Telco Daily: Infra call, INWIT, France, UK fibre war

Research evidence excerpt

Telco Daily: Infra call, INWIT, France, UK fibre war

Equity Research

14 July 2026

Telco Daily

Infra call, INWIT, France, UK fibre

war

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. EuropeanNEUTRALTelecom Services

European Telecom Services

•• Infra call: Join the Barclays European Infrastructure team for a discussion of the key themes Mathieu Robilliard

relevant in the imminent reporting season - Friday, 17 July 2026 (2:00pm – 2:45pm London) +44 (0)20 3134 3288

mathieu.robilliard@barclays.com

•• Inwit - Latest in TI/Swisscom Inwit MSA termination saga BBI, Paris

•• French Telecom - Revenues decline amid pricing pressure and slowing data growth Maurice Patrick

+44 (0)20 3134 3622

•• UK Fibre war - Community fibre launches mobile service on 3UK network maurice.patrick@barclays.com

Barclays, UK

Ganesha Nagesha

+91 (0)22 6175 1712

Detailed stories ganesha.nagesha@barclays.com

Barclays Infrastructure Insights: Early Read-Throughs and Key Debates into 2Q Reporting

Maxime Delaugerre

Season (Virtual) +44 (0)20 3555 5672

Join the Barclays European Infrastructure team for a discussion of the key themes relevant in maxime.delaugerre@barclays.com

the imminent reporting season, early read-throughs across Infrastructure from early reports, Barclays, UK

and the major debates likely to shape the remainder of the 2Q results season on Friday, 17 July

2026 (2:00pm – 2:45pm London). Please see the link for registration details.

Inwit: Latest in TI/Swisscom Inwit MSA termination saga

Press reports (link) suggest that an Italian judge has rejected an urgent request by Inwit to