Keynote panel discussion — Telecom at an inflection point: Growth, consolidation and capital strategies

Pivoting from utility-like returns to growth-mode 

Are we entering a new era of consolidation or selective portfolio reshaping? 

Where is capital flowing – fiber, AI-driven networks, edge? 

How is the rise of TowerCos, neutral hosts and hyperscaler partnerships reshaping ownership models and valuation metrics? 

Will spectrum policy, open access mandates and national security concerns accelerate or constrain deal-making? 

Where do telcos see the next $200B in incremental revenue?