogers Communications - why the stock might be worth as much as 50% more than the current price!

Reach Your Own Conclusion

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your Rogers Communications research is our analysis highlighting 5 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Rogers Communications research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Rogers Communications' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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