Comment by sbarre

Canada's telcos are a "narrow waist" for a lot of software licensing.

A lot of business customers bundle their business/productivity software with their phone and Internet services. Did you know you can buy Google Workspace and/or Microsoft Office through your telco? I was shocked to find out how many do this when I worked for one of the telcos.

Just like how consumers bundle their streaming services with their home Internet plans.

One bill for all the things is convenient.

I would bet it's the same in EU (but can't say for sure, I only have first-hand info about Canada).

If there was a real push to move companies away from these platforms, it would probably start there, mostly because the telcos are typically very government-aligned due to regulatory and spectrum concerns, and would get in line with government efforts to promote non-US alternatives, if they decided to.

Getting the majority of consumers to ditch their US-based streaming and entertainment is another thing though, I can't see that happening ever, no matter how at-odds the US and Canada become.