Finding Value in the European Telecom Ecosystem: BI Replay

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Duration: 52 Minutes

Original Date: September 09, 2026

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Europe’s telecom value chain is being redrawn. Carriers remain more insulated from AI disruption than many sectors, yet growth is uneven and recent results show that profit resilience cannot be taken for granted. In orbit, Starlink's ambitious plans and geopolitical factors reshape Europe's satellite operators' prospects, with uncertainties over the read-across to terrestrial carriers. On the ground, operator M&A could leave towercos facing fewer, stronger tenants, contract renegotiations and network rationalisation. Join Bloomberg Intelligence analysts covering telecom carriers, tower and satellite companies for a live webinar on Thursday, Sep. 10 at 9 a.m. in New York/2 p.m. in London.

Finding Value in the European Telecom Ecosystem: BI Replay

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