reports
- Russell Waller
Odido (T-Mobile NL) Q1 24: B2C mobile ARPU now only +0.7% y/y - front...
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.
- Russell Waller
Odido Q4 23: Good SR and EBITDA growth; possible frontbook fix on th...
Odido has (finally!) reported a good set of Q4 23 results today, and has given some solid guidance. Interestingly, on the call management said that front book prices were the “topic of the year” – we have long worried that a lack of front book price rises would hold back growth, but if action is taken (Odido said that it has shut down the Tele2 brand which was the most aggressive on price), then this would be a positive for all the Dutch players
- James Ratzer
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