Just three players now account for most French broadband connections: Orange’s DSL market share is closing on 50%, Iliad’s rose to 25% from consolidation with Alice, while SFR’s dropped to 23.7%, with Neuf’s rebrand imminent. Cable remains a minimal presence on broadband

Iliad is to recover the No. 2 spot on the French broadband market, behind France Télécom’s Orange, after acquiring Alice, ending Telecom Italia’s ill fated five-year French venture

Iliad will be challenged to meet its target of a steady EBITDA margin of 36% in 2008 despite further cuts in mobile termination charges due to the continued drift of the subscriber mix to higher cost (for Iliad) full telephony packages. Some benefit to cash flow could result from reduced charges for one-off LLU services to be mandated by regulator ARCEP

France is the first major European market where a large scale fibre-to-the-home (FTTH) deployment is under way. Numericable and France Télécom, as well as unbundlers Iliad and Neuf Cegetel, are launching triple play offers over fibre to households. Public authorities actively support the plans, to boost France's growth prospects. This report examines the commercial context for fibre deployment in France

Iliad is among the very few European altnets that have made unbundling a profitable business, despite France's highly contested market for broadband. This report examines Iliad's current positioning in this market, and the development of the media side of the triple play to grow ARPU and differentiate the brand

Sharp rise in EBITDA margin to 31% in 2005 as Free increases the share of unbundled (on-net) subscribers from 53% to 70% and retains tight control of marketing spend in the 'landgrab' for customers in France

The new management is teeing up the core UK business for a successful turnaround