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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