Investors will build AI’s impact on telecoms M&A targets into their valuations

IT services will provide a boost for telecoms operators’ B2B revenue growth

All telecoms players must examine their Scope 3 emissions or face regulatory and commercial consequences

A step-change in 5G deployment will widen the gap in mobile connectivity between leading and developing markets

The AI boom coupled with the trend to improve sustainability will generate investment opportunities following a challenging period for data centres

Telecoms operators will accelerate AI adoption to reduce direct and indirect staff costs

Cybersecurity considerations will become increasingly important as market pressures continue to drive business transformations

Satellite services will offer a big pay-off for telecoms operators in 2024

Middle Eastern telecoms operators will continue to expand international footprints and domestic portfolios

2024 will see higher telecoms M&A activity in the EU than in 2023 but still below previous years

The end of ‘more for more’ will see telecoms operators exploring new options for consumer pricing

Commercial fibrecos and mobile netcos will flourish in the Asia–Pacific region