Latest Orange Insight
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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
Orange France wins Europe’s race to ten million fibre customers
Orange becomes the first major European telco to pass ten million fibre customers in its domestic market, with Orange France CEO Jérôme Hénique eyeing further improvements to user experience and network in the near future…
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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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Partnerships & Alliances
Orange ties with Synamedia to extend CDN platform
Telco aims to give content providers a simplified way to extend their reach through integration with Synamedia’s platform. The deal comes as Orange plots a strategic shift in its CDN approach…
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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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People
Execs reshuffled at Orange MEA after fintech boss exits
Departure of Orange Money Group chief Aminata Kane prompts a change at top of fast-growing regional fintech business and operator’s Tunisian outpost.
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Public Affairs
Orange Belgium ups data security after breach talks with watchdog
Operator gets green light from Belgian telecoms regulator to introduce new proposed security measures, aimed at preventing fraudulent SIM swapping after recent cyberattack …
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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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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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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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M&A
MásOrange, Vodafone Spain name GIC as fibreco investment partner
Operator duo to offload a minority stake in their upcoming Spanish fibre JV to Singapore sovereign wealth fund, announcing MásOrange’s acquisition of Conexus Networks as part of the deal.
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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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M&A
Vodafone and Digi’s two-way Romanian takeover nears sign-off
Major regulatory step forward as local antitrust authority clears the OTE Group asset’s sale.
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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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M&A
MásOrange, Vodafone Spain reach final stages of fibre JV stake sale — report
Deal to offload stake in €8bn Surf fibreco said to be imminent, helping clarify MásOrange value ahead of potential 2026 IPO, as well as demonstrating massive 18-month value accretion at Zegona…
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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…