Orangewatch Analyst Briefing: M&A back on agenda in France (and maybe Spain)
Latest developments in Orange ecosystem: Altice France dismantling bid; coverage of Q3 FY25 results; updates on MásOrange ownership speculation; Network X discourse on open RAN, softwarisation, AI, and sovereignty.
This article includes:
- Organisations: Airbus Defence and Space; Altice Group; Bouygues Telecom; Deutsche Telekom; Digital+O; Edarat Group; European Space Agency; Fondation Orange; Free; Globecast; Hisdesat; Iliad Group; LightOn; MásOrange; Medusa; Nvidia; OHB; Orange; Orange Business; Orange Europe; Orange France; Orange Foundation; Orange Group; Orange Wholesale; Servier Group; SpaceRISE; SFR; Telespazio; Thales Alenia Space; Thales Six; TOTEM France; Via Tunisia.
- Geographic: Europe; France; Gulf Cooperation Council; Lyon; Marseille; Morocco; Paris; Spain; Tunisia; United Kingdom.
- People: Atoosa Hatefi; Christel Heydemann; Christian Gacon; Elodie Bourgeois; Eric Fohlen‑Weill; Jean‑Louis Le Roux; Julian Dubreuil; Michaël Trabbia; Simona Ciuciuc; Veronique Disdet.
- Themes: 5G core; broadband networks; cloud and AI; digital enterprise services; digital influence; digital transformation; fibre; generative AI; innovation; IP MPLS; M&A; network resilience; open RAN; Passive Optical Network; public safety; rapid response solutions; resilience; satellite system; softwarisation; submarine cable; XGS‑PON; 50G‑PON.
- Events: Connected Germany; Fyuz; Network X; Orange earnings call Q3 FY25.
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