Maura Sullivan

Senior Director of Industry Intelligence at One Touch Intelligence.

Specter of Fixed Wireless Seemingly Lives in Wireline Executives’ Heads

For all the talk about how fixed wireless access service doesn’t represent a real threat to wireline broadband, wireline executives spend a lot of time talking about the wireless technology during earnings calls and investor conferences. Impact: In the most recent earnings cycle and ensuing investor conferences that inevitably follow every round of quarterly earnings, …

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Scrappy Fiber Overbuilders Pick It Up a Notch to Start 2023

If it feels like a number of smaller and regional fiber overbuilders have picked up their deployment pace in 2023, that’s because in many cases they have. Impact: New research from the analysts at Wall Street firm Cowen indicates that some of the country’s large fiber players, including AT&T, Altice, Consolidated, Frontier, and Lumen, could …

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FCC Broadband Map Moves Into the Next Phase After Challenge Deadline

The FCC has yet to reveal how many broadband availability challenges to its new broadband map were received by the January 13 deadline but given the number of concerns raised publicly about the process, we expect a fairly large number.   Impact: Prior to the deadline last week, FierceTelecom reported that more than 300,000 challenges …

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Charter Unveils HFC Network Upgrade Strategy

At an investor day this month, Charter Communications revealed a number of updates about its overall operational strategy, including details on a $5.5-billion network upgrade plan that it says will ultimately yield wireline broadband speeds up to 10 Gbps. Impact: Charter executives, including new CEO Chris Winfrey and product and technology head Rich DiGeronimo, described …

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Fiber Deployments Slow with Supply Chain and Other Disruptions

A series of trade publication articles over the last few weeks warn of a looming slowdown in the current U.S. fiber craze, variously describing concerns about a fiber bubble, a fiber bust, and fiber speed bumps. Impact: The concerns stem from some fiber operators failing to meet their quarterly buildout targets for both the third …

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