BMI View: The market continues to perform in line with BMI forecasts and we have made only minorforecast adjustments in the latest Q417 update. H117 mobile net additions were higher than expected,owing largely to strong M2M and connected device growth in the market. We note that data usage hasdriven demand in the French market, meaning that operators are now looking to focus on content. This hasled to the introduction of unlimited data plans, to democratise usage, and the launch and acquisition of keycontent services and rights. Altice has been the main protagonist, with expensive sports acquisitions, butthis should not obscure continuing investments into networks, which are key in order to deliver the bestquality of service.
Our latest data suggests that the mobile market reached 85.687mn subscribers in Q217, posting a y-o-ygrowth of over 6.0%, owing largely to M2M and connected devices.
According to Arcep, there were 33.81mn active 4G LTE users in the country as of Q117.
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