TALK TalkTalk Telecom Group PLC

Form 8.3 - The Vanguard Group, Inc.: TalkTalk Telecom Group plc

Form 8.3 - The Vanguard Group, Inc.: TalkTalk Telecom Group plc
EN
12/10/2020

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Reports on TalkTalk Telecom Group PLC

James Ratzer
  • James Ratzer

TalkTalk (Equal Weight) Post-Q3 model update: The customer growth vs....

Following the Q3 results yesterday, we have updated our forecasts to reflect weaker-than-expected subscriber trends in the quarter. While FY26 revenue guidance remains intact, the deterioration in customer volumes leads us to reduce our medium-term subscriber assumptions and, in turn, our longer-term revenue expectations. We assess the impact this has on value and the potential for higher future SAC spending.

Felix Fischer ... (+3)
  • Felix Fischer
  • Haidje Rustau
  • Peter Low

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Assemblin Caverion, CEMEX, TalkTalk, Virgin Media O2, Atalian, AMS Osram, EVOCA, Pfleiderer

James Ratzer
  • James Ratzer

TalkTalk (Equal Weight) Q3: Financial guidance intact, but customer v...

TalkTalk has reported Q3 results (ending Nov 2025) and will host an analyst call later this morning. Aside from the recent M&A speculation, the company’s operational performance remains challenged with subscriber trends weaker in the quarter, despite new advertising campaigns around the rebrand

Felix Fischer ... (+5)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Si Yong Ng
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: TalkTalk, Nissan Motor, Benteler International, Ineos, Ineos Quattro, Bombardier

James Ratzer
  • James Ratzer

TalkTalk (Equal weight) Up for sale again! Our take

Sky News is reporting that TalkTalk has begun contacting potential acquirers for its consumer (TTC) and wholesale (PXC) divisions. We also believe that this could also involve a sale of the whole business. We explore our latest thoughts on next steps.

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