Infrastructure Investor: AlixPartners Andrej Danis comments, "Scale is king in fibre"

While the U.S. fibre sector is primed for consolidation due to growing demand and government support, progress is hindered by high financing costs, complex buildouts, and fragmented ownership. With nearly 1,900 small and mid-sized providers, many lack the scale to compete with major players like Verizon and T-Mobile. AlixPartners estimates 400–500 of these firms could become M&A targets, but valuation gaps and uneven performance are slowing deals. Experts suggest that strategic roll-ups and equity partnerships may accelerate in late 2025 and beyond as the market matures.

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