Iliad is getting ever closer to securing the French 4th 3G licence on terms with which it is happy, with progress slow but seemingly inevitable, and a licence award likely in H2 2008 followed by service launch in 2010
Vodafone’s European revenue growth has dropped again in the latest quarter, both relative to the prior quarter and its competitors, with Spain performing particularly poorly
School’s back and strong computer sales drove Apple’s Q4 FY2007 revenue to $6.22 billion, up 28.5% year-on-year
Ofcom is proposing taking back and re-auctioning over 30% of Vodafone and O2’s 2G spectrum as part of more general plans for ‘refarming’ 2G spectrum to allow its use for 3G services
The Apple iPhone will finally be available in the UK on 9th November, sold exclusively through Apple, O2 and Carphone Warehouse, and costing a hefty £269 when bought with a minimum £35 a month 18 month contract
This report presents our analysis of Neuf Cegetel alongside that of close rival Iliad (which trades under the Free brand). Neuf and Iliad are France’s two leading unbundlers, are both quoted on the Euronext exchange and, since Neuf’s IPO in November 2006, have been assessed largely in parallel by investors. We anticipate Neuf's Investor Day on 12th September will provide analysts with greater detail on Neuf’s strategy to improve by 2010 its profitability to the level enjoyed by Iliad.
Apple revealed an updated iPod range to stimulate demand in the run up to the all important Christmas quarter, when iPod revenues typically account for 50% of Apple’s totals
Apple has now launched downloads of 28 US TV series in the UK, hoping to drive demand for portable video watching on iPod or for home viewing via Apple TV
Apple reported strong revenue growth for Q3 2006/07, up 23.8% year on year to $5.41 billion, powered mainly by strong computer sales
Vodafone’s European operations revenue growth dropped, but not as much as various regulatory interventions would have warranted, implying a strong operational performance