Deutsche Telekom and Vodafone Risk Missing the Point as They Start Fibre Roll-outs

I. Grant

Summary Bullets:

• Deutsche Telekom and Vodafone both target business parks with fibre roll-outs

• Customer expectations and experience are missing from their agendas

Probably the last thing Deutsche Telekom needed last month was Vodafone announcing a EUR2 billion fibre network rollout targeting 100,000 companies in 2,000 business parks across Germany. The former incumbent had already responded, somewhat grumpily, to criticism that it is doing too little too late, with a ten-fact list setting out its broadband policy and strategy, which dovetails with the German government’s ambition of national availability of 50Mbps broadband access by 2020, and 100Mbps by 2025. Read more of this post

Uncertainty as the Telecom Boom’s Fiber IRU Flurry Closes in on the 20-year Mark

Brian Washburn

Brian Washburn

Summary Bullets:

• Claims of network providers entering flux as telecom boom’s IRUs expire are important for wholesale; enterprise services should be unaffected.

• The telecom boom’s national fiber builds are now well over a decade old: The fiber’s transport characteristics remain serviceable today.

Starting anytime now, and through the end of the decade, we just might see network operators’ national footprints widely thrown into disarray, as the host of IRU agreements signed during the telecom boom of the 1990s begin to expire (the standard length of an IRU being 20 years, though they can vary). Some observers speculate that, just like the baby boom set the stage for a next-generation ‘baby boomlet’, expiring IRUs will spur a fresh round of telecom negotiations and deal-making. These new deals would buoy transport, network and infrastructure providers. Personally, I expect the freeing up of IRUs to be a relatively minor event. But on the other hand, there still appears to be room for strategic fiber investment.There are two important background points to understand when discussing the telecom industry’s IRUs: Read more of this post