Orangewatch

Orangewatch: Q1 figures, a revised SFR bid, and progress on taking back MásOrange

2026-05-01T07:30:00

orw.2026.04.30_briefing

Source: Orange

Analyst Briefing: Orange claims “very good” first quarter results, makes a fresh offer for distressed rival SFR, and signs a takeover deal for fibreco Scorefit…

This article includes:

  • Themes: Fibre consolidation; Fibre merger and acquisition (M&A); Market consolidation; Mobile money; Network investment; Satellite direct-to-device (D2D); Strategic assets; Trust the Future strategy.
  • Events: Earnings call FY26 Q1; FTTH Conference; FutureNet World.
  • People: Antoine Chouc; Christel Heydemann; Fabienne Dulac; Jeroen Kleinjan; Johan Vanhuyse; Markus von Böhlen; Mohamed Shebl.
  • Geographic: Africa; Canada; Chile; Colombia; Europe; France; Japan; Spain; United Kingdom (UK); United States (US).
  • Organisations: Altice France; BNP Paribas; Bouygues Telecom; CaixaBank; Iliad Group; ING; MásOrange; Millicom International Cellular; Ofcom; Orange Belgium; Orange Business; Orange Egypt; Orange France; Orange Group; Scorefit; Solaria; Starlink; Telefónica; Vodafone.

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