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- Where has overbuild risk materialized, and how is it being managed?
- What differentiates successful FTTH operators in a more disciplined market? and which business models support sustainable returns?
- How are open-access and carrier coopetition dynamics changing risk allocation?
- Following Oak Hill and Carlyle’s deal for Wyyerd, what role can co-sponsor capital play in long-term platform development?
- Where is BEAD creating investable growth?
- In the wake of GFiber’s merger with Astound, when will the next scaled challenger emerge? And how much further can consolidation shape the competitive landscape?
Moderator -
Panel: From first check to final takeout, is fiber financing following the template or rewriting it?
- Which lender groups are most active? And how does appetite differ between first-time issuers such as Lightpath with their US$1.7bn ABS offering, and repeat issuers?
- How are lenders underwriting penetration cash flow durability and portfolio diversification?
- How are early stage LTC and traditional bank debt being structured? And what determines when a platform can move into warehouse and ABS?
- What does the pathway from initial development financing to takeout look like now?
- Following Zayo’s multi-tranche ABS, how are ABS and programmatic finance structures evolving?
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- Where does enterprise fiber offer a more durable investment case than FTTH? And will the FirstLight Fiber sale process indicate how investor sentiment is shifting?
- From targeted carveouts to JVs, how are M&A strategies expanding metro enterprise specialization? And what can be learnt from Bluebird’s purchase of Everstream and the Ubiquity regional asset sale?
- How are contracts, service models and customer relationships changing? And what does this mean for long-term value creation?
- What are the predominant financing strategies for expansion and densification?
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- Are bolt-on acquisitions, such as Greenlight’s purchase of FastBridge Fiber, or direct platform investments, such as Oak Hill’s acquisition of Hunter Communications, proving more effective in consolidating smaller fiber operators?
- Where are the most attractive opportunities emerging across US markets?
- How are integration and operational risk being underwritten?
- How are regional platforms adapting or positioning for acquisition?
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