Report
Jonathan Chaplin
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Verizon’s New Fiber Strategy: What to expect from the analyst day

Verizon will lay out their new fiber strategy at their analyst day on Tuesday. In this report, we try to anticipate what they might do. We suspect they will extend the build in Frontier markets, accelerate the build in their own markets, and possibly explore out-of-market builds off-balance-sheet. Taken together, these efforts could increase fiber locations to 38-43MM over the next few years.
Underlyings
FRONTIER COMMUNICATIONS PARENT INC

Verizon Communications Inc.

Verizon Communications is a holding company. Through its subsidiaries, the company provides communications, information and entertainment products and services to consumers, businesses and governmental agencies. The company has two reportable segments, Verizon Consumer Group (Consumer) and Verizon Business Group (Business). The company's Consumer segment provides consumer-focused wireless and wireline communications services and products under the Verizon brand and through wholesale and other arrangements. The company's Business segment provides, among others, wireless and wireline communications services and products, video and data services, corporate networking solutions, security and managed network services.

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New Street Research
New Street Research

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Jonathan Chaplin

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