Gerlas van den Hoven, CEO of Genexis on full fiber connectivity in the United Kingdom. As an industry mentor once told me, a few decades ago, "fiber to the home is the future, and always will be." He was joking, but only in a sense. Since then, in the U.S. market, hybrid fiber coax has become the market leader for fixed network internet access, with service almost ubiquitously at 1 Gbps, and a roadmap to 10 Gbps. Other options keep popping up, and some might eventually become commercial forces.
In some markets, FTTH provided by a single wholesale provider might be the future. The issue is, when does it stop being the future, in the sense of finally being deployed as commonly as copper was. And, if the access market remains competitive, what is the financial return?
"Fiber to where you can make money" is my own formulation, when markets are seriously competitive.
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