Gigapower expects to announce a new ISP on its network soon, said revenue chief Jeff Seidenfaden It’s still working to reach 1.5M U.S. fiber locations Seidenfaden said Gigapower is striving for a “complementary” open access strategy Gigapower is prepping for...

Hotwire, recently acquired by PE firm Brookfield, is looking to shake up the crowded fiber landscape It has an advantage in being a fiber-only ISP with footholds in multiple verticals, an analyst told us Hotwire exec David Ramos talked up...

Commerce Secretary Howard Lutnick said a new BEAD funding notice is coming soon States will likely have to redo their grant proposals from scratch BEAD money probably won’t flow until 2026 or later, said New Street’s Blair Levin The wait...

A sale of Lumen’s consumer fiber biz is probably the most likely deal to happen 2025, according to analysts Other possible transactions, like a Comcast/Charter merger, are a bit more far-fetched Changes to copper retirement policy could pave the way...

There were several big news announcements in 2024 about AI driving demand for fiber broadband The biggest news item was Lumen’s win of a fiber broadband contract with Microsoft It’s likely we’ll see a lot more activity in 2025 to...

AlixPartners says consolidation is happening and will soon accelerate in the fiber market Likely prospects are small startup fiber companies that mid-tier broadband providers will pluck But the small startups need to show that they’re profitable There are more than...