When I was an analyst one of my most memorable trips was to Monroe, LA.  Why?  Well, it was perhaps the ONLY domestic trip I ever took that did NOT offer a direct flight from O’Hare.  Still to this day 20 years later, that in and of itself makes this...

That was my first thought when we saw the (very surprising) news at ConnectX around the Vertical Bridge (VB) and Verizon (VZ) joint press release on May 9th.  While exact financial details were not disclosed, the two companies are creating an LLC and share the...

Earlier this year at the MetroConnect conference in Fort Lauderdale, there seemed to be some concerns about Zayo. These worries centered around many things. Integration of 40+ companies was harder and longer than hoped: despite Zayo’s size and scale, Zayo was still...

At recent conferences and industry chit chats, there has been a lot of talk about fiber players pulling back. The laundry list of reasons is not overly surprising or really that unique. They include things like supply chain delays, labor shortages, inflation, etc....