AI-driven Demand And TAMUpsized GenAI demand and an increased fiber total addressable market near $75 billion support expectations for larger enterprise deals and stronger fiber bookings through 2026 and into 2027.
Leadership And Execution StrategyHiring senior leaders with Frontier experience signals a targeted copper-to-fiber playbook that could accelerate customer conversions and competitive positioning.
Merger IntegrationCompletion of the Windstream merger enables management to prioritize fiber execution and monetization efforts, supporting potential improvement in core revenue and EBITDA.