What's New: Happy New Year for 2026! We hope that everyone has had a good break over the holiday season and we look forward to engaging with you all in the days and weeks ahead.
And to start off the year we will be hosting a call to run through our European Telecoms Sector outlook for 2026, which we published last month. In that report, we set out our key themes for 2026 and our top picks and we will be discussing this in more detail in this call.
Registration: To attend, please register HERE.
WHEN: Thursday 8 January, 3pm UK time, 10am ET
In the call, which will be fully interactive and open for questions, we will:
- Run through our top longs and shorts for 2026 both for equity and credit names
- Discuss in more detail our recent recommendation changes (Cellnex + Inwit to Buy; Tele2 to Buy; Telefonica to Reduce)
- Assess the sector's earnings outlook vs. the wider market and other sectors
- Discuss 4 key themes we are looking at in 2026:
1) M&A: After low volumes for the past 2 years, can this pick up again?
2) Market changes from wireless spectrum/ capacity changes: the impact on FWA and mobile network build
3) AI Gigafactories - can the telcos become involved in 2026?
4) Cost reductions - either through AI efficiencies or copper switchoff - as an ongoing support
Full report available here: EU Telecoms: 2026 lookahead
Additional Events
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Jan
15CommunicationsJanuary 15, 2026 — VirtualHosted by Chris HoareEvent Details -
Mar
24CommunicationsMarch 24, 2026 – March 26, 2026 — London (March 24th), New York City (March 26th)Hosted by James Ratzer, David Barden, Chris Hoare and Russell WallerEvent Details
