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Analyses on Partner (5)
- May 14, 2026
- March 10, 2026March 10, 2026
- Follow-up
Partner TV+: Can The Commercial Upgrade Also Become Durable Fixed-Line Profitability
TV+ improved Partner’s product and customer trend, but it has not yet proved that the fixed-line segment can absorb the yes agreement without pressure on ARPU and margin. That makes 2026 a year of proving product economics, not only product quality.
- Follow-up
Partner, Bezeq And Fiber: What Flexibility Is Really Left After The IRU And The New Wholesale Limits
Partner's IRU with Bezeq still strengthens its fiber position, but after the February 2026 decisions it also directly reduces the company's regulated BSA headroom. What remains is flexibility mainly on the footprint already built, and much less clean optionality around future in…
- Follow-up
Partner After The Dividend: How Much Cash Is Really Left After All Uses
Partner reported a relatively strong 2025 adjusted free cash flow number, but once financial-debt interest, principal repayments, and dividend are included, there was no surplus cash left from the year itself. That makes the 2026 distribution debate a question of balance-sheet d…
Partner In 2025: Operations Improved, But 2026 Will Test TV, Cash And Capital Discipline
Partner enters 2026 as a stronger operating telecom company, but the thesis now depends less on subscriber growth and more on proving that fixed-line profitability and capital distributions will not erode the cash cushion.
