Telco Chatter Jun 8: SFR MoU confirmed, TEL/GlobalConnect, Sinch acting CEO...

研报英文原文证据摘录

Telco Chatter Jun 8: SFR MoU confirmed, TEL/GlobalConnect, Sinch acting CEO...

J P M O R G A N Europe Equity Research

08 June 2026

Telco Chatter

Jun 8: SFR MoU confirmed, TEL/GlobalConnect, Sinch

acting CEO...

French Telcos ­– SFR MOU confirmed.Deal math and our thoughts. (note here) European Telecommunication

Telenor – Wins approval for GlobalConnect fibre deal Services

Sinch – Appoints Jonas Dahlberg as acting CEO Akhil Dattani AC

Telenor – Xxplores sale of Easypaisa stake in Pakistan? (44-20) 7134-4725

Telefonica – Seeks US court enforcement of €430m Colombia award akhil.dattani@jpmorgan.com

US Telcos – AWS-3 auction sees slow start J.P. Morgan Securities plc

KPN –Wins €74m Amsterdam cloud contract Ajay Soni

French Telcos – CMA Media to acquire RMC Sport from Altice (44-20) 3493-8462

ajay.soni@jpmorgan.com

UK Altnet – Aquiss launches 1.2Gbps and 1.8Gbps FTTP J.P. Morgan Securities plc

European Telcos – EU to open Balkan roaming talks Ankur Baheti, CFA

Spanish Telcos – Movistar leads Q1'26 fiber speed rankings (91-86) 5796-8820

European Telcos – CISPE backs EU Cloud and AI Development Act ankur.baheti@jpmchase.com

Bouygues – Starts Muswellbrook hybrid solar project in Australia J.P. Morgan India Private Limited

BT – EE to add Disney+ and launch new loyalty scheme

Specialist Sales contact details:

TIM – And Dazn launch €9.99 World Cup pass

Italian Telcos – Very Mobile launches 200GB 5G plan Scott Silver - Specialist Sales -

European TMT

Vodafone – Lowi offers 300GB free data (44-20) 7134-0412

Orange – 2G shutdown expands in southwest France scott.silver@jpmorgan.com

Brazilian Telcos - April’26 Subs (note here)

Elisa – Tests subsea cable acoustic sensing

German Telcos – FTTH/B connections up over 1m

European Telcos – Airspan joins ARES consortium