EUR 9598.00 For Business Accounts Only

NSR Policy: Applying Trump Themes to Specific Sectors

We recently published a note describing the emerging policy themes from the first month of the second Trump Administration, analyzing what we have learned about how this Administration will affect telecom and media cost structures, revenues and opportunities. As discussed, the potential upsides we saw pre-inauguration are still likely but the first month has illustrated potential downsides, both in policy and in the policy process, that will affect the sectors differently. In this note we apply those themes and assess their impact on those metrics to cable, telco, wireless, broadcasters, and satellite enterprises relative to how we thought the Trump Administration would affect them prior to the inauguration.