Charter's Bright House deal could further disrupt competition in the Ethernet, business services market
Charter Business will instantly gain more clout in the business services and Ethernet services race if its proposed acquisition of Bright House Networks is a success. In addition, if the proposed acquisition between Comcast and Time Warner Cable goes through, Charter will gain various properties from both cable MSOs as one of the conditions of the deal.
Cable operators are in an interesting position to drive new competition in the wholesale special access market, giving CLECs the ability to connect their multi-site business customers in areas where they can't economically reach with their own facilities today.
Verizon's intention to deploy more small cells to expand wireless coverage for 4G LTE could be a gold mine wireless backhaul opportunity for a host of regional telcos like Cincinnati Bell, FairPoint Communications and Lumos Networks.
Level 3 Communications CEO Jeff Storey is confident that with the tw telecom acquisition firmly under the company's belt, it can now be a more formidable competitor against his main competitors--AT&T and Verizon--in the business services race. While AT&T and Verizon are still two of the largest enterprise service providers, Level 3 could become an even bigger threat to these carriers for five main reasons.
CenturyLink may be the third largest telco, but it is clearly taking a contrary view over its larger ILEC brothers AT&T and Verizon on the FCC's recent move to redefine broadband speeds to be a minimum of 25/3 Mbps.
Frontier Communications officially emerged as the suitor for the $10.5 billion in wireline assets that Verizon wants to offload, signifying its ongoing effort to scale its reach in new markets and deepen its presence in others it already serves. But it remains to be seen how Frontier integrates these new assets.
Google Fiber confirmed on Monday that it would bring its 1 Gbps fiber-to-the-premises (FTTP) services to four new metro areas in the Southeast--Atlanta, Nashville, Charlotte and Raleigh-Durham, N.C.,--illustrating its desire to continually shake up the status quo of the broadband market.
Integra has set itself on yet another new path to enhance its identity with large businesses by revamping the Electric Lightwave brand while creating another group dedicated to mid-market customers.
Verizon may still be one of the largest wireline telcos in the U.S., but it's clear that the telco's ongoing focus to trim non-essential assets and increase its market share in the wireless industry is driving it to consider selling some of its fixed line assets.