Orangewatch Briefing: execs bang M&A drum; high hopes on IPCEI and AI

orw.2025.6.05-tt-briefing

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In this issue, we report on presentations by Orange’s leadership at the AGM, with Group CEO Christel Heydemann and new Orange France CEO Jérôme Hénique taking the floor.

This article includes:

  • Organisations: ADT; Altice France; Anytime; Arcep; Atheos; Banque Misr; Bouygues Telecom; Brookfield; Campus Cyber; Crédit Coopératif; Deutsche Telekom; Digi Spain; Eutelsat; European Bank of Reconstruction and Development; European Union (EU); Free Mobile; Gaia-X Association for Data and Cloud; GIC; HeadMind Partners; Iliad; IPCEI CIS; KKR; MÁSMÓVIL; MásOrange; Movistar Prosegur Alarmas; Orange Business; Orange Cyberdefense; Orange Egypt; Orange France; Orange Middle East and Africa; Prosegur; Securitas Direct; Seclab; SFR; State Information Service; Surf; Telefónica; TM Forum; Vodafone Egypt; Vodafone Spain; Zegona Communications.
  • Geographies: Africa; Asia-Pacific; China; Egypt; Europe; France; India; Middle East; North America; Spain; United States of America (USA).
  • People: Emmanuel Cacheux; Jean‑François Fallacher; Christel Heydemann; Tim Höttges; Laurent Martinez; Marc Murtra; more…
  • Themes: 2G; 3G; 4G; 5G; Artificial intelligence (AI); Cloud; Consolidation; Cybersecurity; Data services; Digital banking; Digital transformation; Edge infrastructure; Enterprise (B2B); Fibre (FTTP); Fintech; Generative AI; Home alarm services; Investment; Joint ventures; Mergers and acquisitions (M&A); Mobile networks; Mobile virtual network operators (MVNO); Network investment; Product marketing; Retail banking; Roaming; Security; Spectrum; Technology.

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