Fiber Page 24


We provide the latest Fiber news, analysis and opinion. In the Fiber sector we cover companies including Zayo Group (private), Cogent Communications (NASDAQ: CCOI), Uniti Group (NASDAQ: UNIT), and Lumen Technologies (NYSE: LUMN). Within Fiber, we focus on the sub-sectors of wholesale / dark fiber, enterprise fiber, fiber-to-the-home (FTTH), and subsea cables.

Our fiber news discusses how fiber optic cables consist of bundled glass strands that transfer data signals into optical light. Importantly, fiber is the connective tissue. Fiber supplies connectivity, and enables all of the other three types of digital infrastructure to work.

Fiber news includes discussing how fiber provides the core connectivity for internet traffic globally. Additionally, fiber connects cellular tower sites, data centers, small cells, and last-mile customers into the broader global network.

Our fiber news segments are in two core verticals: dark fiber and lit services. Dark fiber is the leasing of individual fiber strands to provide dedicated high bandwidth, fixed network capacity. In this case, the customer lights the fiber themselves. Whereas, lit services is where the service provider lights the fiber and enables connectivity for the customer. Connectivity ranges from 100 Mbps of capacity to 100 Gbps of capacity.

Additionally, our fiber news includes discussing how the fiber revenue model varies by segment. Fiber revenue can typically be parsed into two segments or customers bases: wholesale fiber and enterprise fiber. Wholesale fiber is carrier-to-carrier traffic, where connectivity services are provided for mobile operators (e.g., AT&T) and other fiber providers (e.g., Cogent). Enterprise fiber is the supply connectivity services to businesses, government agencies, health care providers and telecom providers.

Dark Enterprise Fiber Network

Dark Fiber and Enterprise Fiber Connect The Global Network

Dark Fiber and Enterprise Fiber providers enable the connectivity for internet traffic globally, connecting networks of towers, data centers, and offices.
TalkTalk Offer Toscafund

TalkTalk Offer from Toscafund for £1.1bn is Proceeding

TalkTalk's board of directors today announced their recommendation to accept the cash offer of 97 pence per share from Toscafund and Penta Capital.
Lumen Technologies Broadband RDOF

Lumen Technologies: Broadband Trends and RDOF Headwinds

Lumen Technologies is facing headwinds in its Consumer segment from broadband trends and the recent outcome of the Rural Digital Opportunity Fund (RDOF).
Cogent Communications Corporate Customers

Cogent Communications Pressured by Corporate Customers

During 2020, Cogent Communications has seen corporate customers take a cautious approach to new configurations and speed upgrades of their office internet.
Consolidated Communications Fiber Build

Consolidated Communications Accelerates 1 Gbps Fiber Build

Consolidated Communications announced plans to accelerate its fiber builds, following the results from the Rural Digital Opportunities Fund (RDOF) Auction.
RDOF Phase Winning Bidders

Rural Digital Opportunity Fund (RDOF) Phase I Winning Bidders

The Federal Communications Commission (FCC) today announced the winning bidders of the Rural Digital Opportunity Fund (RDOF) Phase I Auction.
Altice USA Sale Lightpath

Altice USA Closes Sale of Lightpath Fiber to Morgan Stanley

Altice USA today announced it has closed the sale of 49.99% of its Lightpath fiber enterprise business to Morgan Stanley Infrastructure Partners (MSIP).
DISH Fiber 5G Network

DISH Signs Fiber Agreements for 5G Network

DISH Network signed agreements with four fiber vendors to provide connectivity for its 5G network to sites covering ~60 million people in the U.S.
Colony Capital Fiber-to-the-Home

Colony Capital’s Perspective on Fiber-to-the-Home Investments

Marc Ganzi shared his perspective on Colony Capital's approach to Fiber-to-the-Home investments, in the company's Q3 2020 earnings conference call.
Uniti Group Everstream Fiber

Uniti Group and Everstream Agree Strategic $206m Fiber Deal

Uniti Group announced today a strategic operating company / property company (OpCo-PropCo) fiber transaction worth $206m with Everstream Solutions.