Fibre Infrastructure

Overview

This programme provides in-depth technoeconomic analysis of fibre networks. Investors in, and operators of, full-fibre access networks are shifting their focus to utilisation and monetisation as coverage improves. Meanwhile, pressures in long-distance and international fibre markets are driving new investment. This programme helps decision makers to understand and evaluate the financial and technological options available to maximise the return on this capex-intensive investment.

Topics for 2026

• Wholesale markets
• Traffic futures
• How far will fibre go? 

Typical client enquiries

• Who are the main fibre altnets? How much network have they deployed? How much have they overbuilt each others’ networks?
• How much are FTTP providers investing?
• What models are wholesale FTTP providers using, and how successful are they?
• What impact will AI have on long-distance and metro network traffic?
• Will operators deploy FWA instead of FTTP networks in remote areas?
• Will fixed traffic growth speed up again, and what will cause this?
• Is the role of private equity investors changing? Are these investors providing more than just investment capital?