US Fibre Sector 2020 Outlook – 11 February 2020

  • Multi Asset
  • TMT
  • North America


Former C-level executive at Zayo Group LLC


  • 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


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