Are Alt-Net economics sustainable? Clive Selley says no. Freedom Fibre CFO Darren Woods responds. скачать в хорошем качестве

Are Alt-Net economics sustainable? Clive Selley says no. Freedom Fibre CFO Darren Woods responds.

In my Full Fibre Wacky Races 6 presentation at Connected Britain (on my YouTube channel shortly), I shared Clive Selley’s (Openreach CEO) view that Alt-Net economics are perplexing and unsustainable. Clive asked the very valid question, “does revenue cover interest payments?” The answer is “no” for many of the Alt-Nets. Freedom Fibre CFO Darren Woods responds to Clive’s view, pointing out that Alt-Nets are a long-term investment, and that making losses is unavoidable, and part of the plan for Alt-Nets. He does however acknowledge the increased pressure caused by the unexpected rise in interest rates. Darren also puts forward his view on market consolidation, and Freedom Fibre’s part in it. Plus, he calls for government to be more joined up! My view is that the Alt-Nets have been fantastic for free market infrastructure competition. It’s the best I’ve seen in 30 years. It’s really important that the Alt-Nets succeed, so the UK can enjoy the long-term benefits of this new level of free market competition. Huge thanks Darren for providing this insightful financial view into Alt-Net world, and big thanks to you and the Freedom Fibre team for the great partnership with Zen. CHAPTERS 0:00 – Clive Selley is perplexed by Alt-Net economics 1:59 – Best free market infrastructure competition in 30 years 2:27 – How do Alt-Net economics become sustainable 3:45 – Long-term investment 4:19 – Reacting to higher interest rates 4:49 – Private investors have ridden a choppy storm 5:17 – Call for government to be more joined up 6:09 – EBITDA positive and cash positive – when? 7:38 – Consolidation and cashless mergers 9:19 – Where does Freedom Fibre fit into the consolidation?