Latest Orange Insight
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         Network & Infra Network & InfraOrange’s Le Roux: IP MPLS layer at halfway point on ‘full softwarisation’ journeyNetwork X: Orange’s EVP of International Networks drills down into the work the operator is doing to move towards a stateless, disaggregated, new‑generation IP layer that is as‑a‑service by design. 
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         Financial & Performance Financial & PerformanceOrange’s Heydemann keeps M&A hopes alive as talks with Altice continueQ3 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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         Technology TechnologyOrange plots more open RAN trials as tech gains in maturityNetwork X: Atoosa Hatefi says Orange is confident that open RAN is closing the performance gap with traditional RAN. 
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         Network & Infra Network & InfraOrange’s Trabbia: telcos need a DNA switch to meet resiliency challengeNetwork 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&A M&AFrench telco trio unveil their SFR consolidation pitchOrange, 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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         M&A M&AOrange said to be advancing broadcasting unit saleOperator reportedly in the early stages of divesting Globecast subsidiary, which could see the telco further distance itself from the increasingly competitive broadcasting segment, following on from other sales in recent years… 
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         B2B B2BMásOrange seeks bigger enterprise role with Digital+O unit launchSpanish telco launches new digital B2B services subsidiary to offer tailored digital transformation solutions to businesses, continuing its push to expand and develop new offerings in the segment… 
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         Network & Infra Network & InfraOrange hosts first landing for Medusa subsea cable in MarseilleThe 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 & Infra Network & InfraBouygues Telecom expands role in France’s new emergency services networkBouygues 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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         Financial & Performance Financial & PerformanceAltice France clears €8.6bn in debt and opens door to SFR saleEmbattled 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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         M&A M&AMásOrange generates positive energy through Endesa tie-upSpanish operator prepares to divest energy business to major national utilities provider, with distribution agreement signed in parallel, aiming to drive its diversification strategy forward, among other benefits… 
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         Network & Infra Network & InfraEurope begins search for IRIS² ground infra partnersIRIS2 delivery org SpaceRISE launches procurement tender for the supply of ground infra for the EU-backed satellite mega-project, covering ground infra operations, services, and software solutions… 
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         Public Affairs Public AffairsOrange Poland could see last regulatory shackles removed, if rivals allowRegulator 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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         Products & Services Products & ServicesMásOrange goes live with ad biz, eyes €500m valuationSpanish telco launches MásOrange Advertising, drawing on anonymised customer data and a new in-house platform to help brands reach audiences. The launch sees the operator press on with its diversification strategy aimed at unlocking new revenue streams… 
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         Eventwatch EventwatchTelco CEOs turn up heat on Europe’s regulators as Draghi report turns oneFT 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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         People PeopleEx-Vantage chief to lead MásOrange-Vodafone Spain fibre JV: reportOperators said to be putting pieces in place for formal debut of new fibre joint venture Surf, with appointment of CEO. 
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         Products & Services Products & ServicesMásOrange targets Spain’s autónomos with reworked convergence portfolioSpanish telco launches fixed-mobile convergence portfolio targeted at freelance and self-employed workers, marking latest push into new segments to create future revenue streams… 
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         Public Affairs Public AffairsOrange pushes ahead with its own agenda as regulatory change drags onChristel 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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         Public Affairs Public AffairsOrange faces union disquiet over plan to simplify French operationsThe ‘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 M&ATDF sale speculation: American Tower and Ardian are latest names in frameBidders are said to be circling the French wireless infraco and a sale is estimated to be worth up to €10bn. 
 























