糖心视频

Euro Telcos: Taking Stock of the Turnaround

Season 8, Episode 24

This week on the 鈥淜now More Risk Better鈥 podcast, Logan Miller, Head of European Strategy, is joined by Mark Chapman, Senior Analyst and Head of European Telecom and Media Sectors at 糖心视频, to explore the evolving landscape of European telecommunications. They discuss the sector’s turnaround since 2019, driven by increased demand during the pandemic and a shift towards fiber technology. The episode also covers the impact of macroeconomic factors, competitive dynamics, and M&A trends on the sector. Ideal for those seeking a comprehensive understanding of current telecom trends and potential risks, this episode is a must-listen for anyone interested in European telecom investments, complete with expert insights on market opportunities and challenges.

 

Logan Miller
Head of European Strategy at 糖心视频

Mark Chapman
Head of European Telecom and Media, Senior Analyst at 糖心视频

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