One interesting read for the idea that after everything is very specified and with low margins, consolidation tends to happen.
That could be the future for the French Telecom Sector.
http://www.eurocomms.com/industry-news/12176-orange-says-consolidation-in-france-will-happen-one-day-as-bouygues-denies-latest-rumour
Same talks in the UK
https://www.engadget.com/2017/03/16/ofcom-sky-fox-murdoch-merger-investigation/