Adlane Fellah on Muck Rack

Adlane Fellah

Miami
As seen in: RCRWireless News, EIN News, EIN Presswire, Broadband Breakfast, IoT For All, The Mobile Network, TelcoForge
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Articles

Why consolidation will reshape MDU connectivity (part 3/3) – Analyst Angle

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By Adlane Fellah
| RCRWireless News Verified
1 Buying doors is easy; stitching networks together is not. Consolidation between MDU providers creates scale on paper. Whether it creates a better operator depends on something far less glamorous: whether the buyer can stitch the networks it acquires into a single network. This final part is about the work on the technology stack behind the hardware and the plumbing underneath, and why it determines who actually wins.
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Why consolidation will reshape MDU connectivity (part 2/3) – Analyst Angle

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By Adlane Fellah
| RCRWireless News Verified
1 MDU connectivity consolidation is not one story but three – told from the perspective of who owns the operators doing the consolidation. Maravedis Research sorts the MSP segment by ownership, maps where the major players sit, and examines the cost pressures squeezing the operators caught in the middle. Three segments – splits into three ownership models: property-owner capital, private equity, and the independent, each consolidating for different reasons and at different cost of capital.
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Consolidation is reshaping MDU connectivity (part 1/3) – Analyst Angle

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By Adlane Fellah
| RCRWireless News Verified
1 Scale is becoming the defining advantage in MDU connectivity. In part 1 of a three-part series, analyst-consultancy Maravedis examines how economics, capital, and operator strategy are accelerating market consolidation. Strategic growth – The core single-family broadband business is repricing downward, with ARPU and EBITDA falling, pushing operators to treat MDUs as a strategic growth asset.
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