What is the difference between Penetration and Customer Penetration in Financial Output reports?
Customer Penetration is derived by dividing Customers by Premises, i.e. a view of penetration from the perspective of locations.
Penetration, on the other hand, is a revenue-based view. We divide Revenue by TAM (Total Addressable Market) to calculate it.
In most cases Penetration and Customer Penetration are pretty much identical, but Arrow keeps track of them separately for situations where, for example, there is a large difference in the pace with which HHs and Businesses ramp up to their fair shares. If there is a corresponding large gap in estimated revenues from each location type, we could see those two penetration measures diverge during the ramp up period.
In practice, when looking at PLANNED_NETWORK category, we want to be looking at Customer Penetration, but when you are in any other section of ROIC report you can use whichever definition of penetration you prefer.