Last week James pointed to the financial releases of HKBN. Excellent performance, it seems, although a lot of it is like Chinese to me. Hahaha.
Anyway, I thought I would point you out to a presentation I found on Free's investor website. It also presents some of Free's financials, as well as an update on their offer, fiber and mobile strategy, etc. It was presented at a Morgan Stanley investor conference last week, so it's all fresh too.
A couple of highlights:
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50% gross margin on an unbundled broadband service is impressive enough, so imagine what an 85% gross margin service is! As always with Free, people will dismiss that and say they'll never make it... except they nearly always do!
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For those who are not in France, slides 20 and 21 present Free's offer and it's just impressive when presented like that. I'm a Free customer, and I didn't even know about half of the stuff on slide 21!
