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Telco Chatter: AUG 10: EC IRIS², ETL take-aways, TALK w/s disposal? TWLO Q2
研报英文原文证据摘录
J P M O R G A N
Europe Equity Research
10 August 2026
Telco Chatter
Aug 10: EC IRIS², ETL take-aways, TALK w/s disposal?
TWLO Q2
Satellites – EC signs IRIS² agreement
Eutelsat – Key take-aways from earnings call
TalkTalk – Octopus nears PXC acquisition
Twilio – Q2 growth acceleration (note here)
US Telcos – SpaceX urges FCC to end High-Cost fund
EE – Cuts broadband-only contract buy-out to £200
Indian Telcos – Co-ordination rules planned for satcom spectrum
Swisscom – Revamps Swiss governance
WindTre – Very relaunches €4.99 win-back plan
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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