Orange Belgium SA (LTS:0FBS)

Half Year 2026 Orange Belgium NV Earnings Call Transcript

Jul 23, 2026 / 08:00 AM GMT

Release Date Price: €22.05 (+0.68%)

Transcript

Key Points

Positve

Orange Belgium SA (XBRU:OBEL) has been recognized by Ookla for having the fastest 5G network in Belgium, reinforcing its leadership in mobile technology.
The company has successfully increased its mobile postpaid customer base by 41,000, reaching 3.59 million, a 2.2% year-over-year growth.
Orange Belgium SA (XBRU:OBEL) has expanded its entertainment portfolio by partnering with Disney+ and reintroducing Belgium football, enhancing customer satisfaction and loyalty.
The company has been awarded the Brand of the Year 26 award and a double Best of the Test label by Testasha, highlighting its strong brand and customer-centric approach.
Orange Belgium SA (XBRU:OBEL) has upgraded its guidance for 2026, expecting EBITDA to grow by more than 5% compared to 2025, reflecting confidence in sustainable growth and technological leadership.

Negative

Revenue growth was modest at 0.4%, with service revenue only increasing by 0.7%, indicating challenges in achieving significant top-line growth.
The company faces a competitive market environment with significant promotions and discounts from competitors like Telenet and Proximus.
There are temporary benefits in H1, such as the absence of football content costs, which will reverse in H2, potentially impacting financial performance.
The approval process for the OrangeNetCo in Wallonia is still pending, with expectations for clearance by the end of the year or Q1 2027, which could delay strategic initiatives.
The market dynamics differ significantly between the north and south of Belgium, with growth primarily driven by the north, indicating regional challenges in market share acquisition.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OBEL.BR - Orange Belgium NV
Half Year 2026 Orange Belgium NV Earnings Call
Jul 23, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to today's Orange H1 2026 results conference call. Throughout today's recorded presentation, all participants will be in a listen-only mode. Later, we will conduct a question-and-answer session.

And now I'll hand the call over to Cohen Van Mold. Please go ahead, sir.

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Unidentified_2 [2]
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Thank you, operator.

Good morning, everyone, and welcome to the presentation of Orange Belgium's financial results for the first half year of 2026. I am pleased to have with us today Xavier Pichon, our CEO, and for the first time,

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