Panel Discussion - How is fibre investment evolving, and when can we expect consolidation?

We have seen significant investment into fibre, driving new deployments and rapid improvement in connectivity across the US. However, the penetration rates for some ISPs have been lower than expected, reducing the rate of return. Find out: How are investors evaluating their investments across fibre infrastructure? What could it take to see a return to 20x multiples for FTTH assets, or is the current 10-14x multiple here to stay? When can we expect to see consolidation and what impact is the cost of capital having on M&A activity?