Todd Rethemeier
Todd Rethemeier
beat customer hard morning overlook reported slowing
What they reported this morning beat my expectations, but it's hard to overlook the slowing customer growth.
fits growth industry left national players providers regional thesis whatever
It fits with my industry thesis that the regional players are going to be marginalized by the national providers and left to take whatever growth is left.
net price saw share somewhere
I would have thought somewhere between $10.50 and $11 a share would have been a better price before I saw the 4,000 net (customer) adds.
bit industry
It's a little bit disappointing. Part of it is an industry slowdown and part, I suspect, is the distraction of the merger.
across causing growing industry minutes start
Clearly, across the industry minutes of use are not growing as much as they did ... this is causing ARPU to start to slip.
bit company lowering sneaky terms total tried
In terms of total profitability of the company they're lowering guidance. It was a little bit sneaky how they tried to do this.