Actic’s Q1 report was solid, in our view, showcasing stronger ARPM than we had anticipated, despite the divestment of the Norwegian business (which we estimate was ARPM accretive). We view that as a reflection of Actic's attractive offering and customers' appetite for added functionality. We expect the dynamic to become an increasingly important growth driver ahead. We make limited estimate revisions, leaving EPS unchanged.
LÄS MER
