Telco Daily: BT/Iliad Results, France M&A, TNOR Buyback

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Telco Daily: BT/Iliad Results, France M&A, TNOR Buyback

Barclays | Telco Daily

Telenor has initiated the first tranche of its NOK 15bn three-year share buyback programme

following AGM approval, with up to NOK 6bn to be deployed in 2026 (capped at 54m shares) to

optimise its capital structure. The programme combines market repurchases of up to 24.9m

shares (NOK 2.76bn) with a pro rata redemption of up to 29.1m shares (NOK 3.24bn) from the

Norwegian State, preserving its 53.97% ownership. Execution will be handled by an

independent third party from 1 June 2026 to February 2027, with plans to cancel repurchased

shares post-2027 AGM, in line with regulatory safe harbour provisions. Source: Company (20

May 2026)

Satellite - AST SpaceMobile advances Bluebird launches and network strategy

AST SpaceMobile is preparing to launch three BlueBird satellites, with units #8 and #10 already

enroute to Cape Canaveral and #9 expected to ship shortly, ahead of a planned mid-June

launch on a SpaceX Falcon 9 rocket. See our research Satellites Teach-in – Communications and

Earth Observation (23 April 2026) for the latest developments in the satellites industry. Source:

Advanced Television (20 May 2026)

Zegona - Expands high-speed connectivity for second homes

Zegona has expanded its broadband offering by providing 1Gbps fibre connectivity to second

homes across its entire Fibre-Optic network. To promote the service, customers can subscribe

to the Plan at a discounted rate of €15 per month, down from the usual €20. For homes outside

Fibre coverage areas, Zegona also offers the 5G FWA service, delivering unlimited data at

maximum 5G speeds of up to 1Gbps for €16 per month, including the Router. Source:

Telecompaper (19 May 2026)

Netherlands – 2G services to end by 2029