COMPANY
Orange
ORA:FP
Primary coverage by Russell Waller
Research
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France: ARCEP 2023 Customer survey resultsApril 26, 2024 — Russell Waller
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Orange Q1 24: Good results; weak French KPIs not a worry, SR trends unchangedApril 24, 2024 — Russell Waller
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African Telcos - Deep dive on Fintech valuations; stay Bullish on AAF and MTNMarch 19, 2024 — Chris Hoare
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Bouygues Telecom Q4 23: Good Q4 results, but slightly downbeat guidanceFebruary 27, 2024 — Russell Waller
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Altice France: La Poste MVNO sale – a good price, but doesn’t help with deleveringFebruary 22, 2024 — Russell Waller
Events
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Feb
03CommunicationsFebruary 3, 2023Hosted by Jonathan Chaplin, James Ratzer and Russell WallerWatch Replay -
Jan
09CommunicationsJanuary 9, 2023Hosted by Jonathan Chaplin, Blair Levin, James Ratzer, Russell Waller, Chris Hoare and Soomit DattaWatch Replay
