Telco Daily: BT, Satellites, Kyivstar

研报英文原文证据摘录

Telco Daily: BT, Satellites, Kyivstar

Equity Research

29 June 2026

Telco Daily

BT, Satellites, Kyivstar

We highlight latest research, news flow and significant

observations relevant to our stock coverage across European/

CEEMEA Telecoms, and Global Towers/Satellites. Emerging Markets Telecoms NEUTRAL

European Telecom Services

•• BT and Verizon - Form joint venture for international connectivity NEUTRAL

•• Satellite - Charter exploring partnership with satellite company European Telecom Services

Mathieu Robilliard

•• Kyivstar - Partners with Ukraine’s Ministry of Economy to Advance AI Infrastructure and +44 (0)20 3134 3288

mathieu.robilliard@barclays.com Digital Transformation

BBI, Paris

Detailed stories Maurice Patrick

+44 (0)20 3134 3622

Earth observation: Fireside Chat with Planet (NYSE: PL) CFO on Data Monetisation maurice.patrick@barclays.com

Satellite data is becoming abundant, but where value accrues across the stack remains Barclays, UK

debated. As costs fall and supply scales, the focus is shifting to monetisation, pricing power and Ganesha Nagesha

margins. Join Katherine Ogundiya from our Thematic Investing team for a fireside chat with the +91 (0)22 6175 1712

President & CFO of Planet, Thursday, 2 July 2026 (3:00pm – 3:45pm London, Virtual). Please see ganesha.nagesha@barclays.com

the link for registration details. Barclays, UK

Maxime Delaugerre

North America Cable, Satellite & Telecom Services - AWS -3 Spectrum Auction: Verizon pays +44 (0)20 3555 5672

up for efficiency maxime.delaugerre@barclays.com

Verizon dominated the AWS-3 auction in metros which drove most of the auction value, but Barclays, UK

TMUS picked up cheap and potentially useful geographic optionality; satellite participation