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Presentation: Boom or Bottleneck? An Update on Global Subsea Connectivity#

Capacity Europe 2026 digest Program Core pick 12–15 October 2026

Stacey Parker, Research Analyst - TeleGeography

Play the recording: Presentation: Boom or Bottleneck? An Update on Global Subsea Connectivity

  • Why: TeleGeography is the one source in this program that brings actual data — bandwidth deployment, pricing, and supply/demand by route — rather than opinion. For anyone whose WAN planning depends on transatlantic/Mediterranean capacity economics, this is the highest signal-density session listed.
  • What: A data-driven counterpoint to "capacity squeeze" headlines: unprecedented investment is driving massive network growth and route diversity, and the session gives a realistic supply/demand and pricing outlook for Europe, including current constraints (from abstract only).
  • How: Market analysis built on TeleGeography's bandwidth, infrastructure, and pricing datasets — deployment pipelines, route diversity metrics, and price trends.
  • Where applicable: Global subsea capacity planning with a European focus; broadly applicable, not org-specific. No figures are in the abstract, but this format reliably delivers real numbers on stage.