European Telco Consolidation Inevitable As Is The Resulting Double Digit Price Hikes In Base Rate Plans

March 06, 2024

European Telco Consolidation Inevitable As Is The Resulting Double Digit Price Hikes In Base Rate Plans

The writing is on the wall.

Telcom Operator balance sheets in Europe are horrific and the financing strategies associated with attempting to drive subscriber growth (as opposed to ARPA growth) in a market with a declining domestic born population is a recipe for disaster.

The recipe is now being utilized and the regulators are likley to approve consolidation due to what they witnessed during the pandemic (networks blowing up) and the realization that Telcos are providing mission critical infrastructure (it took the regulators that long to figure it out.)

What does this mean for Telco Customers (B2B & Consumer) ... Double Digit Price Hikes and the gradual (perhaps rapid) reduction in freebies.

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