#15: Orange - How the former French monopoly telco entered & expanded in Francophone Africa
November 02, 2020
15
01:12:15165.37 MB

#15: Orange - How the former French monopoly telco entered & expanded in Francophone Africa

Overview: Today we’re going to talk about Orange - The 2nd largest telco in Africa, we’ll discuss its French founding, global expansion, success in Africa, non-telco businesses & end with our views on its future outlook. This episode was recorded on Nov 1, 2020.


Companies discussed: Orange S.A. (France Telecom), Orange Africa, Airtel Africa, Bharti Airtel Group, Celtel, Zain, MTN, Reliance Jio, Safaricom, Sonatel, Orascom, Mobinil, Ivoiris & Meditel


Business concepts discussed: Telco developing markets growth strategy, mobile money, telco M&A strategy & developing markets growth strategy.


Conversation highlights:

  • (01:22) - Why we’re talking about Orange and why it’s important to African tech
  • (05:19) - History of Orange Group and France Telecom
  • (10:22) - History of Orange Africa
  • (17:56) - Europe's historical influence in Africa tech (vs Indian and Chinese influence today)
  • (29:10) - Orange Africa’s non-telco businesses (primarily Orange Money)
  • (41:58) - Orange Africa today and growth opportunities
  • (47:18) - Orange expanding to South Africa and Nigeria?
  • (53:55) - Bankole’s thoughts and overall outlook
  • (1:01:27) - Olumide’s thoughts and overall outlook
  • (1:05:59) - Recommendations, small wins and open questions


Olumide’s recommendations, small wins & open questions:


Bankole’s recommendations, small wins & open questions:


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