Having acquired national broadcast TV rights for premium content, France Télécom’s Orange TV will launch on satellite on 3rd July and introduce subscription football and film and series services from August, in a first for a major European telecoms incumbent
This presentation reports on the triple play of broadband, full telephony and DSL-delivered IPTV in France, the leading market in Europe for the triple play. Of France’s 16.2 million broadband subscribers, one third have migrated entirely to the VoIP services supplied by their broadband provider, dropping their line rental from France Télécom. We estimate that about 3.5 million households have activated the set-top box to receive DSL-delivered IPTV on their main set, also receiving digital terrestrial TV
Following years of decline, France Télécom’s revenue from its fixed line business (‘Home France’) rose €248 million in 2007. Rising retail and wholesale broadband revenue (plus WLR) more than offset falling line rental and call revenue for the first time
France’s football rights auction for the four seasons starting in 2008 ended with a second round on 6th February. Canal+ will keep most rights, while France Télécom picks up some live rights for the first time
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
In an apparent change of direction, France Télécom said it would consider bidding for all the 12 packages of French televised football rights at the auction to be held tomorrow, 31st January, including the primetime slots that last went to Canal+ – but FT also claims to rule out an all out assault against Canal+
Wanadoo just reported its H1 2003 results and the FY 2003 Group EBITDA target looks well in hand thanks to the outstanding performance of the directories division. The performance of the Internet segment has been less satisfactory for two reasons: Wanadoo France is facing stiff competition from Free on the 512k DSL segment; and Freeserve in the UK and Eresmas in Spain have seen very slow subscriber and revenue growth due to barebones customer acquisition activity. Wanadoo will be ramping up DSL customer acquisition activity from September onwards to achieve Internet segment targets and may reduce prices in the UK.
Wanadoo reached an important milestone in 2002, reporting its first (very small) positive EBITDA margin on its French Internet business, thanks to broadband-related revenue increases and lower narrowband and broadband access costs. In contrast, losses widened at Wanadoo's Internet properties outside France, in particular Freeserve in the UK and Eresmas is Spain, but these were more than fully offset by profits on the Directories segment. This note looks ahead to 2003, when Wanadoo expects to reach positive EBITDA on the Internet segment as a whole, thanks to continued improvement in France and tightly contained losses at Freeserve and Eresmas.