All Iliad Group articles
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Analyst BriefingFrancewatch: SFR looks to the cloud as sales speculation continues
Analyst Briefing: more questions than answers on the future of SFR; Iliad sees new sovereign cloud, data centre opportunities; Orange Business goes Bleu…
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Network & InfraSFR Business turns to Cloud Temple for sovereign service
The French operator’s B2B unit says it plans to enrich its own Cloud Agility service with partner offerings.
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Analyst BriefingOrangewatch: AI takes centre stage at third edition of Orange OpenTech
Orangewatch Analyst Briefing: bringing together the latest from around TelcoTitans and beyond. Orange’s annual OpenTech event takes place for the third time, with senior execs going on stage to talk up under-the-hood transformation of the operator’s platforms.
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Network & InfraData centres: PPC aims to put Greece in the Gig league
Greek utility talks up plans for an up-to-1GW mega-project in the Western Macedonia region. Move makes it the latest European energy provider to unveil a major move into data centres, as sector players seek to ‘bundle’ land and power assets for hyperscaler demand…
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Venturing & InvestmentsAI infra: Brookfield to double down with $100bn splurge
Brookfield unveils plans to secure twelve-figure sum for investment in compute, energy, and real estate for AI infrastructure development, including through the launch of its latest fund. Move comes amidst a wave of data centre fundraises, including from DigitalBridge, InfraVia, and more, despite growing noise around asset valuations…
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Financial & PerformanceIliad CEO: Telco trio’s Altice offer is ‘generous’ and only ‘global’ option
Q3 FY25 highlights: Thomas Reynaud sticks to party line on three-way bid for Altice France, while also making clear that Iliad Italy will not be sold to finance M&A in France. Updates on OpCore and Scaleway data centre ambitions, including AI Gigafactory…
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Analyst BriefingEMEA Infrawatch: more fibre players pare back rollout; telcos mull AI data centre ambitions
Latest on EMEA digital infra: KPN and OTE revise fibre build strategies; Vodacom keeping “powder dry” for potential fibre, data centre buys; DT and Vodafone ruminate very differently on AI Gigafactory plans; more…
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Analyst BriefingFrancewatch: Bouygues and Orange keep M&A hopes alive
Analyst Briefing: Aftermath of joint bid by Bouygues, Iliad, and Orange for Altice France, and the hope that discussions will resume despite the offer’s initial rejection.
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Partnerships & AlliancesCellnex reinforces telco M&A defences with France, Italy moves
Cellnex renews access agreement with Fastweb+Vodafone and moots a potential RFI from Iliad to build new towers in France, as CEO Marco Patuano has reaffirmed that the towerco is well positioned to navigate telco consolidation…
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M&ABouygues prepared to play waiting game for Altice France assets
Following the rejection of French telco trio’s €17bn joint offer for SFR, Bouygues Group hopes they will be able to change parent Altice’s mind over time.
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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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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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M&AFrench telco trio unveil their SFR consolidation pitch
Orange, Bouygues, and Iliad confirm a long-rumoured move for troubled rival SFR, but a reported to have been knocked back by latter’s parent Altice.
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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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Analyst BriefingFrancewatch 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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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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Financial & PerformanceOrange ‘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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TechnologyEU brings quantum tech into AI Gigafactory fold
The EU expands its EuroHPC JU project to include “strategic provisions” for developing quantum technology, eyeing synergies with other high-performance computing infrastructure.
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Public AffairsOVHcloud says firms are seeking ‘alternative’ cloud solutions amid geopolitical ructions
The France‑based cloud services provider says “strategic autonomy” in cloud is becoming increasingly critical for enterprises as data sovereignty continues to rise up the agenda.
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Strategy & ChangeIliad plots European data centre leadership with eye on sovereignty needs
French group’s boss acknowledges data centres are a highly capital‑intensive business but re-commits to multi-billion euro investment plan.