Altice France (SFR) (Overweight) Is Q2 the bottom for ARPU declines?
SFR reported another weak set of results last week (HERE) with B2C SR numbers for Q2 slipping to -9.1% y/y from -6.7% y/y in Q1. The results did show that SFR has basically managed to stabilise its KPI base for the second quarter running, but this appears to have come at a further cost to ARPU.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.