Very insightful and detailed roundup, thanks for sharing.
Interesting the different reporting or terminology for device sales (non-service, equipment, etx) of different telco opearotors. I face a similar issue analysing asian telco operator financials. Another indicator can try look at is the inventory holding trend. But many operators keep inventory off the books wirh their disty/fulfillment partner, so that also might not be so useful.
Very insightful and detailed roundup, thanks for sharing.
Interesting the different reporting or terminology for device sales (non-service, equipment, etx) of different telco opearotors. I face a similar issue analysing asian telco operator financials. Another indicator can try look at is the inventory holding trend. But many operators keep inventory off the books wirh their disty/fulfillment partner, so that also might not be so useful.