|Bid||14.78 x 1800|
|Ask||15.88 x 1400|
|Day's Range||15.76 - 15.84|
|52 Week Range||14.84 - 17.54|
|Beta (3Y Monthly)||0.09|
|PE Ratio (TTM)||18.01|
|Forward Dividend & Yield||0.79 (5.03%)|
|1y Target Est||20.66|
(Bloomberg Opinion) -- 5G networks will allow vast gobs of data to be transmitted at great speeds. And more data usually means more money for mobile carriers like Deutsche Telekom AG and AT&T Inc. But there’s a hitch. Cloud giants such as Amazon.com Inc., Alphabet Inc. and Microsoft Corp. are lurking.The new tech enables ever more computational decision-making to be carried out by powerful processors sitting in the cloud. But when even a few milliseconds of lag can be a problem – as might be the case with high-frequency trading or connected factories – it’s worth trying to slash the time it takes to reach a cloud server.That’s why the cloud giants are pushing what’s known as edge computing: where cloud functions run on servers that are physically closer to the end user, thereby cutting the distance to a computer making a given decision. They’re at the “edge” of the network. It’s a feature of the distributed cloud, where different functions are distributed across different parts of a network.For telecoms firms that could be a problem. They’re terrified of spending hundreds of billions of dollars on upgrading their networks, only to become the providers of dumb pipes exploited by technology behemoths, and miss the most profitable opportunities the investments could generate. They don’t want a repeat of WhatsApp, whose free messaging platform gobbled up carriers’ SMS revenues.The main cloud providers – Amazon Web Services, Microsoft Azure, Google Cloud and Alibaba Group Holding Ltd. – have a headstart when it comes to exploiting these opportunities. They have huge customer bases and developer ecosystems, in addition to their existing hordes of servers. In short, they have scale.It would therefore be foolish for a telco to try to build a cloud offering to rival that scale, according to Nick McQuire, head of enterprise research at CCS Insight. They seem to recognize this, and are instead trying to ensure they’re the gatekeepers for their customers’ relationships with the cloud operators. Unfortunately for the network firms, the lock they have on those relationships can be tenuous.There are different ways carriers can try to control them. Just this month, Spain’s Telefonica SA announced it would sell Google Cloud solutions globally. Alone, that’s unlikely to generate much profit. But by inserting themselves into the transaction, they hope to be in prime position to offer additional lucrative services that run on a third party’s cloud. And when it comes to small- and medium-sized enterprises, network firms’ extensive local teams can offer comprehensive solutions. It’s less scalable than what the cloud operators do, but it’s still an opportunity.Others such as France’s Orange SA think that owning the cybersecurity layer is the best way to manage the process. That encryption key ensures they control enterprise customers’ cloud access, also making it easier to sell value-added services. Both approaches are a gamble. Cloud providers have their own cybersecurity solutions, for one. Convincing customers that a carrier can do it better might be tough.Increasingly, the operators have little choice. The likes of Amazon and Google are proactive in creating demand for their products. Their customers then turn to their telecom providers and request the cloud giants’ services. That all but forces them to play along.Consider Google’s new Netflix for games, Stadia. For a subscription fee, starting in November users can access a bevy of titles running on cloud servers rather than their own computers. They’ll be able to play on a computer more than twice as powerful as Sony Corp.’s Playstation 4 console using just a cellphone, which becomes little more than a screen and a controller. And since the data is never exposed to the public internet, carriers’ importance is diminished.A carrier who can boast about Stadia’s performance on its network might use it as a tool to win customers. The best gaming experience will have no perceptible lag, so the closer Stadia’s servers are to the user, the better.Amazon and Microsoft’s gambits, which are called AWS Outposts and Azure Stack respectively, have similar placement goals. While not yet widely available, they comprise server boxes which sit on customers’ premises – factories, oil rigs or offices – and provide a hybrid of local and cloud computing.The race to the edge really does risk turning the network operators into providers of dumb pipes: enterprise customers’ data enter the network via AWS Outpost at one end, and travel to and from centralized servers without being exposed to the public internet, remaining on a private network. It raises carriers’ risk of disintermediation – that they get all but shut out of the most lucrative parts of the cloud business. Stadia is unlikely to eat the world any time soon, and Google is behind rivals Azure and AWS in many enterprise applications, which is where the real money lies. We’re in the very early days of this struggle.But edge computing could turn into something of a Trojan horse for other cloud services. Carriers have a real challenge on their hands.To contact the author of this story: Alex Webb at firstname.lastname@example.orgTo contact the editor responsible for this story: Jennifer Ryan at email@example.comThis column does not necessarily reflect the opinion of the editorial board or Bloomberg LP and its owners.Alex Webb is a Bloomberg Opinion columnist covering Europe's technology, media and communications industries. He previously covered Apple and other technology companies for Bloomberg News in San Francisco.For more articles like this, please visit us at bloomberg.com/opinion©2019 Bloomberg L.P.
PARIS-- -- Builds on proven SD-WAN co-innovation program Single intuitive SD-LAN design brings end-to-end agility, cost savings and scalability to enterprises Orange Business Services and Cisco are co-innovating to help customers transform their enterprise local area network into more flexible, powerful software defined LANs . This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20190620005280/en/ ...
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Russian shipping company Sovcomflot has chosen Orange Business Services to deploy an advanced Maritime VSAT solution on eight vessels. This initial rollout will keep the ships connected even when operating on the high seas, improving safety and optimizing navigation in challenging conditions. The first ships to receive the solution during this initial rollout phase are the Arctic shuttle tankers Mikhail Ulyanov and Kirill Lavrov, which are the largest oil tankers built in Russia.
Orange Business Service is enhancing its Visibility-as-a-Service offer to help businesses take the guesswork out of their end-to-end application performance measurement. The solution provides a solid foundation for business transformation by ensuring that the end-user experience is optimized with the rollout of new solutions, such as SD-WAN or full-scale cloud migration. The solution is based on Riverbed’s SteelCentral Aternity technology, which allows true end-to-end performance monitoring of the digital experience right down to the end-user’s device in any complex global IT infrastructure.
After Orange S.A.'s (EPA:ORA) earnings announcement in December 2018, analysts seem extremely confident, with profits...
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Orange announces the signing of an agreement for the acquisition of 100% of SecureLink on a €515m Enterprise Value basis. With €248m revenues in 2018, SecureLink is one of the largest independent cybersecurity services providers in Europe, with a strong presence in the key Nordics, Belgian, Dutch, German and UK markets. Acquisition establishes Orange as a leader in the European cybersecurity industry, with more than €600m PF revenues in 2018 and on-the-ground presences in 8 European countries representing 75% of the market.
Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is for those who would like to learn about Return On Equity (ROE). We'll use ROE to examine Orange S.A. (EPA:ORA...
Orange Business Services inaugurated its HR Innovation Lab yesterday during the Orange Business Summit, an annual customer event in Paris with more than 1,000 in attendance. The Lab is in line with its strong commitment to co-innovating with clients by harnessing technologies and human capabilities to support their specific business needs. This experimental think-tank’s mission is to bring together all the diversity of the HR ecosystem, from large to small businesses, self-employed professionals, start-ups and employees.
At the Orange Business Summit, which has brought together more than 1,000 enterprise-customers of Orange Business Services, Stéphane Richard, the Orange Group’s Chairman & CEO, presented Orange’s ambition and commitment to work with businesses to develop future uses of 5G. The event took place in the presence of Agnès Pannier-Runacher, Secretary of State to the Minister of the Economy and Finance, and Philippe Varin, President of France Industrie, who respectively underlined the challenges that 5G will represent for the competitiveness of France’s economy and its industry.
For the first time, two companies with French National Cybersecurity Agency (ANSSI) accreditation1 have established a strategic partnership to protect the security of Operators of Vital Importance (OIV) and Operators of Essential Services (OSE). Orange Cyberdefense, the French leader for cyber security in France, is integrating Trackwatch probes published by Gatewatcher into its monitoring services at the heart of its 10 Security Operations Centres (SOC) around the world. Already deployed to several Orange Cyberdefense customers, the Gatewatcher detection system can identify the most complex threats.
Polynt, a leading provider of chemical composites used in the production of plastics, paints, inks and adhesives, has signed a five-year contract with Orange Business Services for a global wide area network (WAN). The new infrastructure will help Polynt, based in Bergamo, Italy, drive innovation inside the organization and take full advantage of further digitalization. It will connect 44 sites in 15 countries across four continents, including North and Latin America, Europe and Asia.
Want to participate in a research study? Help shape the future of investing tools and earn a $60 gift card! Assessing Orange S.A.'s (EPA:ORA) performance as a company requires looking at more than just a years' earnings data. Below...
When Iliad entered the French market with its low-cost offering, it prompted the crippling price wars which are now weighing on all those firms’ profits. A reversal of that trend could help offset the pain of lost customers. It seems likely that those funds will be used to boost the company’s presence in Italy, where growth is faster than in France.
Investors pursuing a solid, dependable stock investment can often be led to Orange S.A. (EPA:ORA), a large-cap worth €38b. Big corporations are much sought after by risk-averse investors who findRead More...
Here's What's Driving Growth for Ericsson and Nokia(Continued from Prior Part)Concerned Huawei customers consider NokiaHuawei’s troubles with Western countries seem to be creating an opening for its rivals to feast at its expense. As Bloomberg has
Global engineering and infrastructure advisory company Aurecon has selected Orange Business Services, a leading global technology integrator, to manage its global communications infrastructure, including SD-WAN and cybersecurity services, across 60 sites in more than twenty countries. The future-proof Flexible SD-WAN service by Orange is a fully managed end-to-end solution which will offer substantial cost savings, while providing a four-fold increase in agile network capacity. The USD $25 million, five-year network transformation deal will not only increase the performance of Aurecon’s infrastructure, but also reduce complexity, strengthen application performance and improve agility.
PARIS, Feb. 21, 2019 /PRNewswire/ -- Orange, one of the world's leading telecommunications operators, has just published its results for fiscal year 2018. Orange is one of the world's leading telecommunications operators with sales of 41 billion euros in 2017 and 150,000 employees worldwide at 30 September 2018, including 92,000 employees in France. The Group has a total customer base of 261 million customers worldwide at 30 September 2018, including 201 million mobile customers and 20 million fixed broadband customers.
Telefonica, long the poor relation among the former national carriers, provided the only bright spot, forecasting growing profit and sales this year where analysts had expected stagnation and a decline respectively. Were it not for Britain’s planned departure from the European Union, Telefonica would have likely carried out an initial public offering of its U.K. business O2 at some stage over the past two years, reducing its contribution to earnings.
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Orange announces the acquisition of 100% of SecureData Group, and its consulting subsidiary SensePost. SecureData is the largest independent cybersecurity service provider in the UK, the largest market in Europe. This acquisition is yet another step toward establishing Orange’s position as a leading player in the European cybersecurity market.
Hélène Auriol Potier has been appointed Executive Vice President, International at Orange Business Services. This has also been driven by key acquisitions in the industry, including Basefarm, and the opening of new data centers in Amsterdam and Atlanta.