Fibre Infrastructure Strategies
Full fibre build is at the top of the list of investment priorities of many operators, and excites the interest of new investors. It is the quintessential defensible asset, yet operators have to dig deep, metaphorically and literally, to have it, so getting the business model right is critical. Full-fibre broadband will be the main revenue generator, but other use cases bulk up revenue, new technologies can be deployed on the passive network, and possible new end points for the optical distribution network emerge. The programme covers the booming world of fibre access.
Key themes
- Fibre capex, bill of costs and time for deployment.
- Fibre coverage.
- Business models for fibre monetisation, wholesale.
- Emerging fixed access technologies: 10G/50G, SDAN.
- Coax and wireless substitutes.
- Ownership trends (co-investment, separation, sharing models).
- Policy.
Latest research from the Fibre Infrastructure Strategies programme
ViewFTTP wholesale trends: the emergence of network slicing in open access
Article
FTTP wholesale trends: the rise of commitment-, volume- and IRU-based models
Article
FTTP wholesale trends: why XGS-PON has uncertain value for wholesalers