Where’s Value in Europe’s Telecom Ecosystem: BI Replay
As the Stoxx 600 European telecom index closed the first half of 2025 with a total return outperformance, building on last year's rally, a scrutiny of the telecom carriers' fundamental performance drivers and catalysts is ever more essential to identify investment opportunities. The wider ecosystem's prospects are tied to the shifts in the telecom sector, with capex curtailment challenging network equipment manufacturers' bottom-line while in-market mobile consolidation push and disciplined 5G roll-outs testing tower companies' growth opportunity. Join Bloomberg Intelligence analysts covering telecom carriers, tower and satellite companies and network equipment manufacturers for a live webinar on Tuesday, August 5 at 9:00 am in New York / 2:00 pm in London.