COMPANY
Orange
ORA:FP
Primary coverage by Russell Waller
Research
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French M&A: Bouygues the best way to play French Telcos (now with synergy upside too)June 8, 2026 — Russell Waller
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French M&A: Finally a deal is announced - €21bn inc earn-outJune 8, 2026 — Russell Waller
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Feedback from meetings in Paris: M&A update, Telco pricing, and non-Telco asset upsideJune 3, 2026 — Russell Waller
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Orange Q1 26: Good numbers, Group EBITDAaL guidance lifted (with call feedback)April 23, 2026 — Russell Waller
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Upgrade Altice France equity to Buy. French M&A: One step closer following a large increase in Consortium offerApril 17, 2026 — Russell Waller
Events
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Oct
2CommunicationsOctober 2, 2024 — VirtualHosted by James Ratzer, Russell Waller and Ben RickettWatch Replay -
Feb
3CommunicationsFebruary 3, 2023Hosted by Jonathan Chaplin, James Ratzer and Russell WallerWatch Replay -
Jan
9CommunicationsJanuary 9, 2023Hosted by Jonathan Chaplin, Blair Levin, James Ratzer, Russell Waller, Chris Hoare and Soomit DattaWatch Replay
