Metro Connect USA serves as the meeting place for the fiber and connectivity ecosystem, uniting industry stakeholders with leading investors. This convergence offers prospective attendees invaluable opportunities to forge strategic partnerships, secure investments, and gain insights into emerging trends, fostering growth and innovation across the digital infrastructure landscape.
During the conference, Kemal Hawa will moderate panel, "How is fibre investment evolving, and when can we expect consolidation?" on Thursday, Jan. 30 from 12:15 p.m. - 1:00 p.m. EST. We have seen significant investment into fibre, driving new deployments and rapid improvement in connectivity across the US. However, the penetration rates for some ISPs have been lower than expected, reducing the rate of return. This panel will discuss the following topics:
During the conference, Kemal Hawa will moderate panel, "How is fibre investment evolving, and when can we expect consolidation?" on Thursday, Jan. 30 from 12:15 p.m. - 1:00 p.m. EST. We have seen significant investment into fibre, driving new deployments and rapid improvement in connectivity across the US. However, the penetration rates for some ISPs have been lower than expected, reducing the rate of return. This panel will discuss the following topics:
- How are investors evaluating their investments across fibre infrastructure?
- What could it take to see a return to 20x multiples for FTTH assets, or is the current 10-14x multiple here to stay?
- When can we expect to see consolidation and what impact is the cost of capital having on M&A activity?