Germany

Reality check: assessing telco claims of Europe’s High-Risk Supplier crackdown cost — Strand Consult

2026-07-17T17:04:00+01:00

Guest analysis: with 30% EU exposure remaining, concentrated on 5G RAN, specific countries and three big telcos, John Strand considers media and industry warnings of HRS rip-and-replace costs overstated, evidencing Denmark, the UK and other European markets as showing transition can be managed without derailing 5G rollout. In an age of national security, he also deems it essential for securing future mission-critical contracts.