New Street Research - Odido (formerly T-Mobile NL) (TMOBNL) Odido (T-Mobile NL) Q1 24: B2C mobile ARPU now only +0.7% y/y - front book pricing fix needed

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Russell Waller

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Odido (T-Mobile NL) Q1 24: B2C mobile ARPU now only +0.7% y/y - front book pricing fix needed

Odido has reported a good set of Q1 24 results, but APRU trends have deteriorated again, and are now only +0.7% y/y in B2C mobile, suggesting that the planned offensive on front book prices, promised at the Q4 results, can not come soon enough.

24/05/2024 1 EN

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Odido (formerly T-Mobile NL)

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Russell Waller

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Odido (T-Mobile NL) Q1 24: B2C mobile ARPU now only +0.7% y/y - front book pricing fix needed

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

Broadband quick hit: Louisiana BEAD winners announced

NSR Policy: Summarizing Policy Implications of Trump/Republican Victory

Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the heart of the issue

SATS: DBS merger breaks

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

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