This site is part of the Global Exhibitions Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Fiber Wars: TWC, Level 3 Taking Business From AT&T, Verizon
By Craig Galbraith
May 13, 2014 - News

You might say Level 3 Communications and Time Warner Cable want more fiber in their diets.

In a note released this week following earnings reports from some communications giants, Jennifer Fritzsche, a telecom analyst with Wells Fargo, specifically called out Level 3 and TWC as two companies going after more of the fiber market, at the expense of AT&T and Verizon, in particular.

“On the wireline side, there seems to be a rebirth in views on enterprise. [Level 3] and [Time Warner Cable] are quite positive … fiber is king, demand is there, a lot of business to take from the big firms ([AT&T and Verizon]). [AT&T and Verizon] don’t share this view and continue to be a bit more muted in their enterprise outlook," Fritzsche wrote, reported by Barron’s.

Fritzsche is among analysts industry-wide who are keeping a close eye on talk of an AT&T-DirecTV merger, and the impact it would have on wireless.

“The wireless side, we have fielded fewer questions on the pricing war and more on M&A," Fritzsche added. “Is [AT&T] really pursuing DirecTV? What does that mean for DISH? Would [Verizon] go after it? What about [Sprint] and [T-Mobile USA]?

Follow senior online managing editor @Craig_Galbraith on Twitter.

comments powered by Disqus
Related News
Both revenue and profit were up for the company in the second quarter.
Craig Galbraith
Craig Galbraith