Analyst Angle: If broadband is an Industry 4.0 utility, then fiber is the asset class that will drive M&A
The realization that gigabit (and beyond) broadband speeds will be the baseline enabler of the Fourth Industrial revolution has private equity’s attention, which might kick off another round of carrier M&A. The idea of broadband service as a fourth utility (i.e., alongside gas, electricity and water) is not novel in terms of the concept. Municipalities all