Yesterday, today and tomorrow in FTTP
EldoTelecom
MARCH 25, 2024
2000-2020 Incumbents slow walk, cherry pick FTTP buildout; business models cannot accommodate capex need. Publicly owned FTTP emerges as lower cost business model alternative, built by some municipalities in densely settled areas and handful of private operators and utility coops in rural areas. Some limited interest by private infrastructure funds (Macquarie) and Euro pension funds as sources of more patient capital to finance FTTP construction. 2020-2030 COVID public health measures spotlight
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