France - Major Telecom Players

Synopsis

The incumbent France Telecom still dominates all sectors but increasing competition has steadily eroded its lead. This has forced it to restructure its operations to meet future customer needs and to concentrate on mobile data and IP-delivered content over new fibre-based networks. The mobile market is dominated by a triopoly of providers with relatively low MVNO competition, but the vibrant broadband market has seen strong growth in DSL and particularly well developed fibre deployment from three key providers. A large share holding in Neuf Cegetel, operating in all sectors and providing real competition to France Telecom, was bought by SFR in April 2008. This report describes the present activities of the major operators in France, both fixed-line and mobile, together with an analysis of company strategies for coming years.

Table of Contents

• 1. Synopsis
• 2. Operating environment
  • 2.1 Regulatory framework
    • 2.1.1 Regulatory bodies
    • 2.1.2 Market deregulation
  • 2.2 Fixed line operators
  • 2.3 Mobile operators
• 3. Bouygues Telecom
  • 3.1 Year 2007 results
    • 3.1.1 Financial
    • 3.1.2 Operating
  • 3.2 Subsidiaries
    • 3.2.1 Réseau Clubs Boutiques Telecom (wholly owned)
    • 3.2.2 Téléciel (wholly-owned)
  • 3.3 Other Bouygues companies
    • 3.3.1 TF1
• 4. France Telecom
  • 4.1 Year 2007 results
    • 4.1.1 Financial
    • 4.1.2 Operating
    • 4.1.3 Acquisitions and sales – 2005 - 2007
    • 4.1.4 The NExT program
  • 4.2 Operations
    • 4.2.1 Fixed Line, Distribution, Networks, Large Customers and Operators
    • 4.2.2 Orange
    • 4.2.3 Broadcasting - GlobeCast
• 5. Iliad Group
  • 5.1 Analysis – May 2008
• 6. neuf Cegetel
  • 6.1 Results for 2007
  • 6.2 Move into fibre – May 2008
• 7. SFR
  • 7.1 Results for 2007
  • 7.2 SFR’s network
  • 7.3 Recent events
  • 7.4 Parent company - Vivendi
• 8. Related reports

• Table 1 – Mobile operator market share – 2005 - 2007
• Table 2 – Bouygues Telecom revenue – 1999 - 2007
• Table 3 – Mobile operations overview – 1998 - 2007
• Table 4 – France Telecom revenue – 1996 - 2007
• Table 5 – France Telecom revenue by segment – 2004 - 2007
• Table 6 – FT national and international customers by country – 2006 - 2008
• Table 7 – FT national and international customers by region – 2006 - 2007
• Table 8 – FT’s national and international mobile operations – 2007
• Table 8 – FT’s mobile subscribers by country – 2005 - 2007
• Table 9 – Orange France statistics – 2004 - 2007
• Table 10 – Orange UK statistics – 2004 - 2007
• Table 11 – ADSL subscribers by country – 2003 - 2007
• Table 12 – Multi-service subscribers (thousands) – 2005 - 2007
• Table 13 – Iliad financial data – 2003 - 2007
• Table 14 – Free DSL, LLU subscribers – 2002 - 2007
• Table 15 – Free projections - Paris fibre - 2006; 2008; 2010; 2012; 2014
• Table 16 – neuf Cegetel revenues and EBITDA 2004 - 2007
• Table 17 – neuf Cegetel revenue by segment and annual change – 2006 - 2007
• Table 18 – neuf Cegetel operating data – 2005 - 2008
• Table 19 – SFR broadband and fixed-voice subscribers - 2006 - 2007
• Table 20 - SFR revenue and operating profit – 2001 - 2007
• Table 21 - SFR revenue and ARPU– 2004 - 2007
• Table 22 - SFR mobile subscribers – 2000 - 2007