Orange Sa (Adr) (ORANY)
OTHER OTC:ORANY
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Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.23Last Year’s EPS
-0.08Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive performance: strong Q1 revenue (EUR 10.1bn, +3.5%) and EBITDAaL (+6.6%) growth, clear retail momentum across geographies (notably +13% in MEA), disciplined capex and strategic progress (AI launches, product innovation, MASORANGE approval). However, part of the quarter's strength was supported by anticipated wholesale nonrecurring items (~EUR 100m), mobile ARPU pressure and persistent competitive dynamics in France and Spain. Additional uncertainties include regulatory complexity around the Altice/SFR consortium bid, ongoing Orange Business challenges and geopolitical/energy risks—factors that explain conservative guidance despite strong Q1. On balance, positives (organic growth, execution, product launches, MEA outperformance and guidance upgrade) outweigh the negatives.Company Guidance
Strong Group Revenue Growth
Q1 revenues reached EUR 10.1 billion, up +3.5% year-on-year (underlying growth ~+2.5% after excluding expected positive wholesale nonrecurring items).
Robust EBITDAaL Performance and Guidance Upgrade
EBITDAaL rose +6.6% in Q1 (underlying ~+3.5%). Management upgraded 2026 group EBITDAaL guidance from circa +3% to above +3% based on Q1 momentum.
Retail Services Strength — France, Europe and MEA
Retail services growth: France & Europe retail services ex-PSTN +1.1% and Middle East & Africa retail services +13% in Q1. Africa & Middle East delivered double-digit revenue growth for the 12th consecutive quarter, with ~2/3 of countries up double digits.
Solid Commercial Metrics in France and Europe
France net adds: fixed +55k (record since Q4 2021), mobile +40k, convergence +15k. France churn at lowest levels since Q2 2022 for fixed and mobile churn improved >1 percentage point. Europe net adds: mobile +66k, FTTH +51k, convergence +21k. NPS in France >34, 11 points above #2.
Enterprise & IT Growth and New Offers
Orange Business IT&IS grew +12% with Orange Cyber Defense >+9%. Announced partnerships (Tech Mahindra) and >10/14 new innovative offers including anti‑drone-as-a-service and AI-powered cybersecurity solutions.
CAPEX Discipline
eCapEx to sales around 15% in Q1, in line with guidance, supporting disciplined investment while maintaining growth.
Strategic Initiatives and Network Modernization
Launched AI assistants (Sharlie for Sosh, MAIA for sales teams), new loyalty programs, began decommissioning 2G and copper (closing ~900k households in initial phases) and progressing commercial shutdown (21.5m households closed for copper offer sales).
MASORANGE Transaction Progress
MASORANGE antitrust approval in Spain received; closing expected in Q2 2026. MASORANGE revenues +1.2% year-on-year, >400k mobile lines, synergies on track and outlook confirmed.
ORANY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ORANY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | $20.34 | $21.00 | +3.22% |
Feb 18, 2026 | $20.26 | $19.96 | -1.49% |
Oct 23, 2025 | $16.13 | $16.22 | +0.59% |
Jul 29, 2025 | $14.98 | $15.14 | +1.06% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Orange Sa (Adr) (ORANY) report earnings?
Orange Sa (Adr) (ORANY) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).
What is Orange Sa (Adr) (ORANY) earnings time?
Orange Sa (Adr) (ORANY) earnings time is at Jul 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ORANY EPS forecast?
ORANY EPS forecast for the fiscal quarter 2026 (Q2) is 0.23.