
Telecom-Moditization
The Capital Cycle Podcast
00:00
Challenges in European Telecom
This chapter examines the struggles of the European telecom sector since the late 1990s, focusing on issues of commoditization and regulatory barriers. It contrasts the evolution of the US telecom industry, which has seen consolidation and improved revenue, with the persistent challenges faced by European companies like Vodafone.
Transcript
Play full episode