Fiber Page 25


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.


Colony Capital, Marc Ganzi and Digital Infrastructure

Colony Capital is led by Marc Ganzi one of the most prolific investors in digital infrastructure, a guru of the wireless industry.

TPG Sells Astound Broadband for $8.1bn to Stonepeak

Private equity firm Stonepeak Infrastructure Partners has agreed to acquire Astound Broadband, the sixth largest U.S. cable operator, for $8.1bn, from TPG.
Digital Infrastructure

Why Digital Infrastructure is Real Estate 2.0

We discuss precisely why Digital Infrastructure is "Real Estate 2.0" and how it will re-shape the future of real estate as we know it.
GTT Forbearance Agreement

GTT Enters Into Forbearance Agreement with Lenders

GTT entered into a forbearance agreement with lenders that own a majority of the company's outstanding 7.875% Senior Notes due 2024.
Crown Castle Q3 2020

Crown Castle Addresses More of Elliott’s Plan on Q3 2020 Earnings

Crown Castle's Q3 2020 earnings showed the company continues to take additional actions in response to activist hedge fund investor Elliott Management.

Zayo Names Steve Smith, former CEO of Equinix, as new CEO

Zayo announced today the appointment of Steve Smith as Chief Executive Officer, having been selected by Colony Capital and EQT to lead Zayo.
GTT Communications I Squared Capital

GTT Communications Sells Infrastructure Division to I Squared for $2 billion

GTT Communications announced that it has signed a definitive purchase agreement to sell its infrastructure division to I Squared Capital for $2.15bn.

Consolidated Communications Secures $425m Strategic Investment from Searchlight

Consolidated Communications entered into an agreement with Searchlight Capital Partners, who has committed to a strategic investment of $425m.

Zayo Agrees to Sell its 44 zColo Data Centers to DataBank for $1.4 billion

Zayo announced that it has agreed to sell zColo, which includes 44 data centers across the United States and Europe, to DataBank.
Uniti Windstream Bankruptcy

Uniti Group Lease Agreement Becomes Effective as Windstream Emerges from Bankruptcy

Uniti's largest customer, Windstream Holdings, which represented 65% of Uniti's 2019 revenue, emerged from Chapter 11 bankruptcy.