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Orange Q3 2026 Results: Orange Delivers Solid Revenue Growth and Raises EBITDAaL Target

Ghassan Abdo, Jan Hein Bakkers — Thu, 05 Nov 2026 05:00:00 GMT

On October 27, 2026, Orange published its financial results at September 30, 2026. In the third quarter, group revenue reached €12,191 million, up 3.6% on a comparable basis, and EBITDAaL (EBITDA after leases) reached €4,140 million, up 4.6%, with a margin of 34.0% (up 0.3 percentage points). After EBITDAaL growth of 4.8% in the first nine months, Orange raised its 2026 growth guidance to more than 4.5% (previously more than 4%). Africa and the Middle East remained the primary contributor to group growth (+14.2%), while retail services increased 3.3% and wholesale revenue declined 5.1%. Orange's non-standard eCAPEX (economic CAPEX) was €1,712 million (−2.5%) and represented 14.8% of revenue over nine months, in line with the target of around 15%.

By segment, Africa and the Middle East generated revenue of €2,401 million (+14.2%) and remained the largest contributor to growth. Europe 6 (Poland, Belgium, Luxembourg, Slovakia, Romania, and Moldova) reported revenue of €1,896 million (+5.3%), supported growth in convergent offers. Spain, which has been fully consolidated since June 2026 generated revenue of €1,910 million (+3.5% on a comparable basis), on the back of strong growth in equipment sales. France reported revenue of €4,363 million (+0.5%), while Orange Business reported revenue of €1,717 million (−2.5%).

During the quarter, MasOrange was renamed Orange España. Orange reiterated that the joint acquisition of SFR with Bouygues Telecom and Free–iliad, announced in a memorandum of understanding signed on June 6, 2026, remains on track to close in the second half of 2027, subject to regulatory approvals and pending rulings in proceedings brought by the Altice France works council. In October 2026, the company signed a letter of intent with Deutsche Telekom, Telefónica, and Vodafone to explore a joint bid for mobile satellite services (MSS) spectrum in Europe. In Poland, its FiberCo with APG completed the acquisition of Nexera, while Totem's tenancy ratio reached its 2026 target of 1.5 tenants per site.

IDC Survey: Canadian Consumer Wireline Services Survey Results, 2026 — Indicators on Internet Services Trends

Praveen Datta — Wed, 04 Nov 2026 05:00:00 GMT

This IDC Survey highlights data associated with the consumer responses to an annual survey by IDC Canada's consumer research group. The August/September 2026 survey of ~2,000 Canadian consumers was conducted to understand the current and future adoption plans for a variety of consumer services and related products. The goal of these surveys is to identify/measure Canadian consumer interest, ownership, usage, satisfaction, and future potential for consumer services.

IDC asked Canadian consumers about their adoption of internet access services. Consumers were asked to relate their satisfaction with and likelihood to recommend their internet service provider. They were also asked whether they planned to increase, maintain, or decrease their level of internet service and why they would decrease for those who would. In addition, Canadian consumers were asked what speed of internet service they currently subscribe to and whether they would be interested to switch providers to increase their internet speed and whether they would be willing to pay more to increase their bandwidth. Consumers were also asked to indicate where they believed problems with their Wi-Fi were occurring and whether they would be interested in fee-based services that improved their W-Fi service.

Cuts by various demographic and service factors (age group, gender, and internet service provider) are shown where relevant. However, there is more data available from the survey than what is presented in this document. Those interested should reach out to their IDC representative for more information.

IDC Survey: How Concerned Are Consumers About the Memory Crunch?

Ramon T. Llamas — Wed, 04 Nov 2026 05:00:00 GMT

This IDC Survey examines how concerned consumers are about memory shortage and its impact on new smartphone prices. The memory shortage raises a practical question for the smartphone market: How will consumers react if prices go up? This survey explores the price increase at which consumers would pause a purchase and how their buying behavior would change if this increase takes place. It also compares views by region, smartphone brand, and type of smartphone user. For anyone planning around smartphone demand, it offers a look at how buyers may respond.

IDC Survey: How Does Retail Technology Adoption Vary Across Regions?

Margot Juros, Cristiano Quattrini — Wed, 04 Nov 2026 05:00:00 GMT

This IDC Survey examines how retail technology priorities, challenges, and investment strategies vary across North America, Latin America, Europe, and Asia/Pacific.

The document highlights where regional agendas converge on customer experience (CX), operational efficiency, AI, data, cloud, security, and resilience while showing how retailers differ in how they sequence and apply these investments. It explores regional patterns in agentic AI adoption, commerce and CX technologies, store operations, supply chain modernization, infrastructure, edge computing, cybersecurity, and connectivity, providing a comparative view of how retailers are shaping their technology strategies in response to different market and operational pressures.

IDC’s Worldwide Smart Home Device Tracker Taxonomy, 2026

Wed, 04 Nov 2026 05:00:00 GMT

This IDC study provides a comprehensive overview and definitions for smart home devices. The definitions provided in this document represent the scope of IDC’s smart home devices hardware research.

This taxonomy outlines market segmentations and measurement methodologies for the smart home devices industry, including classification by technology, vendor, geography, and revenue metrics.

“IDC’s worldwide smart home devices taxonomy presents a standardized and detailed framework of the smart home devices market,” said Ryan Reith, program vice president for IDC’s Mobile Device Trackers. “The taxonomy document serves as a guideline to better understand and use IDC’s wearable devices research.”

Salesforce's 2Q27 Fiscal Results: Continued Momentum Builds the Path to Sustained Innovation

Wed, 04 Nov 2026 05:00:00 GMT

This IDC Market Note highlights some of the key takeaways and IDC's perspective on Salesforce's 2Q27 financial results.

"As Salesforce shifts its revenue model from seats to outcomes and folds Fin's real-time customer data into agentic action, the vendors that win won't be the ones with the most agents," says Aly Pinder, research vice president, Aftermarket Services Strategies, IDC. "They'll be the ones whose agents can prove they resolved something a customer actually cared about."

Comcast 3Q26 Earnings: Convergence and Cost Transformation Aim to Ease Broadband Pressure as Business Services Growth Slows

Harsheeta Arora — Mon, 02 Nov 2026 05:00:00 GMT

Comcast announced its 3Q26 financial results on October 22, 2026, reporting revenue of $29.3 billion, down 6.1% year over year (YoY) from $31.2 billion. On a pro forma basis, which adjusts for the separation of Versant (completed on January 2, 2026) and the sale of Sky operations in Germany (completed on May 31, 2026), revenue increased 0.5%. Connectivity & Platforms revenue declined 2.7% to $19.7 billion, while Content & Experiences revenue increased 6.5% to $10.5 billion.

Adjusted EBITDA was $9.1 billion, down 5.8% YoY and up 0.8% on a pro forma basis. Connectivity & Platforms adjusted EBITDA declined 4.4% to $7.6 billion, with a margin of 38.6% compared with 39.3%.

IDC Survey: 3Q26 Canadian Consumer Spending Intentions, Shopping Preferences, and U.S. Tariff Reactions

Praveen Datta — Mon, 02 Nov 2026 05:00:00 GMT

This IDC Survey outlines consumer perceptions and the current state of the markets in Canada pertaining to tariffs, the political climate, the economy and personal finances, and shopping preferences. IDC Canada's consumer research group conducts annual surveys of 2,000 Canadian consumers to understand the current and future adoption plans for a variety of consumer services and related products. The goal of these surveys is to identify/measure Canadian consumer interest, ownership, usage, satisfaction, and future potential for consumer services.

This year, with market disruption related to U.S. tariffs on Canadian goods, we wanted to understand the impact on Canadian consumers. The survey was fielded in August/September 2026. This presentation discusses Canadian consumer spending expectations, preferences for mobile phone/tablet/wearable retailers, holiday shopping plans, and intentions toward U.S. technology products and services. This presentation highlights survey data associated with the consumer responses mentioned previously.

Cuts by various demographic and service factors (age group, region, and others) are shown where relevant. However, there is more data available from the survey than what is presented here. Those interested should reach out to their IDC representative for more information.

IDC Market Glance: EMEA AI-Fueled Workspace, 3Q26

Leonardo Freitas, Gala Spasova — Fri, 30 Oct 2026 04:00:00 GMT

This IDC Market Glance is a taxonomy document intended to visually depict a concise current-state view of the AI-fueled workplace ecosystem in EMEA. It maps the vendors across three layers: building management, workforce enablement, and services. IDC's take is that European specialists are redrawing the regional map, and that digital sovereignty and ownership changes now shape how buyers should evaluate vendors.

IDC Survey: Canadian Consumer Streaming Services, 2025, Survey Results — Video, Music, Storage, and Fitness

Praveen Datta — Fri, 30 Oct 2026 04:00:00 GMT

This IDC Survey details the 2025 Canadian consumer streaming services survey results. IDC Canada's consumer research group conducted quarterly surveys in 2025 to understand the current and future adoption plans for a variety of consumer services and related products. The goal of these surveys is to identify/measure Canadian consumer interest, ownership, usage, satisfaction, and future potential for consumer services.

In 2025, with continuing strong market adoption of video streaming services, IDC asked Canadian consumers about their adoption of various streaming video providers and whether those streaming services were bundled with the services they get from their TV service providers. They were also asked about their adoption of other services, including music streaming, cloud storage, and fitness streaming services. This presentation outlines consumer adoption of those services, including the device they are most likely to use for their video streaming service. This presentation highlights survey data associated with the consumer responses mentioned previously.

Cuts by various demographic and service factors (age group, gender, and TV service provider) are shown where relevant. However, there is more data available from the survey than what is presented here. Those interested should reach out to their IDC representative for more information.