EVENT

Client call w/ TalkTalk CEO: James Smith

Date and Time
November 11, 2025 — 11am EST / 4pm UK
Location
Virtual

TalkTalk will be reporting their H1 results on Wednesday 5th November. We are therefore delighted to follow this up with a webinar with James Smith, CEO of TalkTalk on Tuesday 11th November.

While we can't predict the exact agenda yet - as we await the results on the 5th November - there will clearly be a significant number of topics that are likely to be high on the agenda:

- Why the recent refinancing was structured in its proposed form?
- The decisions driving the recent repricing and rebranding - what impact has been seen so far?
- Update on further commercial initiatives to come - in-home WiFi improvements for example
- Competitive dynamics within the UK broadband market
- Update on liquidity outlook over the coming quarters
- Progress on cost reductions and EBITDA margin uplift
- Performance within PXC from third-party providers and Ethernet
- Any update on M&A potential activity and potential structures