דוחות בזק: עלייה ברווח הנקי ואישרור של התחזית השנתית

הערכה

Bezeq's first quarter results show modest core revenue growth while confirming its annual guidance, signaling stability rather than breakout momentum. The contrasting performance of its subsidiaries, with Pelephone declining and yes growing, highlights shifting consumer preferences away from traditional mobile toward content services. Investors should watch whether yes can sustain its growth trajectory and whether Pelephone's decline deepens, as these dynamics will determine Bezeq's ability to maintain its current outlook.