Report
Stephane Beyazian

Orange : Reporting back from meetings with the CEO & CFO

>10 key takeaways from the meetings - Yesterday we organised meetings with London-based investors and Orange’s management - Chrystel Heydemann (CEO), Jean-Michel Thibaud (current CFO) and Laurent Martinez (CFO as of September 2023). The key takeaways:Price hike momentum to continue, as of this year, but not to the same extent as in March 2023 (€ 1-2 increase per package for 19m clients).Confirmation of EBITDAaL France trends, with the drop in H1 (-5%) to be ...
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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