Report
Stephane Beyazian

Orange : A family game

>The four main points to watch for the 2025 estimates - Q3 2024 was in line with the Q2 2024 trends and 2024 targets despite the tough context (profit warning for Bouygues Telecom, 40% decline in prices at the bottom end of the mobile market, roll-out of family offers at all players). In France, note that Orange continued to slightly increase its sales thanks to price hikes and cross-selling on its convergent/family client base (~47% of the base with 1.7 mobile lines ...
Underlying
Orange SA

Orange provides consumers, businesses and other telecommunications operators with a wide range of services including fixed telephony and mobile telecommunications, data transmission, Internet and multimedia, and other services. Co.'s portfolio comprises business lines (fixed-line, mobile, Internet), focusing on all customer segments (small and medium-sized businesses, multinationals), and personal and professional services for home, office, travel, and mobile. Co. manages eight operating segments: France, Poland, Spain, Rest of the Europe, Africa and Middle East, Other non-controlling equity interests, Enterprise Communication Services, and International Carriers and Shared Services.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Beyazian

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