Le Monde | • Updated | By
Iliad, the parent of Free, closed, Friday, May 15, the “season” of quarterly results. In French telecom operators at least. The opportunity of a small stock of situation. Especially as it is now three years since Free has entered the mobile industry with rates that forced all competitors (Orange, SFR, Bouygues Telecom) to align and to trim their margins.
- What is the financial condition of the four operators?
Iliad, the group founded by Xavier Niel (also a shareholder in staff under the World ) posted a turnover of € 1.1 billion, up 7% year on year in the first quarter. The gross operating surplus was not disclosed, but the group ensures that it is up 10%.
Among the competitors, the price war has plunged into a crisis without Previous, the situation remains difficult. Bouygues Telecom, formerly largest contributor to dividend from its parent company, is in deficit since 2012. The operator, which published its first quarter results on Wednesday, May 13, showed a deficit of € 49 million.
SFR, Numericable redeemed by November 2014, and has suffered losses over the whole of last year, is back in the green in the first quarter. The operator has made 816 million euros in profits. Excluding exceptional items, net income, however, drops to 132 million euros.
Orange, whose turnover has been decreasing over the last three years has cushioned the decline in the first quarter with a decrease of 1.4% to 9.67 billion euros. Earnings before interest and taxes (EBITDA) amounted to 2.91 billion euros, on a comparable basis decline, but the decline is twice less than the previous year.
- How are the “Portfolios” subscriber?
Free is still growing. In the first three months of the year, the operator attracted 420,000 mobile subscribers to 10.5 million customers in total. . The fixed wowed 77,000 new subscribers, bringing the total number to 5.9 million
At Bouygues Telecom, acquisition of new subscribers strategy seems to work: the operator has recovered 96,000 in broadband fixed for the first three months of the year.
Bouygues Telecom reduced its prices to win new customers and strengthen the fixed. . Profession that had cruelly failed him when it came to withstand the shock wave created by the arrival of Free
At SFR, subscribers, themselves, however, have massively deserted: 500 000 of them have left the park mobile operator. “ Nothing’s okay, but it should not be as it lasts” , says an analyst.
Orange, he continues to benefit from its investments in 4G and the ultra-fast broadband. Net sales of mobile contracts reached 164,000 units in the first quarter, nearly double those achieved a year earlier. On the development of the fiber optioque, the group boasts 75,000 additional customers.
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