If you haven't noticed there's some new and perhaps familiar faces appearing on FierceInstaller. In collaboration with my colleagues Dan Frankel, editor of FierceCable, and Phil Goldstein, editor of FierceWireless, I am now leading up this publication along with my ongoing daily coverage of the wireline industry segment at FierceTelecom.
Our trio will look at installation issues from three angles: traditional telecom wireline, cable and wireless. Every one of these segments is going through rapid change and having various installation challenges.
Take AT&T (NYSE: T) and Verizon (NYSE: VZ) -- two carriers that continue to evolve their wireline and wireless networks. AT&T has set an aggressive path to bring 1 Gbps FTTH service to an additional 14 million homes as part of its terms to get the DirecTV deal done. Such builds are becoming a boom for Dycom, a construction company, who said that 1 Gbps FTTH roll outs were a key revenue driver in its fourth quarter fiscal year 2015 results.
Verizon is nearing the end of its build out cycle for FiOS, while preparing to complete its sale of wireline assets to Frontier in California, Florida and Texas to Frontier Communications.
Wireless and cable operators are also facing various challenges. Now that current CEO Marcelo Claure has cleaned house of the former Dan Hesse management regime, the company's new CTO John Saw has set an aggressive network densification strategy that calls to deploy 70,000 small cells. Verizon Wireless has launched a similar initiative in Pennsylvania where it is lighting small cells with partners Crown Castle and ExteNet. As these operators enhance their wireless coverage for consumers, these small cell builds will create new wireless backhaul opportunities for service providers like Zayo and Unite Private Networks (UPN).
In the cable industry, a new wave of consolidation has emerged. Charter Communications' (NASDAQ: CHTR) proposed acquisitions of Time Warner Cable (NYSE: TWC) and Bright House will create a more powerful entity in both the consumer business service sectors.
All of these transitions mean that there will be a greater need for a greater source of installation companies and solutions.
Overseeing a publication about telecom installation is an interesting challenge and marks a return to my own telecom roots. When I started in the telecom industry in July 1998 at IGI Consulting, I oversaw various newsletters, one focused on premise wiring and another on local area networks aptly titled "LAN."
With help from my FierceCable and FierceWireless colleagues, I hope to make the next chapter of FierceInstaller a success. Please reach out to me with your suggestions and comments as we begin this journey.--Sean