All articles by Anne Morris
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Financial & PerformanceOrange’s Heydemann keeps M&A hopes alive as talks with Altice continue
Q3 FY25: Orange Group’s CEO uses the operator’s quarterly results presentation to insist that a joint buyout by Orange and rivals is the best solution for challenged competitor SFR, despite the recent rejection of their opening offer.
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TechnologyOrange plots more open RAN trials as tech gains in maturity
Network X: Atoosa Hatefi says Orange is confident that open RAN is closing the performance gap with traditional RAN.
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Network & InfraOrange’s Trabbia: telcos need a DNA switch to meet resiliency challenge
Network X: The CEO of Orange Wholesale sees asset ownership and network software-isation as core principles underpinning future network resilience and strategic independence in an increasingly volatile geopolitical environment.
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Network & InfraOrange hosts first landing for Medusa subsea cable in Marseille
The 8,700km system marks a major milestone as it makes land in the southern French city, with the first phase to be ready early next year…
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Network & InfraBouygues Telecom expands role in France’s new emergency services network
Bouygues Telecom and Orange were awarded contracts for France’s Réseau Radio du Futur (RRF) in 2022, but Bouygues has just won an extra deal to provide coverage during critical events.
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Analyst BriefingsOrangewatch Analyst Briefing: Regulation spotlighted, MásOrange diversifies, and change beckons in France
In this issue, we report on Christel Heydemann’s view of the current regulatory landscape in Europe during an event organised by the Financial Times.
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Financial & PerformanceAltice France clears €8.6bn in debt and opens door to SFR sale
Embattled French group firms up major business restructure seeing founder Patrick Drahi reduce his stake, group of creditors gain a 45%-holding, and former Vodafone CEO Nick Read join Board of Directors as part of a governance rejig.
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Network & InfraDT links to Germany’s broadband portal in bid to cut fibre red tape
Deutsche Telekom urges all municipalities to get on board the Breitband Portal and calls on other operators to make use of the digital platform.
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Public AffairsOrange Poland could see last regulatory shackles removed, if rivals allow
Regulator UKE plans to remove Orange’s local loop unbundling and bitstream access wholesale obligations in move likely to be closely watched by European telco giants, amid calls for looser rules.
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EventwatchTelco CEOs turn up heat on Europe’s regulators as Draghi report turns one
FT Connect Europe Forum: Discussions turn technical as telco CEOs call for fundamental changes to the way sector regulations are applied, including a move from ex ante to ex post.
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Public AffairsOrange pushes ahead with its own agenda as regulatory change drags on
Christel Heydemann points out that Orange is not waiting for EU merger guidelines to be revisited before considering measures that would create synergies, as it did in Spain.
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Analyst BriefingsFrancewatch Analyst Briefing: Unions revolt as Orange presses ahead with Regain
The inaugural edition of the Francewatch briefing, where we explore the latest developments at Orange France, rivals including Altice France, Bouygues Telecom, and Iliad, local infracos, and the diaspora of French telecoms players…
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Public AffairsOrange 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&ATDF 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 & InfraFrance’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 & ChangeFrom 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 BriefingsOrangewatch 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 & AlliancesSky 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 DiveTelefónica’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 & ChangeMásOrange 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.