Orange－通讯自动化、人工智慧和自主网路案例研究：为从塞内加尔到西班牙的26个国家的3亿用户管理自主人工智慧和网路自动化

本报告探讨了Orange在其电信业务中，在自动化、自主网路（AN）和人工智慧/生成式人工智慧方面所扮演的角色。本系列报告旨在阐明这些技术的应用如何降低成本并产生收入，并找出那些透过投资实现利润率显着提升的通讯业者。

Orange是一家历史悠久的法国领先通讯业者，业务遍及欧洲、中东和非洲。其全球营收排名第11位，在欧洲排名前三，在中东和非洲位列前五名。儘管其2025年营收预计为456亿美元，年增2%，但与2015年的447亿美元相比，长期成长停滞不前。其年度息税前利润率从2024年第四季的16.2%下降至2025年第三季的13.2%，低于16.5%的全球平均水准。人事费用占营运费用（不包括折旧免税额和摊提）的比例超过30%，而全球平均通常在20%左右。从2022年第三季到2025年第三季度，Orange的员工人数减少了9%，降至12.4万人，但其人均息税前利润（EBIT）却从2022年第三季的4.45万美元增至2025年第三季的4.68万美元。同期，全球人均息税前利润平均成长了16%，达到6.69万美元。对于Orange而言，高昂的人事费用和近期利润率的下滑表明，仅靠裁员不足以弥补生产力差距。这种成本压力促使该公司需要投资自动化和人工智慧。

Orange正在建造一套完整的自动化基础设施。其Pikeo 5G SA实验网路和后续的网路整合工厂并非仅仅是概念，而是已经部署并产生实际成果的实际专案。据报告，到2025年，人工智慧将创造3亿欧元的价值，这些价值将透过集团范围内的仪表板进行追踪，并按国家/地区进行问责。更具挑战性的问题是，这些成果能否规模化。 Orange在26个国家/地区开展业务，这些国家的网路成熟度差异巨大。 2023年，其技术长承认，其大多数子公司的自动化水准大约处于TM Forum 2级左右。要在2028年之前弥合这一差距，同时逐步淘汰法国的铜缆线路，重组和管理Orange Business，并建立人工智慧驱动的收入来源，这是一个极其雄心勃勃的计划。主要风险并非技术本身会失败，而是营运多供应商、人工智慧驱动型网路在不同市场中的复杂性和成本可能会抵销效率提升带来的收益，而这些收益本应足以证明投资的合理性。

提及的组织

• Amdocs
• ARCEP
• Augtera
• AWS
• Casa Systems
• Ciena
• CSG
• Dell Technologies
• EE
• Ericsson
• Google Cloud
• HPE
• Jazztel
• LangChain
• MasOrange
• Mavenir
• Meta
• Mistral
• Nokia
• Nvidia
• OpenAI
• Samsung
• SUSE/Rancher
• Totem Towers
• Voo

目录

• 概括
• Orange的成长、盈利与策略
• Orange是谁？
• 併购的重要性
• 公司简介
• 企业业绩
• 奥兰治的战略计划
• 高阶主管就人工智慧、自动化和自主网路发表评论
• Orange 的自动化、人工智慧和自主网路 (AN) 解决方案。
• 网路自动化和软体定义基础设施
• 重大项目
• 评估
• 人工智慧和生成式人工智慧策略：智慧作为营运层
• 重大项目
• 评估
• 迈向自主之路：逐步扩展至L4级运行
• 重大项目
• 评估
• 橙色展望
• 附录

This profile addresses the role of automation, autonomous networks (AN), and AI/GenAI in Orange's telco operations. The goal of this series is to answer how deployment of these technologies can cut costs and create new revenues, and identify which telcos are achieving tangible margin gains from their investments.

Orange is France's incumbent and largest telco, operating across Europe and MEA. It ranks 11th globally by revenue, top three in Europe, and top five in MEA. 2025 revenues were $45.6B, up 2% YoY, though long-term growth is flat relative to 2015 revenues of $44.7B. Annualized EBIT margin declined from 16.2% in 4Q24 to 13.2% in 3Q25, below the 16.5% global average. Labor costs exceed 30% of opex (ex-D&A), compared to the low 20% range for the global market. Despite reducing headcount 9% between 3Q22 and 3Q25 to 124K employees, EBIT per employee was $46.8K in 3Q25, up from $44.5K in 3Q22. During this period, the global average EBIT per employee increased 16% to $66.9K. For Orange, high labor costs and recently declining margins suggest that headcount reductions are not enough to close the productivity gap. This cost pressure boosts the case for investment in automation and AI.

Orange has built real automation infrastructure. Its Pikeo 5G SA experimental network and the Network Integration Factory that followed it are deployed and producing real results, not just slideware. The Euro-300 million in AI-generated value reported for 2025 is tracked against a group-wide dashboard with country-level accountability. The harder question is whether these gains can scale. Orange operates across 26 countries at very different levels of network maturity. Its own CTO acknowledged in 2023 that most affiliates were starting from approximately TM Forum automation Level 2. Closing that gap by 2028 while simultaneously decommissioning copper in France, managing a restructuring in Orange Business, and building out AI revenue streams is an ambitious program. The primary risk is not that the technology fails but that the complexity and cost of running multi-vendor, AI-driven networks in heterogeneous markets offsets the efficiency gains that justify the investment.

Organizations mentioned

• Amdocs
• ARCEP
• Augtera
• AWS
• Casa Systems
• Ciena
• CSG
• Dell Technologies
• EE
• Ericsson
• Google Cloud
• HPE
• Jazztel
• LangChain
• MasOrange
• Mavenir
• Meta
• Mistral
• Nokia
• Nvidia
• OpenAI
• Samsung
• SUSE/Rancher
• Totem Towers
• Voo

Table of Contents

• Summary
• Growth, profitability and strategy at Orange
• Who is Orange?
• M&A a big part of the story
• Company snapshot
• Company performance
• Orange's Strategic Plan
• Executive Quotes on AI, Automation & Autonomous Networks
• Automation, AI and Autonomous Networks (AN) at Orange
• Network automation and software-defined infrastructure
• Key projects
• Assessment
• AI and GenAI Strategy: Intelligence as an Operating Layer
• Key projects
• Assessment
• The Path to Autonomy: Scaling Toward Level 4 Operations
• Key projects
• Assessment
• Outlook for Orange
• Appendix

List of Figures and Tables

• Table 1: Telco snapshot - Orange
• Figure 1: Revenues and operating profits over time for Orange
• Figure 2: Labor cost and capex trends at Orange
• Figure 3: Headcount, cost per employee, and labor cost opex for Orange vs. global average
• Figure 4: Orange's "Trust the Future" has major focus on operational efficiency