Altice CEO Expects Growing Fiber Overbuilds in West
Altice USA faces a "more and more aggressive" competitive landscape, particularly from fiber overbuilders in its Western markets and fixed wireless in its Eastern ones, CEO Dennis Mathew said Wednesday at the New Street Research and BCG Future of Connectivity…
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Leaders Conference. He said the fixed wireless competition is particularly centered on the poor, and Altice is changing its marketing approach for that segment in order to better compete. While Altice doesn't have sizable amounts of fiber in its own Western network, that's not a big impediment as the company has improved the quality of its hybrid fiber-coaxial network, he said. He added that Altice is about 70% overbuilt by fiber in its Eastern markets and expects fiber overbuilding in its Western ones -- now about 45% -- to reach a similar level.