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Fiber network operators in the US have built hundreds of thousands of new fiber locations in recent months. On the supply side, vendors are celebrating the enormous secular opportunity in fiber equipment.
Consolidated Communications achieved net-positive broadband connections for the first time in seven years and disclosed a $490 million plan to sell its stake in five wireless partnerships to fund its fiber build.
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Calix reported 20% annual revenue growth and a 33% increase in US revenue, driven by significant opportunity ahead. Still, said execs, the supply chain remains a war every day.