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Mike Dano, a lead business analyst at Ookla, has recognized greater than half a dozen ISPs that may very well be M&A targets. We talked to him about what’s behind the development.
By Brad Randall, Broadband Communities
Latest evaluation from Ookla’s Mike Dano has recognized a handful of ISPs that stand out from the pack as targets for potential acquisition.
Chatting with Past the Cable, Dano mentioned a mix of things is driving M&A in 2026, together with political components.
The listing contains names you’d anticipate: Allo Fiber, Gateway Fiber, LiveOak Fiber, Wire 3, Ripple Fiber, Intrepid Fiber, and Ezee Fiber.
Whereas the M&A development in telecom is plain, with AI and BEAD additionally enjoying main roles, Dano says he’s most eager about how the convergence goes to play out.
He mentioned fiber is one component of the tapestry of telecom.
“We’ve bought satellite tv for pc gamers which can be making an rising influence within the business, we’ve have fastened wi-fi that’s clearly gobbling up quite a lot of web broadband clients in recent times,” he mentioned.
Dano mentioned he desires to know if the mixture of a cellular and stuck service performs a key position in coming years, and the way that ultimately impacts fiber suppliers.
“When you roll up these fiber networks, then what?” he requested.
Watch the complete interview with Dano on Spotify or hearken to it on Apple Podcasts in full.
Dano’s full evaluation on the topic is obtainable in a September 28 submit titled “Assessing the ‘Land Seize’ within the U.S. Fiber Market: Who’s Subsequent?” on Ookla’s web site.
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