Latest ideas and analyses related to service revenue growth

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

+48 pts



$TSLA - Morgan Stanley upgrades rating to a table-pounding Buy, values Tesla's Network Services business at $164/share

By cassie on Nov. 18, 2020, 7:34 a.m.
Tagged topics: service revenue growth , software , electric vehicles

Views: 140, Votes: 12, Responses: 0, Attachments: 64
AAPL

+32 pts



$AAPL - Goldman says 10K suggests non-TAC/App Store Services growth slowing

By realjoe on Nov. 17, 2020, 6:32 p.m.
Tagged topics: service revenue growth , analyst checks , 10K review

Views: 64, Votes: 2, Responses: 0, Attachments: 4
AAPL

+30 pts



$AAPL - RBC expects Fitness+ launch could add $3bn revenue by 2022

By bbern3 on Oct. 12, 2020, 5:14 p.m.
Tagged topics: service revenue growth , Fitness+ , pandemic spending

Views: 62, Votes: 1, Responses: 0, Attachments: 7
T , SJR.B , BCE , RCI.B

+36 pts



Wireless financials were a bit disappointing

By josiebe on Aug. 2, 2019, 9:04 a.m.
Tagged topics: Q2 results , service revenue growth , equipment revenue , wireless financials

Views: 166, 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

+41 pts



Here's why I'm concerned about the guidance

By josiebe on July 24, 2019, 11:24 a.m.
Tagged topics: EIP , guidance , service revenue growth , subsidies , wireless ARPU , equipment revenue , 2H

Views: 177, Votes: 3, Responses: 1, Attachments: 0
RCI.B

+45 pts



Street estimates likely to come down due to unlimited plans

By phenphen on July 23, 2019, 1:44 p.m.
Tagged topics: unlimited data plans , postpaid subs , service revenue growth , street estimates , wireless ARPU , management commentary

Views: 163, Votes: 2, Responses: 4, Attachments: 0
RCI.B , Canadian telcos

+55 pts



Unlimited data plans will impact 2H results

By josiebe on July 23, 2019, 10:52 a.m.
Tagged topics: unlimited data plans , ARPU , overage revenues , 2H results , management , monthly rate plans , service revenue growth , cost savings

Views: 175, Votes: 5, Responses: 5, Attachments: 0