Emmet Kelly's questions to Orange SA (FNCTF) leadership • Q1 2025
Question
Emmet Kelly of Morgan Stanley inquired about telco-relevant takeaways from a recent AI summit in France and whether there is growing consumer demand for data sovereignty, prompting new product offerings from Orange.
Answer
CEO Christel Heydemann noted that while the AI summit signaled opportunities in data center connectivity, the company's focus is on internal AI for efficiency and secured Gen AI solutions for business clients. On data sovereignty, she confirmed it is a significant topic for business customers, particularly in France and Eastern Europe, and highlighted Orange's investment in the 'Bleu' trusted cloud solution with Capgemini to meet this demand.