AI Fiber DemandManagement is seeing upsized bullish AI fiber demand, increasing its total addressable market opportunity, and expects record deal sizes in the coming quarters.
Fiber Infrastructure ExpansionThe Fiber Infrastructure side is in good shape, with solid bookings, announcing a $100MM contract win, and now has a GenAI funnel of $1.5B in which management expects a high win rate.
Kinetic Management StrategyWith new Kinetic management in place, coming from Frontier, the company is cleaning up its base including removing the ACP credit, which should drive a 16bps uptick in churn.