Fiber Leaders Panel: What are the key characteristics and investment drivers of enterprise fiber?
- 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?
Speakers