Telco Daily: ASTS launch, France M&A, Satellites

Research evidence excerpt

Telco Daily: ASTS launch, France M&A, Satellites

Equity Research

Emerging Markets Telecoms

18 June 2026

Telco Daily

ASTS launch, France M&A,

Satellites

We highlight latest research, news flow and significant Emerging Markets Telecoms

observations relevant to our stock coverage across European/ NEUTRAL

CEEMEA Telecoms, and Global Towers. EuropeanNEUTRALTelecom Services

European Telecom Services

•• AST SpaceMobile – Successfully launches BlueBird 8, 9, and 10 satellites Mathieu Robilliard

+44 (0)20 3134 3288

•• France M&A - SFR breakup: Store rationalisation and employee retention mathieu.robilliard@barclays.com

BBI, Paris

Maurice Patrick

Detailed stories +44 (0)20 3134 3622

maurice.patrick@barclays.com

Barclays, UKInvite: Expert Access: Barclays: Virtual Fireside chat with Professor William Webb

Join us for a call with Professor William Webb on Friday, 19 June 2026 (3:00pm – 4:00pm London Ganesha Nagesha

Virtual), where we will discuss key topics on the satellite industry. Please see the link for +91 (0)22 6175 1712

registration details. ganesha.nagesha@barclays.com

Barclays, UK

Maxime Delaugerre

AST SpaceMobile – Successfully launches BlueBird 8, 9, and 10 satellites +44 (0)20 3555 5672

AST SpaceMobile successfully launched its BlueBird 8, 9, and 10 satellites from Cape Canaveral maxime.delaugerre@barclays.com

Barclays, UKusing a Falcon 9 rocket. This is a notable success after the recent failure it experienced with BB7

launch and is the first time that the company launches multi-satellites on a single launcher

using a stacking mechanism that was untested. The company will next launch BlueBirds 11 to 13

planned for July also on a Falcon 9 rocket. Meanwhile, BlueBird 37 is already in production. As