Waystream (Q2 Review): Strategic progress offsets temporary earnings headwinds - Redeye

Redeye updates its estimates and fair value range following Waystream's Q2 report, which came in weaker than expected on profitability due to temporary supply constraints, FX headwinds and acquisition-related effects. However, continued operator momentum, the Tellus Fiber acquisition and recent framework agreements reinforce our conviction that the long-term investment case remains intact. Consequently, we make only limited estimate revisions while maintaining our positive long-term view.

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