All articles by Anne Morris
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Public Affairs
Orange faces union disquiet over plan to simplify French operations
The ‘Regain’ plan is now in the consultation phase, but unions are unhappy with multiple aspects of the proposals. No job cuts are planned, but the number of departments could be slashed to four, and five major centres replaced by nine smaller ones.
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M&A
TDF sale speculation: American Tower and Ardian are latest names in frame
Bidders are said to be circling the French wireless infraco and a sale is estimated to be worth up to €10bn.
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Network & Infra
France’s SFR moves on from cable and puts full faith in fibre
Around 400,000 households are still using SFR’s cable services in France, but are being encouraged to migrate to FTTH services.
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Strategy & Change
From Virgin to VOO: Orange rummages European brand assortment
Rumours abound about changes in Spanish brands, but MásOrange has so far only confirmed that Virgin Telco is being replaced by SIMple Telco.
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Analyst Briefings
Orangewatch Analyst Briefing: MásOrange’s grand plans, 2G sunset in France, and OpenAI in Africa
From finalising the French 2G sunset and expanding its OpenAI partnership for African markets, to navigating a complex competitive landscape in Spain, Orange Group is again making significant strategic moves. We break down the key developments in this essential briefing for Orange insiders.
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Partnerships & Alliances
Sky peppers Swiss fibre and mobile with Salt
Pay TV provider Sky Switzerland is partnering with Xavier Niel’s local telco redoubt to introduce converged offerings and challenge market leaders Swisscom and Sunrise. Amidst backdrop of pending Sky DACH acquisition by Bertelsmann’s RTL…
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Deep Dive
Telefónica’s Huawei gambit calls out Spain v US (and EC)
Deep Dive: Reported extension of 5G contract with Huawei ignites firestorm. Latest China procurement by a Spanish telco skirts EU recommendations and escalates geopolitical tensions, placing government and its flagship operator in a precarious position between deeply-rooted American and emerging Chinese spheres of influence.
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Strategy & Change
MásOrange puts energies into new biz in pivotal year for the Spanish JV
Energy, insurance, and security alarm systems are seen as three key growth areas for the JV, with energy a particular field of interest.
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Network & Infra
Orange firms up French 2G sunset timeline
Operator plans to retire its 2G network by end of 2026, with Anglet, Bayonne, and Biarritz set to be the first locations for the switch-off next year.
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Partnerships & Alliances
BT expands AWS deal for five more years
The cloud services giant flags the latest strategic agreement with BT as a critical step towards network autonomy.
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M&A
Digi seeks to regain momentum in Belgium after taking control of local JV
Things have not gone as planned for Digi Belgium in its first six months of operation, but its parent group hopes a recent “simplification” of its management structure (and assumption of majority control of the unit) will put it back on track…
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Financial & Performance
Q2 FY25: DT looks ahead to life without Romania
DT’s leadership hails progress on European M&A as the sale of unwanted Romanian mobile business gains approval.
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Financial & Performance
1&1 taps fingers as it awaits spectrum sharing offer from rivals
Following regulator’s ruling in March, 1&1’s CEO Ralph Dommermuth says it’s not yet clear when the operator will be able to secure a deal to access low‑band spectrum.
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Partnerships & Alliances
Orange expands OpenAI tie-up to add weight to Africa focused models
Orange claims to be the only telco to be given early access to OpenAI’s latest open‑weight reasoning models.
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M&A
Cellnex ‘not exposed’ to looming telco M&A in France, says CEO
Marco Patuano underlines towerco’s strong market position in France, and said it would be a critical partner in any MNO consolidation moves.
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Analyst Briefings
Orangewatch Analyst Briefing: H1 results, M&A in France, and interviews with Orange Business execs
Latest from Orange, including the analysis of the Group’s recent earnings call; ongoing speculation about M&A in France and the future of SFR; interviews with a series of senior execs; and the latest from Spain…
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Network & Infra
Belgium’s fibre catch-up plan: Orange and Proximus team in south
Telco pair formalise a mutual fibre buildout arrangement covering less urban areas of Belgium’s Walloon Region.
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Financial & Performance
Orange ‘ready to engage’ in M&A talks in France — Heydemann
H1 FY25: Orange remains convinced of need for consolidation in France, although potential sale of SFR remains up in the air ahead of a court decision on Altice France debt restructuring plan.
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Interview
Interview: Chief Trust Officer on Orange Business’ ‘gold’ standard for secure cloud services
Orange’s B2B unit has beaten its Bleu cloud JV to the punch by obtaining France’s SecNumCloud 3.2 qualification for an IaaS offering. The Group is now one of nine providers in France to have obtained this trusted cloud security visa.
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Network & Infra
‘Being Level 4’: Telefónica CTIO eyes 2030 hyper-automation goal
Deep dive: Tech boss Andrea Folgueiras indicates Telefónica has now got several high-level autonomous networking projects up and running, delivering tangible business impact. But autonomy has still only been achieved in pockets, and the operator remains in the early stages of a transformation journey targeting near-full Level 4 status by 2030…