Tariff turbulence: Orange’s Heydemann scents opportunity in uncertainty

ow.2025.04-Q1FY25

Source: Freepik / rawpixel.com

Operator’s CEO says turbulent geopolitical scene is raising B2B client concern over data sovereignty and security, although thinks it is too early to say whether these fears will crystallise into higher investment.

This article includes:

  • Organisations: Bleu; Capgemini; Deutsche Telekom; France Télécom; Iliad; L’Agence nationale de la sécurité des systémes d’information (ANSSI); Microsoft; OpCore; Orange Business; Orange Cyberdefense; Orange Group;  Orange Labs; OVHcloud; Scaleway.
  • Geographies: Africa; Europe; France; Middle East; Poland; United States of America (USA).
  • People: Christel Heydemann; Laurent Martinez; Aliette Mousnier-Lompré; Benjamin Revcolevschi; Thomas Reynaud; Donald Trump.
  • Themes: Artificial intelligence (AI); Big data; Capital expenditure (capex); Cloud computing; Communications; Cybersecurity; Data centres; Data security; Enterprise (B2B); Financial performance; Fixed broadband; Foreign exchange tailwinds; Infrastructure; Hyperscalers; Results; Security; Strategy; Tariffs; Transformation.

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