New Street Research - If Musk Leaves, Will His Influence on Telecom Policy Follow?

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New Street Research

Blair Levin

EUR 9016.00 For Business Accounts Only

If Musk Leaves, Will His Influence on Telecom Policy Follow?

Today, the market will be focused on and reacting to yesterday’s news about President Trump’s new tariff framework. But there was also news yesterday that months from now we might view as significant for how telecom policy plays out; the news that Musk will be leaving his DOGE efforts and returning to the private sector. Prior to last fall’s election we wrote that if Trump won, Musk would be the most influential player in telecom policy. But if Musk leaves, will that influence diminish? In this note we analyze how his departure will affect specific areas of telecom policy.

03/04/2025 1 EN

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

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Analysts

Blair Levin

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If Musk Leaves, Will His Influence on Telecom Policy Follow?

Bouygues (Buy, TP: €53, +43%) Bouygues Initiation - French Telco M&A play

Comcast Pre-1Q25 Model Update

ATUS Pre-1Q25 Model Update

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