Gregory Williams
Director, Equity Research, TD Cowen
The telecommunications industry is at a critical turning point. With unprecedented challenges from regulatory changes, escalating capex requirements, and transformative technologies like AI, carriers must act boldly to thrive. Total Shareholder Return (TSR) has lagged, highlighting the urgent need for innovative strategies to maintain growth and profitability. One of the most promising avenues for growth is M&A. Telcos can unlock value through inorganic growth, synergies, and by entering adjacent markets – and M&A can also be used to streamline the balance sheet. Where will we see M&A activity in the year ahead?
Moderator
Speakers
Aaron Blazar
Principal, Freedom3 Capital
Valeriy Elbert
Managing Director and Partner, Boston Consulting Group
Scott Soden
Managing Partner, Alpina Capital
