Chikunguru 6, 2022
Nemabhiriyoni emadhora ese ari paruzhinji uye akavanzika patafura, vatambi vatsva vefiber vari kusimukira kuruboshwe nekurudyi.Mamwe madiki, ma telco ekumaruwa afunga kuita tekinoroji kusvetuka kubva kuDSL.Vamwe vapinda vatsva vakananga homwe dzedzimwe nyika, sezviri kuita Wire 3 muFlorida.Zvinoita sezvisingabviri kuti vose vachararama nokufamba kwenguva.Asi iyo indasitiri yefiber yakarongerwa rollup yakafanana neyakatoonekwa mutambo uye isina waya?Uye kana zvakadaro, zvichaitika rini uye ndiani achange achitenga?
Nemaakaundi ese, mhinduro yekuti kune rollup iri kuuya inonzwika "hongu".
Recon Analytics muvambi Roger Entner uye New Street Research's Blair Levin vese vakaudza Fierce consolidation iri kuuya.AT&T CEO John Stankey anoita seanobvumirana.Pamusangano wevanodyara mari weJP Morgan muna Chivabvu, vakapokana kuti kune vakawanda vadiki vatambi vefiber "chirongwa chavo chebhizinesi ndechekuti havadi kuve pano mumakore matatu kana mashanu.Vanoda kutengwa uye kudyiwa nemumwe munhu. "Uye achipindura mubvunzo nezve rollups pane ichangoburwa yeFierceTelecom podcast episode, Wire 3 CTO Jason Schreiber akati "zvinoita sezvisingadzivisike mune chero indasitiri yakaputsika."
Asi mubvunzo wekuti kubatanidzwa kungatanga rinhi muchokwadi wakatonyanya kuoma.
Entner akapokana kuti ingangoita ma telcos ekumaruwa, mubvunzo unobva pakuti ihondo yakadii yasara mavari.Sezvo makambani madiki aya angangove asina vashandi vakazvipira kuvaka kana zvimwe midziyo yakakosha yekupa, ivo "vanofanirwa kuwana mhasuru dzavasina kufamba mumakumi emakore" kana vachida kukwidziridza network yavo kuita fiber.Ava vanoshanda, vazhinji vacho vari vemhuri, vanofanirwa kusarudza kana vachida kuisa nguva nesimba mukusimudzira kana kungotengesa zvinhu zvavo kuti varidzi vavo vaende pamudyandigere.
Iyo yepamusoro ndeye "kana iwe uri diki yekumaruwa telco, mutambo wakaderera wenjodzi," Entner akadaro.Nemhaka yokudiwa kwefiber, “mumwe munhu anodzitenga” pasinei nokuti dzinotora nzira ipi.Ingori nyaya yekuti vanowana payout yakawanda sei.
Zvichakadaro, Levin akafanotaura dhizaini inogona kutanga kukwira mushure mekunge mafungu emari yemubatanidzwa achidzika pombi yapihwa.Icho chikamu nekuti zvakaomera makambani kuti ese atarise pakutenga zvinhu uye kunyorera magrants panguva imwe chete.Kana zvibvumirano zvangotanga kuisa pamberi, zvisinei, Levin akati chinonge chiri chekuti "unowana sei tsoka inotenderera uye kuti unosvika sei."
Levin akacherekedza kuti panofanirwa kuve negwara rakajeka kune avo vari kutsvaga kutenga vakwikwidzi vanoshanda munzvimbo dzakasiyana.Izvi zvinozivikanwa sekubatana kwekuwedzera kwenzvimbo uye "mutemo wekare weantitrust ungati hapana dambudziko" nekuti zvibvumirano zvakadaro hazvikonzeri kuti vatengi vave nesarudzo shoma, akadaro.
Pakupedzisira, "Ini ndinofunga tichazopedzisira tave mumamiriro ezvinhu akafanana neindasitiri yetambo umo muchange muine vatatu, pamwe vana, pamwe vatambi vaviri vakakura kwazvo vane waya vanovhara muunganidzwa 70 kusvika 85% yenyika," akadaro. akadaro.
Vatengi
Mubvunzo unotevera une musoro ndewokuti, kana paine rollup, ndiani achange achitenga?Levin akati haaone AT&Ts, Verizons kana Lumens yenyika ichiruma.Akanongedza kune vanopa 2 vanopa seFrontier Communications uye akazvimirira mafemu equity seApollo Global Management (iyo muridzi weBrightspeed) sevanoda kukwikwidza.
Entner akasvika pamhedziso yakafanana, achiona kuti makambani maviri - kunyanya venture capital-backed tier 2s - vakaratidza kufarira chiitiko chekutora.
“Ichaenderera mberi kusvika yapera kamwe kamwe.Zvinoenderana nekuti hupfumi hunoshanduka sei uye kuti mibairo inoyerera sei, asi iko zvino kuchine matani emari ari kutenderera muhurongwa, ”akadaro Entner.Makore anotevera akaiswa kuve "kupenga kwekudya uye kukura kwako ndiko kushoma kunoita kuti uve chikafu."
Kuti uverenge chinyorwa ichi paFierce Telecom, ndapota shanya: https://www.fiercetelecom.com/telecom/big-fiber-rollup-coming-question-when
Fiberconcepts inyanzvi inogadzira zvigadzirwa zveTransceiver, MTP/MPO mhinduro uye AOC mhinduro pamusoro pe16years, Fiberconcepts inogona kupa zvese zvigadzirwa zveFTTH network.
Nguva yekutumira: Jul-08-2022
