New Street: European cable technology deep-dive Stage set for competing options, but HFC has plenty of runway vs. FTTH
In case you missed it, yesterday we published a deep-dive report assessing the different technology paths available to cable operators in Europe. We look at how these options stack up, given Virgin Media’s announcement to upgrade its network to FTTH, which could be read as drawing a clear line between cable operators sticking with the HFC path, notably Vodafone.
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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