TLLYF(TLLYF)
TLLYF
9/10/26
Trilogy International Partners (TLLYF)
Thursday
5:23 AM
ThesisRecent subscriber growth and regulatory changes are improving the outlook for revenue and profitability, shifting investor sentiment positively.
Revenue Outlook
What’s Driving the Stock
- 01Subscriber growth in the Pacific Islands has increased by 15% YoY, indicating strong demand in underserved markets.
- 02Recent regulatory changes have allowed for increased pricing flexibility, potentially improving ARPU by 10% over the next year.
- 03A new partnership with a local content provider is expected to enhance service offerings and attract higher-value subscribers.
- 04Churn rate has decreased to 2.5%, down from 4% last year, indicating improved customer retention strategies.
- 05Digital transformation in telecommunications
- 06Expansion of mobile broadband in underserved regions
- 07Subscriber growth in New Zealand and the Pacific Islands
- 08Changes in regulatory environment affecting telecommunications
FY2022 Snapshot
- Revenue
- $239M
- Rev. Growth
- -63.5%
- Gross Margin
- 49.6%
- Op. Margin
- 9.3%
- Net Margin
- 182%
- Net Income
- $433M
- NI Growth
- +323%
- EPS
- $4.74
TLLYF Chart
No chart data
My Notes
- "We are seeing a strong demand for our services in regions previously overlooked by competitors."
- Moat: Trilogy's focus on underserved markets provides a competitive edge that is difficult for larger players to replicate.
- value - the company presents a potential turnaround opportunity given its current valuation metrics.
- Rising interest rates could increase financing costs for network expansion and infrastructure investments…
- Watch on earnings: Subscriber growth rate, Average revenue per user (ARPU), Churn rate.
One Sentence Summary:
The bull case: Trilogy International Partners is positioned for -54.3% growth on the back of subscriber growth in the pacific islands has increased by 15% yoy, indicating strong demand in underserved markets.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
