Shifting Prospects in Europe’s Telecom Ecosystem: BI Replay
After a rare total return outperformance in 2024, the European telecom sector faces a testing year amid heightened investor expectations for improving regulatory stance, consolidation-driven M&A and a sustainable return to cash flow growth. 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 affecting tower companies' growth opportunity. Join Bloomberg Intelligence analysts covering telecom carriers, tower and satellite companies and network equipment manufacturers for a live webinar on Thursday, January 23 at 9:00 am in New York / 2:00 pm in London.