Towers to Trenches: Re-digging Telco’s Strategic Moat in a Convergence-First Era
Following Xona Partners’ annual market update, I wanted to share a clearer view of the U.S. telecom market as I see it today. The industry has entered a structural reset. Operators are consolidating around fiber as the strategic asset, convergence as the competitive lever and disciplined capital allocation as the operating reality. Strategic acquisitions and… Read More »