Orange Partners with Camusat to Address Scope 3 Sustainability Challenge

R. Pritchard

Summary Bullets:

• Orange and Camusat are looking jointly to decarbonize the impact of greenhouse gas (GHG) emissions on telecoms infrastructure.

• Reducing Scope 3 (indirect) GHG emissions is a complex and substantial challenge as it accounts for over 80% of total emissions for Orange.

Orange is joining forces with Camusat to accelerate the decarbonization of its telecoms infrastructure in what it claims to be ‘a first-of-its-kind agreement’ that commits its suppliers to reducing GHG emissions. The plan sets measurable targets for the reduction of CO2eq for the products and services Camusat provides to Orange. Co2eq stands for ‘carbon dioxide equivalent,’ a measure of global warming potential that converts amounts of other gases to the equivalent amount of carbon dioxide.

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Aussie Broadband Unveils ‘Look to 28’ Strategy, Eyeing Growth in the SMB and Enterprise Market

B. Swan

Summary Bullets:

  • Aussie Broadband has set itself a very ambitious growth target in a market that continues to be hypercompetitive and has further consolidation ahead.
  • Changes in technological advancements, the rise of cloud, and commoditization of connectivity has contributed to Australian enterprise segment consolidation over recent years.

Australia’s Aussie Broadband has unveiled its ‘Look to 28’ strategy at its investor day, outlining its bold vision for the company’s growth and diversification over the next three years. Aussie’s strategy is focused on improving its operational efficiency, growth, strategic investments, and disciplined capital management. It is underpinned by a six-pillar technology plan, emphasizing security, transformation, and innovation. The company has set an ambitious growth target, which will see it strive to see revenue growth of 35% through 2028 to AUD1.6 billion ($1 billion). While this announcement from Aussie Broadband is ambitious, the company should be ready to expect to experience some headwinds as the Australian telecommunications market continues to be competitive and with further consolidation on the horizon in the business, enterprise, and government segments in the near-term.

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Observability Providers Streamline Visibility Tools for DevOps

C. Dunlap Research Director

Summary Bullets:

  • Open-source software (OSS) technologies are improving developer access to advanced services
  • Vendors are heeding the call for more streamlined access to telemetry data management

An increase in telemetry data management requirements associated with containerized applications and microservices across highly distributed systems has prompted the need for greater visibility among more DevOps team members.

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Ripple Effect: How US Tariffs Will Indirectly Impact ASEAN Telecom Enterprises


A. Amir

US tariff policies are quite fluid and variable. This GlobalData report is intended to help clients understand the general impact, threats, and opportunities within the Technology and Telecom sector, even as implementation timelines and market-specific levies may change.

Summary Bullets:

• The US tariffs have minimal direct impacts on the ASEAN enterprise telecom sector as businesses are mainly domestic.

• However, there could be moderate indirect impacts, especially from lower spending in several key sectors such as manufacturing.

The US government’s announcement on new tariffs last week has already shaken the global economy. Within a couple of days from the announcement, S&P 500 companies saw a total of $5 trillion loss in stock market value. Governments, central banks and companies across the world are also assessing the mid and long-term impacts on the economy and businesses; and developing mitigation plans.

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T-Mobile USA: Do or DEI to Close Lumos Deal?

R. Pritchard

Summary Bullets:

• There can be no denying that the Trump presidency will have a lasting impact on many aspects of environmental, social, and governance (ESG) strategies.

• Regional variations will extend, and service providers will need to accept, a level of pragmatism in their approach even when still committed to the principles.

On April 1, 2025, T-Mobile and EQT announced the successful close of their joint venture to acquire fiber-to-the-home (FTTH) provider Lumos. The deal has been positioned as marking “a major milestone in T-Mobile’s broadband growth” and builds on the Un-carrier’s success in delivering best-in-class connectivity.

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