The future of mobile
Charles Murray (Partner) gave this presentation at Analysys Mason's 12th annual Telecoms Summit on 6 October 2022. This event was designed to help operators and vendors to understand the key drivers and trends that are influencing the telecoms, media and technology (TMT) industry worldwide.
Listen to or download the associated podcast
The presentation covers the following points.
- Why are European operators trading at low multiples?
- Why are investors concerned?
- What would a new industry structure look like, can it produce returns that are similar to those of other industries, and will it be possible to get there?
Watch the recording below. Please contact us to request a copy of the slides.
Analysys Mason's Telecoms Summit 2022
Register to view all sessionsAuthor
Charles Murray
Partner, expert in transaction servicesRelated items
Article
Analysys Mason’s data-centre hype index: why investors must scrutinise new capacity announcements
Article
How infraco CFOs can secure funding despite caution among lenders: an interview with Alessandro Ravagnolo
Article
Lenders must rethink their approach to unlock the next wave of digital infrastructure funding