Orangewatch Analyst Briefing: H1 results, M&A in France, and interviews with Orange Business execs

Anne Morris2025-08-04T06:15:00

Latest from Orange, including the analysis of the Group’s recent earnings call; ongoing speculation about M&A in France and the future of SFR; interviews with a series of senior execs; and the latest from Spain…

This article includes:

Organisations: Airbus; Altice France; Blackstone; Bouygues Telecom; Circet Services; Eutelsat; MásOrange; Orange Business; Orange France; Orange; Phoenix Tower; Proximus; SES; Telefónica; Thales; TOTEM.
Geographic: Africa; Belgium; Europe; France; Slovakia; Spain.
People: Christel Heydemann; Emmanuel Cacheux; Hriday Ravindranath; Laurent Souplet; Nicolas de Tavernost; Ramon Fernandez.
Themes: 5G fixed wireless access; AI; B2B; Compliance; Data Centre; Fibre; Next-generation products; Spectrum auction; Strategic alliance; Strategic stack; Wireless infra.

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