Transcript
Transcript

US Fibre Sector 2020 Outlook – 11 February 2020

  • Multi Asset
  • TMT
  • North America

Specialist

Former C-level executive at Zayo Group LLC

Agenda

  • Operating environment for fibre vendors such as Zayo (NYSE: ZAYO), Crown Castle (NYSE: CCI), CenturyLink (NYSE: CTL) and others – update on supply and demand dynamics
  • Sizing growth opportunities across 5G and data centre markets
  • Competitive dynamics across key geographies
  • Build-out costs, IRR, pricing and churn
  • Outlook for 2020 and beyond – fibre consolidation, dark fibre demand and winners and losers

Questions

Access the full Transcript

Submit your details to read this transcript in full.

The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited