New Street Research - Does New BEAD Data Suggest a Fiber/Cable Resurgence?

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New Street Research

Blair Levin

EUR 8567.00 For Business Accounts Only

Does New BEAD Data Suggest a Fiber/Cable Resurgence?

As states move toward a September 4th deadline to file their new BEAD plans, every day brings additional data as to the prospects for the major carriers to increase their wireline footprints. In this note, we review the latest data, summarize key points from our expert call on BEAD last Friday and update our thoughts on who will, and will not benefit from the Trump Administration changes in the BEAD rules.

11/08/2025 1 EN

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

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Analysts

Blair Levin

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Does New BEAD Data Suggest a Fiber/Cable Resurgence?

BEAD: Virginia releases final proposal

Bible 2Q25 - Smartphones: 2025 weak and front-loaded. Increasing concerns about the Back-half.

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