Latest ideas and analyses related to ARPU

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
AAPL

+31 pts



$AAPL - Goldman estimates #COVID drove a 22% increase in Apple's ARPU that will reverse over time

By labjordan on Aug. 24, 2021, 11:56 a.m.
Tagged topics: ARPU , return-to-normal , big tech , Goldman Sachs , COVID beneficiary

Views: 283, Votes: 1, Responses: 0, Attachments: 2
SPOT

+30 pts



thx

By Highwave on Jan. 5, 2021, 8:16 a.m.
Tagged topics: ARPU , post-COVID , 2021 predictions , live entertainment

Views: 5, Votes: 1, Responses: 0, Attachments: 0
SPOT

+43 pts



$SPOT, $WMG - Morgan Stanley raises Spotify target to $350, and upgrades Warner Music Group to Buy on stronger 2021 growth from price increases, cyclical tailwinds, and return of live entertainment

By labjordan on Dec. 17, 2020, 10:58 a.m.
Tagged topics: ARPU , post-COVID , 2021 predictions , live entertainment

Views: 192, Votes: 2, Responses: 1, Attachments: 62
BCE

+36 pts



BCE should see strong gross add share in Q3, but ARPU might soften

By cassie on Oct. 3, 2019, 10:37 a.m.
Tagged topics: ARPU , gross adds , Q3 , government contract subs

Views: 137, Votes: 4, Responses: 0, Attachments: 0
BCE

+46 pts



Q3 likely messy for Canadian telcos; BCE least exposed

By phenphen on Oct. 3, 2019, 10:20 a.m.
Tagged topics: unlimited data plans , ARPU , gross adds , wireless subs , churn , Q3 , distribution network , Dollarama , Lucky Mobile , Virgin Mobile

Views: 213, Votes: 4, Responses: 1, Attachments: 0
BCE , RCI.B , T , SJR.B , QBR.B

+30 pts



ARPU the most worrying metric for telcos in Q3

By puckerman17 on Sept. 20, 2019, 1:24 p.m.
Tagged topics: ARPU , overage revenues , BYOD , Fizz Mobile , Q3 results

Views: 207, Votes: 1, Responses: 0, Attachments: 0
RCI.B , BCE , T

+33 pts



Management sounds increasingly cautious on ARPU

By phenphen on Sept. 17, 2019, 6:23 p.m.
Tagged topics: unlimited data plans , ARPU , Q3 results

Views: 136, Votes: 2, Responses: 0, Attachments: 0
RCI.B

+36 pts



Migration to unlimited plans seems faster than expected

By puckerman17 on Sept. 16, 2019, 11:03 a.m.
Tagged topics: unlimited data plans , ARPU , Q3 results

Views: 200, Votes: 4, Responses: 0, Attachments: 0
RCI.B , Canadian telcos

+47 pts



Pace of plan upgrade vs plan downgrade is key in 2H

By puckerman17 on July 24, 2019, 12:21 p.m.
Tagged topics: ARPU , 2H results , management , monthly rate plans , service revenue growth , upgrades vs downgrades

Views: 200, Votes: 3, Responses: 3, Attachments: 0
RCI.B

+36 pts



I estimate adjusted ARPU growth of below 1%

By cassie on July 23, 2019, 11:46 a.m.
Tagged topics: ARPU , restated , prepaid subs , adjusted

Views: 142, Votes: 3, Responses: 0, Attachments: 0