What's new: according to press reports, T-Mobile is investing in a new fiber JV with Lumos Fiber (LINK). The article states that T-Mobile will invest at least $1BN.
Assuming it is correct, we aren’t surprised by the story. T-Mobile management has been hinting at more deals with fiber companies. Lumos strikes us as a strong partner, based on the success they have had in their existing operations.
Brian Stading, the CEO of Lumos, will be speaking at our Fiber-to-the-Future conference at 1:15PM ET on 21st March (register HERE). T-Mobile will be doing small group meetings on March 22nd. We believe T-Mobile is also a tenant on Tillman Fiber’s Open Access network. Nick Brown from Tillman Global will be presenting on March 22nd.
Open Access networks will be an important theme at the event this year. In addition to Nick Brown from Tillman, we will have Elliot Noss from Tucows who is also building and operating Open Access networks. We will also have Chris Sambar from AT&T, who is a partner in Gigapower which is the largest Open Access project in the US, so far.
Open Access is more developed in Europe than in the US. We are in the process of building Open Access fiber models to better understand the economics, and we are relying heavily on European benchmarks as we do so. European operators presenting at the conference that operate Open Access networks or are tenants on them include British Telecom, Cityfibre, Glasfaser Nordwest, Swisscom, Telefonica, Liberty Global,Deutsche Telekom, and Tele Columbus.
To register for the Fiber-to-the-Future conference or for small group meetings please click here.
We have written about T-Mobile's fiber strategy and open access deals in the reports below:
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