You buy CAT for the elite business and video. Prosumer is not meaningful to overall NPV,
CAT's issue has always been competitive threats. The lower churn numbers and 2,100 teams (from 1,800) highlights to me they are dealing with these threats really well.
Anyway if they keep current PLAYR run rate of 2.1x FY18, we are looking at about 25k units for FY19 vs 49k-56k. That's about a 4m sales impact, offset by 3m in reduction costs, offset by better elite performance. Still in line.
Ann: Preliminary 1H19 Results, page-4
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$3.39 |
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| Open | High | Low | Value | Volume |
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| 2 | 4125 | $3.36 |
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