Altice (SFR) France - comment

Altice France are due to report their numbers next Wednesday, but this morning, their competitor, Iliad reported strong results, specifically in France.  Iliad reported strong subscribers numbers and more importantly higher ARPU for Mobile and Fixed line subscribers, coupled with lower churn rates.  The lower churn and specifically higher ARPU numbers should be echoed in Altice SFR numbers next week.