Telco Daily: UK fibre war, Zegona

Research evidence excerpt

Telco Daily: UK fibre war, Zegona

Equity Research

9 July 2026

Telco Daily

UK fibre war, Zegona

We highlight latest research, news flow and significant

observations relevant to our stock coverage across European/

CEEMEA Telecoms, and Global Towers/Satellites. Emerging Markets Telecoms NEUTRAL

European Telecom Services

•• Telecom Forum 2026 (Virtual) - 1 and 2 September NEUTRAL

•• UK Fibre war - FreedomTruespeed confirm a new round of redundancies European Telecom Services

Maurice Patrick

•• Zegona - Steps up promotional activity with discounted fibre and mobile offers +44 (0)20 3134 3622

maurice.patrick@barclays.com

Barclays, UK

Mathieu Robilliard

Detailed stories +44 (0)20 3134 3288

mathieu.robilliard@barclays.com

INWIT Roadshow – 30 July 2026 (London) BBI, Paris

We are pleased to be hosting an in-person roadshow with company management on Thursday,

Ganesha Nagesha

30 July 2026 (London). Please let us know if you would like to participate. +91 (0)22 6175 1712

ganesha.nagesha@barclays.com

Telecom Italia Roadshow – 3 August 2026 (London)

Maxime Delaugerre

We are pleased to be hosting an in-person roadshow with company management on Monday, 3 +44 (0)20 3555 5672

August 2026 (London). Please let us know if you would like to participate. maxime.delaugerre@barclays.com

Media and Telecom Forum 2026 (Virtual)

Registration is now open for our Media and Telecom Forum taking place virtually on 1 and 2

September. The forum will offer the opportunity to attend virtual meetings and fireside chats

with senior management from a wide range of global media and telecom companies. Please see

the link for registration and details on confirmed companies.

Barclays: Telco Hot Topics

Join the Equity Research team for our bi-weekly call on the 'hot topics' in EU Telecoms. The call