A must-read article on CNET about Verizon's landmark millionth fiber customer (a mister Bayer, apparently). What I find interesting is that Verizon went ahead with fiber against Wall Street opinion, and it really pays off now with fast rollout, higher (and growing) ARPUs and 50% TV customers (of which 80% subscribe to triple-play - this brings me back to the analysis of triple-play I did a couple of weeks back, seems it ain't dead yet!) Of course, the share price is growing as well; if there's one thing Wall Street doesn't do it's hold a grudge to unexpected success...
I hope that Verizon's high profile and apparent success boosts FTTH projects worldwide and dispenses us of the intermediary VDSL solutions that many countries still seem to be focused on.
