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Fiber

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.

Freedom Fibre Equitix TalkTalk Santander

Equitix Leads £100m UK Fiber Funding for Freedom Fibre

Equitix made an £84m equity investment in Freedom Fibre Limited, a UK fiber-to-the-premises (FTTP) operator, with TalkTalk and Santander's backing.
DIF Capital ADTIM InfraRed HICL

DIF Capital Sells 55% of FiberCo ADTIM to InfraRed’s HICL Infrastructure

DIF Capital sells its 55% ownership stake in ADTIM, a wholesale fiber company in France, to HICL Infrastructure, an investment company of InfraRed Capital.
Xenith IG DigitalBridge Columbia Capital Fiber

Xenith IG: DigitalBridge, Columbia Capital Pursue Fiber in Asia-Pacific

Xenith IG, a fiber provider in Asia-Pacific formed out of DigitalBridge and Columbia Capital’s acquisition of Superloop’s fiber in Hong Kong and Singapore.
Government Funding for Broadband Deployment Investment Federal Grants

Broadband Investment and Deployment: Accelerated by Government Funding

Broadband investment and deployment is being spurred on by government funding, including grants at federal and state levels of multiple countries worldwide.
AXA Swiss Life lyntia Networks

AXA IM Alts and Swiss Life Buy lyntia Networks for €2bn+ from Antin

AXA Investment Managers, through IM Alts, and Swiss Life Asset Managers, will acquire lyntia Networks, a fiber provider in Spain, from Antin Infrastructure.
Meridiam Bloomington Indiana Fiber Broadband Network

Meridiam Earmarks $50m+ to Start Regional Indiana Fiber Broadband Build

Meridiam and the City of Bloomington, Indiana announced plans for Meridiam to invest more than $50m to build-out a fiber-to-the-home broadband network.
LOGIX Fiber Networks Astra Capital Management

LOGIX Fiber Networks Secures $100m from Astra and UBS O’Connor

LOGIX Fiber Networks, an enterprise and dark fiber provider in Texas, received a $100m capital commitment from Astra Capital Management and UBS O’Connor.
SDC Capital Partners Smartaira Internet

SDC Capital Partners Commits $100m to Smartaira’s Multifamily Expansion

SDC Capital Partners acquired a majority interest in Smartaira (Consolidated Smart Systems), an internet service provider (ISP) to the multifamily market.
Uniti Group Q1 2022 Fiber Leasing Long-Haul

Uniti Group Q1 2022: Dark Fiber Demand Growing at 10% in North America

Uniti Group announced its Q1 2022 earnings and updated on its fiber and small cell infrastructure portfolio and leasing success with long-haul customers.
Submarine Cable Cables Underwater Undersea Subsea Internet Ocean

Submarine Cables: the Invisible Fiber Link Enabling the Internet

Submarine cables are the backbone of the internet carrying 99% of international traffic and are underwater ocean links known as subsea and undersea cables.