Orange SA
PAR:ORA

Watchlist Manager
Orange SA Logo
Orange SA
PAR:ORA
Watchlist
Price: 13.68 EUR -0.4% Market Closed
Market Cap: 36.4B EUR

Orange SA
Investor Relations

Orange SA, a beacon in the telecommunications industry, has a storied history that traces its roots back to France, where it began as the state-owned monopoly known as France Télécom. Over the years, Orange has evolved into a global powerhouse, with operations sprawling across continents, but it remains deeply anchored in its European stronghold. The metamorphosis from a national telecom operator to an international juggernaut was fueled by strategic investments and innovations, notably in mobile and internet services. Orange's revenue stream is primarily derived from its substantial customer base engaged in mobile, broadband, and television subscriptions. With the continuing digital revolution, Orange has also plunged into the ambitious domain of digital services, cloud computing, and cybersecurity, expanding its portfolio beyond traditional telecommunication services.

The company operates through a diverse array of segments, ensuring a steady flow of income from various sources. Orange's consumer segment dominates, with millions relying on its mobile services for seamless connectivity across borders. Meanwhile, the business solutions arm leverages its expertise to cater to large enterprises, offering a blend of integrated services, including IT consulting and network management. Beyond connectivity, Orange is increasingly capitalizing on the burgeoning field of content and media through its subsidiaries, which delve into entertainment. Additionally, the company's foray into financial services with Orange Bank in various countries underscores its commitment to harnessing technology's power to explore new avenues for growth. This multi-faceted approach to generating revenue highlights Orange's foresight in adapting its business model to meet the demands of a rapidly changing digital age.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 23, 2025
AI Summary
Q3 2025

EBITDAaL Guidance Raised: Orange raised its 2025 EBITDAaL growth guidance to at least 3.5%, following a strong Q3 performance and an earlier upgrade in H1.

Q3 Growth: Revenue grew by 0.8% and EBITDAaL increased by 3.7% year-on-year, driven by strong retail momentum in France, Europe, and the Middle East & Africa.

French Fiber Leadership: Orange surpassed 10 million fiber customers in France, marking a major milestone as the first operator in Europe to reach this scale domestically.

SFR Acquisition Bid: Orange, with Bouygues and Iliad, submitted a joint nonbinding EUR 17 billion offer for parts of Altice France (SFR); Orange would fund 27% of the bid if successful.

MASORANGE Value Creation: The Spanish JV is on track to deliver EUR 300 million in synergies by year-end, with stable fixed and strong mobile net adds.

Cost Efficiency Focus: Ongoing efforts in procurement, operational efficiency, and a major early retirement plan are contributing to improved margins and cost savings.

Balanced Leverage: Management is confident the balance sheet can support both the SFR bid and a potential MASORANGE acquisition while preserving shareholder returns.

Challenging Wholesale & IT: Structural declines continue in French wholesale and Orange Business revenues, with the IT market and macro environment adding pressure.

Key Financials
EBITDAaL
EUR 3.4 billion
CapEx to Sales Ratio
approximately 15%
Fiber Customers (France)
over 10 million
Mobile Net Adds (France)
138,000
Fiber Net Adds (France)
274,000
Convergence Net Adds (France)
20,000
Mobile Customers (Europe)
22 million
Synergy Target (MASORANGE)
close to EUR 300 million target by year-end
Organic Cash Flow Guidance
above EUR 3.6 billion
Earnings Call Recording
Other Earnings Calls

Management

Mr. Laurent Martinez
Group Executive Director of Finance, Performance & Development
No Bio Available
Mr. Bruno Zerbib
Chief Technology & Innovation Officer
No Bio Available
Ms. Constance Gest
Group Head of Investor Relations & Financial Communication
No Bio Available
Ms. Brigitte Bourgoin
Group Chief Compliance Officer
No Bio Available
Ms. Caroline Guillaumin
Executive Director of Communications
No Bio Available
Mr. Vincent Lecerf
Executive Director of Human Resources for the Group
No Bio Available
Mr. Jerome Henique
Executive Director and CEO of Orange Africa & Middle East (OMEA)
No Bio Available
Ms. Marie-Noelle Jego-Laveissiere
Executive Director & CEO of Orange in Europe
No Bio Available
Mr. Michael Trabbia
Executive Director & CEO of Orange Wholesale
No Bio Available
Mr. Hugues Foulon
Executive Director & CEO of Orange Cyberdefense
No Bio Available

Contacts

Address
ILE-DE-FRANCE
Issy-les-Moulineaux
111, quai du President Roosevelt, Cs 70222
Contacts
+33144442222.0
www.orange.com