Keynote Presentation: A turning point for Europe's fibre markets - a change in sentiment, to reflect the market realities

Agenda - Day 1

Keynote Presentation: A turning point for Europe's fibre markets - a change in sentiment, to reflect the market realities

Europe’s fibre industry is at a pivotal inflection point. After years of rapid network build‑out, operators are now confronting a tougher reality: escalating cost pressure, stubbornly slow monetisation in key markets, growing refinancing needs, and the drumbeat of consolidation getting louder. Drawing on fresh insights from our 2026 EMEA Fibre Survey, we reveal how national markets across Europe are diverging—some accelerating towards operational maturity, others grappling with underperformance and tightening funding conditions. This session will unpack the strategic shifts now defining the sector, from the industry‑wide pivot toward operational efficiency to evolving commercial playbooks and the changing dynamics of FibreCo investment and M&A.