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Partner Interview
Published May 31, 2024

Cogent: Sprint Wireline Network Acquisition Analysis

Executive Bio

Former Strategic Capture - Hyperscaler Division - at Lumen Technologies

Interview Transcript

Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.

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One thing I've heard about Zayo is that their route map is kind of a mess because they've been cobbled together by so many acquisitions. Have you heard that?

If you look at the history of Zayo and their acquisitions, they bought a lot of really small regional fiber providers. There's not a lot of big nationwide fiber plant behind them. Whereas Lumen picked up the CenturyLink dark fiber, the Level 3 dark fiber, and even the legacy Global Crossing dark fiber. They're a lot more contiguous. The fiber runs are more seamless, meaning you don't jump from one legacy fiber type to another, unlike with Zayo. And that's definitely something that if Cogent has one contiguous fiber plant, they can use to their advantage.

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