REAL-TIME GLOBAL RESEARCH
Telco Chatter: AUG 20: SUNN takeaways, AMZN D2D, TEF CZ dispute, O2D tariff
Research evidence excerpt
J P M O R G A N
Europe Equity Research
20 August 2026
Telco Chatter
Aug 20: SUNN takeaways, AMZN D2D, TEF CZ
dispute, O2D tariff
Sunrise – Key takeaways from Q2 earnings call
US Telcos – Amazon Leo D2D satellite plan accepted
Telefónica – To pay €102m after failed Czech court appeal
O2D – O2 Unlimited M plan reduced to €29.99
BT – Openreach’s XGS-PON rollout to boost fiber speeds
Starlink – Reapplies for Gen 2 approval in India
MobileX – Expands dealer channel and grows network
Satellites – Space sector faces supply chain bottlenecks
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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