Twilio Expands RCS Business Messaging in France with Orange Partnership

Twilio has partnered with Orange to expand RCS Business Messaging across France, aiming to reach 85% of the mobile base by year-end. RCS offers enhanced security and interactive features, improving customer engagement and brand credibility. The partnership may boost Twilio's market position in Europe and revenue streams, potentially leading to higher customer retention and acquisition rates. Investors may view this as a positive development for Twilio's stock performance.

Twilio and Orange Announce Strategic Partnership to Enhance Mobile Messaging in France

LONDON, June 14, 2025—Twilio, a leading communications platform, has partnered with Orange, one of the world’s leading telecommunications operators, to scale the use of Rich Communication Services (RCS) Business Messaging across France. This strategic alliance aims to reach 85% of the mobile base in France by the end of the year, significantly enhancing the security and interactivity of mobile communications [1].

The partnership is a significant milestone in the evolution of mobile messaging in France, as RCS already covers over 70% of the mobile base as of June 1, 2025, representing more than 45 million smartphones [1]. This next-generation messaging solution provides a rich, interactive, and secure communications experience directly in the messaging app. RCS Business Messaging supports features like images, carousels, actionable buttons, and detailed performance tracking, making it a powerful tool for businesses to engage with customers [1].

Amelia Newsom Davis, Director of Payment, Messaging, and Identity at Orange France, expressed her enthusiasm for the partnership: "This collaboration will help to accelerate the deployment of RCS Business messaging in France. RCS offers improved security for brands, which creates a trusted relationship with customers while enhancing brand credibility. This will lead to greater response rates and improved customer engagement" [1].

Tony Cheema, Vice President, EMEA, Communications at Twilio, shared a similar vision: "Customers in France expect more than just messages; they want secure, engaging interactions they can trust. RCS gives businesses a powerful way to deliver rich, branded conversations directly in the native messaging app, with verified sender identity. We share a common vision with Orange: to make communication more human, more dynamic, relevant, and amazing. This partnership will enable businesses to boost engagement, efficiency, and trust, while offering a more dynamic experience that truly leaves an impression on customers" [1].

For the remaining portion of the mobile base not yet covered by RCS, Twilio ensures seamless fallback to SMS, guaranteeing continuous service for all users [1]. This partnership not only expands Twilio's market position in Europe but also has the potential to boost its revenue streams, leading to higher customer retention and acquisition rates.

Investors may view this development positively, as it aligns with Twilio's goal to drive the transformation of digital communications worldwide. The partnership with Orange could lead to increased market penetration and revenue growth, potentially impacting Twilio's stock performance positively.

References:
[1] https://investors.twilio.com/news-releases/news-release-details/twilio-and-orange-bring-secure-and-interactive-rcs-messaging