Telco Daily Telia results, TI M&A, UK fibre war, ASTS

Research evidence excerpt

Telco Daily Telia results, TI M&A, UK fibre war, ASTS

Equity Research

17 July 2026

Telco Daily

Telia results, TI M&A, UK fibre war,

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

•• Telia 2Q26 – In-line results; 2026 guidance reiterated Mathieu Robilliard

+44 (0)20 3134 3288

•• Telecom Italia - Poste Italiane’s takeover offer receives regulatory approval, CMD still in the mathieu.robilliard@barclays.com

cards? BBI, Paris

•• UK fibre war - Altnets surpass 11% broadband market share Maurice Patrick

+44 (0)20 3134 3622

•• AST SpaceMobile - Raises $1bn through convertible notes, question mark on use of funds, maurice.patrick@barclays.com

Barclays, UK reviews launch timetable

Ganesha Nagesha

+91 (0)22 6175 1712

ganesha.nagesha@barclays.com

Detailed stories Barclays, UK

Maxime Delaugerre

Barclays Infrastructure Insights: Early Read-Throughs and Key Debates into 2Q Reporting +44 (0)20 3555 5672

Season (Virtual) maxime.delaugerre@barclays.com

Join the Barclays European Infrastructure team for a discussion of the key themes relevant in Barclays, UK

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

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 Roadshow – 30 July 2026 (London)

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

30 July 2026 (London). Group lunch 12pm (City hotel by Liz line). Also added couple of 1x1 slots

in pm due to popular demand.