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Orangewatch Analyst Briefing: MásOrange’s grand plans, 2G sunset in France, and OpenAI in Africa
From finalising the French 2G sunset and expanding its OpenAI partnership for African markets, to navigating a complex competitive landscape in Spain, Orange Group is again making significant strategic moves. We break down the key developments in this essential briefing for Orange insiders.
This article includes:
- Themes: 2G sunset; Adjacent business lines; Cybersecurity; Defence and security; Diversification; Energy; Fibre joint venture (fibreco); Generative artificial intelligence (GenAI); Government contracts; Insurance; Internet of Things (IoT); Joint venture (JV); Large language models (LLM); Market consolidation; Merger and acquisition (M&A); Revenue streams; Security alarm systems; Telecoms sourcing; Towerco.
- People: Vincent Collardeau; Frank Dangeard; Patrick Drahi; Cyrille Dupont; Monika Herzog; Stig Lagerqvist; Marco Patuano.
- Geographic: Africa; Belgium; Europe; France; Germany; Spain.
- Organisations: Altice France; AXA Investment Managers; Basefarm; Cellnex; Digi Belgium; Digi Communications; Direction Défense & Sécurité (DD&S); Expansión; Fiberpass; France Telecom; GIC; IHS Towers; Infinigate Deutschland; MásOrange; Mnemo; OpenAI; Orange Belgium; Orange Business; Orange Cyberdefense; Orange France; Orange Group; SFR; Surf; Telefónica; TRC; Vodafone Spain.
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