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Fiber for Breakfast 2023 Week 45 – Fiber is Not Enough!

Cable had a broadband speed advantage for a decade, and they marketed to their advantage. Fiber took the lead on speed and followed the same marketing strategy as Cable. The reality is that broadband speed doesn’t matter nearly as much to the consumer experience as we pretend it does. The success of fixed wireless broadband has made that plain. Fiber companies can’t afford to be complacent. They need to invest in other elements of the customer experience, or risk being ill prepared when others in the industry change the narrative. Join us for Fiber for Breakfast with New Street Research’s Managing Partner, Jonathan Chaplin, as he shares insights from his latest research.

Webinar Presenter:

Jonathan Chaplin is Managing Partner of New Street Research, a boutique equity research firm focused on the Communications Services industries with offices in New York, London and Singapore. Prior to New Street he led the Telecom Research team at Credit Suisse and the Telecom & Cable Research teams at JPMorgan. Jonathan started his career in finance in the M&A group at JPMorgan, focused on the Telecommunications Sector. Jonathan has repeatedly been recognized as among the “Best on The Street” among Telecom analysts by the Wall Street Journal, Forbes Magazine, and Institutional Investor Magazine. Jonathan is an avid alpinist, climbing technical peaks all over the world whenever he can tear himself away from the worlds of finance and communications.