EURONEXT-PAR$FNCTF

Orange · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Orange reported strong Q4 2024 results with revenue growth and improved operating performance.

Orange achieved revenue of €10.426 billion in Q4 2024, a 0.5% increase year-on-year. EBITDAaL rose by 3.2% to €3.252 billion. Operating income increased 14.8% to €5.116 billion, while net income reached €2.902 billion. The company continues to execute its Lead the Future strategy, achieving solid growth in Africa & Middle East and stabilizing performance in France.

  • Q4 2024 revenue increased by 0.5% year-on-year to €10.426 billion.
  • EBITDAaL grew by 3.2% to €3.252 billion, showing strong operational efficiency.
  • Operating income surged 14.8% to €5.116 billion.
  • Net income was stable at €2.902 billion, reflecting resilient financial performance.

Headline financials

Total Revenue

€10.8B

No prior period
EPS (adj)

€0.85

No prior period
EBITDAaL

€3.25B

No prior period
Operating Margin

49.1%

No prior period
Organic Cash Flow

€3.26B

No prior period
ROCE

6.9%

No prior period
Net Financial Debt

€22.5B

No prior period
Free Cash Flow

€2.99B

No prior period
Net Income

€3.01B

No prior period
Operating Income

€5.31B

No prior period
Cash & Equivalents

€18.1B

No prior period

Revenue & EPS history

Orange · Revenue · Quarterly

€10.8B

Q4 2024
Beat estimate in 1 of 6 quarters(17%)
ActualEstimate

Revenue by segment

Orange · €11B total across 6 segments · Q4 2024

  • France
    €4.57B
  • Africa & Middle East
    €2.02B
  • Orange Business
    €2B
  • Europe
    €1.89B
  • International Carriers & Shared Services
    €312M
  • Totem
    €189M

Forward guidance

Orange expects continued EBITDAaL growth of around 3% in 2025 while maintaining disciplined capital expenditures. The company targets at least €3.6 billion in organic cash flow for telecom activities.

Tailwinds

  • EBITDAaL growth targeted at around 3% for 2025.
  • Strong performance expected in Africa & Middle East region.
  • Operational efficiency initiatives to drive cost savings.
  • Orange Business to leverage AI and cybersecurity for future growth.
  • Dividend floor set at €0.75 per share for 2025.

Headwinds

  • Wholesale revenue decline in Europe remains a challenge.
  • IT & Integration services facing headwinds in a complex market.
  • Cost pressures due to technological investments.
  • Regulatory changes impacting call termination rates.
  • Macroeconomic uncertainties could affect customer spending.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.1%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+0.5%

Avg return

30 days after

43%

12 / 28 earnings

Positive

+6.8%

Q2 2024

Best reaction

-7.8%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2024+5.2%+5.2%+14.2%
Q2 2024+6.8%+6.9%+9.5%
Q2 2023+0.7%+0.5%-2.5%
Q4 2022+1.5%+4.4%+12.4%
Q2 2022+1.1%+1.1%-14.4%
Q4 2021+0.0%+0.0%+1.1%
Q2 2021-2.2%-2.2%-4.0%
Q4 2020-0.1%-0.6%-0.4%
Q2 2020-2.4%-2.8%+0.4%
Q4 2019-7.8%-3.5%-11.8%
Q2 2019-1.3%-1.3%-4.8%
Q4 2018+0.0%+0.0%-7.0%
Q3 2018+0.0%-2.5%+5.7%
Q2 2018+0.0%+0.0%+3.8%
Q2 2017+0.6%+0.4%+5.8%
Q4 2017+3.7%+3.7%+3.6%
Q2 2016+3.3%-1.5%-3.4%
Q4 2015-1.5%
Q2 2015-5.4%
Q2 2014+0.6%
Q4 2014+4.7%
Q2 2013+0.0%
Q4 2012-2.5%
Q2 2012+0.5%
Q4 2011-2.9%
Q2 2011+1.7%
Q4 2010-0.9%
Q2 2010+0.0%

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