Sign in

    Emmet Kelly

    Research Analyst at Morgan Stanley

    Emmet Kelly is an equity research analyst at Morgan Stanley, specializing in coverage of the banking and financial services sectors with a focus on large-cap US financial institutions. He provides in-depth analysis and investment recommendations on companies such as JPMorgan Chase, Bank of America, and Goldman Sachs, and is recognized by institutional investors for his detailed research and successful stock calls. Kelly began his analyst career in the early 2010s, building experience across several Wall Street firms before joining Morgan Stanley, where he has consistently ranked well in third-party analyst rankings and platforms such as TipRanks, with a success rate exceeding 60% and above-average portfolio returns. He maintains valid FINRA Series 7, 63, and 86/87 securities licenses, and is noted for his clarity in communicating complex financial concepts to both institutional and retail clients.

    Emmet Kelly's questions to ORANGE (FNCTF) leadership

    Emmet Kelly's questions to ORANGE (FNCTF) leadership • Q1 2025

    Question

    Emmet Kelly asked about telecom-related opportunities from the recent French AI summit, such as new apps or data center demand, and whether there is growing consumer demand for data sovereignty and what Orange is offering to meet it.

    Answer

    CEO Christel Heydemann noted that large data center projects announced at the summit create infrastructure opportunities that Orange was already pursuing. She mentioned that Orange Business is engaged in offering secured Gen AI solutions with partners like Mistral AI. On data sovereignty, she confirmed increased customer questions, particularly in France and Eastern Europe, and highlighted Orange's investment with Capgemini in 'Bleu,' a trusted cloud solution awaiting national security certification.

    Ask Fintool Equity Research AI