Gfast map

gfast map copy


In 2016, looked very promising.
But only BT & Australia's nbn remain

Dark Blue: Firm commitments from incumbent: BT (10M), Belgacom, Australian NBN, Swisscom,  Austria, Bezeq Israel, Chunghwa Taiwan, Telus Canada, Telekom South Africa, SK Korea, (U.S.) AT&T, Century, Frontier, Windstream, Belgium, Omantel

Mid Blue: Smaller carriers in Germany, Norway, Finland, Japan

Light Blue: Incumbent likely:  France, Germany, Italy

Maybe the British Telecom cutback did not imply a trend. At Adtran's event, they discussed growing deployments at major companies. They also are seeing demand for 35b  VDSL. Germany is ready to turn on 10M lines of 35b. 

nbn told me last year they were headed to and now are installing. nbn is $2B more behind budget but expects to be completed in 2020. Although the government has changed, the nbn is not changing deployment plans. FTTN or to the remaining sites.

AT&T has been doing some outside their incumbent territory, They are actively competing for housing complexes nationwide. They have (finally) integrated into their OSS/BSS software and now are ready to use in-territory. John Donovan says they are doing 5M homes passed with FTTH in the next year. If he didn't misspeak, any would be beyond that 5M.

Century is now run by the former Level 3 management. For the last two quarters, they have starved the telco side of capex. They are slowly returning to upgrades, including vectoring.

DT has said and FTTH in 2019, but not suggested quantities.

Telecom Italia is being overbuilt by 10M lines of FTTH by government-controlled ENEL Open Fiber. They don't have the money to match, so are experimenting with