Report Overview


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France Télécom in a Red Queen race


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FT’s domestic fixed line revenue decline accelerated in Q1 2010 as Orange’s broadband subscriber growth continued to disappoint, despite price cuts.
FT’s higher service level has sustained premium pricing to date, but competitor altnets are also improving service – FT must run to stay still in a fast moving competitive marketplace.
New promotions and/or price cuts for the triple play are required to stabilise Orange’s broadband market share, at the cost of further fixed line revenue decrease.