This Week: 300th Episode with Craig Moffett on Convergence and Fiber Economics
Analysts Don Kellogg and Roger Entner celebrate the 300th episode of the show by welcoming telecom legend Craig Moffett, co-founder of Moffett Nathanson, to discuss all things convergence, including the current state of fiber buildouts, evolving bundling strategies, and what market cycles may be signaling for the future.
00:00 Episode intro
01:00 Convergence and the state of the fiber buildout
04:52 Density and overbuilding
06:15 Diminishing buildout returns
09:45 Data center demand and labor questions
11:16 Aerial vs. buried deployment cost concerns
13:43 Is bundling actually profitable?…
The skinny
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