The unwinding of European joint ventures and its impact on consolidation

Europe’s telecoms market is shifting again with the unwinding of the joint ventures owning VodafoneZiggo, VodafoneThree and MasOrange. In this podcast, Charles Murray and Tom Rebbeck discuss what these moves tell us about the next phase of European mobile consolidation. They explore how JV unwinds sit alongside 4-to-3 mergers, what they mean for market structure, and whether they can support the EU’s ambition to build stronger European champions. The discussion builds on the themes raised in this article.  To learn more about our work in this area, explore Analysys Mason’s expertise in mobile consolidation.