Telco Daily: KPN results, France, TIM Pricing

Research evidence excerpt

Telco Daily: KPN results, France, TIM Pricing

Barclays | Telco Daily

of the market for the past 48 months and this supports further this more rational competitive

environment. Source: Telecompaper (21 July 2026)

Satellites - UK government unveils £62m funding package for satellite communications

and space innovation

The UK government has announced more than £62m in new funding to support the

development of domestic satellite communications technologies, space security capabilities

and commercial space innovation, as part of its strategy to strengthen national resilience and

reduce reliance on foreign technologies. The package includes £42m through the third round of

the Connectivity in Low Earth Orbit (C-LEO) Programme, which supports projects focused on

on-board processing, active antennas, optical links, networking and routing, and user

terminals. This latest allocation could bring total C-LEO funding to £77m. An additional £20m

will be provided through the National Space Innovation Programme (NSIP) to help businesses,

universities and research organisations develop and commercialise space technologies, with up

to 40% of funding earmarked for Space Domain Awareness and In-Space Assembly and

Manufacturing projects. The government also confirmed that the Space Clusters Infrastructure

Fund (SCIF) will launch a new round later this year, aiming to distribute £37m in grants by 2030.

As we discuss in Satellites Teach-in – Communications and Earth Observation – 23 April

2026. Source: Newelectronics (21 July 2026)

Deutsche Telekom – Pre-2Q26 consensus out

DTE reported consensus yesterday. Compared to Group consensus service revenue and

Adjusted EBITDA AL for the quarter we are +0.10%/+0.06% and -0.07%/-0.24% in 2026

respectively.