Metro Connect 2027 agenda

In recent years, fiber investment has been driven by the race to connect homes, supported by historically low-cost capital, aggressive FTTH expansion plans, and expectations of long-term subscriber growth. Today, however, investors are taking a more nuanced view of the market. As residential penetration rates mature, competitive overbuild intensifies, and profitability comes under greater scrutiny, many investors are reassessing the relative attractiveness of enterprise-focused fiber assets. This panel will explore how investors are weighing enterprise and residential fiber opportunities, where they see the strongest risk-adjusted returns, and how investment strategies are evolving as the market enters its next phase. ' After years of capital flowing into FTTH platforms, what is driving renewed interest in enterprise fiber assets? ' Are investors becoming more selective about residential fiber platforms amid increasing competition and market saturation? ' What characteristics will define the most attractive fiber platforms for acquisition, consolidation, or long-term ownership?