TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
"Is The Party Over?"

"Is The Party Over?"

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TSOH Investment Research
Sep 23, 2021
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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
"Is The Party Over?"
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“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…

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