Adtran’s CEO Says Carriers Are Taking a Managed Optical Fiber Network (MOFN) Position
Adtran is positioning itself in the emerging Managed Optical Fiber Network (MOFN) market as carriers seek secure, high‑capacity fiber services for enterprises and hyperscalers. The company reported a 33% year‑over‑year rise in optical networking revenue, propelled by cloud and enterprise demand, while Q4 revenue reached $291.6 million, up 20.1% YoY. European service providers are swapping Huawei equipment for security reasons, creating upgrade opportunities for Adtran. Data‑center interconnect and automation are identified as key growth engines for the firm’s portfolio.
Co-Packaged Optics and the AI Data Center: From Skepticism to Strategic Adoption
Co‑Packaged Optics (CPO) is being touted as a solution to AI data‑center bandwidth, latency, and power challenges. While hyperscalers such as Microsoft, Google, Meta and Amazon are already testing CPO to slash interconnect power by up to 40 % and enable...
Shentel’s Commercial and Residential Fiber Drove a Shift in Its Revenue Mix
Shentel’s aggressive fiber build now covers roughly 427,000 homes and businesses, adding about 81,000 new passings each year. Commercial fiber revenue jumped 13.2% in Q4, pushing fiber services ahead of legacy lines, while residential broadband saw a modest dip but...
PODCAST: Blue Stream Fiber's Turiano on Driving Its AI Strategy and Innovation Roadmap
Blue Stream Fiber, a former cable operator now serving 385,000 residents in Florida, has accelerated its expansion into Houston’s multi‑family market. The company announced executive promotions, elevating Josh Turiano to Chief Innovation and AI Officer to steer its AI roadmap....
Cable One’s MBI Deal to Bolster Its Business Services Capabilities
Cable One will acquire Mega Broadband Investments (MBI) to broaden its rural fiber footprint and diversify its business‑services portfolio. The deal adds roughly 210,000 residential and business customers and expands the company’s network to about 675,000 passings across 24 states....
FiberLight Deepens West Texas Fiber Reach with New 1,400 Route-Mile Build
FiberLight announced a $350 million investment to build 1,400 route‑miles of fiber in West Texas, bringing its regional network to nearly 4.8 million fiber miles. The expansion adds a third diverse route into Abilene, boosting network resiliency and capacity for AI‑driven workloads....
Clearfield’s CEO Says It Sees the Verizon/Frontier Merger as a Significant Opportunity
Clearfield CEO Cheri Beranek says Verizon's acquisition of Frontier creates a major growth opportunity for the fiber‑connectivity supplier. The combined Verizon‑Frontier network will cover over 25 million premises across 31 states, expanding demand for Clearfield’s equipment and its new NOVA platform....
Lumen Scales up Its Network-as-a-Service Customer Base to 2K Business Customers
Lumen announced that its Network-as-a-Service (NaaS) platform now serves over 2,000 enterprise customers, a 29% quarter‑over‑quarter increase. The growth is underpinned by $12 billion in Private Connectivity Fabric agreements signed in 2025 and a rollout of 400 G wavelength routes across 36...
Charter, Verizon and Zayo Acquisitions to Shake up 2026 Ethernet Rankings
Charter’s $34 billion merger with Cox, Verizon’s $20 billion purchase of Frontier, and Zayo’s $4.25 billion acquisition of Crown Castle’s fiber assets will be finalized in 2026, reshaping the U.S. Ethernet services market. The deals give each acquirer a substantially larger fiber footprint...
Lightpath’s Revenue Rises 35 Percent on Strong Hyperscaler, Enterprise Customer Wins
Lightpath, the wholesale arm of Optimum, posted $468 million in 2025 revenue, a 13% year‑over‑year increase driven by strong hyperscaler and enterprise demand. AI‑driven contract value jumped 40% to $362 million, while hyperscaler total contract value surged 240% to $252 million. The company’s...
