Iliad

Iliad Q3 24: Good EBITDA performance, but slower MSR growth in France

Bouygues Telecom Q3 24: Slightly slower SR y/y, better EBITDA y/y; La Poste Mobile deal is on

Updating Drahi net worth for recent newsflow and appraising the latest offer from Drahi to lenders

New family plans in France from Iliad and Bouygues (and new Bouygues guidance) – Our take

Iliad Q2 24: Strong performance continues, but slower MSR growth in France and lower adds