More Insight on Orange
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Network & Infrastructure
Orange’s Leboucher joins peers in drilling down on industry’s need for 6GHz
Orange CTO joins peers at BT, Deutsche Telekom, Vodafone, and more to argue that the whole of the upper 6GHz band should be devoted to mobile to enable 6G.
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People
Orange anoints Hénique as France CEO after Fallacher’s move to Eutelsat
Jérôme Hénique is moving back to the Group’s domestic market after 15 years in Middle East and Africa.
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Weekly Briefings
Orangewatch Briefing: the impact of geopolitical turmoil; sparks fly in Spain
In this issue, we report on Orange’s Q1 FY25 earnings call with a focus on data sovereignty and sharpening competition in France…
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People
Former Orange exec takes on new role at Spanish data centre startup NxN
Sergio Riolobos has been appointed CEO of NxN Datacenters, which plans to build its first data centre in Valencia.
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Network & Infrastructure
Spanish blackout tests telcos’ mettle on infra resilience
Power outages in Spain, Portugal, and parts of France have highlighted the vulnerability of telecoms networks, following concerns over infra resilience across Europe.
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Network & Infrastructure
Orange lays groundwork for ‘dark NOC’ as part of ‘platforming journey’
Laurent Leboucher hints at efforts to add “cognitive” abilities to Orange’s shared network operations centre in Europe to facilitate increased automation and faster response times.
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Financial & Performance
Orange France steers a steady course as competition intensifies
Q1 FY25: Orange clearly does not wish to offer cutthroat prices despite aggressive plays from domestic rivals.
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M&A
Optimising Orange sells off Polish energy arm
Orange Poland offloads electricity services unit, seeking to place greater focus on telecoms and digital services rather than adjacent verticals…
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Financial & Performance
Tariff turbulence: Orange’s Heydemann scents opportunity in uncertainty
Operator’s CEO says turbulent geopolitical scene is raising B2B client concern over data sovereignty and security, although thinks it is too early to say whether these fears will crystallise into higher investment.
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Public Affairs
MásOrange completes lay-off plan after court rejects union challenge
Spain’s National Court has ruled that the operator’s ERE process is in accordance with the law.
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Network & Infrastructure
Nexera CEO challenges Poland to set out copper retirement strategy
Jacek Wisniewski is mystified why Poland is not following the example set by markets such as Spain and Sweden, and sees copper switch-off as key to boosting fibre’s fortunes.
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Strategy & Change
Fresh from owner rejig, Onivia banks on open access to fill Spain’s rural fibre gap
Spanish FibreCo Onivia plans to augment pioneering open access model with value-added services for rural communities to bridge digital divide in the countryside.
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Financial & Performance
Spain’s big three see share dwindle in face of challenge from Digi et al
Latest market figures from the Spanish regulator would appear to reflect recent revenue and customer growth rates reported by up‑and‑coming Digi Spain.
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Network & Infrastructure
European telcos call on authorities to bolster subsea security
Collection of Europe’s largest telcos and subsea cable operators, including Orange, Proximus, Telefónica, and Vodafone, call for closer collaboration with the EU, NATO, and UK government to defend subsea infrastructure, following several high-profile incidents in recent years…
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Weekly Briefings
Orangewatch Weekly: shining a light on network evolution
This issue explores technology advances in telecoms, from cloud native through to generative AI and even all-photonic networks.
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Financial & Performance
What has the past week revealed about telecoms tariff exposure?
Analysis: Following the past week of international markets grappling with the USA’s now-paused ‘Liberation Day’ tariffs, TelcoTitans mined the global data for impact on top telcos, vendors and digital infra players…
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M&A
MásOrange CEO sees M&A bright side in tariff crisis
MásOrange Chief Executive Meinrad Spenger finds a silver lining for European telcos in disruptive US tariffs as a catalyst for lighter merger controls while Telefónica sees spark of regulatory relief in Europe’s “strategic autonomy” and defence ambitions.
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Network & Infrastructure
Cordiant’s Emitel strikes fresh tower build-out deal with Orange Poland
Polish TowerCo to expand tower estate to comprise “well over” 1,000 masts, with Orange signing on as anchor tenant. Move aligns with Cordiant’s Buy, Build & Grow strategy, and forms part of plans to double Emitel’s portfolio over the next five years…
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Network & Infrastructure
Telefónica goes to the edge with telco rivals to build European cloud alternatives
Telefónica España deploys first edge nodes in support of €1.2bn EU-funded effort to construct shared cloud infrastructure and services as the project gears up to test use cases later this year.
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Network & Infrastructure
Orange’s network software chief hails cloud momentum, but sees ongoing ‘gaps’
Although operators’ shift to become ‘cloud-native’ is far from complete, Philippe Ensarguet says there is now broad acceptance that a new approach is required if telcos are to adapt to changing demands.