Wired vs. Wireless: The Convergence Trends Reshaping Telecom in 2026 скачать в хорошем качестве

Wired vs. Wireless: The Convergence Trends Reshaping Telecom in 2026

"MediaTalk" host Mike Reynolds is joined by three analysts from S&P Global Market Intelligence Kagan to discuss the evolving landscape of mobile and broadband markets across the US and Europe in 2026. The discussion highlighted how connectivity has become the central focus for telecommunications providers, with streaming service aggregation emerging as the new strategic approach for traditional operators seeking to maintain relevance in an increasingly competitive marketplace. The conversation revealed contrasting trends in pay TV markets, with the US showing some resilience in 2025 after years of decline, particularly through virtual providers like YouTube TV. European markets have experienced less dramatic subscriber losses due to stronger bundling strategies and robust free-to-air options that continue to satisfy consumer demand. These regional differences underscore how market structures and consumer preferences continue to shape telecommunications business models differently across geographies. The analysts emphasized how the convergence of fixed and mobile services is fundamentally reshaping competition in the telecommunications sector. T-Mobile's strategic expansion into fiber, cable companies' growing mobile service offerings, and the acceleration of fixed wireless access are creating new competitive dynamics that blur traditional industry boundaries. Meanwhile, the media landscape continues to transform as telecommunications companies increasingly divest content assets that are being consolidated by dedicated media companies. These shifts suggest a fundamental restructuring of how telecommunications services will be packaged, marketed and delivered to consumers in the coming years. More S&P Global content: Technology, Media, & Telecoms Fixed wireless subscribers by state Featured experts: Lynnette Luna, senior research analyst at S&P Global Market Intelligence Kagan. John Fletcher, principal research analyst at S&P Global Market Intelligence Kagan. Mohammed Hamza, principal research analyst at S&P Global Market Intelligence Kagan. Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence