BREKO Market Analysis 2026 shows weak telecom investment climate

BREKO has published its Market Analysis 2026, highlighting a weaker investment climate in Germany’s telecom sector and urging a rules-based copper-to-fibre transition framework.

• The study says fibre coverage rose to 62.0% and active connections to 7.9 million, but investment conditions are negative at -13.3 percentage points and deployment costs have increased.
• It also says competitors invested €9.8 billion out of €15.3 billion total sector investment in 2025, while 77% of operators would invest further if there were a binding copper-to-fibre roadmap; the article also notes AI is increasing demand for data center capacity.