Agreed lightforce.
churn reduced from 8% to 3%. This is a massive positive given the so called competition. Elite client base growing, ARPU increasing & churn reducing. Massive tick in the elite wearables space IMO..
prosumer is another story..be interesting to see where this sits in a year or two?? Alot has been put into this and it is the big reason why CAT’s profitability was brought back to FY21. The market has been and will be harsh on this as the growth to date hasn’t justified their aggressive spend in this area.
Shame the company keeps giving reason for the market to doubt it...your glass is either half full or half empty, there isn’t much in between with CAT. For the SP to turnaround they need some strong results/numbers in all facets of the business to help turn those with a half empty glass..
Agreed lightforce.churn reduced from 8% to 3%. This is a massive...
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