Report
Altice : Customers up, ARPU down
In this report, we have analysed in depth the Q1 results that were published earlier in May. Customer conquest has improved but the adverse ARPU trends (driven by intense competition) let us think that there won’t be any quick fix, in line with what we wrote in November last year. On the positive side, management stated that the disposal programme (mobile towers in France/Portugal and Altice Dominicana) is progressing well. We estimate that
Underlying
Altice Europe NV Class B
Provider
Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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