Orange CEO Christel Heydemann (pictured) pointed to developments across several operations in Europe and its enterprise offerings during an upbeat Q3 results discussion, a period in which its Middle East and Africa unit again provided a revenue boost.  

The executive noted progress in its strategic plan including the launch of new deals in France, sustained growth in its cybersecurity unit and integration of the operator formerly known as MasOrange in Spain following a buyout completed in June.

She also noted it obtained an extended SecNumCloud security and digital sovereignty qualification for Orange Business’ cloud offerings.

Although taking place after the end of the quarter, she highlighted a letter of intent inked with peers Telefonica, Vodafone Group and Deutsche Telekom to explore a joint bid for spectrum in Europe for mobile satellite services.

Heydemann said the “initiative supports the ambition to strengthen the sovereignty, security and resilience of Europe’s strategic infrastructure”.

Another ongoing strategic move by the operator is a proposed purchase of assets from Altice-owned French rival SFR as part of a wider deal with Bouygues Telecom and Free–Iliad Group.

Orange noted the deal is still expected to close in H2 2027, though added “while rulings are expected in proceedings brought by the works council within the Altice France group, Orange remains committed to constructive social dialogue, which is ongoing”.

Numbers
The operator booked revenue of €12.2 billion in Q3, up 3.6% year-on-year. It noted all geographic regions contributed to the increase: MEA was up 14%, Spain 3.5%, France just above flat and the rest of Europe up 5.3%.

“Africa and Middle East continued its remarkable growth, while Europe, particularly Poland, delivered solid results,” Heydemann said.

The company does not report net profit figures in Q3, but noted its EBITDaL was up 4.6% to €4.1 billion.

Its annual financial guidance for EBITDaL was raised from an expectation of above 4% to more than 4.5%.

“This third quarter confirms the strong momentum generated by our Trust the Future plan,” the CEO added.

The post Orange buoyed by Europe, MEA growth continues appeared first on Mobile World Live.

Un órdago de Elon Musk que evaporó más de 16.000 millones de euros en bolsa ha provocado que las grande telecos europeas aceleren y se conjuren para hacer frente a Starlink. Así, Vodafone, Orange, Telefónica y Deutsche Telekom anunciaron este lunes el estudio de una nueva alianza para explorar una alternativa a la compañía de comunicación Starlink en la conexión de móviles vía satélite.

Con más de 500.000 usuarios en España, Starlink ha crecido con fuerza impulsado especialmente en las zonas rurales con baja conectividad, según los datos de la Comisión Nacional de los Mercados y la Competencia (CNMC). Y para seguir creciendo, la compañía del todopoderoso Elon Musk acordó la compra a la firma de capital privado Grain Management de una cartera estadounidense de espectro de baja frecuencia, lo que pondría tierra de por medio entre el negocio de red satelital de Starlink con el resto de las telecos tradicionales de Estados Unidos y Europa.

Este nuevo espectro que le costará a Musk unos 8.000 millones de dólares según adelanto The Wall Street Journal permitiría a la señal atravesar obstáculos. Con esto, las frecuencias permitirían a los servicios de Starlink mejorar su cobertura y mejorar la recepción en interiores para así seguir ganando terreno al negocio de la telefonía móvil tradicional de antenas.

Tras el anuncio, accionistas de las grande telecos europeas decidieron reducir sus inversiones en estas empresas. En el caso de Telefónica, el antiguo monopolio español perdió más de 1.160 millones de euros en la primera jornada tras la publicación de la información, el pasado 9 de octubre, según los datos bursátiles analizados por El Independiente.

Por parte de Orange, la compañía francesa perdió cerca de 1.400 millones de euros. En Reino Unido, se evaporaron más de 2.560 millones de euros en Vodafone. Pero el gran golpe bursátil se sintió en Deutsche Telekom (DT), que alcanzó una pérdida de 10.900 millones de euros en una jornada. Así, las cuatro grandes telecos europeas fueron golpeadas con más de 16.000 millones de euros en un solo día.

Pero las conversaciones entre las cuatro telecos -que habían empezado antes de la adquisición de Starlink- terminaron dando sus frutos solos 10 días después del día negro en bolsa. La nueva alianza europea, concebida para competir con el magnate estadounidense, el hombre más rico del mundo, se ha materializado en una carta de intenciones que abre la puerta a una candidatura conjunta por las futuras frecuencias destinadas a los Servicios Móviles por Satélite (MSS, por sus siglas en inglés) en Europa.

La iniciativa, que se encuentra todavía en una fase preliminar, contempla ofrecer a todos los operadores móviles un acceso abierto a esta infraestructura, para que puedan prestar servicios satelitales a los clientes con el objetivo de impulsar la competencia europea con el gran rival Starlink.

A quarter-century ago, after a deadly terrorist attack raised fiery explosions from the World Trade Center buildings, the US Department of Homeland Security introduced a color-coded advisory system, under which orange signified “High Risk of Terrorist Activities.” For many people, including Dushko Petrovich Córdova, “this ambient, lingering orange signaled that emergency was continuous, a new way of living.” Ours is a world of prison jumpsuits and Home Depot, leaders with an affinity for fake tans and “aptitude for the orange of perpetual crisis,” public health maps of infection rates painted various shades of orange to mark severity, a sky dyed orange by wildfire smoke. We are inundated by the color; it feels, at times, inescapable. Is it really? Follow Córdova to the brilliant end of this stunner.

Once, in the late ’90s, a few years before the dawn of the orange era, I found myself in Montreal for a friend’s wedding. There was a wildfire nearby, and I remember trying to capture the eerie effect of the atmosphere turning orange with the disposable cameras that had been handed out to all the guests. The resulting pictures looked underexposed and nothing more, the otherworldly orange haze rendered mostly regular gray.

So, decades later, in 2023, when photos of smoke from yet another Canadian wildfire began to appear on social media, I was surprised by how well digital photography had captured what had proved so elusive in the late disposable-camera era. The best civilian shot I saw was of the scenery through a window. The cool interior lighting framed the orangeness outside, in the same way that you might frame a sunset, except that instead of a bright band of orange light at the horizon, this orange was everywhere, pressing at all the edges of the window frame and probably trying to get in through the cracks. In another image I saw a gray cat sitting on a windowsill, apparently unperturbed by the wide expanse of horror just behind it.