EOLO Q2 25: Evolving churn and ARPU levels
Eolo is a business that continues to evolve, with a pivoting mix of growth towards FTTH, likely as a result of increased FWA competition. Simultaneously, they are undertaking an increased focus on customer retention, helping churn and costs, but this is likely to have some incremental ARPU pressure. We await more details on the Fastweb deal as the next future leg of growth.
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