COMPANY
Orange
ORA:FP
Primary coverage by Russell Waller
Research
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How much is a mature fibre asset worth? Lessons from Telenor’s acquisition of GlobalConnect in NorwayJuly 8, 2025 — Russell Waller
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More smoke about French M&A (must be some fire): Bid-Ask gap closing?July 4, 2025 — Russell Waller
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French ARPU: New pre-pay plans and thoughts following call with ex SFR B2C Chief sales officerJune 20, 2025 — Russell Waller
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Starlink call: Presentation slidesJune 12, 2025 — James Ratzer
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Starlink: What impact might it have on the telcos?June 9, 2025 — James Ratzer
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
