Orange Belgium SA (XBRU:OBEL)

Half Year 2026 Orange Belgium NV Earnings Call Transcript

Jul 23, 2026 / 08:00 AM GMT

Release Date Price: €22.2 (+1.83%)

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

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
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.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
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,

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.