{"id":14459,"date":"2020-07-02T08:19:59","date_gmt":"2020-07-02T08:19:59","guid":{"rendered":"http:\/\/localhost:8080\/?p=14459"},"modified":"2020-07-02T08:19:59","modified_gmt":"2020-07-02T08:19:59","slug":"pandemie-de-covid-19-etat-des-lieux-et-impacts-pour-le-groupe-orange-en-europe","status":"publish","type":"post","link":"https:\/\/dev.cfecgc-orange.app\/index.php\/2020\/07\/02\/pandemie-de-covid-19-etat-des-lieux-et-impacts-pour-le-groupe-orange-en-europe\/","title":{"rendered":"Pand\u00e9mie de COVID-19: \u00e9tat des lieux, impacts et perspectives pour le Groupe Orange en Europe"},"content":{"rendered":"<p>[<em>French version here\/English version below<\/em>]<\/p>\n<p>Dans le cadre du Comit\u00e9 de Groupe Europ\u00e9en d&rsquo;Orange r\u00e9uni en s\u00e9ance ordinaire et par t\u00e9l\u00e9conf\u00e9rence le 1er juillet 2020 \u00e0 Paris, la Direction du Groupe a inscrit un point \u00e0 l&rsquo;ordre du jour relatif \u00e0 l&rsquo;\u00e9tat des lieux et aux impacts de la crise du COVID-19 dans les pays europ\u00e9ens du Groupe, pr\u00e9sent\u00e9 par Ramon Fernandez, Directeur G\u00e9n\u00e9ral D\u00e9l\u00e9gu\u00e9, Directeur G\u00e9n\u00e9ral Finance, Performance et Europe.<\/p>\n<p>Sans que les membres du Comit\u00e9 de Groupe Europ\u00e9en n&rsquo;aient pu disposer, pr\u00e9alablement \u00e0 la pr\u00e9sentation, d&rsquo;un quelconque support \u00e9crit et transmis en amont, la Direction du Groupe a effectu\u00e9 un tour d&rsquo;horizon g\u00e9n\u00e9ral de la situation dans les pays europ\u00e9ens Orange, tout en indiquant quelques pistes de r\u00e9flexion g\u00e9n\u00e9rale d&rsquo;ordre \u00e9conomique et organisationnel.<\/p>\n<p>En pr\u00e9ambule, la Direction indique que toutes les \u00e9quipes ont r\u00e9ussi \u00e0 surmonter les \u00e9preuves avec beaucoup d&rsquo;agilit\u00e9 et de r\u00e9silience, tout en maintenant un haut niveau de qualit\u00e9 envers les clients et les fournisseurs, ce qui aura contribu\u00e9 \u00e0 renforcer l&rsquo;image d&rsquo;Orange vis-\u00e0-vis de ses parties prenantes.<\/p>\n<p>Si l&rsquo;on regarde un instant en arri\u00e8re, vers 2019, une l\u00e9g\u00e8re d\u00e9croissance du chiffre d&rsquo;affaires avait \u00e9t\u00e9 enregistr\u00e9e sur le p\u00e9rim\u00e8tre europ\u00e9en, Deutsche Telekom \u00e9tant l&rsquo;op\u00e9rateur qui aura enregistr\u00e9 le meilleur rebond. Orange est rest\u00e9 le leader de la convergence et de la fibre en Europe, mais est inlassablement rattrap\u00e9 par Deutsche Telekom, lequel aura recrut\u00e9 500 000 clients en Europe sur le dernier trimestre 2019, contre un peu plus de 50 000 pour Orange. En termes d&rsquo;investissement, le Groupe Orange est l&rsquo;op\u00e9rateur qui contribue \u00e0 l&rsquo;effort le plus important ramen\u00e9 \u00e0 son chiffre d&rsquo;affaires, tout en enregistrant par ailleurs la croissance la plus rapide sur les m\u00e9tiers de l&rsquo;IT. Par ailleurs, si le taux de profitabilit\u00e9 est plut\u00f4t dans la zone inf\u00e9rieure par rapport aux autres op\u00e9rateurs, le niveau d&rsquo;investissement demeure dans le m\u00eame temps tr\u00e8s \u00e9lev\u00e9.<\/p>\n<p>D&rsquo;une mani\u00e8re g\u00e9n\u00e9rale, le secteur t\u00e9l\u00e9coms est un secteur qui sera relativement moins impact\u00e9 par la crise du COVID-19, compar\u00e9 aux secteurs du transport, du tourisme, de l&rsquo;a\u00e9rien, de l&rsquo;automobile, ou encore de l&rsquo;\u00e9v\u00e8nementiel. Il y aura cependant bien un impact du c\u00f4t\u00e9 d&rsquo;Orange, mais beaucoup plus mesur\u00e9 par rapport aux autres secteurs, compte tenu du volume d&rsquo;activit\u00e9s. Les effets de ces impacts vont se traduire de mani\u00e8re tr\u00e8s concr\u00e8te dans les mois \u00e0 venir, notamment via des plans sociaux. S&rsquo;agissant de l&rsquo;indice des actions des op\u00e9rateurs t\u00e9l\u00e9coms, il baisse paradoxalement de la m\u00eame mani\u00e8re que les autres secteurs au niveau europ\u00e9en, le Groupe Orange sous-performant l\u00e9g\u00e8rement l&rsquo;indice (-21% depuis janvier 2020).<\/p>\n<p>Sur le plan commercial, 75% des boutiques ont \u00e9t\u00e9 ferm\u00e9es sur l&rsquo;ensemble des g\u00e9ographies pendant 3 mois, celles qui sont rest\u00e9es ouvertes enregistrant une chute drastique de leur trafic. Le roaming a connu une situation comparable. La mise en place de canaux digitaux a \u00e9t\u00e9 acc\u00e9l\u00e9r\u00e9e dans de nombreux pays, et il conviendra de capitaliser dessus dans le futur. Tous les pays sortent du confinement de mani\u00e8re diff\u00e9rente, et l&rsquo;ensemble des boutiques sont d\u00e9sormais quasiment toutes r\u00e9ouvertes.<\/p>\n<p>Enfin, 100 000 salari\u00e9s ont \u00e9t\u00e9 plac\u00e9s en situation de t\u00e9l\u00e9travail, dont 60 000 en France. Il faudra r\u00e9fl\u00e9chir aux nouveaux \u00e9quilibres \u00e0 reconstruire, sans pouvoir revenir stricto sensu \u00e0 la situation pr\u00e9c\u00e9dente. La question reste de savoir comment celles et ceux qui sont en t\u00e9l\u00e9travail peuvent revenir sur leur site d&rsquo;origine avec toute la s\u00e9curit\u00e9 n\u00e9cessaire. Les r\u00e9seaux ont tenu bon, le d\u00e9ploiement de la fibre a repris dans tous les pays, avec l&rsquo;objectif important de servir les clients, de respecter les engagements d&rsquo;Orange vis-\u00e0-vis de ses parties prenantes. Le p\u00e9rim\u00e8tre europ\u00e9en contribue \u00e0 hauteur de 6 Mds d&rsquo;euros du chiffre d&rsquo;affaires du groupe Orange. Si la zone MEA demeure un puissant levier de croissance pour le Groupe, l&rsquo;Europe n&rsquo;est pas en reste, avec un taux de croissance de la profitabilit\u00e9 qui se positionnait, avant le d\u00e9but de la crise COVID-19, l\u00e9g\u00e8rement au-dessus de celui de la zone Afrique et Moyen-Orient.<\/p>\n<p>En ce qui concerne le plan strat\u00e9gique Engage 2025, il sera maintenu en tant que tel, avec quelques am\u00e9nagements l\u00e0 o\u00f9 c&rsquo;est n\u00e9cessaire.<\/p>\n<ul>\n<li><strong>Connectivit\u00e9 enrichie<\/strong>: les objectifs sont ambitieux avec l&rsquo;arriv\u00e9e de la 5G, le lancement d\u00e8s novembre dernier en Roumanie et hier, 1er juillet, en Pologne. Des r\u00e9flexions sont toujours en cours sur les TowerCo et les FiberCo, notamment en Espagne et en Pologne. Des accords de RAN sharing seront \u00e9tendus, et de nouvelles convergences seront peut-\u00eatre \u00e0 construire, avec par exemple l&rsquo;accompagnement des salari\u00e9s qui continueront \u00e0 travailler depuis chez eux, ce qui soul\u00e8ve la question des \u00e9quipements du domicile.<\/li>\n<li><strong>Opportunit\u00e9s de croissance<\/strong>: le secteur des t\u00e9l\u00e9coms est souvent vu par certains observateurs comme un secteur qui ne saurait pas profiter de l&rsquo;explosion du monde num\u00e9rique. Il y a un certain nombre d&rsquo;initiatives \u00e0 prendre pour qu&rsquo;Orange prenne sa juste part: l&rsquo;ICT (information &#038; communication technology), le B2B, la croissance organique et les acquisitions, etc. Le domaine de l&rsquo;ICT a pour objectif de contribuer \u00e0 hauteur de 25% du chiffre d&rsquo;affaires B2B en Europe d\u00e8s 2023. Par ailleurs, dans le domaine du Mobile Banking, Orange Money va \u00e9voluer vers un statut de banque en Roumanie. Des services financiers mobiles vont voir le jour un peu partout en Europe, le risque \u00e9tant calcul\u00e9 et fond\u00e9 sur la compl\u00e9mentarit\u00e9 avec nos activit\u00e9s t\u00e9l\u00e9coms.<\/li>\n<li>&nbsp;<strong>Data et IA<\/strong>: le contexte de la crise a encore renforc\u00e9 la conviction que la Data sera plus que jamais au coeur de nos enjeux pour demain, le digital ayant \u00e9t\u00e9 au coeur de la relation clients et de la distribution ces derniers mois.<\/li>\n<\/ul>\n<p>Selon Ramon Fernandez, la crise va rebattre les cartes. Elle pose des questions, mais soul\u00e8vera \u00e9galement des opportunit\u00e9s. Des grands \u00e9quilibres seront \u00e0 confirmer, \u00e0 observer de mani\u00e8re plus prudente, mais en m\u00eame temps, Orange sortira dans une meilleure posture que d&rsquo;autres. Des efforts de transformation se poursuivront, et il y aura des opportunit\u00e9s externes \u00e0 saisir. Une priorit\u00e9 transversale a \u00e9t\u00e9 fix\u00e9e par St\u00e9phane Richard: le \u00ab\u00a0corporate social responsability\u00a0\u00bb. Des engagements ont \u00e9t\u00e9 pris sur l&rsquo;inclusion digitale, sur l&rsquo;environnement (plus de 50% d&rsquo;\u00e9nergie renouvelable d\u00e8s 2025), sur l&rsquo;\u00e9conomie circulaire, sur les \u00e9quipements reconditionn\u00e9s, le z\u00e9ro carbone d\u00e8s 2040, etc. Tout ceci permet de diff\u00e9rencier le Groupe Orange de ses pairs, est regard\u00e9 avec int\u00e9r\u00eat par les analystes, dont certains pensent qu&rsquo;Orange sera pr\u00e9f\u00e9r\u00e9 \u00e0 d&rsquo;autres par les investisseurs.<\/p>\n<p>Enfin, \u00e0 la demande des membres du Comit\u00e9 de Groupe Europ\u00e9en, quelques \u00e9l\u00e9ments compl\u00e9mentaires relatifs \u00e0 des articles de presse r\u00e9cents ont \u00e9t\u00e9 communiqu\u00e9s:<\/p>\n<ul>\n<li>BlackRock: le gestionnaire d&rsquo;actifs am\u00e9ricain est r\u00e9cemment mont\u00e9 au-dessus de 5% du capital du Groupe Orange, devenant ainsi son 4\u00e8me actionnaire. Le groupe am\u00e9ricain est depuis repass\u00e9 sous la barre des 5%. Il s&rsquo;agit, selon la Direction, d&rsquo;un mouvement de va et vient habituel, et qui ne doit pas \u00eatre confondu avec les manoeuvres plus inqui\u00e9tantes des fonds activistes, tel que Elliott Management par exemple.<\/li>\n<li>Concentration des t\u00e9l\u00e9coms en Europe: une d\u00e9cision du Tribunal de l&rsquo;Union Europ\u00e9enne du 28 mai 2020 a cass\u00e9 une d\u00e9cision de la Commission Europ\u00e9enne de 2016 qui avait interdit la concentration du march\u00e9 des t\u00e9l\u00e9communications au Royaume-Uni, via le projet de rachat de Telefonica UK par Hutchison 3G UK (<a href=\"http:\/\/localhost:8080\/wp-content\/uploads\/2020\/07\/cp200065fr.pdf\">http:\/\/localhost:8080\/wp-content\/uploads\/2020\/07\/cp200065fr.pdf<\/a>). Depuis, l&rsquo;ancienne Commissaire europ\u00e9enne \u00e0 la concurrence, et reconduite dans l&rsquo;\u00e9quipe Von Der Leyen, Margareth Vestager, a d\u00e9clar\u00e9 ne plus \u00eatre oppos\u00e9e \u00e0 une concentration transfrontali\u00e8re du secteur, sans se prononcer pour autant s&rsquo;agissant des op\u00e9rations de consolidation internes aux Etats membres, lesquelles pourraient constituer le d\u00e9clencheur de mouvements de rapprochement entre grands acteurs europ\u00e9ens.<\/li>\n<\/ul>\n<p>[<em>English version<\/em>]<\/p>\n<p>As part of the Orange European Works Council meeting in ordinary session and by teleconference on July 1st, 2020, in Paris, the Group Management has included an item on the agenda relating to the inventory and the impacts of the COVID-19 crisis in the Group&rsquo;s European countries, presented by Ramon Fernandez, Deputy Chief Executive Officer, Chief Financial Officer, Performance and Europe.<\/p>\n<p>Without the members of the European Works Council having had any written and prior support prior to the presentation, the Group Management carried out a general overview of the situation in Orange European countries, while indicating some general areas of economic and organizational thinking.<\/p>\n<p>In the preamble, the Management indicates that all the teams succeeded in overcoming the tests with great agility and resilience, while maintaining a high level of quality towards customers and suppliers, which will have helped to strengthen the image of Orange vis-\u00e0-vis its stakeholders.<\/p>\n<p>If we look back for a moment, around 2019, a slight decrease in turnover had been recorded on the European perimeter, Deutsche Telekom being the operator which will have recorded the best rebound. Orange has remained the leader in convergence and fiber in Europe, but has been tirelessly caught up by Deutsche Telekom, which will have recruited 500,000 customers in Europe in the last quarter of 2019, compared to just over 50,000 for Orange. In terms of investment, the Orange Group is the operator that contributes to the largest effort brought back to its turnover, while also recording the fastest growth in IT professions. In addition, if the rate of profitability is rather in the lower zone compared to the other operators, the level of investment remains at the same time very high.<\/p>\n<p>In general, the telecoms sector is a sector that will be relatively less impacted by the COVID-19 crisis, compared to the transport, tourism, air, automotive, or even events sectors. . There will however be an impact on the Orange side, but much more measured compared to the other sectors, given the volume of activity. The effects of these impacts will be translated in a very concrete way in the months to come, in particular via social plans. As for the telecoms operators&rsquo; equity index, it is paradoxically falling in the same way as the other sectors at European level, the Orange Group slightly underperforming the index (-21% since January 2020).<\/p>\n<p>On the commercial level, 75% of the shops were closed on all geographies for 3 months, those which remained open recorded a drastic fall in their traffic. Roaming has experienced a similar situation. The establishment of digital channels has been accelerated in many countries, and it will be necessary to capitalize on it in the future. All countries are emerging from containment in different ways, and all of the shops are now almost all reopened.<\/p>\n<p>Finally, 100,000 employees were placed in a telework situation, including 60,000 in France. We will have to think about the new balances to be rebuilt, without being able to return strictly to the previous situation. The question remains how can those who are teleworking return to their original site with all the necessary security. The networks have held up well, the deployment of fiber has resumed in all countries, with the important objective of serving customers and respecting Orange&rsquo;s commitments to its stakeholders. The European perimeter contributes 6 billion euros to the Orange group&rsquo;s turnover. If the MEA zone remains a powerful growth lever for the Group, Europe is not to be outdone, with a rate of profitability growth which was positioned, before the start of the COVID-19 crisis, slightly above that of the Africa and Middle East zone.<\/p>\n<p>As for the Engage 2025 strategic plan, it will be maintained as such, with some adjustments where necessary.<\/p>\n<ul>\n<li><strong>Enhanced connectivity<\/strong>:&nbsp;the objectives are ambitious with the arrival of 5G, the launch last November in Romania and yesterday, July 1, in Poland. Discussions are still underway on TowerCo and FiberCo, especially in Spain and Poland. RAN sharing agreements will be extended, and new convergences may need to be built, for example with the support of employees who will continue to work from home, which raises the question of home equipment.<\/li>\n<li><strong>Growth opportunities<\/strong>:&nbsp;the telecoms sector is often seen by some observers as a sector that cannot take advantage of the explosion in the digital world. There are a number of initiatives to take for Orange to take its fair share: ICT (information &#038; communication technology), B2B, organic growth and acquisitions, etc. The ICT sector aims to contribute 25% of B2B turnover in Europe from 2023. In addition, in the field of Mobile Banking, Orange Money will evolve towards a status of bank in Romania. Mobile financial services will emerge all over Europe, the risk being calculated and based on complementarity with our telecoms activities.<\/li>\n<li><strong>Data and IA<\/strong>:&nbsp;the context of the crisis has further reinforced the conviction that Data will be more than ever at the heart of our challenges for tomorrow, digital having been at the heart of customer relations and distribution in recent months.<\/li>\n<\/ul>\n<p>According to Ramon Fernandez, the crisis will reshuffle the cards. It asks questions, but will also raise opportunities. Great balances will be confirmed, to be observed more cautiously, but at the same time, Orange will come out in a better posture than others. Transformation efforts will continue, and there will be external opportunities to seize. A transversal priority was set by St\u00e9phane Richard: \u00ab\u00a0corporate social responsability\u00a0\u00bb. Commitments have been made on digital inclusion, on the environment (more than 50% renewable energy from 2025), on the circular economy, on refurbished equipment, zero carbon from 2040, etc. All this makes it possible to differentiate the Orange Group from its peers, is looked at with interest by analysts, some of whom think that Orange will be preferred to others by investors.<\/p>\n<p>Finally, at the request of the European Works Council members, some additional elements relating to recent press articles were communicated:<\/p>\n<ul>\n<li>BlackRock: the American asset manager has recently risen above 5% of the capital of the Orange Group, thus becoming its 4th shareholder. The American group has since returned to below 5%. According to the Management, this is a usual back and forth movement, and which should not be confused with the more disturbing maneuvers of activist funds, such as Elliott Management for example.<\/li>\n<\/ul>\n<ul>\n<li>Telecoms concentration in Europe: a decision of the Court of the European Union of May 28, 2020 broke a decision of the European Commission of 2016 which had prohibited the concentration of the telecommunications market in the United Kingdom, via the proposed acquisition of Telefonica UK by Hutchison 3G UK (<a href=\"http:\/\/localhost:8080\/wp-content\/uploads\/2020\/07\/cp200065fr.pdf\"><\/a><a href=\"http:\/\/localhost:8080\/wp-content\/uploads\/2020\/07\/cp200065fr.pdf\">http:\/\/localhost:8080\/wp-content\/uploads\/2020\/07\/cp200065fr.pdf<\/a>). Since then, the former European Commissioner for Competition, and reappointed to the Von Der Leyen team, Margareth Vestager, declared that she was no longer opposed to a cross-border concentration of the sector, without however expressing an opinion on internal consolidation operations in the member states. , which could be the trigger for rapprochement movements between major European players.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>[French version here\/English version below] Dans le cadre du Comit\u00e9 de Groupe Europ\u00e9en d&rsquo;Orange r\u00e9uni en s\u00e9ance ordinaire et par t\u00e9l\u00e9conf\u00e9rence le 1er juillet 2020 \u00e0 Paris, la Direction du [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[60],"tags":[],"class_list":["post-14459","post","type-post","status-publish","format-standard","hentry","category-conditions-de-travail-et-sante"],"blog_post_layout_featured_media_urls":{"thumbnail":"","full":""},"categories_names":{"60":{"name":"Conditions de Travail et Sant\u00e9","link":"https:\/\/dev.cfecgc-orange.app\/index.php\/category\/cit\/vie-au-travail\/conditions-de-travail-et-sante\/"}},"tags_names":[],"comments_number":"0","wpmagazine_modules_featured_media_urls":{"thumbnail":"","cvmm-medium":"","cvmm-medium-plus":"","cvmm-portrait":"","cvmm-medium-square":"","cvmm-large":"","cvmm-small":"","full":""},"_links":{"self":[{"href":"https:\/\/dev.cfecgc-orange.app\/index.php\/wp-json\/wp\/v2\/posts\/14459","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dev.cfecgc-orange.app\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dev.cfecgc-orange.app\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dev.cfecgc-orange.app\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dev.cfecgc-orange.app\/index.php\/wp-json\/wp\/v2\/comments?post=14459"}],"version-history":[{"count":0,"href":"https:\/\/dev.cfecgc-orange.app\/index.php\/wp-json\/wp\/v2\/posts\/14459\/revisions"}],"wp:attachment":[{"href":"https:\/\/dev.cfecgc-orange.app\/index.php\/wp-json\/wp\/v2\/media?parent=14459"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dev.cfecgc-orange.app\/index.php\/wp-json\/wp\/v2\/categories?post=14459"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dev.cfecgc-orange.app\/index.php\/wp-json\/wp\/v2\/tags?post=14459"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}