Telco Daily: Satellite call, CLNX, Spectrum, Amazon LEO launch, ASTS

Research evidence excerpt

Telco Daily: Satellite call, CLNX, Spectrum, Amazon LEO launch, ASTS

Equity Research

Emerging Markets Telecoms

19 June 2026

Telco Daily

Satellite call, CLNX, Spectrum,

Amazon LEO launch, ASTS

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/Satellites. NEUTRALEuropean Telecom Services

European Telecom Services

•• Satellite expert call – Join us for a call with Professor William Webb **TODAY** (3:00pm – Mathieu Robilliard

4:00pm London Virtual) +44 (0)20 3134 3288

mathieu.robilliard@barclays.com

•• Cellnex – Fixing UK mobile network quality bit by bit - Starts to sign operators up to neutral BBI, Paris

host rail network

Maurice Patrick

•• Spectrum - US players challenge EU satellite spectrum plan +44 (0)20 3134 3622

maurice.patrick@barclays.com

•• Amazon LEO – Successful launch, commercial services still planned for 2026 in 5 countries Barclays, UK

Ganesha Nagesha

•• AST SpaceMobile - Japan’s J‑LEO project moving to final selection phase +91 (0)22 6175 1712

ganesha.nagesha@barclays.com

Barclays, UK

Detailed stories Maxime Delaugerre

+44 (0)20 3555 5672

maxime.delaugerre@barclays.com

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

**TODAY**

Join us for a call with Professor William Webb today (3:00pm – 4:00pm London Virtual), where

we will discuss key topics on the satellite industry. Please see the link for registration details.

Cellnex – Fixing UK mobile network quality bit by bit - Starts to sign operators up to

neutral host rail network

Cellnex has announced that it has signed a contract with O2, whereby O2 will access Cellnex’s