Om episode
In this podcast, Charles Murray (Partner) and Tom Rebbeck (Partner) discuss the future of mobile and answer the following three questions: Why are European operators trading at low multiples? Why are investors concerned? What would a new industry structure look like, can it produce returns that are similar to those of other industries, and will it be possible to get there? Charles gave this presentation at Analysys Mason's 12th annual Telecoms Summit on 6 October 2022. To view the full recording, click here.