Broadband MarketThe estimate for FY25 broadband net additions has been lowered due to a lack of improvement in the broader broadband market, with net additions running below consensus.
Financial PerformanceCore EBITDA growth is expected to remain challenging in the coming years, with a decline estimated for FY24 and FY25.
Subscriber GrowthThere is skepticism about Cable ONE's ability to drive significant subscriber growth due to increasing competition, with fiber overlap rising to 42% from around 25% in the previous year.