Key Takeaways A broadband-centric strategy and fiber expansion are driving higher margins, better subscriber quality, and sustainable revenue growth as consumer demand shifts toward high-speed internet. Prudent financial management and asset-light investments improve free cash flow, enabling reinvestment in growth and positioning for stronger future earnings.
Key Takeaways Accelerating competition from alternative broadband providers, high leverage, and a shrinking subscriber base pose risks to revenue growth and long-term profitability. Operational efficiencies offset some challenges, but slow fiber upgrades and pressure on margins threaten reinvestment capacity and market retention.
Key Takeaways Accelerated broadband subscriber growth, pricing power, and robust digital trends are driving strong revenue potential, margin expansion, and improved cash flow conversion. Solid cash discipline and shifting customer base make the company an appealing acquisition target amid growing industry consolidation.