Greater Than: A gradual return to near-normal, but Q2 20 is a tough quarter - Danske Bank
We have lowered our estimates somewhat as we expect Q2 20 to be the toughest quarter, indicated by the low ARPU levels seen at the end of Q1 20, when the COVID-19 pandemic first hit. Even though we see some worrying trends in many markets from the pandemic situation, we expect things will ease for Greater Than after Q2 20E. The strategy of collaboration, partnership and taking the offering forward has not slowed down.
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