Given that they can overlash their existing pole attachments without a ton of make-ready or new permits, I think they're a safe investment.
I don't know about other states, but Frontier in NY is like 50 ILECs rolled into a ball. When you get a COI for your Frontier pole attachment contract you have list every single one of their acquisitions as additional named insured. Depending on where you are they may be great or terrible, depending on which old network and old employees you're dealing with. -Adam ________________________________ From: AF <[email protected]> on behalf of Ken Hohhof <[email protected]> Sent: Thursday, November 20, 2025 11:56 PM To: 'AnimalFarm Microwave Users Group' <[email protected]> Subject: Re: [AFMUG] can a town with 850 population support 3 ISPs Yes. Also: https://investor.frontier.com/news/news-details/2024/Frontier-Completes-750-Million-Fiber-Securitization-Offering-and-Term-Loan-Refinancing/default.aspx -----Original Message----- From: AF <[email protected]> On Behalf Of Mike Hammett Sent: Thursday, November 20, 2025 8:54 PM To: AnimalFarm Microwave Users Group <[email protected]> Subject: Re: [AFMUG] can a town with 850 population support 3 ISPs Bankruptcy -- Mike Hammett ----- Original Message ----- From: "Chuck McCown" <[email protected]> To: "AnimalFarm Microwave Users Group" <[email protected]> Sent: Thursday, November 20, 2025 8:05:32 PM Subject: Re: [AFMUG] can a town with 850 population support 3 ISPs Where did Frontier finally get the money to turn their company around? 10 years ago I presumed them to be dead. -----Original Message----- From: AF [mailto:[email protected]] On Behalf Of Mike Hammett Sent: Thursday, November 20, 2025 9:11 AM To: AnimalFarm Microwave Users Group <[email protected]> Subject: Re: [AFMUG] can a town with 850 population support 3 ISPs Ah, yeah, Frontier is pushing fiber all over the place in the rest of the area. -- Mike Hammett ----- Original Message ----- From: "Ken Hohhof" <[email protected]> To: "AnimalFarm Microwave Users Group" <[email protected]> Sent: Thursday, November 20, 2025 10:07:37 AM Subject: Re: [AFMUG] can a town with 850 population support 3 ISPs Shabbona, IL Mediacom, Syndeo and Conxxus. I guess Frontier might still decide to replace their copper with fiber. -----Original Message----- From: AF <[email protected]> On Behalf Of Mike Hammett Sent: Thursday, November 20, 2025 9:53 AM To: AnimalFarm Microwave Users Group <[email protected]> Subject: Re: [AFMUG] can a town with 850 population support 3 ISPs Mediacom, Frontier, and Conexxus? -- Mike Hammett ----- Original Message ----- From: "Ken Hohhof" <[email protected]> To: "AnimalFarm Microwave Users Group" <[email protected]> Sent: Thursday, November 20, 2025 9:42:25 AM Subject: Re: [AFMUG] can a town with 850 population support 3 ISPs I should clarify this is not BEAD funded, since Mediacom was already there. From: AF <[email protected]> On Behalf Of Steve Jones Sent: Thursday, November 20, 2025 9:31 AM To: AnimalFarm Microwave Users Group <[email protected]> Subject: Re: [AFMUG] can a town with 850 population support 3 ISPs Those small towns are probably more about footprint than profit. the short of it is that if providers were footing their own bill this wouldnt happen. but when the dust settles and capitalism restarts, 2 of those 3 will be bought or bankrupt, but even at 300 take distributed evenly at 100 per isp with arpu 40, thats 48000 annual revenue, and we know that arpu will only go up as the capitalists fall. We had incumbent cable co. in the last 2 years 2 other fiber providers built our town, frontier is in process of lashing lines, and a 4th provider is doing the entire rural build (on your dome btw), but will be coming into town when thats done. so podunk il will have 4 fiber, 1 cableco, 2-4 LEO, and 1-3 cellular options (currently TMobile is the only reliable cellular home internet) for 11,015 population over 8.65 sq miles with 4680 homes and 417 businesses Nothing is real man, we are in a fever dream On Thu, Nov 20, 2025 at 9:16 AM Ken Hohhof < [email protected] > wrote: Incumbent cable company, incumbent FTTH company (aerial, no TV option), and now a second FTTH company (buried). 850 population and <400 houses. They just finished wiring the next town over (population 1400) and built their main line through this town to get there. Is the cost so upfront loaded that an FTTH company can survive with only 100-200 customers? Or is this a fight to the death? The new fiber provider looks to be cheaper than both incumbents. Not crazy cheap, but cheaper. They do offer TV packages, those aren’t so cheap. -- AF mailing list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com -- AF mailing list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com -- AF mailing list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com -- AF mailing list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com -- AF mailing list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com -- AF mailing list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com -- AF mailing list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com -- AF mailing list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com
-- AF mailing list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com
