RDOF, Verticals and Value Adds reveal Cable’s fiber growth plans at the expense of rural carriers. This was originally written just as COVID shut down the US. Fierce Telecom just reported Charter along with other MSOs have filed to take a piece of the $20 Billion RDOF! The following rural cable strategy was compiled from Heavy/Light Reading, SCTE, Deloitte, Garner and various other industry sources. At the end of the blog there is information on how to stop this attack, protect your current accounts, grow them, and acquire new ones. Justified by growing fiber valuations, MSO’s plan is to win rural commercial accounts by offering new services. Those same rising fiber valuations are inviting new competitors and cable’s trans-formative services are designed to beat both the incumbents and hold off new entrants. They say it’s easier to fight the enemy you know than the one you don’t. With uber competition confronting every industry, companies must invest to fight rivals. It is…
