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Customer Relationships
Evaluates the strength and quality of interactions with customers, impacting loyalty, retention, and potential for upselling services.Customer relationships doubled in mid‑2023 after consolidation, then resumed steady but modest organic growth—recent net adds and lower postpaid churn show healthier subscriber momentum that underpins management’s 3–5% service‑revenue target. But this is largely a quantity story: ARPU pressure and industry promotional discounting risk muting revenue/EBITDA per new customer, while media/postseason windfalls are episodic. Investors should watch whether further deleveraging and lower capex maintain network competitiveness; if promotional intensity continues, rising subscribers may not deliver proportional top‑line or margin improvement.
Date | Customer Relationships |
|---|---|
Jun 30, 2026 | 4.86M |
Mar 31, 2026 | 4.85M |
Dec 31, 2025 | 4.86M |
Sep 30, 2025 | 4.84M |
Jun 30, 2025 | 4.83M |
Mar 31, 2025 | 4.69M |
Dec 31, 2024 | 4.68M |
Sep 30, 2024 | 4.67M |
Jun 30, 2024 | 4.66M |
Mar 31, 2024 | 4.64M |