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Feature Article

Telecom: Staying on the Right Side of the Great Consolidation

By Roger S. Conrad on Oct. 3, 2024

In August 2023, I highlighted the communications sector in a feature piece titled “Telecom Has a Future, But Not Every Company Does.” My premise was communications is more essential than ever to a functioning world. And as more industries adopt artificial intelligence, it will only become more vital, even as total global penetration of smart phones tops 100 percent later this decade. At the same time, however, the business of operating communications networks is becoming ever more exclusionary. Only a handful of companies have the financial power to stay in the race to offer the fastest and most efficient service—converged 5G wireless and fiber broadband augmented with AI capability. And the ranks of those who can keep up shrink every year.

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