TSOH Investment Research Service

Share this post

"Is The Party Over?"

thescienceofhitting.com

"Is The Party Over?"

The Science of Hitting
Sep 23, 2021
12
9
Share this post

"Is The Party Over?"

thescienceofhitting.com

“What we saw in the tail end of August is a little bit of a slowdown in net adds in the Cable business. In Q3, I think we'll trend in line with historical averages for Q3 net adds, but we'll be behind Q3 FY19, which was a record Q3. When you put Q2 and Q3 together this year, we expect to be about 10% better for the trailing six months versus FY19. And w…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2023 Alex Morris (TSOH Investment Research)
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing