Telecom Outlook 2025: A high-frequency future

2025 promises to be an exciting year for European telecoms. While some firms still need to lift fibre take-up rates, we expect a higher frequency year ahead of faster 5G services, a steady fibre rollout and fresh opportunities provided by AI and M&A. We don't, however, expect cross-border M&A as advocated for in the Draghi report. The industry should also focus on improving its 5G services while working on a large, longer-term upgrade for 6G

In this bundle

TMT

TMT growth takes centre stage

2025 should bring solid growth for the European TMT sector

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TMT

Increasing fibre take-up rate most important challenge for telecoms

The European fibre rollout is progressing steadily, but a few key challenges are lingering

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TMT

5G: Overpromised, underdelivered?

The telecom sector has yet to deliver on lofty promises about 5G

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TMT

The Draghi report: The Good, the Bad and the Ugly

Our take on the Draghi report and its underlining of the need for a strong European telecom sector

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TMT

How AI could drive growth in European telecoms

AI offers new possibilities for telcos, from cost-saving measures to opportunities on the revenue side

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TMT

Why 2025 won’t prove a transformative year for telecom M&A

After an eventful 2024, we foresee a less transformative year ahead for M&A in the telecom space

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Report TMT

Telecom Outlook 2025: A high-frequency future

The full report on why 2025 promises to be an exciting year for European telecoms

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