Telco Chatter Jun 11: TNOR-Enivest deal, Hyperoptic/Comm Fibre sales?

Research evidence excerpt

Telco Chatter Jun 11: TNOR-Enivest deal, Hyperoptic/Comm Fibre sales?

Akhil Dattani AC Europe Equity Research

(44-20) 7134-4725 11 June 2026 J P M O R G A N

akhil.dattani@jpmorgan.com

tariff offers 101GB of data at 5G speeds capped at 250Mbps, plus unlimited calls and 200

SMS, for €4.99 per month. The plan is available in-store with a €6.99 activation fee plus

€10 for the SIM card. The launch follows TIM's recent operator attack range refresh, as

previously reported. (Source: Telecompaper)

UK Altnet – G.Network re-applies for Ofcom Code Powers

UK altnet G.Network, recently emerged from administration debt-free and has re-applied

for Ofcom Code Powers under its new company G.Network Holdco Limited. The

application states the operator's FTTP network now provides symmetrical connectivity up

to 10Gbps, with c.420k premises passed and c.375k connectable premises, versus a

Thinkbroadband estimate closer to 260k Ready for Service last year. The previous Code

Powers were held under G. Network Communications Limited. The new application

focuses on commercialising existing infrastructure and supporting customer connections,

upgrades and maintenance, while leaving the door open for wider expansion. Code Powers

help reduce street works licensing requirements and support access to Openreach ducts and

poles via PIA. The takeover by FitzWalter Capital was previously reported. (Source:

ISPreview)

Orange – Implements data centre upgrades

Orange has upgraded its data centres to reduce both electricity and water consumption,

addressing rising demand driven by AI expansion. The operator has closed smaller sites and

optimised larger ones, replacing older facilities with newer, more efficient infrastructure.

Orange has committed to solarising buildings and sourcing lower-carbon electricity.