Orange strategy revamp centers on customer growth, artificial intelligence investments, and infrastructure monetization. Christel Heydemann, CEO of Orange, stated the company completed its previous “Lead the Future” plan from 2023 to 2025. The new “Trust the Future” strategy outlines three main ambitions through 2028.
Orange Strategy Revamp Details
Orange aims to expand its customer base in the Middle East, Africa, and under-penetrated European segments. The company targets adding 40 million fixed and mobile customers by 2028. Moreover, it plans to reduce churn rates by 3 percentage points in European countries.
Customer interactions will improve through apps, AI assistants, and marketplaces. In addition, Orange seeks €1 billion in extra revenue by 2028 from innovative growth in retail and business services. This includes €500 million from B2C services like mobile money and €500 million from Orange Business.
Technology and Infrastructure Investments
Orange Cyberdefense targets €2 billion in revenue by 2030. The company maintains control over its infrastructure, unlike some competitors, to monetize these assets. Furthermore, technology leadership involves deploying AI in operations for €600 million in value by 2028.
Orange will decommission 2G, 3G, and copper networks in Europe. Meanwhile, it enhances efficiency with AI and resilience via satellite technology. These steps support broader modernization efforts.
Financial Results for Q4 2025
Orange reported Q4 2025 revenue of €10.6 billion, up 2.2 percent year-on-year. Growth came from Africa and Middle East operations, mobile data, fixed broadband, Orange Money, and B2B services. However, revenue in France fell 2.1 percent due to copper-to-fiber transition.
Full-year 2025 net income reached €1.1 billion, down 60.7 percent. Factors included French employment law changes, copper depreciation, and Orange Business impairment. Despite challenges, the results align with the strategy shift.
The operator is now simpler, stronger and more efficient.
Christel Heydemann, CEO of Orange
Context and Future Outlook
Orange operates in 26 countries, serving over 295 million customers globally. The previous plan delivered on ambitions, setting the stage for this revamp. As a result, the focus on EMEA growth holds relevance for markets like Saudi Arabia amid digital transformation.
Analysts note the AI push aligns with industry trends. Consequently, Orange positions itself for sustainable growth. Investors await execution on these targets through 2028 and beyond.
