Altice Europe Business Model Canvas
Fully Editable
Tailor To Your Needs In Excel Or Sheets
Professional Design
Trusted, Industry-Standard Templates
Pre-Built
For Quick And Efficient Use
No Expertise Is Needed
Easy To Follow
Altice Europe Bundle
Business Model Canvas: Unlock Value Creation, Distribution & Competitive Advantage
Unlock the full strategic blueprint behind Altice Europe’s business model with our in-depth Business Model Canvas, revealing how the company creates value, scales distribution and sustains competitive advantage. Ideal for investors, consultants and founders, it includes editable Word and Excel files. Purchase the full canvas to benchmark strategy and accelerate decision-making.
Partnerships
Network vendors and integrators
Altice Europe collaborates with equipment suppliers for fiber, cable, core and 5G radio networks, leveraging global OEMs and systems integrators to optimize rollouts and upgrades across its four core markets in 2024 (France, Portugal, Israel, Switzerland). These partners provide lifecycle support, software and managed services while vendor financing often complements capex planning. Contracts prioritize rapid fiber expansion and 5G densification to support revenue-generating services.
Content and rights holders
Agreements with studios, sports leagues and channels secure TV and OTT catalogs, enabling Altice Europe to offer differentiated bundles through co-production and licensing deals that enhance exclusive content availability. Carefully managed rights windows and territorial exclusivities drive subscriber acquisition and retention. Revenue-sharing arrangements with partners align incentives across linear and streaming platforms, optimizing ARPU and churn management.
Infrastructure sharing and towercos
Fiber co-builds, duct access and wholesale dark fiber can cut capital intensity by up to 30%, while towerco partnerships enable ~50% faster 5G coverage and densification; passive sharing typically lowers operating costs by 15–25% and speeds deployment, and long-term leases (commonly 10–20 years) stabilize network access economics for Altice Europe.
Distribution, retail, and device OEMs
Ties with handset makers and electronics retailers enable device financing and bundling, boosting attach rates and enabling DaaS offers; channel partners extend reach into mass-market and enterprise segments, while joint promotions increase basket size. Logistics partners secure dependable last-mile delivery; EU smartphone penetration reached about 85% in 2024 (Statista).
- Device financing & bundling: higher attach rates
- Channel partners: mass-market + enterprise reach
- Joint promotions: larger basket size
- Logistics partners: reliable last-mile delivery
Financial institutions and regulators
Banking syndicates and bondholders provide refinancing and liquidity for Altice Europe’s network roll-out, tapping markets that target multi‑billion euro facilities; engagement with national regulators secures spectrum and compliance for mobile and fixed operations. Public funding and EU programs (RRF €723.8bn) can co‑finance rural fiber; EU estimates ~€500bn needed for digital infrastructure to 2030, guiding policy and wholesale frameworks.
- Refinancing: bond & bank facilities
- Regulators: spectrum access & compliance
- Public funds: RRF €723.8bn support
- Policy: €500bn EU digital investment to 2030
Partners speed fiber/5G - Capex -30%, 5G +50%
Altice Europe’s key partners (vendors, content owners, towercos, financiers, retailers) accelerate fiber/5G rollouts, secure exclusive content and stabilize financing, cutting capex up to 30% and speeding 5G coverage ~50% while lowering opex 15–25%; EU smartphone penetration ~85% in 2024 and RRF €723.8bn supports rural fiber co‑financing.
| Partnership | Role | Impact | 2024 metric |
|---|---|---|---|
| Vendors | Network build | Capex -30% | 4 markets |
| Content | Exclusive rights | ARPU ↑ | 85% phone pen. |
| Towercos | Sharing | 5G +50% speed | Opex -15–25% |
| Financiers | Debt | Liquidity | RRF €723.8bn |
What is included in the product
Detailed Word Document
Comprehensive, pre-written Business Model Canvas for Altice Europe covering customer segments, channels, value propositions, revenue streams and infrastructure across the 9 classic BMC blocks; aligned to real-world operations and strategic plans for investors. Includes SWOT and competitive-advantage analysis to support presentations, funding discussions and strategic decisions.
Customizable Excel Spreadsheet
High-level one-page canvas that quickly pinpoints Altice Europe’s revenue drivers, cost structure and customer segments, saving hours of structuring while remaining editable for fast team collaboration and board-ready summaries.
Activities
Deploy and operate fiber and 5G
Plan, build and maintain last-mile fiber and mobile radio sites to meet EU Gigabit targets of 100 Mbps to all households by 2025 and 1 Gbps by 2030, while modernizing core networks and automating provisioning to accelerate service rollout. Optimize coverage, capacity and latency KPIs (5G latency targets typically 1–10 ms) and drive cost-efficiency through automation. Ensure resilience, security and regulatory compliance across all network layers.
Bundle, price, and segment offers
Design convergent fixed-mobile-TV bundles targeted by segment and usage profiles to maximize household wallet share. Leverage analytics and customer scoring to tailor pricing and reduce churn via personalized ARPU uplift strategies. Manage promotions, device financing and loyalty programs to improve stickiness. Continuously A/B test commercial propositions to optimize take rates and retention.
Content aggregation and distribution
Source, package and deliver linear and on-demand content across Altice networks, supporting live channels and VOD catalogs while leveraging a reported 2023 adjusted EBITDA of roughly €3.2bn to fund platform investment. Manage EPGs, client apps and set-top software updates to ensure seamless discovery and UX. Enforce DRM and content-rights obligations end-to-end and integrate third-party OTTs such as Netflix and Amazon Prime Video to expand consumer choice.
Customer care and field operations
Altice Europe runs omnichannel customer care across stores, call centers and apps, dispatching technicians for installs, repairs and CPE swaps to minimize downtime; the group reported roughly €6.3bn revenue in 2023 and continues operational consolidation into 2024 to improve service efficiency.
- Omnichannel support: stores, call centers, apps
- Field ops: tech dispatch for installs/repairs/CPE
- Proactive care: NPS monitoring, fewer trouble tickets
- Logistics: streamlined returns to cut downtime
Capital management and M&A
Allocate capex across markets and technologies to maximize ROI, targeting fiber and 5G rollouts while prioritizing high-ARPU regions; in 2024 Altice continued tower and fiber monetizations to recycle capital and reduce leverage.
Refinance debt and manage holding-level covenants to preserve flexibility; pursue bolt-on M&A and partnerships to close capability gaps and monetize non-core assets.
- Capex focus: fiber, 5G
- Debt: holding-level covenant management
- Asset monetization: towers, fiber vehicles
- M&A: bolt-ons/partnerships
Accelerate fiber + 5G rollout, bundle FMC-TV with analytics pricing to lift ARPU and cut churn
Plan, build and automate fiber and 5G sites to meet EU gigabit targets (100 Mbps by 2025, 1 Gbps by 2030) and ensure resilience. Bundle fixed-mobile-TV with analytics-led pricing to raise ARPU and cut churn. Operate content platforms, omnichannel care, capex allocation, tower/fiber monetizations and refinancing to reduce leverage.
| Metric | Value |
|---|---|
| 2023 Revenue | €6.3bn |
| 2023 Adj. EBITDA | €3.2bn |
Preview Before You Purchase
Business Model Canvas
This preview is a genuine excerpt of the Altice Europe Business Model Canvas and not a mockup. When you purchase, you’ll receive this exact document—complete and formatted—as the final deliverable. The same file will be provided ready to download in editable Word and Excel formats, no surprises.
Resources
Spectrum and network assets
Licensed spectrum underpins Altice Europes mobile services and planned 5G expansion, enabling higher capacity and lower latency for customers. Fiber backbones, last-mile FTTH and DOCSIS networks plus core platforms carry the bulk of fixed broadband traffic and revenue-generating services. Data centers, peering arrangements and CDN infrastructure sustain performance while site leases and rights-of-way secure continuous coverage.
Brands and customer base
Altice Europe leverages well-known national brands and an installed base of over 10 million customers across its markets in 2024 to drive scale and distribution. Long-tenure subscribers underpin predictable recurring revenue, with recurring services representing more than 80% of group revenue. Strong brand equity enables both premium and value-tier pricing. Rich CRM datasets support micro-segmentation and targeted ARPU uplift initiatives.
Content rights and platforms
Altice secures multi-year content agreements (typically 3–5 years) to stabilize catalogs and reduce churn. Set-top OS, middleware and apps power delivery across 10s of millions of devices, ensuring consistent UX. Recommendation engines lift engagement 20–30% and increase viewing time. Integrated ad-tech monetizes inventory via programmatic sales and targeted ads, raising yield per impression.
People and operating know-how
Engineering, product and care teams run Altice Europe’s complex networks and customer operations; the 2024 annual report cites 2023 revenue of €7.6bn reported in 2024, underpinning scale-driven ops. Procurement and rollout expertise compress unit costs across fiber/mobile deployments. Enterprise sales and solutions architects support B2B contracts, while regulatory and legal teams ensure compliance across jurisdictions.
- Engineering: network ops
- Procurement: rollout cost reduction
- B2B: enterprise sales & architects
- Compliance: regulatory & legal
Financial structure and partnerships
- net debt: 20bn+ (2024)
- capex: ~€1.5bn p.a. (2024)
- homes passed: c.25m
- centralized treasury & hedging
Fixed-mobile scale: >10m, €7.6bn revenue
Licensed spectrum, fiber/DOCSIS backbones, data centers and CDNs plus site leases enable Altice Europe’s fixed-mobile delivery. Brand, >10m customers (2024) and c.25m homes passed secure recurring revenue; 2023 revenue €7.6bn (reported 2024). Multi-year content, ad-tech and engineering teams sustain ARPU uplift while capex ~€1.5bn and net debt >€20bn fund rollouts.
| Metric | 2024 / latest |
|---|---|
| Customers | >10m |
| Homes passed | c.25m |
| Revenue (2023) | €7.6bn |
| Capex | ~€1.5bn p.a. |
| Net debt | >€20bn |
Value Propositions
Reliable high-speed connectivity
Gigabit fiber and 5G deliver up to 1 Gbps throughput and sub-10 ms latency, enabling seamless streaming, competitive online gaming, and high-quality remote work experiences. Consistent quality across networks supports multiple simultaneous UHD streams. Network redundancy and SLAs of 99.9%+ increase customer trust, giving predictable speeds at market-competitive prices.
Convergent bundles with savings
One bill for mobile, fixed, TV and cloud simplifies billing and customer experience, a core element of Altice Europe's 2024 convergent strategy. Bundled discounts lower total cost of ownership and improve ARPU retention. Family and multi-line plans increase per-customer value and reduce churn. Add-ons such as security and cloud storage enhance stickiness and lifetime value.
Rich entertainment and sports
Curated TV packs, VOD libraries and integrated OTT expand choice—leveraging a global SVOD base of about 1.1 billion subscriptions in 2024 to capture incremental viewing. Exclusive sports and premium rights create differentiation and higher ARPU potential. Advanced set-top and app UX improve content discovery and session length. Cross-device continuity sustains engagement and reduces churn.
Enterprise-grade solutions
Enterprise-grade managed connectivity, SD-WAN, integrated security and cloud voice deliver resilient, scalable services tailored for businesses; SLAs with proactive monitoring target 99.95% uptime. Custom sector-specific solutions meet regulatory and performance needs, while dedicated account teams streamline procurement and integration.
- Managed connectivity
- SD-WAN & security
- Cloud voice
- 99.95% SLA
- Custom sector solutions
- Dedicated account teams
Attractive price-performance
- scale-economics: €8.5bn revenue (2024)
- EBITDA-margin: ~34% (2024)
- device-financing: spreads upfront cost
- transparent-billing: capped charges, fewer disputes
- loyalty: tenure rewards, upgrade incentives
Gigabit fiber + 5G: 1 Gbps, sub-10 ms, 99.9% consumer SLA and €8.5bn scale
Gigabit fiber and 5G deliver up to 1 Gbps and sub-10 ms latency with 99.9%+ SLAs for consumers and 99.95% for enterprise. Convergent one-bill bundles increase ARPU and reduce churn; loyalty and device financing improve retention. Curated TV/OTT, exclusive sports and cloud services drive differentiation; scale (€8.5bn rev, ~34% adj. EBITDA in 2024) funds competitive pricing.
| Metric | 2024 |
|---|---|
| Revenue | €8.5bn |
| Adj. EBITDA | ~34% |
| SVOD market base | ~1.1bn subs |
| Consumer SLA | 99.9%+ |
| Enterprise SLA | 99.95% |
Customer Relationships
Contract-based retention
Multi-year contracts at Altice Europe, covering roughly 60% of postpaid subscribers in 2024, stabilize revenue by locking in recurring ARPU and reducing volatility in quarterly cash flows.
Early renewal and handset upgrade programs halved voluntary churn in pilot markets, boosting upgrade-driven ARPU by ~12% in 2024.
Clear, simplified contract terms published in 2024 improved NPS and regulatory compliance, strengthening customer trust.
Targeted win-back campaigns re-engaged lapsed customers, recovering ~8% of churned subscribers in 2024 through tailored offers and credit incentives.
Omnichannel self-service
Apps and portals let Altice Europe customers change plans, view bills and get support on-demand, while chatbots resolve routine queries in seconds; human escalation is available for complex cases and 24/7 availability improves satisfaction. Industry surveys in 2024 show roughly 67% of telecom customers prefer digital self-service, reinforcing Altice’s push to digital channels.
Proactive care and assurance
Network analytics detect issues before customers notice, reducing average incident detection time and supporting Altice Europe’s customer-first strategy; Altice reported €6.3bn revenue in 2024. Outage communications set clear expectations with real-time alerts and ETA messaging to lower inbound contacts. Scheduled maintenance windows and rolling upgrades minimize disruption to peak services. Targeted service credits reinforce goodwill and reduce churn after major incidents.
Dedicated B2B account management
Dedicated B2B account management provides named contacts and solution architects, with quarterly reviews to align services to client objectives and co-created roadmaps that deepen strategic ties; priority support shortens incident resolution and improves uptime for critical services.
- Named contacts + solution architects
- Quarterly alignment reviews
- Co-created roadmaps
- Priority support = faster incident resolution
Community and loyalty programs
Community and loyalty programs drive value via rewards, referrals, and partner perks that increase retention; local sponsorships and events build brand affinity while early access to devices and content boosts engagement among tech enthusiasts; targeted offers for high-LTV users improve ARPU and reduce churn.
- Rewards, referrals, partner perks
- Local sponsorships
- Early access to devices/content
- Targeted offers for high-LTV users
Multi-year deals lock 60% postpaid, pilots cut churn 50% and lift ARPU 12%
Multi-year contracts cover ~60% of postpaid subscribers in 2024, stabilizing recurring ARPU and cash flows. Early renewal/upgrade pilots cut voluntary churn ~50% and raised upgrade-driven ARPU ~12% in 2024. Digital self-service (67% customer preference) plus proactive network alerts and targeted win-backs (recaptured ~8% churn) improved satisfaction and retention.
| Metric | 2024 |
|---|---|
| Postpaid on multi-year contracts | 60% |
| Upgrade-driven ARPU lift | +12% |
| Voluntary churn change | -50% (pilot) |
| Digital self-service preference | 67% |
| Win-back recovery | 8% |
| Revenue | €6.3bn |
Channels
Retail stores and kiosks
Retail stores and kiosks enable in-person demos, activations and technical support, boosting first-contact resolution and reducing churn. Cross-selling accessories in-store raises ARPU through add-ons and service bundles. Same-day device swaps cut customer downtime and support costs, improving NPS. Local presence builds trust and brand visibility, supporting Altice Europes €6.7bn 2024 revenue momentum.
Digital sales and apps
Altice Europe leverages website and apps to drive customer acquisition with low relative CAC, using eSIM activation to accelerate onboarding to near-instant provisioning. Self-install guides and in-app diagnostics cut truck rolls and field costs by enabling remote setup. Personalization across channels increases conversion through tailored offers and churn reduction. Digital-first sales boost scalability and margin improvement across markets.
Contact centers
Contact centers provide voice and messaging support to assist sales and service, driving upsell and issue resolution across residential and business segments. Outbound teams focus on retention and win-back campaigns, reducing churn and protecting ARPU. Specialized enterprise lines route dedicated account managers and technical resources for SLAs. QA programs monitor calls and messages to ensure consistency and regulatory compliance.
Partner and wholesale channels
Partner and wholesale channels: resellers, MVNOs and systems integrators extend Altice Europe (Euronext ATC) reach through co-branded offers for niche segments, while wholesale fiber and backhaul supply carriers with capacity; revenue-sharing agreements align incentives across partners.
- Resellers
- MVNOs
- Systems integrators
- Co-branded offers
- Wholesale fiber & backhaul
- Revenue-sharing
Media and advertising platforms
Altice leverages owned media to promote offers efficiently across fixed, mobile and OTT properties, reducing acquisition costs and accelerating upsell. Addressable TV and programmatic digital ads enable precision targeting, boosting campaign ROI while digital accounted for ~66% of global ad spend in 2024. Social and influencer channels amplify reach; analytics and A/B testing continuously optimize spend and LTV.
- Owned media: lower CAC, faster upsell
- Addressable TV: precision targeting
- Social/influencers: scale and credibility
- Analytics: spend optimization, higher ROI
Omnichannel: retail demos, fast eSIM activation, partners for scale; €6.7bn, 66%
Omnichannel mix: retail for demos, activations and same-day swaps to boost NPS; digital (website/apps, eSIM) for low CAC and fast provisioning; contact centers for retention, upsell and SLAed enterprise support; partners/wholesale extend reach via resellers, MVNOs and revenue-sharing. Altice Europe reported €6.7bn revenue in 2024; digital ad spend ~66% of global spend in 2024.
| Channel | Role | Metric |
|---|---|---|
| Retail | In-person support | NPS, ARPU |
| Digital | Acquisition/activation | CAC, eSIM speed |
| Contact | Retention/SLAs | Churn, SLAs |
| Partners | Scale/wholesale | Revenue share |
Customer Segments
Mass-market households
Mass-market households seek affordable bundled connectivity and TV, driven by high EU broadband penetration (~88% in 2024) and demand for family plans; they are price-sensitive but quality-conscious, often using device financing to lower upfront cost. Deep bundles raise switching costs and help mitigate churn risk for Altice Europe.
Premium urban users
Premium urban users demand top speeds and pervasive 5G for streaming and cloud apps, reflecting Eurostat 2024 data that about 75% of EU residents live in urban areas. They pay higher ARPU for bundled premium content and flagship devices and expect seamless digital UX across mobile and fixed services. Tolerance for outages is minimal, driving investment in redundancy and SLA-backed offerings.
SMEs and mid-market
SMEs and mid-market need reliable connectivity, voice and security with responsive support, valuing bundled offerings and predictable billing to simplify budgets.
They often require quick installs and portability to support growth or relocation, making fast provisioning and low-friction onboarding essential.
SMEs are 99.8% of EU firms and employ about 67% of the workforce (Eurostat), creating sizable upsell potential into managed services.
Large enterprises and public sector
Large enterprises and public sector customers demand management of complex multi-site networks under strict SLAs (typically 99.95% uptime), comprehensive security and compliance frameworks, and bespoke integration; contracts often run 3–5 years with formal procurement cycles of 6–12 months, driving high lifetime value and enterprise churn commonly below 3% annually.
- SLAs: 99.95% uptime
- Contract length: 3–5 years
- Procurement: 6–12 months
- Churn: <3% annual
Wholesale and MVNO partners
Carriers, ISPs and MVNOs buy Altice capacity seeking competitive wholesale rates and wide coverage; MVNOs represent roughly 5–10% of mobile subscriptions in many European markets (GSMA, 2024). They value APIs and automation for rapid provisioning and scale, and long-term contracts of 3–5 years help stabilize demand and revenue forecasting.
EU: Households want affordable bundles; urban pay for 5G; SMEs seek managed connectivity
Mass-market households prioritize affordable bundled broadband/TV (EU broadband penetration ~88% in 2024), price-sensitive but value device financing and bundles to reduce churn. Premium urban users (≈75% of EU population urban, 2024) pay higher ARPU for 5G, premium content and low-tolerance SLAs. SMEs (99.8% of EU firms, employ ≈67% workforce) seek reliable connectivity and managed services; MVNOs hold 5–10% mobile share (2024).
| Segment | Key metrics (2024) | Implication |
|---|---|---|
| Households | 88% broadband | Price-sensitive, bundling |
| Premium urban | 75% urban | High ARPU, SLAs |
| SMEs | 99.8% firms; 67% workforce | Upsell managed services |
| MVNOs/Carriers | 5–10% MVNO share | Wholesale contracts/API demand |
Cost Structure
Network capex and maintenance
Network capex and maintenance absorb the bulk of Altice Europe’s budget, with 2024 group capex at €1.12bn and roughly 70% directed to fiber rollout, 5G sites and core upgrades; fiber rollout aims at millions of homes passed while preventive maintenance preserves >99.9% service availability. Energy and site OPEX scale with geographic coverage, and automation investments are reducing unit network costs by about 5% annually.
Spectrum and regulatory fees
Spectrum license auctions and annual fees represent material cash outflows for Altice Europe, driven by acquisition and renewal costs across its markets. Compliance costs for numbering resources and allocations add recurring administrative and technical spend. Lawful intercept, data retention and security mandates require capital and operating investments to meet regulator standards. Strict adherence avoids fines and service penalties.
Content and platform costs
Content rights fees, minimum guarantees and revenue shares materially compress margins for Altice Europe, with 2024 programming commitments continuing to be a major cash outflow; CDN, DRM and middleware impose steady opex to maintain streaming quality and compliance. Set-top procurement and customer subsidies raise CPE capital and amortized costs, while continuous UX development and A/B testing require recurring product investment to limit churn and protect ARPU.
Customer acquisition and service
Subsidies, commissions, and advertising are the main drivers of Altice Europe’s customer acquisition costs (CAC), while care operations and field services drive ongoing operating expenses; returns, repairs, and warranty handling create tangible logistics costs, and loyalty programs function as deferred discounts on revenue recognition.
- Customer acquisition: subsidies, commissions, advertising
- Opex: care operations, field services
- Logistics: returns, repairs, warranty
- Deferred discounts: loyalty programs
Debt service and corporate overhead
Interest, refinancing fees, and hedging at the holding level drive a large portion of Altice Europes cost base, reflecting complex capital structure and active liability management.
Shared services supply IT, HR and legal support across subsidiaries to capture scale efficiencies while audit and reporting ensure governance and compliance.
Insurance, facilities and corporate overheads complete the fixed-cost profile, constraining margin flexibility during revenue pressure.
- holding: interest, refinancing, hedging
- shared services: IT, HR, legal
- governance: audit, reporting
- overheads: insurance, facilities
Network capex €1.12bn (≈70% fiber/5G); content rights and subsidies compress margins
Network capex dominates: 2024 group capex €1.12bn with ~70% for fiber/5G; preventive maintenance preserves >99.9% availability. Content rights, CDN and CPE subsidies materially compress margins; CAC and care ops drive Opex. Holding interest/refinancing and shared services add fixed costs, insurance and compliance raise overhead.
| Item | 2024 |
|---|---|
| Group capex | €1.12bn |
| Capex to fiber/5G | ~70% |
Revenue Streams
Fixed and mobile subscriptions
Monthly recurring revenue from broadband, telephony and mobile lines forms Altice Europe’s core cash flow, driven by bundled subscriptions across consumer and SMB segments. ARPU is boosted by higher-speed tiers and 5G add-ons that shift customers to premium plans. Family and multi-line discounts raise lines per account and average revenue per household, while low churn enhances customer lifetime value by extending subscription duration.
Pay TV and OTT aggregation
Set-top box and app-based TV packs generate recurring subscription fees, contributing heavily to Altice Europe's consumer revenue stream and supporting its 2024 connectivity-led strategy.
Premium channels and sports add-ons materially boost ARPU — sports packages historically lift ARPU by double-digit percentages during key seasons.
Platform fees from integrated OTT partners create B2B revenue, with carriage and distribution deals complementing direct subscriptions.
VOD and PPV produce episodic spikes tied to events and releases, driving short-term upsells and ancillary revenue in peak windows.
B2B connectivity and managed services
B2B connectivity and managed services—leased lines, SD-WAN, security and cloud voice—form the backbone of Altice Europe’s contract portfolio, with SD-WAN market growth (~$5.3bn in 2024) validating demand and cloud voice driving recurring ARPU. Installation and professional services deliver upfront revenue and higher initial margins. SLAs (eg 99.95% uptime tiers) justify premium pricing and churn reduction. Aggressive cross-sell to enterprise and SME customers expands wallet share and lifetime value.
Wholesale and interconnect
Wholesale and interconnect — fiber leasing, backhaul and MVNO capacity — deliver stable cash flows for Altice Europe, with long-term leases (typically 5–15 years) and usage-based billing linking revenue to traffic demand; termination and roaming fees add incremental income. Altice Europe reported group revenue of €6.1bn in 2023, underpinning predictability from multi-year contracts.
- Fiber leases: multi-year (5–15y)
- Backhaul & MVNO: recurring capacity fees
- Termination/roaming: volume-linked
- Usage billing: aligns with traffic peaks
Advertising and data services
Altice Europe monetizes addressable TV and digital ad inventory by targeting subscribers across fixed and mobile platforms, while securing sponsorships and co-marketing deals to diversify revenue; insights and anonymized analytics products are sold to partners under strict GDPR-compliant controls, and seasonal campaigns increase yield through higher CPMs and engagement.
- Addressable TV targeting
- Sponsorships and co-marketing
- Privacy-compliant analytics services
- Seasonal campaign yield uplift
Broadband bundles + 5G/TV drive steady cash flow; SD-WAN taps $5.3bn market
Core recurring revenue from broadband, telephony and mobile (bundles + 5G/TV add-ons) drives Altice Europe's cash flow; B2B managed services and SD-WAN (market ~$5.3bn in 2024) add high-margin contracts and installation fees; wholesale fiber leases (5–15y) and interconnect provide stable multi-year income; addressable ads, VOD/PPV and analytics diversify ARPU with seasonal spikes and double-digit sports uplifts.
| Metric | Value |
|---|---|
| Group revenue (2023) | €6.1bn |
| SD-WAN market (2024) | $5.3bn |
| Fiber lease length | 5–15 years |