Telco Daily: DTE/PROX/Sunrise/INWT/Kyivstar results, Tele2

研报英文原文证据摘录

Telco Daily: DTE/PROX/Sunrise/INWT/Kyivstar results, Tele2

Equity Research

13 May 2026

Telco Daily

DTE/PROX/Sunrise/INWT/Kyivstar

results, Tele2

We highlight latest research, news flow and significant

European Telecom Services

observations relevant to our stock coverage across European/ Mathieu Robilliard

CEEMEA Telecoms, and Global Towers/Satellites. +44 (0)20 3134 3288 mathieu.robilliard@barclays.com

BBI, Paris

•• Barclays European Leadership Conference - Bouygues CEO & Cellnex CFO in London on 21 Maurice Patrick

May +44 (0)20 3134 3622

maurice.patrick@barclays.com

•• Deutsche Telekom 1Q26 - Solid and clean quarter, guidance raised driven by US Barclays, UK

•• Proximus 1Q26 - EBITDA ahead, Outlook reiterated Ganesha Nagesha

+91 (0)22 6175 1712

•• Sunrise 1Q26 – Revenues/EBITDAaL ahead; FY26 guidance reiterated. Residential trends ganesha.nagesha@barclays.com

Barclays, UK remain under pressure

Maxime Delaugerre

•• INWIT 1Q26 - Revenues/EBITDA in line, RFCF beat, FY26 guidance reiterated +44 (0)20 3555 5672

maxime.delaugerre@barclays.com

•• Kyivstar 1Q26 - Solid quarter driven by digital acceleration, outlook upgraded Barclays, UK

•• Tele2 - CEO transition announced

Detailed stories

Barclays European Leadership Conference, 21 May 2026

We are hosting meetings with the CEO of Bouygues and the CFO of Cellnex meetings at our

European Leadership Conference taking place on 21 May in London. Please see the link (here)

for our detailed agenda, including a range of sector & thematic panels and fireside chats with

company management and industry experts, alongside 51 companies available for meetings.

INWIT 1Q26 - Revenues/EBITDA in line, RFCF beat, FY26 guidance reiterated

Inwit reported 1Q26 revenue/EBITDAaL of €264.1m (-0.8% y/y) and €189.9m (-2.2% y/y), coming