Disconnects between fiber operators and fiber investors abound when it comes to industry challenges, according to the consultants at AlixPartners, which conducted a survey in July and August 2025. When the firm asked 100 operators and investors about some of the challenges that fiber operators are facing, 44 percent of investors thought construction complexity was a big concern; while only 20 percent of operators were concerned about construction. Conversely, operators are worried about their business models, with 47 percent citing competitive pressure from fixed wireless access and cable, and 64 percent worried about the future of their average revenues per user. Investors were much less concerned about these issues. At a time when the fiber market is poised for a lot of consolidation, the disconnect between operators and investors is puzzling.
