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REAL-TIME GLOBAL RESEARCH

Telco Chatter: AUG 10: EC IRIS², ETL take-aways, TALK w/s disposal? TWLO Q2

Published: 2026-08-10Institution: JPMorganPages: 16Original language: English

Research evidence excerpt

J P M O R G A N

Europe Equity Research

10 August 2026

Telco Chatter

Aug 10: EC IRIS², ETL take-aways, TALK w/s disposal?

TWLO Q2

Satellites – EC signs IRIS² agreement

Eutelsat – Key take-aways from earnings call

TalkTalk – Octopus nears PXC acquisition

Twilio – Q2 growth acceleration (note here)

US Telcos – SpaceX urges FCC to end High-Cost fund

EE – Cuts broadband-only contract buy-out to £200

Indian Telcos – Co-ordination rules planned for satcom spectrum

Swisscom – Revamps Swiss governance

WindTre – Very relaunches €4.99 win-back plan

European Telecommunication

Services

Akhil Dattani AC

(44-20) 7134-4725

J.P. Morgan Securities plc

Ajay Soni

(44-20) 3493-8462

J.P. Morgan Securities plc

Ankur Baheti, CFA

(91-86) 5796-8820

J.P. Morgan India Private Limited

Specialist Sales contact details:

Scott Silver - Specialist Sales European TMT

(44-20) 7134-0412

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