You might say Level 3 Communications and Time Warner Cable want more fiber in their diets.

Craig Galbraith, Editorial Director

May 13, 2014

1 Min Read
Fiber Wars: TWC, Level 3 Taking Business From AT&T, Verizon

You might say Level 3 Communications and Time Warner Cable want more fiber in their diets.

In a note released this week following earnings reports from some communications giants, Jennifer Fritzsche, a telecom analyst with Wells Fargo, specifically called out Level 3 and TWC as two companies going after more of the fiber market, at the expense of AT&T and Verizon, in particular.

“On the wireline side, there seems to be a rebirth in views on enterprise. [Level 3] and [Time Warner Cable] are quite positive … fiber is king, demand is there, a lot of business to take from the big firms ([AT&T and Verizon]). [AT&T and Verizon] don’t share this view and continue to be a bit more muted in their enterprise outlook,” Fritzsche wrote, reported by Barron’s.

Fritzsche is among analysts industry-wide who are keeping a close eye on talk of an AT&T-DirecTV merger, and the impact it would have on wireless.

“The wireless side, we have fielded fewer questions on the pricing war and more on M&A,” Fritzsche added. “Is [AT&T] really pursuing DirecTV? What does that mean for DISH? Would [Verizon] go after it? What about [Sprint] and [T-Mobile USA]?

Follow senior online managing editor @Craig_Galbraith on Twitter.

Read more about:


About the Author(s)

Craig Galbraith

Editorial Director, Channel Futures

Craig Galbraith is the editorial director for Channel Futures, joining the team in 2008. Before that, he spent more than 11 years as an anchor, reporter and managing editor in television newsrooms in North Dakota and Washington state. Craig is a proud Husky, having graduated from the University of Washington. He makes his home in the Phoenix area.

Free Newsletters for the Channel
Register for Your Free Newsletter Now

You May Also Like