TMT predictions 2026: operators are at a crossroads

Telecoms operators will face critical strategic decisions in 2026 as AI investment reshapes the communications infrastructure landscape and intensifies pressure on traditional network economics. In this episode, Alessandro Ravagnolo, Partner, is joined by Caroline Gabriel, Partner, and Charles Murray, Partner, to discuss how telecoms operators should respond as capital requirements for AI and digital infrastructure increase. They explore the investment decisions that operators must make, the implications for network ownership and infrastructure strategy, and whether market consolidation will be essential to achieving scale and sustainable returns. Read the associated full predictions: Telecoms operators will battle for position as their infrastructure capex is dwarfed by spending on AI France is likely to be the next major European market to go from four to three mobile operators in 2026

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TMT predictions 2026: operators are at a crossroads is an episode from Analysys Mason Podcast by Analysys Mason.

This episode is 17:40 long.

This episode was published on Jan 15, 2026.

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