Consolidation is reshaping MDU connectivity (part 1/3) – Analyst Angle

Scale is becoming the defining advantage in MDU connectivity. In part 1 of a three-part series, analyst-consultancy Maravedis examines how economics, capital, and operator strategy are accelerating market consolidation. Strategic growth – The core single-family broadband business is repricing downward,…

The building is the network (part 1) – dumb Wi-Fi is dead (Analyst Angle)

Multi-dwelling unit (MDU) service providers have spent years building excellent Wi-Fi networks and collecting predictable fees. The ceiling on what that network can generate is gone. For years, the managed Wi-Fi industry sold itself on a straightforward value proposition: take…

Born in the USA – your next Wi-Fi router will be made in America (Analyst Angle)

The FCC has tightened supply chain security rules to bann new foreign-made consumer routers. Existing devices are unaffected, but vendors face strict domestic manufacturing demands, which will reshape competition as part of a US telecom infrastructure sovereignty push. The steady…

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