KEY TAKEAWAYS FROM OUR CONNECTIVITY LEADERS CONFERENCE

NEW STREET RESEARCH's US Communications Analyst, Jonathan Chaplin and Europe Communications Analyst, James Ratzer will be hosting a call to discuss our key takeaways from our Connectivity Leaders Conference.

We gained some new insights into the broadband and wireless sector from the various presentations across the two days of the Conference in New York and London.

Some of the key takeaways we intend to discuss over the call include:

• The growing risk of three player markets in the US.
• The slowdown in the US wireless market.
• The real convergence imperative in the US.
• Lumen's sale of consumer fiber assets.
• Has broadband consolidation begun in full earnest?
• ​​​​​How close are we to an inflection in the US enterprise connectivity market?
• How changing regulation in Europe and geopolitical change is directly affecting the telcos.
• Which M&A deals in Europe are now most likely?
• Can B2B growth now outstrip B2C growth?
• The future of the fibre challengers in Europe
• Can HFC compete with fiber?