Post by
spacegimp on Nov 24, 2024 1:30pm
USA big 3 telecoms ARPU's have all bottomed and are rising
even Comcast . But more direct comparables with large fibre build outs and large mobile customers like AT&T(debt/ebitda 2.5) and Verizon(debt/ebitda 4) have shown a turnaround when I compare cost of home bundles with similar variety data and speeds I see the basic at $135 US and that compares to the $165 offered now in Canada . Hard to imagine more downward pressure on prices from here