nexfibre will build full fibre to more homes in 2024 than any other Alt-Net, claims CEO Rajiv Datta скачать в хорошем качестве

nexfibre will build full fibre to more homes in 2024 than any other Alt-Net, claims CEO Rajiv Datta

A bold claim from nexfibre’s new CEO, Rajiv Datta, who said that only Openreach would build faster than nexfibre in 2024. Rajiv shares a great insight into the many facets of being an Alt-Net in the UK’s full fibre race. nexfibre’s goal is to build to 5 million premises by the end of 2026, complementing VMO2’s 17 million premises footprint, to make a total footprint of 22 million. This will create a national scale full fibre infrastructure player to compete with Openreach. Rajiv describes nexfibre as semi-urban to semi-rural, complementing the VMO2 footprint, which is deployed in urban areas. nexfibre is fundamentally a full fibre builder, but Rajiv indicated that nexfibre is on the lookout for further acquisitions, following its acquisition of Upp in September 2023. He said there are other acquisition targets that make equal or better sense than Upp, and that nexfibre would be very eager to make these acquisitions if the opportunity and financial logic stacks up. Rajiv shares his view that some of the full fibre pricing in the market today is unsustainable longer term. He says the aggressive pricing is a tactic to grab market share, and that the Alt-Nets engaging in this tactic will need to hike customer prices longer term if they are to generate a return on investment. Against a backdrop of financial stress in the Alt-Net world, Rajiv was confident that nexfibre would break even before it stops building at the end of 2026. Big thanks Rajiv for doing this interview. It was a pleasure meeting you and hearing your insight into nexfibre and the wider industry. CHAPTERS 0:00 Why did VM02 investors create Nexfibre? 03:55 Size matters; Nexfibre on track to hit 5mn by end of 2026; Nexfibre will build to more homes in 2024 than any other alt net in the market place 05:25 Combination of build and buy 07:45 The numbers for current build rate 08:38 Homes connected 10:21 RPU and aggressive pricing 13:10 Build machine with VMO2 16:45 The big consolidation 22:05 Where will Nexfibre end up? 25:00 When will Nexfibre be wholesale ready 26:22 What about the rural alt nets? And BDUK’s Project Gigabit 30:17 Speed of build and penetration to drive the numbers 34:15 Building a network in the UK v The States v India