Reshaping European Telco Landscape: Consolidation Set to Define the Market for The Next Decade

The European telecommunications landscape is primed to undergo significant consolidation, supported by a more lenient regulatory environment and improving market conditions. Key transactions, such as the Orange and MasMovil merger, signal a shift in EU antitrust policies, fostering a more unified market capable of substantial investments in next-generation networks. This trend is expected to reshape the industry over the next decade, enhancing infrastructure, efficiency, and cross-border service offerings and helping ensure the region's competitiveness on the global stage."We can look back at 2024 as one of the most consequential years for reshaping the European telecom sector. The status quo, both in terms of investment and of policy, is no longer an option. European competitiveness is fading and needs to take bold corrective steps. Looking ahead into 2025 and beyond, there are windows of opportunity emerging for consolidation in a more favorable regulatory environment for Europe's telecom industry." - Associate VP Ahmad Latif Ali, IDC